FCM
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Freshford Capital Management’s Vertex VERX Stock Holding History

Freshford 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
Q2 		$12M Buy
1,047,293
+481,746
+85% +$6.02M 4.11% 11
2026
Q1 		$6.72M Buy
+565,547
New +$8.81M 3.36% 15

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

Freshford Capital Management's VERX Position: Q2 2026 in Review

Freshford Capital Management increased its Vertex (VERX) stake by 85% in Q2 2026, buying an estimated $6.02M and bringing the position to 1,047,293 shares worth $12M. The position accounts for 4.11% of the portfolio, ranked #11.

Freshford Capital Management first reported a position in VERX in Q1 2026 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Freshford Capital Management held 1,047,293 shares of Vertex worth $12M as of Q2 2026.
  • Freshford Capital Management bought 481,746 Vertex shares in Q2 2026, an estimated $6.02M.
  • Vertex made up 4.11% of Freshford Capital Management's portfolio in Q2 2026, its #11 holding.
  • Freshford Capital Management first reported a position in Vertex in Q1 2026 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Freshford Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.