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Fulcrum Asset Management’s Vertex VERX Stock Holding History

Fulcrum Asset 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 		$22.5K Hold
1,929
– – ﹤0.01% 210
2025
Q4 		$38.6K Hold
1,929
– – 0.01% 164
2025
Q3 		$47.8K Sell
1,929
-11,654
-86% -$338K 0.01% 157
2025
Q2 		$480K Buy
+13,583
New +$517K 0.14% 103

Other funds holding VERX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fulcrum Asset Management's VERX Position: Q1 2026 in Review

Fulcrum Asset Management held its Vertex (VERX) position steady in Q1 2026 at 1,929 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Fulcrum Asset Management first reported a position in VERX in Q2 2025 and has held it in 4 quarters since. The position peaked at $480K in Q2 2025. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Fulcrum Asset Management held 1,929 shares of Vertex worth $22.5K as of Q1 2026.
  • Fulcrum Asset Management left its Vertex share count unchanged in Q1 2026.
  • Vertex made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q1 2026, its #210 holding.
  • Fulcrum Asset Management first reported a position in Vertex in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Vertex position peaked at $480K in Q2 2025.
  • 219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

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