Stifel Financial
VERX icon

Stifel Financial’s Vertex VERX Stock Holding History

Stifel Financial’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
-8,511
Closed -$211K – 3720
2025
Q3 		$211K Sell
8,511
-2,003
-19% -$58K ﹤0.01% 3315
2025
Q2 		$372K Sell
10,514
-11,896
-53% -$453K ﹤0.01% 2933
2025
Q1 		$785K Buy
+22,410
New +$1.02M ﹤0.01% 2390

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

Stifel Financial's VERX Position: Q4 2025 in Review

Stifel Financial sold out of Vertex (VERX) in Q4 2025, closing a stake of 8,511 shares — an estimated $211K sold.

Stifel Financial first reported a position in VERX in Q1 2025 and held it in 3 quarters. The position peaked at $785K in Q1 2025. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • Stifel Financial reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 8,511 Vertex shares in Q4 2025, an estimated $211K.
  • Stifel Financial first reported a position in Vertex in Q1 2025 and held it in 3 quarters.
  • Stifel Financial's Vertex position peaked at $785K in Q1 2025.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.