TwinBeech Capital’s Vertex VERX Stock Holding History

TwinBeech Capital’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	$530K	Sell	46,150 -32,050	-41%	-$400K	0.1%	222
2026 Q1	$930K	Buy	+78,200	New	+$1.22M	0.1%	265
2025 Q3	–	Sell	-90,109	Closed	-$3.18M	–	870
2025 Q2	$3.18M	Buy	+90,109	New	+$3.43M	0.07%	258

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

TwinBeech Capital's VERX Position: Q2 2026 in Review

TwinBeech Capital reduced its Vertex (VERX) stake by 41% in Q2 2026, selling an estimated $400K and leaving 46,150 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #222.

TwinBeech Capital first reported a position in VERX in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.18M in Q2 2025. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

TwinBeech Capital held 46,150 shares of Vertex worth $530K as of Q2 2026.
TwinBeech Capital sold 32,050 Vertex shares in Q2 2026, an estimated $400K.
Vertex made up 0.1% of TwinBeech Capital's portfolio in Q2 2026, its #222 holding.
TwinBeech Capital first reported a position in Vertex in Q2 2025 and has held it in 3 quarters since.
TwinBeech Capital's Vertex position peaked at $3.18M in Q2 2025.
228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.