HSBC Holdings’s Vertex VERX Stock Holding History

HSBC Holdings’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	$2.18M	Buy	+189,413	New	+$2.37M	﹤0.01%	1557
2024 Q4	–	Sell	-6,041	Closed	-$229K	–	3246
2024 Q3	$229K	Buy	+6,041	New	+$223K	﹤0.01%	2530

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HSBC Holdings's VERX Position: Q2 2026 in Review

HSBC Holdings opened a new position in Vertex (VERX) in Q2 2026: 189,413 shares worth $2.18M. The stake represents ﹤0.01% of the portfolio and ranks #1557 among its holdings. This is a return to the name: HSBC Holdings previously reported a position in VERX as recently as Q3 2024.

HSBC Holdings first reported a position in VERX in Q3 2024 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

HSBC Holdings held 189,413 shares of Vertex worth $2.18M as of Q2 2026.
Vertex was a new HSBC Holdings position in Q2 2026.
Vertex made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #1557 holding.
HSBC Holdings first reported a position in Vertex in Q3 2024 and has held it in 2 quarters since.
229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.