SBI Securities
VERX icon

SBI Securities’s Vertex VERX Stock Holding History

SBI Securities’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 		$2.11K Buy
179
+140
+359% +$1.77K ﹤0.01% 2573
2026
Q2 		$448 Buy
39
+3
+8% +$37 ﹤0.01% 3070
2026
Q1 		$428 Buy
36
+21
+140% +$327 ﹤0.01% 2950
2025
Q4 		$300 Sell
15
-22
-59% -$476 ﹤0.01% 3072
2025
Q3 		$917 Sell
37
-15
-29% -$435 ﹤0.01% 2726
2025
Q2 		$1.84K Hold
52
– – ﹤0.01% 2420
2025
Q1 		$1.82K Sell
52
-10
-16% -$457 ﹤0.01% 2332
2024
Q4 		$3.31K Buy
+62
New +$3.01K ﹤0.01% 2087

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
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
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
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Radnor Capital Management
Radnor Capital Management Wayne, Pennsylvania $726M AUM 28.46% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SBI Securities's VERX Position: Q3 2026 in Review

SBI Securities increased its Vertex (VERX) stake by 359% in Q3 2026, buying an estimated $1.77K and bringing the position to 179 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

SBI Securities first reported a position in VERX in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.31K in Q4 2024. 25 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • SBI Securities held 179 shares of Vertex worth $2.11K as of Q3 2026.
  • SBI Securities bought 140 Vertex shares in Q3 2026, an estimated $1.77K.
  • Vertex made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #2573 holding.
  • SBI Securities first reported a position in Vertex in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's Vertex position peaked at $3.31K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.