GAMMA Investing’s Vertex VERX Stock Holding History

GAMMA Investing’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 Q3	$12.6K	Sell	1,066 -239	-18%	-$3.03K	﹤0.01%	3218
2026 Q2	$15K	Sell	1,305 -532	-29%	-$6.64K	﹤0.01%	2996
2026 Q1	$21.8K	Buy	1,837 +1,175	+177%	+$18.3K	﹤0.01%	2668
2025 Q4	$13.2K	Buy	662 +604	+1,041%	+$13.1K	﹤0.01%	2837
2025 Q3	$1.44K	Sell	58 -166	-74%	-$4.81K	﹤0.01%	3530
2025 Q2	$7.92K	Buy	224 +79	+54%	+$3.01K	﹤0.01%	2923
2025 Q1	$5.08K	Sell	145 -134	-48%	-$6.12K	﹤0.01%	3083
2024 Q4	$14.9K	Buy	279 +110	+65%	+$5.33K	﹤0.01%	2420
2024 Q3	$6.51K	Buy	+169	New	+$6.23K	﹤0.01%	2638

Other funds holding VERX

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

GAMMA Investing's VERX Position: Q3 2026 in Review

GAMMA Investing reduced its Vertex (VERX) stake by 18% in Q3 2026, selling an estimated $3.03K and leaving 1,066 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3218.

GAMMA Investing first reported a position in VERX in Q3 2024 and has held it in 9 quarters since. The position peaked at $21.8K in Q1 2026. 5 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

GAMMA Investing held 1,066 shares of Vertex worth $12.6K as of Q3 2026.
GAMMA Investing sold 239 Vertex shares in Q3 2026, an estimated $3.03K.
Vertex made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3218 holding.
GAMMA Investing first reported a position in Vertex in Q3 2024 and has held it in 9 quarters since.
GAMMA Investing's Vertex position peaked at $21.8K in Q1 2026.
5 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.