Lazard Frères Gestion
VERX icon

Lazard Frères Gestion’s Vertex VERX Stock Holding History

Lazard Frères Gestion’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
Q3 		$1.13M Hold
95,660
– – 0.02% 77
2026
Q2 		$1.1M Buy
95,660
+720
+0.8% +$8.99K 0.02% 79
2026
Q1 		$1.13M Sell
94,940
-15,060
-14% -$235K 0.02% 81
2025
Q4 		$2.2M Buy
110,000
+40,000
+57% +$865K 0.04% 66
2025
Q3 		$1.74M Buy
70,000
+50,000
+250% +$1.45M 0.03% 73
2025
Q2 		$706K Buy
+20,000
New +$761K 0.01% 84

Other funds holding VERX

Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
EDMP Inc
EDMP Inc Lutz, Florida $130M AUM 14.11% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Lazard Frères Gestion's VERX Position: Q3 2026 in Review

Lazard Frères Gestion held its Vertex (VERX) position steady in Q3 2026 at 95,660 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #77.

Lazard Frères Gestion first reported a position in VERX in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.2M in Q4 2025. 56 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Lazard Frères Gestion held 95,660 shares of Vertex worth $1.13M as of Q3 2026.
  • Lazard Frères Gestion left its Vertex share count unchanged in Q3 2026.
  • Vertex made up 0.02% of Lazard Frères Gestion's portfolio in Q3 2026, its #77 holding.
  • Lazard Frères Gestion first reported a position in Vertex in Q2 2025 and has held it in 6 quarters since.
  • Lazard Frères Gestion's Vertex position peaked at $2.2M in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Lazard Frères Gestion's 13F filing for Q3 2026, filed 3 Nov 2026.