SS
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
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

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

SBI Securities's VERX Position: Q2 2026 in Review

SBI Securities increased its Vertex (VERX) stake by 8.3% in Q2 2026, buying an estimated $37 and bringing the position to 39 shares worth $448. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

SBI Securities first reported a position in VERX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31K in Q4 2024. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • SBI Securities held 39 shares of Vertex worth $448 as of Q2 2026.
  • SBI Securities bought 3 Vertex shares in Q2 2026, an estimated $37.
  • Vertex made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3070 holding.
  • SBI Securities first reported a position in Vertex in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Vertex position peaked at $3.31K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.