Westwind Capital’s Vertex VERX Stock Holding History

Westwind 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 Q4	–	Sell	-337,013	Closed	-$8.36M	–	49
2025 Q3	$8.36M	Sell	337,013 -2,295	-0.7%	-$66.5K	1.75%	23
2025 Q2	$12M	Buy	339,308 +4,806	+1%	+$183K	2.45%	17
2025 Q1	$11.7M	Buy	334,502 +147,650	+79%	+$6.74M	2.91%	16
2024 Q4	$9.97M	Buy	186,852 +413	+0.2%	+$20K	2.18%	21
2024 Q3	$7.18M	Buy	+186,439	New	+$6.87M	1.74%	22

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

Westwind Capital's VERX Position: Q4 2025 in Review

Westwind Capital sold out of Vertex (VERX) in Q4 2025, closing a stake of 337,013 shares — an estimated $8.36M sold.

Westwind Capital first reported a position in VERX in Q3 2024 and held it in 5 quarters. The position peaked at $12M in Q2 2025. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

Westwind Capital reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
Westwind Capital sold 337,013 Vertex shares in Q4 2025, an estimated $8.36M.
Westwind Capital first reported a position in Vertex in Q3 2024 and held it in 5 quarters.
Westwind Capital's Vertex position peaked at $12M in Q2 2025.
221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Westwind Capital's 13F filing for Q4 2025, filed 9 Jan 2026.