DKRT Investments’s Vertex VERX Stock Holding History

DKRT 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	$344K	Hold	30,000	–	–	0.08%	43
2026 Q1	$357K	Buy	30,000 +10,000	+50%	+$156K	0.09%	42
2025 Q4	$399K	Sell	20,000 -10,000	-33%	-$216K	0.11%	39
2025 Q3	$744K	Hold	30,000	–	–	0.18%	36
2025 Q2	$1.06M	Buy	+30,000	New	+$1.14M	0.26%	29

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DKRT Investments's VERX Position: Q2 2026 in Review

DKRT Investments held its Vertex (VERX) position steady in Q2 2026 at 30,000 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #43.

DKRT Investments first reported a position in VERX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q2 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

DKRT Investments held 30,000 shares of Vertex worth $344K as of Q2 2026.
DKRT Investments left its Vertex share count unchanged in Q2 2026.
Vertex made up 0.08% of DKRT Investments's portfolio in Q2 2026, its #43 holding.
DKRT Investments first reported a position in Vertex in Q2 2025 and has held it in 5 quarters since.
DKRT Investments's Vertex position peaked at $1.06M in Q2 2025.
229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on DKRT Investments's 13F filing for Q2 2026, filed 13 Aug 2026.