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Scalar Gauge Management’s Vertex VERX Stock Holding History

Scalar Gauge Management’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 		– Sell
-55,000
Closed -$654K – 39
2026
Q1 		$654K Buy
+55,000
New +$856K 0.63% 23
2025
Q2 		– Sell
-182,554
Closed -$6.39M – 43
2025
Q1 		$6.39M Sell
182,554
-38,416
-17% -$1.75M 3.9% 9
2024
Q4 		$11.8M Buy
+220,970
New +$10.7M 5.44% 8

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

Scalar Gauge Management's VERX Position: Q2 2026 in Review

Scalar Gauge Management sold out of Vertex (VERX) in Q2 2026, closing a stake of 55,000 shares — an estimated $654K sold.

Scalar Gauge Management first reported a position in VERX in Q4 2024 and held it in 3 quarters. The position peaked at $11.8M in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Scalar Gauge Management reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
  • Scalar Gauge Management sold 55,000 Vertex shares in Q2 2026, an estimated $654K.
  • Scalar Gauge Management first reported a position in Vertex in Q4 2024 and held it in 3 quarters.
  • Scalar Gauge Management's Vertex position peaked at $11.8M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Scalar Gauge Management's 13F filing for Q2 2026, filed 14 Aug 2026.