Legacy Advisors
VERX icon

Legacy Advisors’s Vertex VERX Stock Holding History

Legacy 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
Q3 		$15.8M Buy
1,343,905
+67
+0% +$849 1.51% 15
2026
Q2 		$15.4M Buy
1,343,838
+59
+0% +$737 1.44% 15
2026
Q1 		$16M Sell
1,343,779
-60
-0% -$934 1.88% 13
2025
Q4 		$26.8M Buy
1,343,839
+60
+0% +$1.3K 2.88% 8
2025
Q3 		$33.3M Buy
+1,343,779
New +$38.9M 4.11% 3
2025
Q1 		$46.3M Sell
1,323,779
-74,000
-5% -$3.38M 4.77% 2
2024
Q4 		$74.6M Sell
1,397,779
-765,279
-35% -$37.1M 7.24% 2
2024
Q3 		$83.3M Sell
2,163,058
-415
-0% -$15.3K 9.02% 2
2024
Q2 		$78M Sell
2,163,473
-748
-0% -$24.1K 9.48% 2
2024
Q1 		$68.7M Sell
2,164,221
-1,080,650
-33% -$29.2M 8.69% 2
2023
Q4 		$87.4M Buy
3,244,871
+3,044,193
+1,517% +$78M 11.26% 2
2023
Q3 		$4.64M Buy
200,678
+41
+0% +$844 0.75% 25
2023
Q2 		$3.91M Sell
200,637
-164,765
-45% -$3.48M 0.58% 34
2023
Q1 		$7.56M Buy
365,402
+309,198
+550% +$4.77M 1.39% 11
2022
Q4 		$816K Sell
56,204
-4,154
-7% -$66.4K 0.15% 102
2022
Q3 		$825K Buy
60,358
+358
+0.6% +$4.54K 0.18% 85
2022
Q2 		$680K Hold
60,000
– – 0.14% 94
2022
Q1 		$920K Hold
60,000
– – 0.18% 84
2021
Q4 		$952K Hold
60,000
– – 0.35% 41
2021
Q3 		$1.15M Buy
+60,000
New +$1.16M 0.46% 36

Other funds holding VERX

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
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
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Legacy Advisors's VERX Position: Q3 2026 in Review

Legacy Advisors increased its Vertex (VERX) stake by 0% in Q3 2026, buying an estimated $849 and bringing the position to 1,343,905 shares worth $15.8M. The position accounts for 1.51% of the portfolio, ranked #15.

Legacy Advisors first reported a position in VERX in Q3 2021 and has held it in 20 quarters since. The position peaked at $87.4M in Q4 2023. 36 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Legacy Advisors held 1,343,905 shares of Vertex worth $15.8M as of Q3 2026.
  • Legacy Advisors bought 67 Vertex shares in Q3 2026, an estimated $849.
  • Vertex made up 1.51% of Legacy Advisors's portfolio in Q3 2026, its #15 holding.
  • Legacy Advisors first reported a position in Vertex in Q3 2021 and has held it in 20 quarters since.
  • Legacy Advisors's Vertex position peaked at $87.4M in Q4 2023.
  • 36 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.