Edgestream Partners’s Vertex VERX Stock Holding History

Edgestream Partners’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 Q1	–	Sell	-166,326	Closed	-$3.32M	–	1127
2025 Q4	$3.32M	Buy	+166,326	New	+$3.6M	0.09%	394

Other funds holding VERX

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Edgestream Partners's VERX Position: Q1 2026 in Review

Edgestream Partners sold out of Vertex (VERX) in Q1 2026, closing a stake of 166,326 shares — an estimated $3.32M sold.

Edgestream Partners first reported a position in VERX in Q4 2025 and held it in 1 quarter. The position peaked at $3.32M in Q4 2025. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

Edgestream Partners reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 166,326 Vertex shares in Q1 2026, an estimated $3.32M.
Edgestream Partners first reported a position in Vertex in Q4 2025 and held it in 1 quarter.
Edgestream Partners's Vertex position peaked at $3.32M in Q4 2025.
222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.