David Shaw’s Vertex VERX Stock Holding History

David Shaw’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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

David Shaw's VERX Position: Q2 2026 in Review

David Shaw increased its Vertex (VERX) stake by 34% in Q2 2026, buying an estimated $6.88M and bringing the position to 2,189,827 shares worth $25.1M. The position accounts for 0.01% of the portfolio, ranked #1141.

David Shaw first reported a position in VERX in Q1 2023 and has held it in 14 quarters since. 226 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

David Shaw held 2,189,827 shares of Vertex worth $25.1M as of Q2 2026.
David Shaw bought 550,905 Vertex shares in Q2 2026, an estimated $6.88M.
Vertex made up 0.01% of David Shaw's portfolio in Q2 2026, its #1141 holding.
David Shaw first reported a position in Vertex in Q1 2023 and has held it in 14 quarters since.
226 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.