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Mirabella Financial Services’s Vertex VERX Stock Holding History

Mirabella Financial Services’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 		$309K Buy
+26,902
New +$336K 0.03% 438
2021
Q1 		– Sell
-26,505
Closed -$924K – 423
2020
Q4 		$924K Buy
26,505
+6,781
+34% +$185K 0.12% 137
2020
Q3 		$454K Buy
+19,724
New +$480K 0.06% 155

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirabella Financial Services's VERX Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Vertex (VERX) in Q2 2026: 26,902 shares worth $309K. The stake represents 0.03% of the portfolio and ranks #438 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in VERX as recently as Q4 2020.

Mirabella Financial Services first reported a position in VERX in Q3 2020 and has held it in 3 quarters since. The position peaked at $924K in Q4 2020. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Mirabella Financial Services held 26,902 shares of Vertex worth $309K as of Q2 2026.
  • Vertex was a new Mirabella Financial Services position in Q2 2026.
  • Vertex made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #438 holding.
  • Mirabella Financial Services first reported a position in Vertex in Q3 2020 and has held it in 3 quarters since.
  • Mirabella Financial Services's Vertex position peaked at $924K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.