Bessemer Group
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Bessemer Group’s Vertex VERX Stock Holding History

Bessemer 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
Q2 		$47K Buy
4,004
+997
+33% +$12.4K ﹤0.01% 1721
2026
Q1 		$36K Sell
3,007
-19,909
-87% -$310K ﹤0.01% 1767
2025
Q4 		$457K Sell
22,916
-14,075
-38% -$304K ﹤0.01% 1160
2025
Q3 		$917K Sell
36,991
-543,811
-94% -$15.8M ﹤0.01% 671
2025
Q2 		$20.5M Sell
580,802
-113,900
-16% -$4.33M 0.03% 258
2025
Q1 		$24.3M Buy
694,702
+133,541
+24% +$6.1M 0.04% 225
2024
Q4 		$29.9M Buy
561,161
+22,340
+4% +$1.08M 0.05% 214
2024
Q3 		$20.7M Buy
538,821
+111,112
+26% +$4.1M 0.03% 250
2024
Q2 		$15.4M Buy
427,709
+178,971
+72% +$5.76M 0.03% 273
2024
Q1 		$7.9M Buy
248,738
+18,335
+8% +$495K 0.01% 329
2023
Q4 		$6.21M Buy
+230,403
New +$5.91M 0.01% 349

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bessemer Group's VERX Position: Q2 2026 in Review

Bessemer Group increased its Vertex (VERX) stake by 33% in Q2 2026, buying an estimated $12.4K and bringing the position to 4,004 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Bessemer Group first reported a position in VERX in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.9M in Q4 2024. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Bessemer Group held 4,004 shares of Vertex worth $47K as of Q2 2026.
  • Bessemer Group bought 997 Vertex shares in Q2 2026, an estimated $12.4K.
  • Vertex made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1721 holding.
  • Bessemer Group first reported a position in Vertex in Q4 2023 and has held it in 11 quarters since.
  • Bessemer Group's Vertex position peaked at $29.9M in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.