Vise Technologies’s Vertex VERX Stock Holding History

Vise Technologies’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	$243K	Buy	+20,633	New	+$261K	﹤0.01%	1854

Other funds holding VERX

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

EDMP Inc Lutz, Florida $130M AUM 14.11% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

Vise Technologies's VERX Position: Q3 2026 in Review

Vise Technologies opened a new position in Vertex (VERX) in Q3 2026: 20,633 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1854 among its holdings.

40 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

Vise Technologies held 20,633 shares of Vertex worth $243K as of Q3 2026.
Vertex was a new Vise Technologies position in Q3 2026.
Vertex made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1854 holding.
40 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.