HCA
VERX icon

Harbor Capital Advisors’s Vertex VERX Stock Holding History

Harbor Capital Advisors’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 		$213K Sell
18,580
-2,189
-11% -$27.3K 0.01% 616
2026
Q1 		$247K Buy
+20,769
New +$323K 0.02% 576
2025
Q1 		– Sell
-9,463
Closed -$505K – 1546
2024
Q4 		$505K Sell
9,463
-325
-3% -$15.8K 0.02% 554
2024
Q3 		$377K Buy
9,788
+1,168
+14% +$43.1K 0.02% 609
2024
Q2 		$311K Sell
8,620
-8,101
-48% -$261K 0.02% 603
2024
Q1 		$531K Buy
+16,721
New +$451K 0.07% 384

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 $3.38T AUM 44.17% 1-Year Est. Return

Harbor Capital Advisors's VERX Position: Q2 2026 in Review

Harbor Capital Advisors reduced its Vertex (VERX) stake by 11% in Q2 2026, selling an estimated $27.3K and leaving 18,580 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #616.

Harbor Capital Advisors first reported a position in VERX in Q1 2024 and has held it in 6 quarters since. The position peaked at $531K in Q1 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Harbor Capital Advisors held 18,580 shares of Vertex worth $213K as of Q2 2026.
  • Harbor Capital Advisors sold 2,189 Vertex shares in Q2 2026, an estimated $27.3K.
  • Vertex made up 0.01% of Harbor Capital Advisors's portfolio in Q2 2026, its #616 holding.
  • Harbor Capital Advisors first reported a position in Vertex in Q1 2024 and has held it in 6 quarters since.
  • Harbor Capital Advisors's Vertex position peaked at $531K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.