Michael Gelband’s Vertex VERX Stock Holding History

Michael Gelband’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	-68,477	Closed	-$814K	–	2106
2026 Q1	$814K	Buy	+68,477	New	+$1.07M	0.01%	1052
2025 Q3	–	Sell	-50,320	Closed	-$1.78M	–	2058
2025 Q2	$1.78M	Sell	50,320 -1,158	-2%	-$44.1K	0.02%	786
2025 Q1	$1.8M	Buy	+51,478	New	+$2.35M	0.02%	724
2024 Q1	–	Sell	-7,931	Closed	-$214K	–	1988
2023 Q4	$214K	Buy	+7,931	New	+$203K	﹤0.01%	1264
2023 Q2	–	Sell	-23,250	Closed	-$481K	–	2275
2023 Q1	$481K	Buy	+23,250	New	+$358K	﹤0.01%	1355
2022 Q1	–	Sell	-18,733	Closed	-$297K	–	2705
2021 Q4	$297K	Buy	+18,733	New	+$355K	﹤0.01%	1661

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

Michael Gelband's VERX Position: Q2 2026 in Review

Michael Gelband sold out of Vertex (VERX) in Q2 2026, closing a stake of 68,477 shares — an estimated $814K sold.

Michael Gelband first reported a position in VERX in Q4 2021 and held it in 6 quarters. The position peaked at $1.8M in Q1 2025. 226 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Michael Gelband reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
Michael Gelband sold 68,477 Vertex shares in Q2 2026, an estimated $814K.
Michael Gelband first reported a position in Vertex in Q4 2021 and held it in 6 quarters.
Michael Gelband's Vertex position peaked at $1.8M in Q1 2025.
226 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

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