FG
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fairman Group's VERX Position: Q2 2026 in Review

Fairman Group held its Vertex (VERX) position steady in Q2 2026 at 6,129 shares worth $70.4K. The position accounts for 0.06% of the portfolio, ranked #91.

Fairman Group first reported a position in VERX in Q4 2024 and has held it in 7 quarters since. The position peaked at $327K in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Fairman Group held 6,129 shares of Vertex worth $70.4K as of Q2 2026.
  • Fairman Group left its Vertex share count unchanged in Q2 2026.
  • Vertex made up 0.06% of Fairman Group's portfolio in Q2 2026, its #91 holding.
  • Fairman Group first reported a position in Vertex in Q4 2024 and has held it in 7 quarters since.
  • Fairman Group's Vertex position peaked at $327K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.