SignatureFD
VERX icon

SignatureFD’s Vertex VERX Stock Holding History

SignatureFD’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 		$7.33K Sell
622
-237
-28% -$3K ﹤0.01% 2816
2026
Q2 		$9.9K Buy
859
+291
+51% +$3.63K ﹤0.01% 2642
2026
Q1 		$6.75K Buy
568
+398
+234% +$6.2K ﹤0.01% 2669
2025
Q4 		$3.4K Buy
170
+131
+336% +$2.83K ﹤0.01% 2824
2025
Q3 		$967 Buy
39
+1
+3% +$29 ﹤0.01% 3098
2025
Q2 		$1.34K Buy
38
+14
+58% +$533 ﹤0.01% 2961
2025
Q1 		$840 Sell
24
-5
-17% -$228 ﹤0.01% 3076
2024
Q4 		$1.55K Buy
29
+5
+21% +$242 ﹤0.01% 2939
2024
Q3 		$924 Hold
24
– – ﹤0.01% 3011
2024
Q2 		$865 Hold
24
– – ﹤0.01% 2922
2024
Q1 		$762 Buy
24
+15
+167% +$405 ﹤0.01% 2981
2023
Q4 		$242 Hold
9
– – ﹤0.01% 3046
2023
Q3 		$208 Sell
9
-12
-57% -$247 ﹤0.01% 3091
2023
Q2 		$410 Sell
21
-4
-16% -$84 ﹤0.01% 3084
2023
Q1 		$517 Sell
25
-160
-86% -$2.47K ﹤0.01% 3094
2022
Q4 		$2.68K Buy
+185
New +$2.96K ﹤0.01% 2708
2021
Q4 		– Sell
-750
Closed -$14K – 3280
2021
Q3 		$14K Hold
750
– – ﹤0.01% 1923
2021
Q2 		$16K Buy
+750
New +$15.2K ﹤0.01% 1819

Other funds holding VERX

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Gagnon Securities
Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
GA
Gagnon Advisors New York $182M AUM 52.04% 1-Year Est. Return

SignatureFD's VERX Position: Q3 2026 in Review

SignatureFD reduced its Vertex (VERX) stake by 28% in Q3 2026, selling an estimated $3K and leaving 622 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

SignatureFD first reported a position in VERX in Q2 2021 and has held it in 18 quarters since. The position peaked at $16K in Q2 2021. 88 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • SignatureFD held 622 shares of Vertex worth $7.33K as of Q3 2026.
  • SignatureFD sold 237 Vertex shares in Q3 2026, an estimated $3K.
  • Vertex made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #2816 holding.
  • SignatureFD first reported a position in Vertex in Q2 2021 and has held it in 18 quarters since.
  • SignatureFD's Vertex position peaked at $16K in Q2 2021.
  • 88 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.