MAI Capital Management’s Vertex VERX Stock Holding History

MAI Capital Management’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	–	Sell	-172	Closed	-$2.05K	–	4622
2026 Q1	$2.05K	Buy	+172	New	+$2.68K	﹤0.01%	3915

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAI Capital Management's VERX Position: Q2 2026 in Review

MAI Capital Management sold out of Vertex (VERX) in Q2 2026, closing a stake of 172 shares — an estimated $2.05K sold.

MAI Capital Management first reported a position in VERX in Q1 2026 and held it in 1 quarter. The position peaked at $2.05K in Q1 2026. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

MAI Capital Management reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 172 Vertex shares in Q2 2026, an estimated $2.05K.
MAI Capital Management first reported a position in Vertex in Q1 2026 and held it in 1 quarter.
MAI Capital Management's Vertex position peaked at $2.05K in Q1 2026.
228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

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