AXQ Capital’s Vertex VERX Stock Holding History

AXQ Capital’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 Q3	–	Sell	-14,444	Closed	-$166K	–	1459
2026 Q2	$166K	Buy	+14,444	New	+$180K	0.02%	748
2025 Q4	–	Sell	-20,865	Closed	-$517K	–	943
2025 Q3	$517K	Buy	+20,865	New	+$604K	0.2%	185

Other funds holding VERX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $417M AUM 80.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

AXQ Capital's VERX Position: Q3 2026 in Review

AXQ Capital sold out of Vertex (VERX) in Q3 2026, closing a stake of 14,444 shares — an estimated $166K sold.

AXQ Capital first reported a position in VERX in Q3 2025 and held it in 2 quarters. The position peaked at $517K in Q3 2025. 163 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

AXQ Capital reported no remaining Vertex position as of Q3 2026 after selling out during the quarter.
AXQ Capital sold 14,444 Vertex shares in Q3 2026, an estimated $166K.
AXQ Capital first reported a position in Vertex in Q3 2025 and held it in 2 quarters.
AXQ Capital's Vertex position peaked at $517K in Q3 2025.
163 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on AXQ Capital's 13F filing for Q3 2026, filed 12 Nov 2026.