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Glenmede Trust’s Vertex VERX Stock Holding History

Glenmede Trust’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 		$190K Buy
16,578
+2,947
+22% +$36.8K ﹤0.01% 1350
2026
Q1 		$162K Sell
13,631
-10,344
-43% -$161K ﹤0.01% 1344
2025
Q4 		$479K Buy
+23,975
New +$519K ﹤0.01% 961
2025
Q1 		$711K Buy
20,312
+2,581
+15% +$118K ﹤0.01% 800
2024
Q4 		$946K Sell
17,731
-2,021
-10% -$98K ﹤0.01% 739
2024
Q3 		$761K Sell
19,752
-1,635
-8% -$60.3K ﹤0.01% 809
2024
Q2 		$771K Buy
21,387
+1,195
+6% +$38.5K ﹤0.01% 762
2024
Q1 		$641K Buy
20,192
+2,723
+16% +$73.5K ﹤0.01% 841
2023
Q4 		$471K Buy
17,469
+573
+3% +$14.7K ﹤0.01% 914
2023
Q3 		$390K Buy
16,896
+2,156
+15% +$44.4K ﹤0.01% 916
2023
Q2 		$305K Hold
14,740
– – ﹤0.01% 988
2023
Q1 		$305K Sell
14,740
-500
-3% -$7.71K ﹤0.01% 993
2022
Q4 		$221K Sell
15,240
-130
-0.8% -$2.08K ﹤0.01% 1075
2022
Q3 		$210K Sell
15,370
-190
-1% -$2.41K ﹤0.01% 1077
2022
Q2 		$176K Sell
15,560
-1,790
-10% -$22.6K ﹤0.01% 1113
2022
Q1 		$266K Buy
17,350
+4,465
+35% +$62.5K ﹤0.01% 1063
2021
Q4 		$204K Sell
12,885
-490
-4% -$9.29K ﹤0.01% 1152
2021
Q3 		$257K Sell
13,375
-55
-0.4% -$1.06K ﹤0.01% 1070
2021
Q2 		$294K Sell
13,430
-31,062
-70% -$631K ﹤0.01% 1037
2021
Q1 		$977K Buy
44,492
+3,362
+8% +$105K 0.01% 690
2020
Q4 		$1.43M Buy
41,130
+23,290
+131% +$634K 0.01% 579
2020
Q3 		$410K Buy
+17,840
New +$434K ﹤0.01% 837

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

Glenmede Trust's VERX Position: Q2 2026 in Review

Glenmede Trust increased its Vertex (VERX) stake by 22% in Q2 2026, buying an estimated $36.8K and bringing the position to 16,578 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Glenmede Trust first reported a position in VERX in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.43M in Q4 2020. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Glenmede Trust held 16,578 shares of Vertex worth $190K as of Q2 2026.
  • Glenmede Trust bought 2,947 Vertex shares in Q2 2026, an estimated $36.8K.
  • Vertex made up ﹤0.01% of Glenmede Trust's portfolio in Q2 2026, its #1350 holding.
  • Glenmede Trust first reported a position in Vertex in Q3 2020 and has held it in 22 quarters since.
  • Glenmede Trust's Vertex position peaked at $1.43M in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Glenmede Trust's 13F filing for Q2 2026, filed 10 Aug 2026.