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Lazard Asset Management’s
Vertex
VERX
Stock Holding History
Lazard Asset Management’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
$459K
Buy
+38,577
New
+$601K
﹤0.01%
1408
2025
Q4
–
Sell
-559
Closed
-$13.9K
–
2056
2025
Q3
$13.9K
Buy
559
+384
+219%
+$11.1K
﹤0.01%
1773
2025
Q2
$6K
Sell
175
-2,160
-93%
-$82.2K
﹤0.01%
2192
2025
Q1
$81K
Sell
2,335
-153
-6%
-$6.99K
﹤0.01%
1871
2024
Q4
$132K
Buy
2,488
+2,456
+7,675%
+$119K
﹤0.01%
1728
2024
Q3
$1K
Sell
32
-12,658
-100%
-$467K
﹤0.01%
2218
2024
Q2
$457K
Buy
12,690
+6,637
+110%
+$214K
﹤0.01%
1232
2024
Q1
$192K
Buy
+6,053
New
+$163K
﹤0.01%
1311
2023
Q2
–
Sell
-5,051
Closed
-$104K
–
2564
2023
Q1
$104K
Buy
5,051
+1,878
+59%
+$29K
﹤0.01%
1516
2022
Q4
$46K
Buy
+3,173
New
+$50.7K
﹤0.01%
1862
2021
Q1
–
Sell
-138,506
Closed
-$4.83M
–
2040
2020
Q4
$4.83M
Sell
138,506
-493
-0.4%
-$13.4K
0.01%
662
2020
Q3
$3.2M
Buy
+138,999
New
+$3.38M
﹤0.01%
669
Other funds holding VERX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$1.47T AUM
27.86%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Nomura Holdings
Tokyo, Japan
$12B AUM
34.44%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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