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AlphaGrep UK’s Vertex VERX Stock Holding History

AlphaGrep UK’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
-15,000
Closed -$178K – 968
2026
Q1 		$178K Buy
+15,000
New +$234K 0.05% 731

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
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 $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AlphaGrep UK's VERX Position: Q2 2026 in Review

AlphaGrep UK sold out of Vertex (VERX) in Q2 2026, closing a stake of 15,000 shares — an estimated $178K sold.

AlphaGrep UK first reported a position in VERX in Q1 2026 and held it in 1 quarter. The position peaked at $178K in Q1 2026. 206 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • AlphaGrep UK reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
  • AlphaGrep UK sold 15,000 Vertex shares in Q2 2026, an estimated $178K.
  • AlphaGrep UK first reported a position in Vertex in Q1 2026 and held it in 1 quarter.
  • AlphaGrep UK's Vertex position peaked at $178K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.