Goldman Sachs
VERX icon

Goldman Sachs’s Vertex VERX Stock Holding History

Goldman Sachs’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
Q2 		$17M Sell
1,483,311
-880,661
-37% -$11M ﹤0.01% 2804
2026
Q1 		$28.1M Buy
2,363,972
+1,282,274
+119% +$20M ﹤0.01% 2117
2025
Q4 		$21.6M Buy
1,081,698
+657,413
+155% +$14.2M ﹤0.01% 2301
2025
Q3 		$10.5M Sell
424,285
-18,323
-4% -$531K ﹤0.01% 2910
2025
Q2 		$15.6M Buy
442,608
+97,943
+28% +$3.73M ﹤0.01% 2350
2025
Q1 		$12.1M Sell
344,665
-114,770
-25% -$5.24M ﹤0.01% 2516
2024
Q4 		$24.5M Buy
459,435
+180,737
+65% +$8.76M ﹤0.01% 1912
2024
Q3 		$10.7M Buy
278,698
+45,174
+19% +$1.67M ﹤0.01% 2635
2024
Q2 		$8.42M Sell
233,524
-219,820
-48% -$7.07M ﹤0.01% 2675
2024
Q1 		$14.4M Buy
453,344
+360,884
+390% +$9.74M ﹤0.01% 2132
2023
Q4 		$2.49M Sell
92,460
-14,002
-13% -$359K ﹤0.01% 3754
2023
Q3 		$2.46M Sell
106,462
-118,031
-53% -$2.43M ﹤0.01% 3608
2023
Q2 		$4.38M Buy
224,493
+17,328
+8% +$366K ﹤0.01% 3215
2023
Q1 		$4.29M Buy
207,165
+147,425
+247% +$2.27M ﹤0.01% 3197
2022
Q4 		$867K Sell
59,740
-17,468
-23% -$279K ﹤0.01% 4515
2022
Q3 		$1.05M Buy
77,208
+4,802
+7% +$60.9K ﹤0.01% 4465
2022
Q2 		$820K Buy
72,406
+762
+1% +$9.64K ﹤0.01% 4768
2022
Q1 		$1.1M Buy
71,644
+4,954
+7% +$69.3K ﹤0.01% 4741
2021
Q4 		$1.06M Sell
66,690
-3,675
-5% -$69.6K ﹤0.01% 4792
2021
Q3 		$1.35M Buy
70,365
+46,430
+194% +$898K ﹤0.01% 4518
2021
Q2 		$525K Sell
23,935
-826,875
-97% -$16.8M ﹤0.01% 5178
2021
Q1 		$18.7M Sell
850,810
-3,476
-0.4% -$109K ﹤0.01% 1992
2020
Q4 		$29.8M Sell
854,286
-125,624
-13% -$3.42M 0.01% 1528
2020
Q3 		$22.5M Buy
+979,910
New +$23.9M 0.01% 1648

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs's VERX Position: Q2 2026 in Review

Goldman Sachs reduced its Vertex (VERX) stake by 37% in Q2 2026, selling an estimated $11M and leaving 1,483,311 shares worth $17M. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Goldman Sachs first reported a position in VERX in Q3 2020 and has held it in 24 quarters since. The position peaked at $29.8M in Q4 2020. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Goldman Sachs held 1,483,311 shares of Vertex worth $17M as of Q2 2026.
  • Goldman Sachs sold 880,661 Vertex shares in Q2 2026, an estimated $11M.
  • Vertex made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #2804 holding.
  • Goldman Sachs first reported a position in Vertex in Q3 2020 and has held it in 24 quarters since.
  • Goldman Sachs's Vertex position peaked at $29.8M in Q4 2020.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.