Ameritas Investment Partners
VERX icon

Ameritas Investment Partners’s Vertex VERX Stock Holding History

Ameritas Investment Partners’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 		$75.9K Buy
6,609
+1,173
+22% +$14.6K ﹤0.01% 2005
2026
Q1 		$64.6K Hold
5,436
– – ﹤0.01% 1939
2025
Q4 		$109K Hold
5,436
– – ﹤0.01% 1642
2025
Q3 		$135K Sell
5,436
-1,207
-18% -$35K ﹤0.01% 1502
2025
Q2 		$235K Buy
6,643
+965
+17% +$36.7K 0.01% 1203
2025
Q1 		$199K Hold
5,678
– – 0.01% 1267
2024
Q4 		$303K Buy
5,678
+361
+7% +$17.5K 0.01% 1083
2024
Q3 		$205K Hold
5,317
– – 0.01% 1307
2024
Q2 		$192K Buy
+5,317
New +$171K 0.01% 1297

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

Ameritas Investment Partners's VERX Position: Q2 2026 in Review

Ameritas Investment Partners increased its Vertex (VERX) stake by 22% in Q2 2026, buying an estimated $14.6K and bringing the position to 6,609 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Ameritas Investment Partners first reported a position in VERX in Q2 2024 and has held it in 9 quarters since. The position peaked at $303K in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Ameritas Investment Partners held 6,609 shares of Vertex worth $75.9K as of Q2 2026.
  • Ameritas Investment Partners bought 1,173 Vertex shares in Q2 2026, an estimated $14.6K.
  • Vertex made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2005 holding.
  • Ameritas Investment Partners first reported a position in Vertex in Q2 2024 and has held it in 9 quarters since.
  • Ameritas Investment Partners's Vertex position peaked at $303K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.