Bessemer Group
VERX icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return