Smartleaf Asset Management
VERX icon

Smartleaf Asset Management’s Vertex VERX Stock Holding History

Smartleaf Asset 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
Q3 		$301 Buy
+27
New +$342 ﹤0.01% 3433
2026
Q1 		– Sell
-32
Closed -$641 – 3653
2025
Q4 		$641 Buy
+32
New +$692 ﹤0.01% 3232

Other funds holding VERX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $417M AUM 80.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Smartleaf Asset Management's VERX Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in Vertex (VERX) in Q3 2026: 27 shares worth $301. The stake represents ﹤0.01% of the portfolio and ranks #3433 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in VERX as recently as Q4 2025.

Smartleaf Asset Management first reported a position in VERX in Q4 2025 and has held it in 2 quarters since. The position peaked at $641 in Q4 2025. 163 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Smartleaf Asset Management held 27 shares of Vertex worth $301 as of Q3 2026.
  • Vertex was a new Smartleaf Asset Management position in Q3 2026.
  • Vertex made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3433 holding.
  • Smartleaf Asset Management first reported a position in Vertex in Q4 2025 and has held it in 2 quarters since.
  • Smartleaf Asset Management's Vertex position peaked at $641 in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.