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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return