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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
Q2 		$22.4K Buy
1,967
+38
+2% +$474 ﹤0.01% 606
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 $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

Fulcrum Asset Management's VERX Position: Q2 2026 in Review

Fulcrum Asset Management increased its Vertex (VERX) stake by 2% in Q2 2026, buying an estimated $474 and bringing the position to 1,967 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Fulcrum Asset Management first reported a position in VERX in Q2 2025 and has held it in 5 quarters since. The position peaked at $480K in Q2 2025. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Fulcrum Asset Management held 1,967 shares of Vertex worth $22.4K as of Q2 2026.
  • Fulcrum Asset Management bought 38 Vertex shares in Q2 2026, an estimated $474.
  • Vertex made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #606 holding.
  • Fulcrum Asset Management first reported a position in Vertex in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Vertex position peaked at $480K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.