Marshall Wace
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Marshall Wace’s Vertex VERX Stock Holding History

Marshall Wace’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 		$13.9M Buy
1,214,224
+925,588
+321% +$11.6M 0.01% 892
2026
Q1 		$3.43M Buy
288,636
+258,568
+860% +$4.03M ﹤0.01% 1501
2025
Q4 		$600K Sell
30,068
-38,400
-56% -$831K ﹤0.01% 2174
2025
Q3 		$1.7M Sell
68,468
-105,214
-61% -$3.05M ﹤0.01% 1697
2025
Q2 		$6.14M Sell
173,682
-40,139
-19% -$1.53M 0.01% 1046
2025
Q1 		$7.49M Buy
+213,821
New +$9.77M 0.01% 886
2024
Q2 		– Sell
-29,961
Closed -$952K – 2992
2024
Q1 		$952K Buy
+29,961
New +$808K ﹤0.01% 1672
2023
Q2 		– Sell
-333,697
Closed -$6.9M – 2995
2023
Q1 		$6.9M Buy
333,697
+222,797
+201% +$3.44M 0.01% 848
2022
Q4 		$1.61M Buy
+110,900
New +$1.77M ﹤0.01% 1846
2022
Q2 		– Sell
-15,688
Closed -$240K – 3885
2022
Q1 		$240K Buy
+15,688
New +$219K ﹤0.01% 3031

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

Marshall Wace's VERX Position: Q2 2026 in Review

Marshall Wace increased its Vertex (VERX) stake by 321% in Q2 2026, buying an estimated $11.6M and bringing the position to 1,214,224 shares worth $13.9M. The position accounts for 0.01% of the portfolio, ranked #892.

Marshall Wace first reported a position in VERX in Q1 2022 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Marshall Wace held 1,214,224 shares of Vertex worth $13.9M as of Q2 2026.
  • Marshall Wace bought 925,588 Vertex shares in Q2 2026, an estimated $11.6M.
  • Vertex made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #892 holding.
  • Marshall Wace first reported a position in Vertex in Q1 2022 and has held it in 10 quarters since.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.