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Root Financial Partners’s Vertex VERX Stock Holding History

Root Financial Partners’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 		– Sell
-350
Closed -$4.16K – 3077
2026
Q1 		$4.16K Buy
350
+334
+2,088% +$5.2K ﹤0.01% 2016
2025
Q4 		$320 Sell
16
-27
-63% -$584 ﹤0.01% 2258
2025
Q3 		$1.07K Buy
+43
New +$1.25K ﹤0.01% 2043

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Root Financial Partners's VERX Position: Q2 2026 in Review

Root Financial Partners sold out of Vertex (VERX) in Q2 2026, closing a stake of 350 shares — an estimated $4.16K sold.

Root Financial Partners first reported a position in VERX in Q3 2025 and held it in 3 quarters. The position peaked at $4.16K in Q1 2026. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Root Financial Partners reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 350 Vertex shares in Q2 2026, an estimated $4.16K.
  • Root Financial Partners first reported a position in Vertex in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vertex position peaked at $4.16K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.