SJS Investment Consulting’s Vertex VERX Stock Holding History

SJS Investment Consulting’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	$115	Buy	+10	New	+$125	﹤0.01%	2585
2026 Q1	–	Sell	-1	Closed	-$20	–	2577
2025 Q4	$20	Sell	1 -3	-75%	-$65	﹤0.01%	2063
2025 Q3	$100	Buy	4 +1	+33%	+$29	﹤0.01%	1576
2025 Q2	$107	Sell	3 -2	-40%	-$76	﹤0.01%	1477
2025 Q1	$176	Hold	5	–	–	﹤0.01%	1466
2024 Q4	$267	Sell	5 -1	-17%	-$48	﹤0.01%	1416
2024 Q3	$232	Hold	6	–	–	﹤0.01%	1486
2024 Q2	$217	Hold	6	–	–	﹤0.01%	1497
2024 Q1	$191	Hold	6	–	–	﹤0.01%	1496
2023 Q4	$162	Buy	6 +2	+50%	+$51	﹤0.01%	1499
2023 Q3	$93	Buy	4 +1	+33%	+$21	﹤0.01%	1551
2023 Q2	$59	Hold	3	–	–	﹤0.01%	1551
2023 Q1	$63	Buy	3 +1	+50%	+$15	﹤0.01%	1500
2022 Q4	$29	Buy	2 +1	+100%	+$16	﹤0.01%	1565
2022 Q3	$0	Buy	+1	New	+$13	﹤0.01%	1576

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

SJS Investment Consulting's VERX Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in Vertex (VERX) in Q2 2026: 10 shares worth $115. The stake represents ﹤0.01% of the portfolio and ranks #2585 among its holdings. This is a return to the name: SJS Investment Consulting previously reported a position in VERX as recently as Q4 2025.

SJS Investment Consulting first reported a position in VERX in Q3 2022 and has held it in 15 quarters since. The position peaked at $267 in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

SJS Investment Consulting held 10 shares of Vertex worth $115 as of Q2 2026.
Vertex was a new SJS Investment Consulting position in Q2 2026.
Vertex made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2585 holding.
SJS Investment Consulting first reported a position in Vertex in Q3 2022 and has held it in 15 quarters since.
SJS Investment Consulting's Vertex position peaked at $267 in Q4 2024.
229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.