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Silvercrest Asset Management’s Vertex VERX Stock Holding History

Silvercrest Asset Management’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-550,675
Closed -$19.5M – 872
2025
Q2 		$19.5M Sell
550,675
-81,136
-13% -$3.09M 0.13% 207
2025
Q1 		$22.1M Buy
631,811
+11,222
+2% +$513K 0.16% 174
2024
Q4 		$33.1M Sell
620,589
-8,100
-1% -$393K 0.22% 131
2024
Q3 		$24.2M Sell
628,689
-75,798
-11% -$2.79M 0.16% 172
2024
Q2 		$25.4M Sell
704,487
-8,439
-1% -$272K 0.17% 166
2024
Q1 		$22.6M Buy
712,926
+85,237
+14% +$2.3M 0.15% 170
2023
Q4 		$16.9M Sell
627,689
-73,453
-10% -$1.88M 0.12% 184
2023
Q3 		$16.2M Buy
701,142
+126,906
+22% +$2.61M 0.12% 191
2023
Q2 		$11.2M Buy
+574,236
New +$12.1M 0.08% 223

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Silvercrest Asset Management's VERX Position: Q3 2025 in Review

Silvercrest Asset Management sold out of Vertex (VERX) in Q3 2025, closing a stake of 550,675 shares — an estimated $19.5M sold.

Silvercrest Asset Management first reported a position in VERX in Q2 2023 and held it in 9 quarters. The position peaked at $33.1M in Q4 2024. 240 funds tracked by Wall St. Rank hold VERX as of Q3 2025.

  • Silvercrest Asset Management reported no remaining Vertex position as of Q3 2025 after selling out during the quarter.
  • Silvercrest Asset Management sold 550,675 Vertex shares in Q3 2025, an estimated $19.5M.
  • Silvercrest Asset Management first reported a position in Vertex in Q2 2023 and held it in 9 quarters.
  • Silvercrest Asset Management's Vertex position peaked at $33.1M in Q4 2024.
  • 240 funds tracked by Wall St. Rank held Vertex as of Q3 2025.

Based on Silvercrest Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.