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 Q2	$9.86K	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

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

SignatureFD's VERX Position: Q2 2026 in Review

SignatureFD increased its Vertex (VERX) stake by 51% in Q2 2026, buying an estimated $3.63K and bringing the position to 859 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

SignatureFD first reported a position in VERX in Q2 2021 and has held it in 17 quarters since. The position peaked at $16K in Q2 2021. 32 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

SignatureFD held 859 shares of Vertex worth $9.86K as of Q2 2026.
SignatureFD bought 291 Vertex shares in Q2 2026, an estimated $3.63K.
Vertex made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2642 holding.
SignatureFD first reported a position in Vertex in Q2 2021 and has held it in 17 quarters since.
SignatureFD's Vertex position peaked at $16K in Q2 2021.
32 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.