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Essential Partners’s Vertex VERX Stock Holding History

Essential 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
Q3 		$1.05K Buy
+89
New +$1.13K ﹤0.01% 2167

Other funds holding VERX

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's VERX Position: Q3 2026 in Review

Essential Partners opened a new position in Vertex (VERX) in Q3 2026: 89 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #2167 among its holdings.

8 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Essential Partners held 89 shares of Vertex worth $1.05K as of Q3 2026.
  • Vertex was a new Essential Partners position in Q3 2026.
  • Vertex made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2167 holding.
  • 8 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.