D.E. Shaw & Co
VERX icon

D.E. Shaw & Co’s Vertex VERX Stock Holding History

D.E. Shaw & Co’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 		$19.5M Buy
1,638,922
+1,363,056
+494% +$21.2M 0.02% 1163
2025
Q4 		$5.51M Buy
275,866
+267,766
+3,306% +$5.79M ﹤0.01% 2222
2025
Q3 		$201K Sell
8,100
-51,869
-86% -$1.5M ﹤0.01% 4283
2025
Q2 		$2.12M Sell
59,969
-19,191
-24% -$730K ﹤0.01% 2702
2025
Q1 		$2.77M Buy
79,160
+25,045
+46% +$1.14M ﹤0.01% 2364
2024
Q4 		$2.89M Buy
54,115
+11,966
+28% +$580K ﹤0.01% 2430
2024
Q3 		$1.62M Buy
42,149
+17,356
+70% +$640K ﹤0.01% 2880
2024
Q2 		$894K Sell
24,793
-183,874
-88% -$5.92M ﹤0.01% 3264
2024
Q1 		$6.63M Sell
208,667
-38,304
-16% -$1.03M 0.01% 1677
2023
Q4 		$6.65M Buy
246,971
+214,824
+668% +$5.51M 0.01% 1674
2023
Q3 		$743K Sell
32,147
-85,390
-73% -$1.76M ﹤0.01% 3240
2023
Q2 		$2.29M Buy
117,537
+25,065
+27% +$529K ﹤0.01% 2528
2023
Q1 		$1.91M Buy
+92,472
New +$1.43M ﹤0.01% 2727
2021
Q3 		– Hold
0
– – – 5304
2021
Q2 		– Hold
0
– – – 5093

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