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CVA Family Office’s Vertex VERX Stock Holding History

CVA Family Office’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 		$253 Sell
22
-8
-27% -$100 ﹤0.01% 1762
2026
Q1 		$357 Buy
+30
New +$467 ﹤0.01% 1786
2025
Q1 		– Sell
-15
Closed -$800 – 1468
2024
Q4 		$800 Hold
15
– – ﹤0.01% 1128
2024
Q3 		$578 Hold
15
– – ﹤0.01% 1174
2024
Q2 		$541 Buy
+15
New +$483 ﹤0.01% 1172

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

CVA Family Office's VERX Position: Q2 2026 in Review

CVA Family Office reduced its Vertex (VERX) stake by 27% in Q2 2026, selling an estimated $100 and leaving 22 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

CVA Family Office first reported a position in VERX in Q2 2024 and has held it in 5 quarters since. The position peaked at $800 in Q4 2024. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • CVA Family Office held 22 shares of Vertex worth $253 as of Q2 2026.
  • CVA Family Office sold 8 Vertex shares in Q2 2026, an estimated $100.
  • Vertex made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1762 holding.
  • CVA Family Office first reported a position in Vertex in Q2 2024 and has held it in 5 quarters since.
  • CVA Family Office's Vertex position peaked at $800 in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.