Fidelity Investments
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Fidelity Investments’s Vertex VERX Stock Holding History

Fidelity Investments’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 		$10.5M Buy
913,732
+580,017
+174% +$7.24M ﹤0.01% 2107
2026
Q1 		$3.97M Buy
333,715
+325,426
+3,926% +$5.07M ﹤0.01% 2380
2025
Q4 		$166K Buy
8,289
+6,424
+344% +$139K ﹤0.01% 3521
2025
Q3 		$46.2K Sell
1,865
-1,570,564
-100% -$45.5M ﹤0.01% 4008
2025
Q2 		$55.6M Buy
1,572,429
+177,535
+13% +$6.76M ﹤0.01% 1358
2025
Q1 		$48.8M Sell
1,394,894
-1,473,544
-51% -$67.3M ﹤0.01% 1367
2024
Q4 		$153M Buy
2,868,438
+580,664
+25% +$28.2M 0.01% 934
2024
Q3 		$88.1M Buy
2,287,774
+54,985
+2% +$2.03M 0.01% 1152
2024
Q2 		$80.5M Buy
2,232,789
+2,232,392
+562,315% +$71.8M 0.01% 1137
2024
Q1 		$12.6K Sell
397
-30
-7% -$809 ﹤0.01% 4190
2023
Q4 		$11.5K Buy
427
+245
+135% +$6.28K ﹤0.01% 4193
2023
Q3 		$4.2K Sell
182
-2
-1% -$41 ﹤0.01% 4377
2023
Q2 		$3.59K Buy
184
+8
+5% +$169 ﹤0.01% 4458
2023
Q1 		$3.64K Buy
176
+64
+57% +$987 ﹤0.01% 4474
2022
Q4 		$1.63K Buy
+112
New +$1.79K ﹤0.01% 4555
2020
Q4 		– Sell
-30,803
Closed -$708K – 4307
2020
Q3 		$708K Buy
+30,803
New +$750K ﹤0.01% 2476

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

Fidelity Investments's VERX Position: Q2 2026 in Review

Fidelity Investments increased its Vertex (VERX) stake by 174% in Q2 2026, buying an estimated $7.24M and bringing the position to 913,732 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Fidelity Investments first reported a position in VERX in Q3 2020 and has held it in 16 quarters since. The position peaked at $153M in Q4 2024. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Fidelity Investments held 913,732 shares of Vertex worth $10.5M as of Q2 2026.
  • Fidelity Investments bought 580,017 Vertex shares in Q2 2026, an estimated $7.24M.
  • Vertex made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2107 holding.
  • Fidelity Investments first reported a position in Vertex in Q3 2020 and has held it in 16 quarters since.
  • Fidelity Investments's Vertex position peaked at $153M in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.