Baird Financial Group
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Baird Financial Group’s Vertex VERX Stock Holding History

Baird Financial 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
-87,178
Closed -$1.74M – 1920
2025
Q4 		$1.74M Sell
87,178
-6,970
-7% -$151K ﹤0.01% 1083
2025
Q3 		$2.33M Sell
94,148
-14,232
-13% -$412K ﹤0.01% 996
2025
Q2 		$3.83M Sell
108,380
-9,674
-8% -$368K 0.01% 805
2025
Q1 		$4.13M Sell
118,054
-306
-0.3% -$14K 0.01% 741
2024
Q4 		$6.31M Sell
118,360
-3,355
-3% -$163K 0.01% 610
2024
Q3 		$4.69M Buy
121,715
+33,376
+38% +$1.23M 0.01% 689
2024
Q2 		$3.18M Buy
+88,339
New +$2.84M 0.01% 812

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

Baird Financial Group's VERX Position: Q1 2026 in Review

Baird Financial Group sold out of Vertex (VERX) in Q1 2026, closing a stake of 87,178 shares — an estimated $1.74M sold.

Baird Financial Group first reported a position in VERX in Q2 2024 and held it in 7 quarters. The position peaked at $6.31M in Q4 2024. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Baird Financial Group reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 87,178 Vertex shares in Q1 2026, an estimated $1.74M.
  • Baird Financial Group first reported a position in Vertex in Q2 2024 and held it in 7 quarters.
  • Baird Financial Group's Vertex position peaked at $6.31M in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.