Creative Capital Management Investments’s Vertex VERX Stock Holding History

Creative Capital Management Investments’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	$69	Buy	+6	New	+$75	﹤0.01%	1432

Other funds holding VERX

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Creative Capital Management Investments's VERX Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Vertex (VERX) in Q2 2026: 6 shares worth $69. The stake represents ﹤0.01% of the portfolio and ranks #1432 among its holdings.

32 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Creative Capital Management Investments held 6 shares of Vertex worth $69 as of Q2 2026.
Vertex was a new Creative Capital Management Investments position in Q2 2026.
Vertex made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1432 holding.
32 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.