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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
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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hyperion Capital Advisors's VERX Position: Q1 2026 in Review

Hyperion Capital Advisors reduced its Vertex (VERX) stake by 26% in Q1 2026, selling an estimated $2.65M and leaving 480,000 shares worth $5.71M. The position accounts for 2.75% of the portfolio, ranked #17.

Hyperion Capital Advisors first reported a position in VERX in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.4M in Q3 2025. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Hyperion Capital Advisors held 480,000 shares of Vertex worth $5.71M as of Q1 2026.
  • Hyperion Capital Advisors sold 170,000 Vertex shares in Q1 2026, an estimated $2.65M.
  • Vertex made up 2.75% of Hyperion Capital Advisors's portfolio in Q1 2026, its #17 holding.
  • Hyperion Capital Advisors first reported a position in Vertex in Q3 2025 and has held it in 3 quarters since.
  • Hyperion Capital Advisors's Vertex position peaked at $13.4M in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Hyperion Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.