JG
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Jain Global’s Vertex VERX Stock Holding History

Jain Global’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
-72,293
Closed -$1.44M – 1679
2025
Q4 		$1.44M Buy
72,293
+41,035
+131% +$888K 0.01% 646
2025
Q3 		$775K Sell
31,258
-126,128
-80% -$3.65M ﹤0.01% 678
2025
Q2 		$5.56M Buy
+157,386
New +$5.99M 0.04% 318
2025
Q1 		– Sell
-4,422
Closed -$236K – 1368
2024
Q4 		$236K Buy
+4,422
New +$214K 0.01% 610

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jain Global's VERX Position: Q1 2026 in Review

Jain Global sold out of Vertex (VERX) in Q1 2026, closing a stake of 72,293 shares — an estimated $1.44M sold.

Jain Global first reported a position in VERX in Q4 2024 and held it in 4 quarters. The position peaked at $5.56M in Q2 2025. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Jain Global reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Jain Global sold 72,293 Vertex shares in Q1 2026, an estimated $1.44M.
  • Jain Global first reported a position in Vertex in Q4 2024 and held it in 4 quarters.
  • Jain Global's Vertex position peaked at $5.56M in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Jain Global's 13F filing for Q1 2026, filed 15 May 2026.