Capstone Investment Advisors
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Capstone Investment Advisors’s Vertex VERX Stock Holding History

Capstone Investment Advisors’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 		$181K Buy
15,725
+5,102
+48% +$63.7K ﹤0.01% 1618
2026
Q1 		$126K Buy
+10,623
New +$165K ﹤0.01% 1542
2025
Q3 		– Sell
-7,000
Closed -$247K – 2084
2025
Q2 		$247K Buy
+7,000
New +$266K ﹤0.01% 1470

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

Capstone Investment Advisors's VERX Position: Q2 2026 in Review

Capstone Investment Advisors increased its Vertex (VERX) stake by 48% in Q2 2026, buying an estimated $63.7K and bringing the position to 15,725 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Capstone Investment Advisors first reported a position in VERX in Q2 2025 and has held it in 3 quarters since. The position peaked at $247K in Q2 2025. 227 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Capstone Investment Advisors held 15,725 shares of Vertex worth $181K as of Q2 2026.
  • Capstone Investment Advisors bought 5,102 Vertex shares in Q2 2026, an estimated $63.7K.
  • Vertex made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1618 holding.
  • Capstone Investment Advisors first reported a position in Vertex in Q2 2025 and has held it in 3 quarters since.
  • Capstone Investment Advisors's Vertex position peaked at $247K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.