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Brooklyn Investment Group’s Vertex VERX Stock Holding History

Brooklyn Investment 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 		$227K Buy
+19,102
New +$297K 0.01% 1622
2025
Q3 		– Sell
-76
Closed -$2.69K – 2610
2025
Q2 		$2.69K Buy
76
+11
+17% +$419 ﹤0.01% 2689
2025
Q1 		$2.28K Hold
65
– – ﹤0.01% 2125
2024
Q4 		$3.47K Buy
+65
New +$3.15K ﹤0.01% 1322

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

Brooklyn Investment Group's VERX Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Vertex (VERX) in Q1 2026: 19,102 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #1622 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in VERX as recently as Q2 2025.

Brooklyn Investment Group first reported a position in VERX in Q4 2024 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Brooklyn Investment Group held 19,102 shares of Vertex worth $227K as of Q1 2026.
  • Vertex was a new Brooklyn Investment Group position in Q1 2026.
  • Vertex made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1622 holding.
  • Brooklyn Investment Group first reported a position in Vertex in Q4 2024 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

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