West Oak Capital’s Vertex VERX Stock Holding History

West Oak Capital’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	-2	Closed	-$1K	–	316
2024 Q4	$1K	Hold	2	–	–	﹤0.01%	302
2024 Q3	$1	Buy	+2	New	+$74	﹤0.01%	306

Other funds holding VERX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

West Oak Capital's VERX Position: Q1 2025 in Review

West Oak Capital sold out of Vertex (VERX) in Q1 2025, closing a stake of 2 shares — an estimated $1K sold.

West Oak Capital first reported a position in VERX in Q3 2024 and held it in 2 quarters. The position peaked at $1K in Q4 2024. 264 funds tracked by Wall St. Rank hold VERX as of Q1 2025.

West Oak Capital reported no remaining Vertex position as of Q1 2025 after selling out during the quarter.
West Oak Capital sold 2 Vertex shares in Q1 2025, an estimated $1K.
West Oak Capital first reported a position in Vertex in Q3 2024 and held it in 2 quarters.
West Oak Capital's Vertex position peaked at $1K in Q4 2024.
264 funds tracked by Wall St. Rank held Vertex as of Q1 2025.

Based on West Oak Capital's 13F filing for Q1 2025, filed 16 Apr 2025.