MUFG Securities EMEA’s Vertex VERX Stock Holding History

MUFG Securities EMEA’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	–	Sell	-300,000	Closed	-$3.57M	–	600
2026 Q1	$3.57M	Buy	+300,000	New	+$4.67M	0.05%	210

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 $3.37T AUM 44.26% 1-Year Est. Return

MUFG Securities EMEA's VERX Position: Q2 2026 in Review

MUFG Securities EMEA sold out of Vertex (VERX) in Q2 2026, closing a stake of 300,000 shares — an estimated $3.57M sold.

MUFG Securities EMEA first reported a position in VERX in Q1 2026 and held it in 1 quarter. The position peaked at $3.57M in Q1 2026. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

MUFG Securities EMEA reported no remaining Vertex position as of Q2 2026 after selling out during the quarter.
MUFG Securities EMEA sold 300,000 Vertex shares in Q2 2026, an estimated $3.57M.
MUFG Securities EMEA first reported a position in Vertex in Q1 2026 and held it in 1 quarter.
MUFG Securities EMEA's Vertex position peaked at $3.57M in Q1 2026.
230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on MUFG Securities EMEA's 13F filing for Q2 2026, filed 12 Aug 2026.