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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
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 $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's VERX Position: Q1 2026 in Review

Root Financial Partners increased its Vertex (VERX) stake by 2,088% in Q1 2026, buying an estimated $5.2K and bringing the position to 350 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Root Financial Partners first reported a position in VERX in Q3 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Root Financial Partners held 350 shares of Vertex worth $4.16K as of Q1 2026.
  • Root Financial Partners bought 334 Vertex shares in Q1 2026, an estimated $5.2K.
  • Vertex made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2016 holding.
  • Root Financial Partners first reported a position in Vertex in Q3 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.