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Whetstone Capital Advisors’s Vertex VERX Stock Holding History

Whetstone Capital 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
-113,505
Closed -$2.81M – 63
2025
Q3 		$2.81M Buy
+113,505
New +$3.29M 0.78% 21

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Whetstone Capital Advisors's VERX Position: Q4 2025 in Review

Whetstone Capital Advisors sold out of Vertex (VERX) in Q4 2025, closing a stake of 113,505 shares — an estimated $2.81M sold.

Whetstone Capital Advisors first reported a position in VERX in Q3 2025 and held it in 1 quarter. The position peaked at $2.81M in Q3 2025. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • Whetstone Capital Advisors reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
  • Whetstone Capital Advisors sold 113,505 Vertex shares in Q4 2025, an estimated $2.81M.
  • Whetstone Capital Advisors first reported a position in Vertex in Q3 2025 and held it in 1 quarter.
  • Whetstone Capital Advisors's Vertex position peaked at $2.81M in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

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