Covestor
VERX icon

Covestor’s Vertex VERX Stock Holding History

Covestor’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 		$0 Sell
16
-16
-50% -$203 ﹤0.01% 2870
2026
Q2 		$0 Buy
32
+25
+357% +$312 ﹤0.01% 2871
2026
Q1 		$0 Buy
7
+3
+75% +$47 ﹤0.01% 2809
2025
Q4 		$0 Hold
4
– – ﹤0.01% 2774
2025
Q3 		$0 Hold
4
– – ﹤0.01% 2814
2025
Q2 		$0 Sell
4
-889
-100% -$33.8K ﹤0.01% 2794
2025
Q1 		$31K Buy
893
+844
+1,722% +$38.6K 0.02% 1034
2024
Q4 		$3K Buy
49
+32
+188% +$1.55K ﹤0.01% 1834
2024
Q3 		$1K Buy
+17
New +$627 ﹤0.01% 2116

Other funds holding VERX

Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
EDMP Inc
EDMP Inc Lutz, Florida $130M AUM 14.11% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

Covestor's VERX Position: Q3 2026 in Review

Covestor reduced its Vertex (VERX) stake by 50% in Q3 2026, selling an estimated $203 and leaving 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2870.

Covestor first reported a position in VERX in Q3 2024 and has held it in 9 quarters since. The position peaked at $31K in Q1 2025. 45 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Covestor held 16 shares of Vertex worth $0 as of Q3 2026.
  • Covestor sold 16 Vertex shares in Q3 2026, an estimated $203.
  • Vertex made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2870 holding.
  • Covestor first reported a position in Vertex in Q3 2024 and has held it in 9 quarters since.
  • Covestor's Vertex position peaked at $31K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

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