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Boaz Weinstein’s Vertex VERX Stock Holding History

Boaz Weinstein’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
Q2 		$3.02M Hold
263,474
– – 0.08% 153
2026
Q1 		$3.13M Hold
263,474
– – 0.09% 151
2025
Q4 		$5.26M Buy
263,474
+60,000
+29% +$1.3M 0.16% 99
2025
Q3 		$5.04M Buy
203,474
+78,398
+63% +$2.27M 0.14% 107
2025
Q2 		$4.42M Buy
125,076
+6,641
+6% +$253K 0.1% 113
2025
Q1 		$4.15M Buy
118,435
+41,143
+53% +$1.88M 0.11% 83
2024
Q4 		$4.12M Sell
77,292
-1,798
-2% -$87.2K 0.1% 90
2024
Q3 		$3.05M Hold
79,090
– – 0.06% 125
2024
Q2 		$2.85M Buy
+79,090
New +$2.55M 0.05% 130

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boaz Weinstein's VERX Position: Q2 2026 in Review

Boaz Weinstein held its Vertex (VERX) position steady in Q2 2026 at 263,474 shares worth $3.02M. The position accounts for 0.08% of the portfolio, ranked #153.

Boaz Weinstein first reported a position in VERX in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.26M in Q4 2025. 226 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Boaz Weinstein held 263,474 shares of Vertex worth $3.02M as of Q2 2026.
  • Boaz Weinstein left its Vertex share count unchanged in Q2 2026.
  • Vertex made up 0.08% of Boaz Weinstein's portfolio in Q2 2026, its #153 holding.
  • Boaz Weinstein first reported a position in Vertex in Q2 2024 and has held it in 9 quarters since.
  • Boaz Weinstein's Vertex position peaked at $5.26M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.