Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$230 Buy
20
+5
+33% +$62 ﹤0.01% 636
2026
Q1
$178 Sell
15
-57
-79% -$888 ﹤0.01% 599
2025
Q4
$1.44K Buy
+72
New +$1.56K ﹤0.01% 364
2025
Q3
Sell
-71
Closed -$2.51K 394
2025
Q2
$2.51K Buy
+71
New +$2.7K ﹤0.01% 317

Other funds holding VERX

Elequin Capital's VERX Position: Q2 2026 in Review

Elequin Capital increased its Vertex (VERX) stake by 33% in Q2 2026, buying an estimated $62 and bringing the position to 20 shares worth $230. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Elequin Capital first reported a position in VERX in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.51K in Q2 2025. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Elequin Capital held 20 shares of Vertex worth $230 as of Q2 2026.
  • Elequin Capital bought 5 Vertex shares in Q2 2026, an estimated $62.
  • Vertex made up ﹤0.01% of Elequin Capital's portfolio in Q2 2026, its #636 holding.
  • Elequin Capital first reported a position in Vertex in Q2 2025 and has held it in 4 quarters since.
  • Elequin Capital's Vertex position peaked at $2.51K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.