Nisa Investment Advisors
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Nisa Investment Advisors’s Vertex VERX Stock Holding History

Nisa Investment 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
Q2 		$23.5K Buy
2,048
+1,688
+469% +$21.1K ﹤0.01% 2146
2026
Q1 		$4.28K Buy
360
+307
+579% +$4.78K ﹤0.01% 2485
2025
Q4 		$1.06K Sell
53
-632
-92% -$13.7K ﹤0.01% 2707
2025
Q3 		$17K Sell
685
-24
-3% -$695 ﹤0.01% 2067
2025
Q2 		$25.1K Buy
709
+107
+18% +$4.07K ﹤0.01% 1836
2025
Q1 		$21.1K Buy
602
+394
+189% +$18K ﹤0.01% 1849
2024
Q4 		$11.1K Buy
208
+47
+29% +$2.28K ﹤0.01% 2111
2024
Q3 		$6.2K Buy
161
+64
+66% +$2.36K ﹤0.01% 2180
2024
Q2 		$3.5K Buy
+97
New +$3.12K ﹤0.01% 2310

Other funds holding VERX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nisa Investment Advisors's VERX Position: Q2 2026 in Review

Nisa Investment Advisors increased its Vertex (VERX) stake by 469% in Q2 2026, buying an estimated $21.1K and bringing the position to 2,048 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Nisa Investment Advisors first reported a position in VERX in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.1K in Q2 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Nisa Investment Advisors held 2,048 shares of Vertex worth $23.5K as of Q2 2026.
  • Nisa Investment Advisors bought 1,688 Vertex shares in Q2 2026, an estimated $21.1K.
  • Vertex made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2146 holding.
  • Nisa Investment Advisors first reported a position in Vertex in Q2 2024 and has held it in 9 quarters since.
  • Nisa Investment Advisors's Vertex position peaked at $25.1K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.