Aberdeen Group
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Aberdeen Group’s Vertex VERX Stock Holding History

Aberdeen Group’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
Q1 		– Sell
-1,221,776
Closed -$24.4M – 970
2025
Q4 		$24.4M Sell
1,221,776
-224,058
-15% -$4.85M 0.04% 362
2025
Q3 		$36M Sell
1,445,834
-14,896
-1% -$432K 0.06% 278
2025
Q2 		$52.2M Sell
1,460,730
-51,116
-3% -$1.95M 0.09% 199
2025
Q1 		$52.1M Buy
1,511,846
+482,669
+47% +$22M 0.1% 185
2024
Q4 		$55M Buy
1,029,177
+440,832
+75% +$21.4M 0.1% 195
2024
Q3 		$22.7M Sell
588,345
-55,596
-9% -$2.05M 0.04% 361
2024
Q2 		$23.2M Buy
643,941
+266,029
+70% +$8.56M 0.04% 343
2024
Q1 		$12M Buy
+377,912
New +$10.2M 0.02% 518

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aberdeen Group's VERX Position: Q1 2026 in Review

Aberdeen Group sold out of Vertex (VERX) in Q1 2026, closing a stake of 1,221,776 shares — an estimated $24.4M sold.

Aberdeen Group first reported a position in VERX in Q1 2024 and held it in 8 quarters. The position peaked at $55M in Q4 2024. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Aberdeen Group reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Aberdeen Group sold 1,221,776 Vertex shares in Q1 2026, an estimated $24.4M.
  • Aberdeen Group first reported a position in Vertex in Q1 2024 and held it in 8 quarters.
  • Aberdeen Group's Vertex position peaked at $55M in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Aberdeen Group's 13F filing for Q1 2026, filed 29 Apr 2026.