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Tidal Investments’s Vertex VERX Stock Holding History

Tidal Investments’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
-396,254
Closed -$9.82M – 2362
2025
Q3 		$9.82M Sell
396,254
-4,031
-1% -$117K 0.02% 437
2025
Q2 		$14.1M Buy
400,285
+102,654
+34% +$3.91M 0.09% 260
2025
Q1 		$10.4M Buy
297,631
+140,637
+90% +$6.42M 0.08% 257
2024
Q4 		$8.38M Buy
+156,994
New +$7.61M 0.07% 306

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

Tidal Investments's VERX Position: Q4 2025 in Review

Tidal Investments sold out of Vertex (VERX) in Q4 2025, closing a stake of 396,254 shares — an estimated $9.82M sold.

Tidal Investments first reported a position in VERX in Q4 2024 and held it in 4 quarters. The position peaked at $14.1M in Q2 2025. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • Tidal Investments reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
  • Tidal Investments sold 396,254 Vertex shares in Q4 2025, an estimated $9.82M.
  • Tidal Investments first reported a position in Vertex in Q4 2024 and held it in 4 quarters.
  • Tidal Investments's Vertex position peaked at $14.1M in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Tidal Investments's 13F filing for Q4 2025, filed 13 Feb 2026.