Summit Creek Advisors’s Vertex VERX Stock Holding History

Summit Creek Advisors’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	-189,789	Closed	-$4.7M	–	73
2025 Q3	$4.7M	Sell	189,789 -15,541	-8%	-$450K	0.69%	53
2025 Q2	$7.26M	Buy	205,330 +110,846	+117%	+$4.22M	1.01%	44
2025 Q1	$3.31M	Buy	+94,484	New	+$4.32M	0.48%	52

Other funds holding VERX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

Summit Creek Advisors's VERX Position: Q4 2025 in Review

Summit Creek Advisors sold out of Vertex (VERX) in Q4 2025, closing a stake of 189,789 shares — an estimated $4.7M sold.

Summit Creek Advisors first reported a position in VERX in Q1 2025 and held it in 3 quarters. The position peaked at $7.26M in Q2 2025. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

Summit Creek Advisors reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
Summit Creek Advisors sold 189,789 Vertex shares in Q4 2025, an estimated $4.7M.
Summit Creek Advisors first reported a position in Vertex in Q1 2025 and held it in 3 quarters.
Summit Creek Advisors's Vertex position peaked at $7.26M in Q2 2025.
221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Summit Creek Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.