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John Overdeck’s Vertex VERX Stock Holding History

John Overdeck’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 		$3.51M Buy
305,506
+200,618
+191% +$2.51M ﹤0.01% 2500
2026
Q1 		$1.25M Buy
+104,888
New +$1.63M ﹤0.01% 3092
2025
Q3 		– Sell
-14,876
Closed -$526K – 3945
2025
Q2 		$526K Sell
14,876
-210,702
-93% -$8.02M ﹤0.01% 2566
2025
Q1 		$7.9M Buy
225,578
+193,144
+595% +$8.82M 0.02% 868
2024
Q4 		$1.73M Sell
32,434
-18,921
-37% -$918K ﹤0.01% 1812
2024
Q3 		$1.98M Buy
51,355
+22,712
+79% +$837K ﹤0.01% 1691
2024
Q2 		$1.03M Sell
28,643
-179,397
-86% -$5.77M ﹤0.01% 1964
2024
Q1 		$6.61M Sell
208,040
-53,672
-21% -$1.45M 0.02% 830
2023
Q4 		$7.05M Buy
261,712
+35,381
+16% +$907K 0.02% 823
2023
Q3 		$5.23M Buy
226,331
+32,547
+17% +$670K 0.01% 881
2023
Q2 		$3.78M Buy
193,784
+57,819
+43% +$1.22M 0.01% 1060
2023
Q1 		$2.81M Buy
+135,965
New +$2.1M 0.01% 1182
2022
Q1 		– Sell
-26,800
Closed -$425K – 4377
2021
Q4 		$425K Sell
26,800
-76,284
-74% -$1.45M ﹤0.01% 3395
2021
Q3 		$1.98M Buy
+103,084
New +$1.99M ﹤0.01% 2002
2021
Q1 		– Sell
-19,917
Closed -$694K – 4265
2020
Q4 		$694K Sell
19,917
-50,599
-72% -$1.38M ﹤0.01% 2271
2020
Q3 		$1.62M Buy
+70,516
New +$1.72M 0.01% 1426

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

John Overdeck's VERX Position: Q2 2026 in Review

John Overdeck increased its Vertex (VERX) stake by 191% in Q2 2026, buying an estimated $2.51M and bringing the position to 305,506 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

John Overdeck first reported a position in VERX in Q3 2020 and has held it in 16 quarters since. The position peaked at $7.9M in Q1 2025. 226 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • John Overdeck held 305,506 shares of Vertex worth $3.51M as of Q2 2026.
  • John Overdeck bought 200,618 Vertex shares in Q2 2026, an estimated $2.51M.
  • Vertex made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2500 holding.
  • John Overdeck first reported a position in Vertex in Q3 2020 and has held it in 16 quarters since.
  • John Overdeck's Vertex position peaked at $7.9M in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.