LA
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
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
+1,296,297
+2,730% +$37.6M 4.11% 3
2025
Q2 		$1.34M Sell
47,482
-1,276,297
-96% -$48.6M 21.23% 2
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

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return

Legacy Advisors's VERX Position: Q2 2026 in Review

Legacy Advisors increased its Vertex (VERX) stake by 0% in Q2 2026, buying an estimated $737 and bringing the position to 1,343,838 shares worth $15.4M. The position accounts for 1.44% 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. 32 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Legacy Advisors held 1,343,838 shares of Vertex worth $15.4M as of Q2 2026.
  • Legacy Advisors bought 59 Vertex shares in Q2 2026, an estimated $737.
  • Vertex made up 1.44% of Legacy Advisors's portfolio in Q2 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.
  • 32 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.