Scientech Research LLC’s Vertex VERX Stock Holding History

Scientech Research 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	–	Sell	-16,152	Closed	-$192K	–	560
2026 Q1	$192K	Buy	+16,152	New	+$252K	0.16%	255
2025 Q1	–	Sell	-12,021	Closed	-$641K	–	834
2024 Q4	$641K	Buy	+12,021	New	+$583K	0.18%	220

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Scientech Research LLC's VERX Position: Q2 2026 in Review

Scientech Research LLC sold out of Vertex (VERX) in Q2 2026, closing a stake of 16,152 shares — an estimated $192K sold.

Scientech Research LLC first reported a position in VERX in Q4 2024 and held it in 2 quarters. The position peaked at $641K in Q4 2024. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Scientech Research LLC reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
Scientech Research LLC sold 16,152 Vertex shares in Q2 2026, an estimated $192K.
Scientech Research LLC first reported a position in Vertex in Q4 2024 and held it in 2 quarters.
Scientech Research LLC's Vertex position peaked at $641K in Q4 2024.
228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Scientech Research LLC's 13F filing for Q2 2026, filed 14 Aug 2026.