KBC Group’s Vertex VERX Stock Holding History

KBC Group’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	$22K	Hold	1,860	–	–	﹤0.01%	1838
2025 Q4	$37K	Hold	1,860	–	–	﹤0.01%	1700
2025 Q3	$46K	Hold	1,860	–	–	﹤0.01%	1670
2025 Q2	$66K	Sell	1,860 -808	-30%	-$30.7K	﹤0.01%	1463
2025 Q1	$93K	Hold	2,668	–	–	﹤0.01%	1524
2024 Q4	$142K	Buy	2,668 +569	+27%	+$27.6K	﹤0.01%	1328
2024 Q3	$81K	Buy	2,099 +662	+46%	+$24.4K	﹤0.01%	1430
2024 Q2	$52K	Buy	+1,437	New	+$46.2K	﹤0.01%	1591

Other funds holding VERX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KBC Group's VERX Position: Q1 2026 in Review

KBC Group held its Vertex (VERX) position steady in Q1 2026 at 1,860 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

KBC Group first reported a position in VERX in Q2 2024 and has held it in 8 quarters since. The position peaked at $142K in Q4 2024. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

KBC Group held 1,860 shares of Vertex worth $22K as of Q1 2026.
KBC Group left its Vertex share count unchanged in Q1 2026.
Vertex made up ﹤0.01% of KBC Group's portfolio in Q1 2026, its #1838 holding.
KBC Group first reported a position in Vertex in Q2 2024 and has held it in 8 quarters since.
KBC Group's Vertex position peaked at $142K in Q4 2024.
219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on KBC Group's 13F filing for Q1 2026, filed 7 May 2026.