Voloridge Investment Management
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Voloridge Investment Management’s Vertex VERX Stock Holding History

Voloridge Investment 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
Q1 		– Sell
-20,932
Closed -$1.12M – 1377
2024
Q4 		$1.12M Buy
+20,932
New +$1.02M ﹤0.01% 1026
2024
Q2 		– Sell
-147,802
Closed -$4.69M – 1375
2024
Q1 		$4.69M Sell
147,802
-12,242
-8% -$330K 0.02% 675
2023
Q4 		$4.31M Buy
160,044
+119,395
+294% +$3.06M 0.02% 660
2023
Q3 		$939K Buy
40,649
+8,063
+25% +$166K ﹤0.01% 1109
2023
Q2 		$635K Buy
+32,586
New +$687K ﹤0.01% 1198

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Voloridge Investment Management's VERX Position: Q1 2025 in Review

Voloridge Investment Management sold out of Vertex (VERX) in Q1 2025, closing a stake of 20,932 shares — an estimated $1.12M sold.

Voloridge Investment Management first reported a position in VERX in Q2 2023 and held it in 5 quarters. The position peaked at $4.69M in Q1 2024. 264 funds tracked by Wall St. Rank hold VERX as of Q1 2025.

  • Voloridge Investment Management reported no remaining Vertex position as of Q1 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 20,932 Vertex shares in Q1 2025, an estimated $1.12M.
  • Voloridge Investment Management first reported a position in Vertex in Q2 2023 and held it in 5 quarters.
  • Voloridge Investment Management's Vertex position peaked at $4.69M in Q1 2024.
  • 264 funds tracked by Wall St. Rank held Vertex as of Q1 2025.

Based on Voloridge Investment Management's 13F filing for Q1 2025, filed 15 May 2025.