GS
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Gagnon Securities’s Vertex VERX Stock Holding History

Gagnon Securities’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 		$8.74M Buy
761,026
+292,806
+63% +$3.66M 1.68% 24
2026
Q1 		$5.57M Buy
468,220
+103,577
+28% +$1.61M 1.29% 27
2025
Q4 		$7.28M Sell
364,643
-14,042
-4% -$304K 1.48% 24
2025
Q3 		$9.39M Buy
378,685
+108,839
+40% +$3.15M 1.88% 21
2025
Q2 		$9.54M Buy
269,846
+1,226
+0.5% +$46.7K 1.94% 23
2025
Q1 		$9.4M Buy
268,620
+92,810
+53% +$4.24M 2.07% 21
2024
Q4 		$9.38M Sell
175,810
-1,302
-0.7% -$63.1K 1.89% 21
2024
Q3 		$6.82M Sell
177,112
-907
-0.5% -$33.4K 1.35% 27
2024
Q2 		$6.42M Sell
178,019
-40,215
-18% -$1.29M 1.45% 26
2024
Q1 		$6.93M Buy
218,234
+119,204
+120% +$3.22M 1.64% 24
2023
Q4 		$2.67M Buy
+99,030
New +$2.54M 0.64% 34

Other funds holding VERX

LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Gagnon Securities's VERX Position: Q2 2026 in Review

Gagnon Securities increased its Vertex (VERX) stake by 63% in Q2 2026, buying an estimated $3.66M and bringing the position to 761,026 shares worth $8.74M. The position accounts for 1.68% of the portfolio, ranked #24.

Gagnon Securities first reported a position in VERX in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.54M in Q2 2025. 62 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Gagnon Securities held 761,026 shares of Vertex worth $8.74M as of Q2 2026.
  • Gagnon Securities bought 292,806 Vertex shares in Q2 2026, an estimated $3.66M.
  • Vertex made up 1.68% of Gagnon Securities's portfolio in Q2 2026, its #24 holding.
  • Gagnon Securities first reported a position in Vertex in Q4 2023 and has held it in 11 quarters since.
  • Gagnon Securities's Vertex position peaked at $9.54M in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Gagnon Securities's 13F filing for Q2 2026, filed 5 Aug 2026.