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Divisar Capital Management’s Vertex VERX Stock Holding History

Divisar Capital Management’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 		$17.4M Sell
1,480,484
-160,411
-10% -$2.03M 4.18% 9
2026
Q2 		$18.8M Buy
1,640,895
+445,183
+37% +$5.56M 4.34% 11
2026
Q1 		$14.2M Buy
1,195,712
+945,712
+378% +$14.7M 3.62% 14
2025
Q4 		$4.99M Buy
+250,000
New +$5.41M 1.4% 22

Other funds holding VERX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Divisar Capital Management's VERX Position: Q3 2026 in Review

Divisar Capital Management reduced its Vertex (VERX) stake by 9.8% in Q3 2026, selling an estimated $2.03M and leaving 1,480,484 shares worth $17.4M. The position accounts for 4.18% of the portfolio, ranked #9.

Divisar Capital Management first reported a position in VERX in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.8M in Q2 2026. 163 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Divisar Capital Management held 1,480,484 shares of Vertex worth $17.4M as of Q3 2026.
  • Divisar Capital Management sold 160,411 Vertex shares in Q3 2026, an estimated $2.03M.
  • Vertex made up 4.18% of Divisar Capital Management's portfolio in Q3 2026, its #9 holding.
  • Divisar Capital Management first reported a position in Vertex in Q4 2025 and has held it in 4 quarters since.
  • Divisar Capital Management's Vertex position peaked at $18.8M in Q2 2026.
  • 163 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Divisar Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.