Marshall Wace
VERX icon

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
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 – 3035
2024
Q1 		$952K Buy
+29,961
New +$808K ﹤0.01% 1672
2023
Q2 		– Sell
-333,697
Closed -$6.9M – 3057
2023
Q1 		$6.9M Buy
333,697
+222,797
+201% +$3.44M 0.02% 848
2022
Q4 		$1.61M Buy
+110,900
New +$1.77M ﹤0.01% 1846
2022
Q2 		– Sell
-15,688
Closed -$240K – 3971
2022
Q1 		$240K Buy
+15,688
New +$219K ﹤0.01% 3031

Other funds holding VERX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return