Root Financial Partners
VERX icon

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
Q3 		$1.52K Buy
+129
New +$1.63K ﹤0.01% 2763
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

Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
EDMP Inc
EDMP Inc Lutz, Florida $130M AUM 14.11% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

Root Financial Partners's VERX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vertex (VERX) in Q3 2026: 129 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #2763 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VERX as recently as Q1 2026.

Root Financial Partners first reported a position in VERX in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.16K in Q1 2026. 45 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Root Financial Partners held 129 shares of Vertex worth $1.52K as of Q3 2026.
  • Vertex was a new Root Financial Partners position in Q3 2026.
  • Vertex made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2763 holding.
  • Root Financial Partners first reported a position in Vertex in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Vertex position peaked at $4.16K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.