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INTECH Investment Management’s Vertex VERX Stock Holding History

INTECH Investment Management’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 		$224K Sell
19,527
-118
-0.6% -$1.47K ﹤0.01% 1740
2026
Q1 		$234K Sell
19,645
-8,829
-31% -$137K ﹤0.01% 1676
2025
Q4 		$569K Buy
28,474
+595
+2% +$12.9K 0.01% 1442
2025
Q3 		$691K Sell
27,879
-9,650
-26% -$280K 0.01% 1390
2025
Q2 		$1.33M Buy
37,529
+8,688
+30% +$331K 0.01% 1033
2025
Q1 		$1.01M Buy
28,841
+7,437
+35% +$340K 0.01% 1192
2024
Q4 		$1.14M Buy
21,404
+9,761
+84% +$473K 0.01% 1048
2024
Q3 		$448K Buy
+11,643
New +$429K 0.01% 1290

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 $3.38T AUM 44.17% 1-Year Est. Return

INTECH Investment Management's VERX Position: Q2 2026 in Review

INTECH Investment Management reduced its Vertex (VERX) stake by 0.6% in Q2 2026, selling an estimated $1.47K and leaving 19,527 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

INTECH Investment Management first reported a position in VERX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q2 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • INTECH Investment Management held 19,527 shares of Vertex worth $224K as of Q2 2026.
  • INTECH Investment Management sold 118 Vertex shares in Q2 2026, an estimated $1.47K.
  • Vertex made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1740 holding.
  • INTECH Investment Management first reported a position in Vertex in Q3 2024 and has held it in 8 quarters since.
  • INTECH Investment Management's Vertex position peaked at $1.33M in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.