Palladiem’s Vertex VERX Stock Holding History

Palladiem’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	$50.2K	Hold	4,370	–	–	0.05%	103
2026 Q1	$49.3K	Hold	4,370	–	–	0.05%	94
2025 Q4	$87.5K	Buy	+4,370	New	+$94.5K	0.08%	83

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

Palladiem's VERX Position: Q2 2026 in Review

Palladiem held its Vertex (VERX) position steady in Q2 2026 at 4,370 shares worth $50.2K. The position accounts for 0.05% of the portfolio, ranked #103.

Palladiem first reported a position in VERX in Q4 2025 and has held it in 3 quarters since. The position peaked at $87.5K in Q4 2025. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Palladiem held 4,370 shares of Vertex worth $50.2K as of Q2 2026.
Palladiem left its Vertex share count unchanged in Q2 2026.
Vertex made up 0.05% of Palladiem's portfolio in Q2 2026, its #103 holding.
Palladiem first reported a position in Vertex in Q4 2025 and has held it in 3 quarters since.
Palladiem's Vertex position peaked at $87.5K in Q4 2025.
230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.