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Whetstone Capital Advisors’s Vertex VERX Stock Holding History

Whetstone Capital Advisors’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 		$1.56M Buy
+136,118
New +$1.7M 0.41% 30
2025
Q4 		– Sell
-113,505
Closed -$2.81M – 63
2025
Q3 		$2.81M Buy
+113,505
New +$3.29M 0.78% 21

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

Whetstone Capital Advisors's VERX Position: Q2 2026 in Review

Whetstone Capital Advisors opened a new position in Vertex (VERX) in Q2 2026: 136,118 shares worth $1.56M. The stake represents 0.41% of the portfolio and ranks #30 among its holdings. This is a return to the name: Whetstone Capital Advisors previously reported a position in VERX as recently as Q3 2025.

Whetstone Capital Advisors first reported a position in VERX in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.81M in Q3 2025. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Whetstone Capital Advisors held 136,118 shares of Vertex worth $1.56M as of Q2 2026.
  • Vertex was a new Whetstone Capital Advisors position in Q2 2026.
  • Vertex made up 0.41% of Whetstone Capital Advisors's portfolio in Q2 2026, its #30 holding.
  • Whetstone Capital Advisors first reported a position in Vertex in Q3 2025 and has held it in 2 quarters since.
  • Whetstone Capital Advisors's Vertex position peaked at $2.81M in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

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