Prelude Capital Management’s Vertex VERX Stock Holding History

Prelude Capital Management’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	$122K	Sell	10,664 -49,321	-82%	-$616K	0.01%	1082
2026 Q1	$713K	Buy	+59,985	New	+$934K	0.05%	392
2020 Q4	–	Sell	-6,498	Closed	-$149K	–	2035
2020 Q3	$149K	Buy	+6,498	New	+$158K	0.01%	773

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

Prelude Capital Management's VERX Position: Q2 2026 in Review

Prelude Capital Management reduced its Vertex (VERX) stake by 82% in Q2 2026, selling an estimated $616K and leaving 10,664 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #1082.

Prelude Capital Management first reported a position in VERX in Q3 2020 and has held it in 3 quarters since. The position peaked at $713K in Q1 2026. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Prelude Capital Management held 10,664 shares of Vertex worth $122K as of Q2 2026.
Prelude Capital Management sold 49,321 Vertex shares in Q2 2026, an estimated $616K.
Vertex made up 0.01% of Prelude Capital Management's portfolio in Q2 2026, its #1082 holding.
Prelude Capital Management first reported a position in Vertex in Q3 2020 and has held it in 3 quarters since.
Prelude Capital Management's Vertex position peaked at $713K in Q1 2026.
228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

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