Legal & General Group
VERX icon

Legal & General Group’s Vertex VERX Stock Holding History

Legal & General 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
Q2 		$737K Buy
64,218
+2,225
+4% +$27.8K ﹤0.01% 2286
2026
Q1 		$737K Sell
61,993
-12,211
-16% -$190K ﹤0.01% 2242
2025
Q4 		$1.48M Sell
74,204
-8,112
-10% -$175K ﹤0.01% 2089
2025
Q3 		$2.04M Buy
82,316
+2,741
+3% +$79.4K ﹤0.01% 1973
2025
Q2 		$2.81M Buy
79,575
+5,515
+7% +$210K ﹤0.01% 1826
2025
Q1 		$2.59M Buy
74,060
+6,599
+10% +$301K ﹤0.01% 1828
2024
Q4 		$3.6M Buy
67,461
+4,650
+7% +$225K ﹤0.01% 1738
2024
Q3 		$2.42M Buy
62,811
+2,080
+3% +$76.7K ﹤0.01% 1890
2024
Q2 		$2.19M Buy
60,731
+10,662
+21% +$343K ﹤0.01% 1906
2024
Q1 		$1.59M Buy
50,069
+2,035
+4% +$54.9K ﹤0.01% 2025
2023
Q4 		$1.29M Buy
48,034
+6,290
+15% +$161K ﹤0.01% 2111
2023
Q3 		$964K Buy
41,744
+4,360
+12% +$89.7K ﹤0.01% 2201
2023
Q2 		$729K Buy
37,384
+17,819
+91% +$376K ﹤0.01% 2332
2023
Q1 		$405K Buy
19,565
+6,932
+55% +$107K ﹤0.01% 2379
2022
Q4 		$183K Buy
12,633
+1,579
+14% +$25.2K ﹤0.01% 2645
2022
Q3 		$151K Buy
11,054
+717
+7% +$9.09K ﹤0.01% 2709
2022
Q2 		$117K Buy
10,337
+3,551
+52% +$44.9K ﹤0.01% 2812
2022
Q1 		$104K Hold
6,786
– – ﹤0.01% 2853
2021
Q4 		$107K Buy
6,786
+529
+8% +$10K ﹤0.01% 2897
2021
Q3 		$120K Buy
6,257
+4,241
+210% +$82K ﹤0.01% 2806
2021
Q2 		$44K Sell
2,016
-154
-7% -$3.13K ﹤0.01% 2992
2021
Q1 		$48K Hold
2,170
– – ﹤0.01% 2826
2020
Q4 		$76K Buy
2,170
+170
+9% +$4.63K ﹤0.01% 2662
2020
Q3 		$46K Buy
+2,000
New +$48.7K ﹤0.01% 2723

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

Legal & General Group's VERX Position: Q2 2026 in Review

Legal & General Group increased its Vertex (VERX) stake by 3.6% in Q2 2026, buying an estimated $27.8K and bringing the position to 64,218 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Legal & General Group first reported a position in VERX in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.6M in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Legal & General Group held 64,218 shares of Vertex worth $737K as of Q2 2026.
  • Legal & General Group bought 2,225 Vertex shares in Q2 2026, an estimated $27.8K.
  • Vertex made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #2286 holding.
  • Legal & General Group first reported a position in Vertex in Q3 2020 and has held it in 24 quarters since.
  • Legal & General Group's Vertex position peaked at $3.6M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.