FCM
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Fieldview Capital Management’s Vertex VERX Stock Holding History

Fieldview Capital Management’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
Q1 		– Sell
-23,566
Closed -$471K – 718
2025
Q4 		$471K Buy
+23,566
New +$510K 0.08% 283
2025
Q3 		– Sell
-11,719
Closed -$414K – 536
2025
Q2 		$414K Buy
+11,719
New +$446K 0.06% 269

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fieldview Capital Management's VERX Position: Q1 2026 in Review

Fieldview Capital Management sold out of Vertex (VERX) in Q1 2026, closing a stake of 23,566 shares — an estimated $471K sold.

Fieldview Capital Management first reported a position in VERX in Q2 2025 and held it in 2 quarters. The position peaked at $471K in Q4 2025. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Fieldview Capital Management reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Fieldview Capital Management sold 23,566 Vertex shares in Q1 2026, an estimated $471K.
  • Fieldview Capital Management first reported a position in Vertex in Q2 2025 and held it in 2 quarters.
  • Fieldview Capital Management's Vertex position peaked at $471K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Fieldview Capital Management's 13F filing for Q1 2026, filed 14 May 2026.