HCA
VERX icon

Hyperion Capital Advisors’s Vertex VERX Stock Holding History

Hyperion 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 		$7.23M Buy
630,000
+150,000
+31% +$1.87M 3.26% 11
2026
Q1 		$5.71M Sell
480,000
-170,000
-26% -$2.65M 2.75% 17
2025
Q4 		$13M Buy
650,000
+110,000
+20% +$2.38M 6.35% 5
2025
Q3 		$13.4M Buy
+540,000
New +$15.6M 7.16% 4

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

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

Hyperion Capital Advisors increased its Vertex (VERX) stake by 31% in Q2 2026, buying an estimated $1.87M and bringing the position to 630,000 shares worth $7.23M. The position accounts for 3.26% of the portfolio, ranked #11.

Hyperion Capital Advisors first reported a position in VERX in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.4M in Q3 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Hyperion Capital Advisors held 630,000 shares of Vertex worth $7.23M as of Q2 2026.
  • Hyperion Capital Advisors bought 150,000 Vertex shares in Q2 2026, an estimated $1.87M.
  • Vertex made up 3.26% of Hyperion Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Hyperion Capital Advisors first reported a position in Vertex in Q3 2025 and has held it in 4 quarters since.
  • Hyperion Capital Advisors's Vertex position peaked at $13.4M in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Hyperion Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.