Atom Investors’s Vertex VERX Stock Holding History

Atom Investors’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 Q1	–	Sell	-14,067	Closed	-$281K	–	852
2025 Q4	$281K	Buy	14,067 +3,990	+40%	+$86.3K	0.02%	450
2025 Q3	$250K	Buy	+10,077	New	+$292K	0.02%	471
2025 Q1	–	Sell	-6,749	Closed	-$360K	–	644
2024 Q4	$360K	Buy	+6,749	New	+$327K	0.04%	347
2023 Q4	–	Sell	-28,538	Closed	-$659K	–	553
2023 Q3	$659K	Buy	28,538 +6,173	+28%	+$127K	0.15%	187
2023 Q2	$436K	Sell	22,365 -39,280	-64%	-$829K	0.17%	123
2023 Q1	$1.28M	Sell	61,645 -27,282	-31%	-$421K	0.69%	30
2022 Q4	$1.29M	Sell	88,927 -7,160	-7%	-$114K	0.64%	39
2022 Q3	$1.31M	Buy	+96,087	New	+$1.22M	0.46%	61

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atom Investors's VERX Position: Q1 2026 in Review

Atom Investors sold out of Vertex (VERX) in Q1 2026, closing a stake of 14,067 shares — an estimated $281K sold.

Atom Investors first reported a position in VERX in Q3 2022 and held it in 8 quarters. The position peaked at $1.31M in Q3 2022. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

Atom Investors reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
Atom Investors sold 14,067 Vertex shares in Q1 2026, an estimated $281K.
Atom Investors first reported a position in Vertex in Q3 2022 and held it in 8 quarters.
Atom Investors's Vertex position peaked at $1.31M in Q3 2022.
222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.