Mizuho Markets Americas’s Vertex VERX Stock Holding History

Mizuho Markets Americas’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	$1.47M	Sell	127,927 -130,000	-50%	-$1.62M	0.02%	171
2026 Q1	$3.07M	Sell	257,927 -121,000	-32%	-$1.88M	0.08%	110
2025 Q4	$7.57M	Sell	378,927 -14,000	-4%	-$303K	0.15%	103
2025 Q3	$9.74M	Buy	392,927 +37,710	+11%	+$1.09M	0.18%	76
2025 Q2	$12.6M	Buy	355,217 +68,100	+24%	+$2.59M	0.38%	49
2025 Q1	$10.1M	Buy	287,117 +82,818	+41%	+$3.78M	0.21%	74
2024 Q4	$10.9M	Sell	204,299 -52,100	-20%	-$2.53M	0.2%	84
2024 Q3	$9.87M	Sell	256,399 -87,625	-25%	-$3.23M	0.2%	61
2024 Q2	$12.4M	Buy	+344,024	New	+$11.1M	0.3%	51

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mizuho Markets Americas's VERX Position: Q2 2026 in Review

Mizuho Markets Americas reduced its Vertex (VERX) stake by 50% in Q2 2026, selling an estimated $1.62M and leaving 127,927 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #171.

Mizuho Markets Americas first reported a position in VERX in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.6M in Q2 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Mizuho Markets Americas held 127,927 shares of Vertex worth $1.47M as of Q2 2026.
Mizuho Markets Americas sold 130,000 Vertex shares in Q2 2026, an estimated $1.62M.
Vertex made up 0.02% of Mizuho Markets Americas's portfolio in Q2 2026, its #171 holding.
Mizuho Markets Americas first reported a position in Vertex in Q2 2024 and has held it in 9 quarters since.
Mizuho Markets Americas's Vertex position peaked at $12.6M in Q2 2025.
229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Mizuho Markets Americas's 13F filing for Q2 2026, filed 24 Jul 2026.