Natixis Advisors
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Natixis Advisors’s Vertex VERX Stock Holding History

Natixis Advisors’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 		– Sell
-10,114
Closed -$202K – 1751
2025
Q4 		$202K Sell
10,114
-2,166
-18% -$46.9K ﹤0.01% 1587
2025
Q3 		$304K Sell
12,280
-2,866
-19% -$83K ﹤0.01% 1584
2025
Q2 		$535K Buy
15,146
+4,734
+45% +$180K ﹤0.01% 1455
2025
Q1 		$365K Sell
10,412
-17,026
-62% -$778K ﹤0.01% 1520
2024
Q4 		$1.46M Sell
27,438
-3,259
-11% -$158K ﹤0.01% 1190
2024
Q3 		$1.18M Sell
30,697
-4,023
-12% -$148K ﹤0.01% 1244
2024
Q2 		$1.25M Sell
34,720
-2,765
-7% -$89K ﹤0.01% 1184
2024
Q1 		$1.19M Sell
37,485
-11,082
-23% -$299K ﹤0.01% 1167
2023
Q4 		$1.31M Sell
48,567
-2,400
-5% -$61.5K ﹤0.01% 1131
2023
Q3 		$1.18M Buy
50,967
+11,595
+29% +$239K ﹤0.01% 1136
2023
Q2 		$768K Buy
39,372
+18,272
+87% +$385K ﹤0.01% 1230
2023
Q1 		$437K Sell
21,100
-2,867
-12% -$44.2K ﹤0.01% 1344
2022
Q4 		$348K Buy
23,967
+1,744
+8% +$27.9K ﹤0.01% 1372
2022
Q3 		$304K Buy
22,223
+4,178
+23% +$53K ﹤0.01% 1377
2022
Q2 		$204K Buy
18,045
+631
+4% +$7.98K ﹤0.01% 1452
2022
Q1 		$267K Buy
+17,414
New +$244K ﹤0.01% 1392

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors's VERX Position: Q1 2026 in Review

Natixis Advisors sold out of Vertex (VERX) in Q1 2026, closing a stake of 10,114 shares — an estimated $202K sold.

Natixis Advisors first reported a position in VERX in Q1 2022 and held it in 16 quarters. The position peaked at $1.46M in Q4 2024. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Natixis Advisors reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Natixis Advisors sold 10,114 Vertex shares in Q1 2026, an estimated $202K.
  • Natixis Advisors first reported a position in Vertex in Q1 2022 and held it in 16 quarters.
  • Natixis Advisors's Vertex position peaked at $1.46M in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Natixis Advisors's 13F filing for Q1 2026, filed 13 May 2026.