Pier Capital’s Vertex VERX Stock Holding History

Pier Capital’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	$3.63M	Buy	316,071 +3,844	+1%	+$48K	0.48%	94
2026 Q1	$3.71M	Buy	312,227 +67,659	+28%	+$1.05M	0.61%	78
2025 Q4	$4.88M	Sell	244,568 -47,291	-16%	-$1.02M	0.78%	60
2025 Q3	$7.24M	Buy	291,859 +60,230	+26%	+$1.74M	1.13%	36
2025 Q2	$8.18M	Sell	231,629 -17,162	-7%	-$653K	1.25%	31
2025 Q1	$8.71M	Buy	248,791 +92,864	+60%	+$4.24M	1.46%	20
2024 Q4	$8.32M	Sell	155,927 -75,463	-33%	-$3.66M	1.19%	39
2024 Q3	$8.91M	Buy	231,390 +4,195	+2%	+$155K	1.26%	18
2024 Q2	$8.19M	Sell	227,195 -173,717	-43%	-$5.59M	1.22%	31
2024 Q1	$12.7M	Buy	400,912 +13,191	+3%	+$356K	1.75%	2
2023 Q4	$10.4M	Sell	387,721 -3,789	-1%	-$97.1K	1.49%	12
2023 Q3	$9.04M	Buy	391,510 +43,297	+12%	+$891K	1.46%	15
2023 Q2	$6.79M	Sell	348,213 -35,011	-9%	-$739K	0.97%	56
2023 Q1	$7.93M	Buy	+383,224	New	+$5.91M	1.2%	30

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

Pier Capital's VERX Position: Q2 2026 in Review

Pier Capital increased its Vertex (VERX) stake by 1.2% in Q2 2026, buying an estimated $48K and bringing the position to 316,071 shares worth $3.63M. The position accounts for 0.48% of the portfolio, ranked #94.

Pier Capital first reported a position in VERX in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.7M in Q1 2024. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Pier Capital held 316,071 shares of Vertex worth $3.63M as of Q2 2026.
Pier Capital bought 3,844 Vertex shares in Q2 2026, an estimated $48K.
Vertex made up 0.48% of Pier Capital's portfolio in Q2 2026, its #94 holding.
Pier Capital first reported a position in Vertex in Q1 2023 and has held it in 14 quarters since.
Pier Capital's Vertex position peaked at $12.7M in Q1 2024.
228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Pier Capital's 13F filing for Q2 2026, filed 5 Aug 2026.