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Franklin Resources Inc

SEC CIK
0000038777
Latest filing
Aug 13, 2026

VERX holding history

Vertex, Inc. in every 13F filed by Franklin Resources Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VERX overviewAll 13F holders of VERXFull Q2 2026 holdings

Shares (Q2 2026)
38,601
Value
$443.1K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2024
Holdings of VERX by Franklin Resources Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,601$443.1K<0.1%+38,601NewHolders
Q1 20260$00.0%−464,155−100.0%Sold outHolders
Q4 2025464,155$9.27M<0.1%−1,008,803−68.5%ReducedHolders
Q3 20251,472,958$36.5M<0.1%−888,568−37.6%ReducedHolders
Q2 20252,361,526$83.4M<0.1%+473,666+25.1%AddedHolders
Q1 20251,887,860$66.1M<0.1%−241,239−11.3%ReducedHolders
Q4 20242,129,099$113.6M<0.1%+439,054+26.0%AddedHolders
Q3 20241,690,045$69.4M<0.1%+253,263+17.6%AddedHolders
Q2 20241,436,782$51.8M<0.1%+461,112+47.3%AddedHolders
Q1 2024975,670$31.0M<0.1%+975,670NewHolders