Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Vertex VERX Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	$37.8M	Buy	+3,178,800	New	+$49.5M	0.06%	241
2024 Q1	–	Sell	-47,000	Closed	-$1.27M	–	1180
2023 Q4	$1.27M	Buy	+47,000	New	+$1.2M	﹤0.01%	723
2023 Q3	–	Sell	-22,700	Closed	-$443K	–	1285
2023 Q2	$443K	Hold	22,700	–	–	﹤0.01%	894
2023 Q1	$470K	Hold	22,700	–	–	﹤0.01%	817
2022 Q4	$329K	Sell	22,700 -54,800	-71%	-$876K	﹤0.01%	1088
2022 Q3	$1.06M	Sell	77,500 -14,400	-16%	-$183K	0.01%	889
2022 Q2	$1.04M	Hold	91,900	–	–	﹤0.01%	946
2022 Q1	$1.41M	Buy	91,900 +44,000	+92%	+$616K	﹤0.01%	1031
2021 Q4	$760K	Buy	+47,900	New	+$908K	﹤0.01%	1195

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's VERX Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened a new position in Vertex (VERX) in Q1 2026: 3,178,800 shares worth $37.8M. The stake represents 0.06% of the portfolio and ranks #241 among its holdings. This is a return to the name: Healthcare of Ontario Pension Plan (HOOPP) Trust Fund previously reported a position in VERX as recently as Q4 2023.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in VERX in Q4 2021 and has held it in 9 quarters since. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 3,178,800 shares of Vertex worth $37.8M as of Q1 2026.
Vertex was a new Healthcare of Ontario Pension Plan (HOOPP) Trust Fund position in Q1 2026.
Vertex made up 0.06% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #241 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Vertex in Q4 2021 and has held it in 9 quarters since.
219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.