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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.75M Sell
233,668
-69,834
-23% -$884K 0.06% 467
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

Y-Intercept (HK)'s VERX Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Vertex (VERX) stake by 23% in Q3 2026, selling an estimated $884K and leaving 233,668 shares worth $2.75M. The position accounts for 0.06% of the portfolio, ranked #467.

Y-Intercept (HK) first reported a position in VERX in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.77M in Q4 2025. 23 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Y-Intercept (HK) held 233,668 shares of Vertex worth $2.75M as of Q3 2026.
  • Y-Intercept (HK) sold 69,834 Vertex shares in Q3 2026, an estimated $884K.
  • Vertex made up 0.06% of Y-Intercept (HK)'s portfolio in Q3 2026, its #467 holding.
  • Y-Intercept (HK) first reported a position in Vertex in Q2 2023 and has held it in 7 quarters since.
  • Y-Intercept (HK)'s Vertex position peaked at $3.77M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.