TD Asset Management
VERX icon

TD Asset Management’s Vertex VERX Stock Holding History

TD 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
Q2 		– Sell
-61,668
Closed -$2.16M – 1256
2025
Q1 		$2.16M Buy
61,668
+22,494
+57% +$1.03M ﹤0.01% 935
2024
Q4 		$2.09M Buy
39,174
+8,574
+28% +$416K ﹤0.01% 997
2024
Q3 		$1.12M Buy
30,600
+1,400
+5% +$51.6K ﹤0.01% 1165
2024
Q2 		$1.05M Buy
+29,200
New +$940K ﹤0.01% 1152

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

TD Asset Management's VERX Position: Q2 2025 in Review

TD Asset Management sold out of Vertex (VERX) in Q2 2025, closing a stake of 61,668 shares — an estimated $2.16M sold.

TD Asset Management first reported a position in VERX in Q2 2024 and held it in 4 quarters. The position peaked at $2.16M in Q1 2025. 269 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

  • TD Asset Management reported no remaining Vertex position as of Q2 2025 after selling out during the quarter.
  • TD Asset Management sold 61,668 Vertex shares in Q2 2025, an estimated $2.16M.
  • TD Asset Management first reported a position in Vertex in Q2 2024 and held it in 4 quarters.
  • TD Asset Management's Vertex position peaked at $2.16M in Q1 2025.
  • 269 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on TD Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.