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Aigen Investment Management’s Vertex VERX Stock Holding History

Aigen Investment Management’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
2026
Q2 		– Sell
-17,126
Closed -$204K – 809
2026
Q1 		$204K Buy
+17,126
New +$267K 0.05% 424
2025
Q4 		– Sell
-13,594
Closed -$337K – 1003
2025
Q3 		$337K Buy
+13,594
New +$394K 0.05% 503
2025
Q2 		– Sell
-8,489
Closed -$297K – 1085
2025
Q1 		$297K Buy
+8,489
New +$388K 0.05% 502

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aigen Investment Management's VERX Position: Q2 2026 in Review

Aigen Investment Management sold out of Vertex (VERX) in Q2 2026, closing a stake of 17,126 shares — an estimated $204K sold.

Aigen Investment Management first reported a position in VERX in Q1 2025 and held it in 3 quarters. The position peaked at $337K in Q3 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Aigen Investment Management reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
  • Aigen Investment Management sold 17,126 Vertex shares in Q2 2026, an estimated $204K.
  • Aigen Investment Management first reported a position in Vertex in Q1 2025 and held it in 3 quarters.
  • Aigen Investment Management's Vertex position peaked at $337K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.