Fairman Group
VERX icon

Fairman Group’s Vertex VERX Stock Holding History

Fairman Group’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 		$72.2K Hold
6,129
– – 0.05% 88
2026
Q2 		$70.4K Hold
6,129
– – 0.06% 91
2026
Q1 		$72.9K Hold
6,129
– – 0.06% 82
2025
Q4 		$122K Hold
6,129
– – 0.1% 65
2025
Q3 		$152K Hold
6,129
– – 0.12% 61
2025
Q2 		$217K Hold
6,129
– – 0.18% 52
2025
Q1 		$0 Hold
6,129
– – ﹤0.01% 339
2024
Q4 		$327K Buy
+6,129
New +$297K 0.27% 40

Other funds holding VERX

Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
EDMP Inc
EDMP Inc Lutz, Florida $130M AUM 14.11% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Fairman Group's VERX Position: Q3 2026 in Review

Fairman Group held its Vertex (VERX) position steady in Q3 2026 at 6,129 shares worth $72.2K. The position accounts for 0.05% of the portfolio, ranked #88.

Fairman Group first reported a position in VERX in Q4 2024 and has held it in 8 quarters since. The position peaked at $327K in Q4 2024. 48 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Fairman Group held 6,129 shares of Vertex worth $72.2K as of Q3 2026.
  • Fairman Group left its Vertex share count unchanged in Q3 2026.
  • Vertex made up 0.05% of Fairman Group's portfolio in Q3 2026, its #88 holding.
  • Fairman Group first reported a position in Vertex in Q4 2024 and has held it in 8 quarters since.
  • Fairman Group's Vertex position peaked at $327K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.