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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
2025
Q4 		– Sell
-151,100
Closed -$3.75M – 6490
2025
Q3 		$3.75M Buy
+151,100
New +$4.38M ﹤0.01% 3435

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.