Vertex Investment Solutions Co., Ltd.

All 13F Filings

Location
Chiyoda Ku, M0
Most recent 13F
Q3 2026
Holdings value ($000)
137,004
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/19/2026 25 137,004 13F-HR Vertex Investment Solutions Co., Ltd.
Q2 2026 7/15/2026 26 148,213 13F-HR Vertex Investment Solutions Co., Ltd.
Q1 2026 4/30/2026 25 86,531 13F-HR Vertex Investment Solutions Co., Ltd.
Q4 2025 2/5/2026 22 100,854 13F-HR Vertex Investment Solutions Co., Ltd.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 4.424 K 3.2% 0 1.844 K -1.844 K
ETFs 132.6 K 96.8% 0 9.366 K -9.366 K
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Fund Snapshot

Q3 2026
Latest filed
10/19/2026
Total value ($000)
137,004
Holdings
25
QoQ value change ($000)
-11,209 (-7.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.