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HFM Investment Advisors’s Vertex VERX Stock Holding History

HFM Investment 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 		$35 Buy
+3
New +$37 ﹤0.01% 1277
2025
Q3 		– Sell
-3
Closed -$106 – 1319
2025
Q2 		$106 Buy
+3
New +$114 ﹤0.01% 1138

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

HFM Investment Advisors's VERX Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Vertex (VERX) in Q2 2026: 3 shares worth $35. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in VERX as recently as Q2 2025.

HFM Investment Advisors first reported a position in VERX in Q2 2025 and has held it in 2 quarters since. The position peaked at $106 in Q2 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • HFM Investment Advisors held 3 shares of Vertex worth $35 as of Q2 2026.
  • Vertex was a new HFM Investment Advisors position in Q2 2026.
  • Vertex made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1277 holding.
  • HFM Investment Advisors first reported a position in Vertex in Q2 2025 and has held it in 2 quarters since.
  • HFM Investment Advisors's Vertex position peaked at $106 in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.