RIL
VERX icon

Rothschild Investment LLC’s Vertex VERX Stock Holding History

Rothschild Investment LLC’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 		$2.27K Buy
198
+119
+151% +$1.49K ﹤0.01% 2705
2026
Q1 		$939 Sell
79
-18
-19% -$280 ﹤0.01% 2900
2025
Q4 		$1.94K Buy
+97
New +$2.1K ﹤0.01% 2399
2025
Q3 		– Sell
-40
Closed -$1.41K – 3253
2025
Q2 		$1.41K Sell
40
-10
-20% -$381 ﹤0.01% 2274
2025
Q1 		$1.75K Sell
50
-10
-17% -$457 ﹤0.01% 1975
2024
Q4 		$3.2K Buy
60
+10
+20% +$485 ﹤0.01% 1540
2024
Q3 		$1.93K Buy
50
+45
+900% +$1.66K ﹤0.01% 1745
2024
Q2 		$180 Buy
+5
New +$161 ﹤0.01% 2523

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 $3.38T AUM 44.17% 1-Year Est. Return

Rothschild Investment LLC's VERX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Vertex (VERX) stake by 151% in Q2 2026, buying an estimated $1.49K and bringing the position to 198 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Rothschild Investment LLC first reported a position in VERX in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.2K in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Rothschild Investment LLC held 198 shares of Vertex worth $2.27K as of Q2 2026.
  • Rothschild Investment LLC bought 119 Vertex shares in Q2 2026, an estimated $1.49K.
  • Vertex made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2705 holding.
  • Rothschild Investment LLC first reported a position in Vertex in Q2 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Vertex position peaked at $3.2K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.