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Israel Englander’s Vertex VERX Stock Holding History

Israel Englander’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 		$1.33M Sell
115,583
-537,929
-82% -$6.72M ﹤0.01% 4133
2026
Q1 		$7.77M Buy
653,512
+630,737
+2,769% +$9.82M ﹤0.01% 2435
2025
Q4 		$455K Sell
22,775
-47,714
-68% -$1.03M ﹤0.01% 5007
2025
Q3 		$1.75M Sell
70,489
-322,852
-82% -$9.35M ﹤0.01% 4185
2025
Q2 		$13.9M Buy
393,341
+316,249
+410% +$12M 0.01% 1928
2025
Q1 		$2.7M Sell
77,092
-215,402
-74% -$9.84M ﹤0.01% 3490
2024
Q4 		$15.6M Buy
292,494
+136,423
+87% +$6.62M 0.01% 1733
2024
Q3 		$6.01M Buy
156,071
+140,465
+900% +$5.18M ﹤0.01% 2687
2024
Q2 		$563K Sell
15,606
-330,938
-95% -$10.6M ﹤0.01% 4517
2024
Q1 		$11M Buy
346,544
+58,448
+20% +$1.58M ﹤0.01% 2095
2023
Q4 		$7.76M Buy
288,096
+43,169
+18% +$1.11M ﹤0.01% 2401
2023
Q3 		$5.66M Sell
244,927
-560,791
-70% -$11.5M ﹤0.01% 2589
2023
Q2 		$15.7M Buy
805,718
+377,069
+88% +$7.96M 0.01% 1612
2023
Q1 		$8.87M Buy
+428,649
New +$6.61M 0.01% 2082
2022
Q2 		– Sell
-54,625
Closed -$838K – 7539
2022
Q1 		$838K Buy
54,625
+36,426
+200% +$510K ﹤0.01% 4699
2021
Q4 		$289K Sell
18,199
-49,750
-73% -$943K ﹤0.01% 5577
2021
Q3 		$1.31M Buy
67,949
+54,506
+405% +$1.05M ﹤0.01% 4391
2021
Q2 		$295K Sell
13,443
-62,739
-82% -$1.27M ﹤0.01% 5738
2021
Q1 		$1.67M Buy
76,182
+61,590
+422% +$1.92M ﹤0.01% 3702
2020
Q4 		$509K Buy
+14,592
New +$397K ﹤0.01% 4181

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

Israel Englander's VERX Position: Q2 2026 in Review

Israel Englander reduced its Vertex (VERX) stake by 82% in Q2 2026, selling an estimated $6.72M and leaving 115,583 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #4133.

Israel Englander first reported a position in VERX in Q4 2020 and has held it in 20 quarters since. The position peaked at $15.7M in Q2 2023. 226 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Israel Englander held 115,583 shares of Vertex worth $1.33M as of Q2 2026.
  • Israel Englander sold 537,929 Vertex shares in Q2 2026, an estimated $6.72M.
  • Vertex made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #4133 holding.
  • Israel Englander first reported a position in Vertex in Q4 2020 and has held it in 20 quarters since.
  • Israel Englander's Vertex position peaked at $15.7M in Q2 2023.
  • 226 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.