Ken Griffin’s Vertex VERX Stock Holding History

Ken Griffin’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	$302K	Buy	25,400 +7,300	+40%	+$114K	﹤0.01%	10462
2025 Q4	$361K	Buy	+18,100	New	+$392K	﹤0.01%	9751
2025 Q3	–	Sell	-13,500	Closed	-$477K	–	14207
2025 Q2	$477K	Buy	13,500 +2,900	+27%	+$110K	﹤0.01%	8748
2025 Q1	$371K	Buy	10,600 +3,300	+45%	+$151K	﹤0.01%	9116
2024 Q4	$389K	Sell	7,300 -3,800	-34%	-$184K	﹤0.01%	9108
2024 Q3	$427K	Sell	11,100 -18,400	-62%	-$678K	﹤0.01%	8594
2024 Q2	$1.06M	Buy	29,500 +16,300	+123%	+$525K	﹤0.01%	6459
2024 Q1	$419K	Buy	13,200 +1,600	+14%	+$43.2K	﹤0.01%	8766
2023 Q4	$313K	Buy	11,600 +9,700	+511%	+$249K	﹤0.01%	9086
2023 Q3	$43.9K	Buy	1,900 +200	+12%	+$4.12K	﹤0.01%	11898
2023 Q2	$33.1K	Sell	1,700 -100	-6%	-$2.11K	﹤0.01%	12253
2023 Q1	$37.2K	Sell	1,800 -1,000	-36%	-$15.4K	﹤0.01%	12510
2022 Q4	$40.6K	Buy	+2,800	New	+$44.7K	﹤0.01%	12396

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 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

Ken Griffin's VERX Position: Q1 2026 in Review

Ken Griffin increased its Vertex (VERX) stake by 18% in Q1 2026, buying an estimated $2.76M and bringing the position to 1,152,609 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

Ken Griffin first reported a position in VERX in Q3 2020 and has held it in 21 quarters since. The position peaked at $29.8M in Q4 2024. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

Ken Griffin held 1,152,609 shares of Vertex worth $13.7M as of Q1 2026.
Ken Griffin bought 177,212 Vertex shares in Q1 2026, an estimated $2.76M.
Vertex made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #2801 holding.
Ken Griffin first reported a position in Vertex in Q3 2020 and has held it in 21 quarters since.
Ken Griffin's Vertex position peaked at $29.8M in Q4 2024.
219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.