Brown Advisory’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.7M Buy
3,549,052
+1,740,108
+96% +$21.7M 0.06% 232
2026
Q1
$21.5M Sell
1,808,944
-969,932
-35% -$15.1M 0.04% 315
2025
Q4
$55.5M Sell
2,778,876
-302,029
-10% -$6.53M 0.08% 183
2025
Q3
$76.4M Buy
+3,080,905
New +$89.3M 0.1% 148

Other funds holding VERX

Brown Advisory's VERX Position: Q2 2026 in Review

Brown Advisory increased its Vertex (VERX) stake by 96% in Q2 2026, buying an estimated $21.7M and bringing the position to 3,549,052 shares worth $40.7M. The position accounts for 0.06% of the portfolio, ranked #232.

Brown Advisory first reported a position in VERX in Q3 2025 and has held it in 4 quarters since. The position peaked at $76.4M in Q3 2025. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Brown Advisory held 3,549,052 shares of Vertex worth $40.7M as of Q2 2026.
  • Brown Advisory bought 1,740,108 Vertex shares in Q2 2026, an estimated $21.7M.
  • Vertex made up 0.06% of Brown Advisory's portfolio in Q2 2026, its #232 holding.
  • Brown Advisory first reported a position in Vertex in Q3 2025 and has held it in 4 quarters since.
  • Brown Advisory's Vertex position peaked at $76.4M in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.