YIH
VERX icon

Y-Intercept (HK)’s Vertex VERX Stock Holding History

Y-Intercept (HK)’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 		$3.48M Buy
303,502
+47,213
+18% +$590K 0.07% 417
2026
Q1 		$3.05M Buy
256,289
+67,270
+36% +$1.05M 0.06% 527
2025
Q4 		$3.77M Buy
189,019
+138,225
+272% +$2.99M 0.08% 325
2025
Q3 		$1.26M Buy
+50,794
New +$1.47M 0.03% 865
2025
Q2 		– Sell
-10,749
Closed -$376K – 2047
2025
Q1 		$376K Buy
+10,749
New +$491K 0.03% 821
2023
Q3 		– Sell
-11,117
Closed -$217K – 1644
2023
Q2 		$217K Buy
+11,117
New +$235K 0.02% 905

Other funds holding VERX

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return