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Lazard Frères Gestion’s Vertex VERX Stock Holding History

Lazard Frères Gestion’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 		$1.1M Buy
95,660
+720
+0.8% +$8.99K 0.02% 79
2026
Q1 		$1.13M Sell
94,940
-15,060
-14% -$235K 0.02% 81
2025
Q4 		$2.2M Buy
110,000
+40,000
+57% +$865K 0.04% 66
2025
Q3 		$1.74M Buy
70,000
+50,000
+250% +$1.45M 0.03% 73
2025
Q2 		$706K Buy
+20,000
New +$761K 0.01% 84

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

Lazard Frères Gestion's VERX Position: Q2 2026 in Review

Lazard Frères Gestion increased its Vertex (VERX) stake by 0.76% in Q2 2026, buying an estimated $8.99K and bringing the position to 95,660 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #79.

Lazard Frères Gestion first reported a position in VERX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.2M in Q4 2025. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Lazard Frères Gestion held 95,660 shares of Vertex worth $1.1M as of Q2 2026.
  • Lazard Frères Gestion bought 720 Vertex shares in Q2 2026, an estimated $8.99K.
  • Vertex made up 0.02% of Lazard Frères Gestion's portfolio in Q2 2026, its #79 holding.
  • Lazard Frères Gestion first reported a position in Vertex in Q2 2025 and has held it in 5 quarters since.
  • Lazard Frères Gestion's Vertex position peaked at $2.2M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Lazard Frères Gestion's 13F filing for Q2 2026, filed 6 Aug 2026.