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Sterling Capital Management’s Vertex VERX Stock Holding History

Sterling Capital 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
Q2 		$2.94K Sell
256
-195
-43% -$2.44K ﹤0.01% 2875
2026
Q1 		$5.36K Hold
451
– – ﹤0.01% 2694
2025
Q4 		$9.01K Buy
451
+293
+185% +$6.34K ﹤0.01% 2662
2025
Q3 		$3.92K Sell
158
-30,454
-99% -$882K ﹤0.01% 2839
2025
Q2 		$1.08M Sell
30,612
-8,854
-22% -$337K 0.02% 601
2025
Q1 		$1.38M Sell
39,466
-11,155
-22% -$510K 0.02% 489
2024
Q4 		$2.7M Sell
50,621
-3,366
-6% -$163K 0.04% 325
2024
Q3 		$2.08M Buy
+53,987
New +$1.99M 0.03% 379

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sterling Capital Management's VERX Position: Q2 2026 in Review

Sterling Capital Management reduced its Vertex (VERX) stake by 43% in Q2 2026, selling an estimated $2.44K and leaving 256 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2875.

Sterling Capital Management first reported a position in VERX in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.7M in Q4 2024. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Sterling Capital Management held 256 shares of Vertex worth $2.94K as of Q2 2026.
  • Sterling Capital Management sold 195 Vertex shares in Q2 2026, an estimated $2.44K.
  • Vertex made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2875 holding.
  • Sterling Capital Management first reported a position in Vertex in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's Vertex position peaked at $2.7M in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.