Holocene Advisors’s Vertex VERX Stock Holding History

Holocene Advisors’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	–	Sell	-61,468	Closed	-$1.23M	–	986
2025 Q4	$1.23M	Buy	61,468 +16,848	+38%	+$364K	﹤0.01%	576
2025 Q3	$1.11M	Buy	+44,620	New	+$1.29M	﹤0.01%	611

Other funds holding VERX

BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return

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

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

Holocene Advisors's VERX Position: Q1 2026 in Review

Holocene Advisors sold out of Vertex (VERX) in Q1 2026, closing a stake of 61,468 shares — an estimated $1.23M sold.

Holocene Advisors first reported a position in VERX in Q3 2025 and held it in 2 quarters. The position peaked at $1.23M in Q4 2025. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

Holocene Advisors reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
Holocene Advisors sold 61,468 Vertex shares in Q1 2026, an estimated $1.23M.
Holocene Advisors first reported a position in Vertex in Q3 2025 and held it in 2 quarters.
Holocene Advisors's Vertex position peaked at $1.23M in Q4 2025.
219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.