KORNITZER CAPITAL MANAGEMENT INC /KS VERX — VERTEX

Ownership history in KORNITZER CAPITAL MANAGEMENT INC /KS  ·  12 quarters on record

AI Ownership Summary

KORNITZER CAPITAL MANAGEMENT INC /KS reported VERTEX (VERX) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.36% in 2024 Q4. The latest visible filing shows VERX at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VERX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KORNITZER CAPITAL MANAGEMENT INC /KS's position in VERTEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VERX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VERX stock page KORNITZER CAPITAL MANAGEMENT INC /KS fund profile KORNITZER CAPITAL MANAGEMENT INC /KS full holdings
How KORNITZER CAPITAL MANAGEMENT INC /KS held VERX — position size vs. price
% of Fund (quarterly)    VERX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 266,439 -1,251 -0.5% 0.06% $3.1M 2026-07-31 $12.91
2026 Q1 REDUCED — — — 267,690 -1,295 -0.5% 0.07% $3.2M 2026-04-30 $12.37
2025 Q4 ADDED — — — 268,985 +168 +0.1% 0.11% $5.4M 2026-02-02 $18.70
2025 Q3 ADDED — — — 268,817 +7,000 +2.7% 0.13% $6.7M 2025-10-31 $22.90
2025 Q2 REDUCED 24.8% -28.1% ✅ 261,817 -86,140 -24.8% 0.19% $9.3M 2025-07-31 $33.17
2025 Q1 ADDED — — — 347,957 +2,700 +0.8% 0.25% $12.2M 2025-05-02 $39.21
2024 Q4 UNCHANGED — — — 345,257 — 0% 0.36% $18.4M 2025-01-31 $57.75
2024 Q3 UNCHANGED — — — 345,257 — 0% 0.25% $13.3M 2024-10-31 $41.51
2024 Q2 UNCHANGED — — — 345,257 — 0% 0.24% $12.4M 2024-08-02 $37.16
2024 Q1 UNCHANGED — — — 345,257 — 0% 0.20% $11.0M 2024-05-02 $29.33
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VERX

As of 2026 Q2 — sorted by position size

Tensile Capital Management LP 3Y 7Y 4.59% Divisar Capital Management LLC 3Y 7Y 4.34% Freshford Capital Management, LLC 3Y 7Y 4.11% Hyperion Capital Advisors LP 3Y 3.26% Gagnon Advisors, LLC 3Y 7Y 2.64% CYPRESS POINT INVESTMENT MANAGEMENT LP 1.98% GAGNON SECURITIES LLC 3Y 7Y 1.68% Legacy Advisors, LLC 3Y 7Y 1.44% BROWN CAPITAL MANAGEMENT LLC 3Y 7Y 0.86% Pier Capital, LLC 3Y 7Y 0.48%

FAQ About KORNITZER CAPITAL MANAGEMENT INC /KS and VERX

These are the practical questions this page is built to answer before you even open the full history table.

How long has KORNITZER CAPITAL MANAGEMENT INC /KS reported owning VERX?

KORNITZER CAPITAL MANAGEMENT INC /KS reported VERX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VERX position in KORNITZER CAPITAL MANAGEMENT INC /KS's portfolio?

The largest reported portfolio weight for VERX was 0.36% in 2024 Q4.

What is the latest reported VERX position on this page?

The most recent filing on this page is 2026 Q2, when KORNITZER CAPITAL MANAGEMENT INC /KS reported 266,439 shares, equal to 0.06% of portfolio, with an estimated market value of $3.1M.

What does the chart on this VERX ownership page compare?

The chart compares KORNITZER CAPITAL MANAGEMENT INC /KS's quarterly VERX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KORNITZER CAPITAL MANAGEMENT INC /KS time their VERX position?

Based on 13F filing dates vs. subsequent VERX price moves, KORNITZER CAPITAL MANAGEMENT INC /KS correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on VERX relative to SPY over the holding period was -36.3%.

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