Jim Simons
VERX icon

Jim Simons’s Vertex VERX Stock Holding History

Jim Simons’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 		$3.45M Buy
290,500
+21,700
+8% +$338K 0.01% 1576
2025
Q4 		$5.37M Buy
+268,800
New +$5.81M 0.01% 1258
2025
Q3 		– Sell
-10,500
Closed -$371K – 3966
2025
Q2 		$371K Buy
+10,500
New +$400K ﹤0.01% 2971
2025
Q1 		– Sell
-94,700
Closed -$5.05M – 3862
2024
Q4 		$5.05M Sell
94,700
-214,800
-69% -$10.4M 0.01% 1446
2024
Q3 		$11.9M Sell
309,500
-67,600
-18% -$2.49M 0.02% 947
2024
Q2 		$13.6M Buy
377,100
+100,300
+36% +$3.23M 0.02% 766
2024
Q1 		$8.79M Sell
276,800
-65,900
-19% -$1.78M 0.01% 1063
2023
Q4 		$9.23M Buy
342,700
+62,300
+22% +$1.6M 0.01% 990
2023
Q3 		$6.48M Buy
280,400
+51,800
+23% +$1.07M 0.01% 1164
2023
Q2 		$4.46M Buy
228,600
+66,400
+41% +$1.4M 0.01% 1487
2023
Q1 		$3.36M Buy
162,200
+46,400
+40% +$715K ﹤0.01% 1708
2022
Q4 		$1.68M Buy
115,800
+7,800
+7% +$125K ﹤0.01% 2184
2022
Q3 		$1.48M Buy
108,000
+6,700
+7% +$85K ﹤0.01% 2244
2022
Q2 		$1.15M Sell
101,300
-15,900
-14% -$201K ﹤0.01% 2615
2022
Q1 		$1.8M Buy
117,200
+67,000
+133% +$937K ﹤0.01% 2310
2021
Q4 		$797K Buy
50,200
+18,700
+59% +$354K ﹤0.01% 2813
2021
Q3 		$605K Buy
+31,500
New +$609K ﹤0.01% 2806

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jim Simons's VERX Position: Q1 2026 in Review

Jim Simons increased its Vertex (VERX) stake by 8.1% in Q1 2026, buying an estimated $338K and bringing the position to 290,500 shares worth $3.45M. The position accounts for 0.01% of the portfolio, ranked #1576.

Jim Simons first reported a position in VERX in Q3 2021 and has held it in 17 quarters since. The position peaked at $13.6M in Q2 2024. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Jim Simons held 290,500 shares of Vertex worth $3.45M as of Q1 2026.
  • Jim Simons bought 21,700 Vertex shares in Q1 2026, an estimated $338K.
  • Vertex made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1576 holding.
  • Jim Simons first reported a position in Vertex in Q3 2021 and has held it in 17 quarters since.
  • Jim Simons's Vertex position peaked at $13.6M in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.