D.E. Shaw & Co
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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
2025
Q2 		– Sell
-19,800
Closed -$693K – 4737
2025
Q1 		$693K Buy
+19,800
New +$904K ﹤0.01% 3308
2021
Q3 		– Sell
-70,000
Closed -$1.54M – 5255
2021
Q2 		$1.54M Buy
+70,000
New +$1.42M ﹤0.01% 3187

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

D.E. Shaw & Co's VERX Position: Q1 2026 in Review

D.E. Shaw & Co increased its Vertex (VERX) stake by 494% in Q1 2026, buying an estimated $21.2M and bringing the position to 1,638,922 shares worth $19.5M. The position accounts for 0.01% of the portfolio, ranked #1163.

D.E. Shaw & Co first reported a position in VERX in Q1 2023 and has held it in 13 quarters since. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • D.E. Shaw & Co held 1,638,922 shares of Vertex worth $19.5M as of Q1 2026.
  • D.E. Shaw & Co bought 1,363,056 Vertex shares in Q1 2026, an estimated $21.2M.
  • Vertex made up 0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #1163 holding.
  • D.E. Shaw & Co first reported a position in Vertex in Q1 2023 and has held it in 13 quarters since.
  • 219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.