Wasatch Advisors’s Vertex VERX Stock Holding History

Wasatch 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	-2,728,504	Closed	-$67.6M	–	243
2025 Q3	$67.6M	Buy	2,728,504 +229,774	+9%	+$6.66M	0.36%	78
2025 Q2	$88.3M	Buy	+2,498,730	New	+$95.1M	0.46%	65

Other funds holding VERX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wasatch Advisors's VERX Position: Q4 2025 in Review

Wasatch Advisors sold out of Vertex (VERX) in Q4 2025, closing a stake of 2,728,504 shares — an estimated $67.6M sold.

Wasatch Advisors first reported a position in VERX in Q2 2025 and held it in 2 quarters. The position peaked at $88.3M in Q2 2025. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

Wasatch Advisors reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
Wasatch Advisors sold 2,728,504 Vertex shares in Q4 2025, an estimated $67.6M.
Wasatch Advisors first reported a position in Vertex in Q2 2025 and held it in 2 quarters.
Wasatch Advisors's Vertex position peaked at $88.3M in Q2 2025.
221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Wasatch Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.