Daiwa Securities Group
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Daiwa Securities Group’s Vertex VERX Stock Holding History

Daiwa Securities 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
2025
Q4 		– Sell
-35,000
Closed -$867K – 1435
2025
Q3 		$867K Sell
35,000
-3,000
-8% -$86.9K ﹤0.01% 787
2025
Q2 		$1.34M Buy
+38,000
New +$1.45M 0.01% 697

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Daiwa Securities Group's VERX Position: Q4 2025 in Review

Daiwa Securities Group sold out of Vertex (VERX) in Q4 2025, closing a stake of 35,000 shares — an estimated $867K sold.

Daiwa Securities Group first reported a position in VERX in Q2 2025 and held it in 2 quarters. The position peaked at $1.34M in Q2 2025. 221 funds tracked by Wall St. Rank hold VERX as of Q4 2025.

  • Daiwa Securities Group reported no remaining Vertex position as of Q4 2025 after selling out during the quarter.
  • Daiwa Securities Group sold 35,000 Vertex shares in Q4 2025, an estimated $867K.
  • Daiwa Securities Group first reported a position in Vertex in Q2 2025 and held it in 2 quarters.
  • Daiwa Securities Group's Vertex position peaked at $1.34M in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Vertex as of Q4 2025.

Based on Daiwa Securities Group's 13F filing for Q4 2025, filed 11 Feb 2026.