Washington Harbour Partners’s Vertex VERX Stock Holding History

Washington Harbour Partners’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
2023 Q1	–	Sell	-87,462	Closed	-$1.27M	–	21
2022 Q4	$1.27M	Buy	+87,462	New	+$1.4M	2.14%	19
2022 Q1	–	Sell	-271,619	Closed	-$4.31M	–	29
2021 Q4	$4.31M	Buy	+271,619	New	+$5.15M	1.07%	19
2021 Q2	–	Sell	-142,629	Closed	-$3.13M	–	37
2021 Q1	$3.13M	Sell	142,629 -67,371	-32%	-$2.1M	0.53%	32
2020 Q4	$7.32M	Buy	+210,000	New	+$5.72M	1.35%	23

Other funds holding VERX

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

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

CCA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return

Washington Harbour Partners's VERX Position: Q1 2023 in Review

Washington Harbour Partners sold out of Vertex (VERX) in Q1 2023, closing a stake of 87,462 shares — an estimated $1.27M sold.

Washington Harbour Partners first reported a position in VERX in Q4 2020 and held it in 4 quarters. The position peaked at $7.32M in Q4 2020. 129 funds tracked by Wall St. Rank hold VERX as of Q1 2023.

Washington Harbour Partners reported no remaining Vertex position as of Q1 2023 after selling out during the quarter.
Washington Harbour Partners sold 87,462 Vertex shares in Q1 2023, an estimated $1.27M.
Washington Harbour Partners first reported a position in Vertex in Q4 2020 and held it in 4 quarters.
Washington Harbour Partners's Vertex position peaked at $7.32M in Q4 2020.
129 funds tracked by Wall St. Rank held Vertex as of Q1 2023.

Based on Washington Harbour Partners's 13F filing for Q1 2023, filed 15 May 2023.