Arax Advisory Partners’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.82K Buy
+681
New +$8.5K ﹤0.01% 4436
2026
Q1
Sell
-435
Closed -$8.69K 4352
2025
Q4
$8.69K Buy
+435
New +$9.41K ﹤0.01% 2544
2025
Q1
Sell
-71
Closed -$3.79K 3055
2024
Q4
$3.79K Hold
71
﹤0.01% 1834
2024
Q3
$2.73K Hold
71
﹤0.01% 1942
2024
Q2
$2.56K Buy
+71
New +$2.29K ﹤0.01% 1879

Other funds holding VERX

Arax Advisory Partners's VERX Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Vertex (VERX) in Q2 2026: 681 shares worth $7.82K. The stake represents ﹤0.01% of the portfolio and ranks #4436 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in VERX as recently as Q4 2025.

Arax Advisory Partners first reported a position in VERX in Q2 2024 and has held it in 5 quarters since. The position peaked at $8.69K in Q4 2025. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Arax Advisory Partners held 681 shares of Vertex worth $7.82K as of Q2 2026.
  • Vertex was a new Arax Advisory Partners position in Q2 2026.
  • Vertex made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4436 holding.
  • Arax Advisory Partners first reported a position in Vertex in Q2 2024 and has held it in 5 quarters since.
  • Arax Advisory Partners's Vertex position peaked at $8.69K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.