Parallel Advisors’s Vertex VERX Stock Holding History

Parallel 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	$26.8K	Buy	2,337 +1,089	+87%	+$13.6K	﹤0.01%	2493
2026 Q1	$14.8K	Buy	+1,248	New	+$19.4K	﹤0.01%	2596
2025 Q3	–	Sell	-9	Closed	-$318	–	3697
2025 Q2	$318	Buy	+9	New	+$342	﹤0.01%	3369
2025 Q1	–	Sell	-6	Closed	-$320	–	3679
2024 Q4	$320	Hold	6	–	–	﹤0.01%	3307
2024 Q3	$231	Hold	6	–	–	﹤0.01%	3290
2024 Q2	$216	Buy	+6	New	+$193	﹤0.01%	3196
2024 Q1	–	Sell	-14	Closed	-$377	–	3425
2023 Q4	$377	Buy	+14	New	+$359	﹤0.01%	3098
2023 Q3	–	Sell	-22	Closed	-$429	–	3490
2023 Q2	$429	Hold	22	–	–	﹤0.01%	3125
2023 Q1	$455	Buy	+22	New	+$339	﹤0.01%	3142
2022 Q3	–	Sell	-128	Closed	-$1K	–	3511
2022 Q2	$1K	Buy	+128	New	+$1.62K	﹤0.01%	2875

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

Parallel Advisors's VERX Position: Q2 2026 in Review

Parallel Advisors increased its Vertex (VERX) stake by 87% in Q2 2026, buying an estimated $13.6K and bringing the position to 2,337 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Parallel Advisors first reported a position in VERX in Q2 2022 and has held it in 10 quarters since. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Parallel Advisors held 2,337 shares of Vertex worth $26.8K as of Q2 2026.
Parallel Advisors bought 1,089 Vertex shares in Q2 2026, an estimated $13.6K.
Vertex made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2493 holding.
Parallel Advisors first reported a position in Vertex in Q2 2022 and has held it in 10 quarters since.
229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.