Citadel Advisors
VERX icon

Citadel Advisors’s Vertex VERX Stock Holding History

Citadel Advisors’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 		$302K Buy
25,400
+7,300
+40% +$114K ﹤0.01% 10462
2025
Q4 		$361K Buy
+18,100
New +$392K ﹤0.01% 9751
2025
Q3 		– Sell
-13,500
Closed -$477K – 14207
2025
Q2 		$477K Buy
13,500
+2,900
+27% +$110K ﹤0.01% 8748
2025
Q1 		$371K Buy
10,600
+3,300
+45% +$151K ﹤0.01% 9116
2024
Q4 		$389K Sell
7,300
-3,800
-34% -$184K ﹤0.01% 9108
2024
Q3 		$427K Sell
11,100
-18,400
-62% -$678K ﹤0.01% 8594
2024
Q2 		$1.06M Buy
29,500
+16,300
+123% +$525K ﹤0.01% 6459
2024
Q1 		$419K Buy
13,200
+1,600
+14% +$43.2K ﹤0.01% 8766
2023
Q4 		$313K Buy
11,600
+9,700
+511% +$249K ﹤0.01% 9086
2023
Q3 		$43.9K Buy
1,900
+200
+12% +$4.12K ﹤0.01% 11898
2023
Q2 		$33.1K Sell
1,700
-100
-6% -$2.11K ﹤0.01% 12253
2023
Q1 		$37.2K Sell
1,800
-1,000
-36% -$15.4K ﹤0.01% 12510
2022
Q4 		$40.6K Buy
+2,800
New +$44.7K ﹤0.01% 12396

Other funds holding VERX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $1.56T 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 $62.2B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return