Neuberger Berman Group
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Neuberger Berman Group’s Vertex VERX Stock Holding History

Neuberger Berman Group’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
-2,820,247
Closed -$56.3M – 2256
2025
Q4 		$56.3M Sell
2,820,247
-168,323
-6% -$3.64M 0.04% 443
2025
Q3 		$74.1M Sell
2,988,570
-177,908
-6% -$5.15M 0.05% 397
2025
Q2 		$112M Sell
3,166,478
-89,225
-3% -$3.4M 0.09% 284
2025
Q1 		$114M Sell
3,255,703
-271,901
-8% -$12.4M 0.1% 253
2024
Q4 		$188M Buy
3,527,604
+53,829
+2% +$2.61M 0.15% 170
2024
Q3 		$134M Sell
3,473,775
-14,364
-0.4% -$529K 0.1% 238
2024
Q2 		$126M Sell
3,488,139
-82,982
-2% -$2.67M 0.1% 237
2024
Q1 		$113M Sell
3,571,121
-3,766,979
-51% -$102M 0.09% 264
2023
Q4 		$198M Buy
7,338,100
+3,369,286
+85% +$86.4M 0.09% 294
2023
Q3 		$91.7M Buy
3,968,814
+236,742
+6% +$4.87M 0.08% 293
2023
Q2 		$72.8M Sell
3,732,072
-114,222
-3% -$2.41M 0.07% 339
2023
Q1 		$79.6M Sell
3,846,294
-68,173
-2% -$1.05M 0.07% 312
2022
Q4 		$56.8M Buy
3,914,467
+281,617
+8% +$4.5M 0.06% 384
2022
Q3 		$49.7M Buy
3,632,850
+345,005
+10% +$4.37M 0.05% 421
2022
Q2 		$37.3M Sell
3,287,845
-46,030
-1% -$582K 0.04% 492
2022
Q1 		$51.1M Sell
3,333,875
-89,508
-3% -$1.25M 0.04% 468
2021
Q4 		$54.3M Sell
3,423,383
-113,890
-3% -$2.16M 0.04% 462
2021
Q3 		$68M Buy
3,537,273
+221,623
+7% +$4.29M 0.06% 397
2021
Q2 		$72.7M Buy
3,315,650
+300,419
+10% +$6.1M 0.06% 381
2021
Q1 		$66.3M Buy
3,015,231
+686,007
+29% +$21.4M 0.06% 378
2020
Q4 		$81.2M Buy
2,329,224
+2,063,389
+776% +$56.2M 0.08% 311
2020
Q3 		$6.11M Buy
+265,835
New +$6.47M 0.01% 818

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

Neuberger Berman Group's VERX Position: Q1 2026 in Review

Neuberger Berman Group sold out of Vertex (VERX) in Q1 2026, closing a stake of 2,820,247 shares — an estimated $56.3M sold.

Neuberger Berman Group first reported a position in VERX in Q3 2020 and held it in 22 quarters. The position peaked at $198M in Q4 2023. 222 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Neuberger Berman Group reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Neuberger Berman Group sold 2,820,247 Vertex shares in Q1 2026, an estimated $56.3M.
  • Neuberger Berman Group first reported a position in Vertex in Q3 2020 and held it in 22 quarters.
  • Neuberger Berman Group's Vertex position peaked at $198M in Q4 2023.
  • 222 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.