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Stephens Consulting’s Vertex VERX Stock Holding History

Stephens Consulting’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
Q4 		– Sell
-133
Closed -$3.3K – 517
2025
Q3 		$3.3K Buy
+133
New +$3.85K ﹤0.01% 299
2025
Q2 		– Sell
-20
Closed -$701 – 1991
2025
Q1 		$701 Buy
+20
New +$914 ﹤0.01% 822

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Stephens Consulting's VERX Position: Q4 2025 in Review

Stephens Consulting sold out of Vertex (VERX) in Q4 2025, closing a stake of 133 shares — an estimated $3.3K sold.

Stephens Consulting first reported a position in VERX in Q1 2025 and held it in 2 quarters. The position peaked at $3.3K in Q3 2025. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • Stephens Consulting reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
  • Stephens Consulting sold 133 Vertex shares in Q4 2025, an estimated $3.3K.
  • Stephens Consulting first reported a position in Vertex in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's Vertex position peaked at $3.3K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.