BFSG LLC
VERX icon

BFSG LLC’s Vertex VERX Stock Holding History

BFSG LLC’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 		$1.25K Buy
+106
New +$1.34K ﹤0.01% 820

Other funds holding VERX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
GA
Gagnon Advisors New York $182M AUM 52.04% 1-Year Est. Return

BFSG LLC's VERX Position: Q3 2026 in Review

BFSG LLC opened a new position in Vertex (VERX) in Q3 2026: 106 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

89 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • BFSG LLC held 106 shares of Vertex worth $1.25K as of Q3 2026.
  • Vertex was a new BFSG LLC position in Q3 2026.
  • Vertex made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #820 holding.
  • 89 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.