Nuveen
VERX icon

Nuveen’s Vertex VERX Stock Holding History

Nuveen’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 		$1.86M Sell
161,804
-15,198
-9% -$190K ﹤0.01% 2607
2026
Q1 		$2.1M Buy
177,002
+37,711
+27% +$587K ﹤0.01% 2260
2025
Q4 		$2.78M Buy
139,291
+7,589
+6% +$164K ﹤0.01% 2157
2025
Q3 		$3.26M Hold
131,702
– – ﹤0.01% 2104
2025
Q2 		$4.65M Sell
131,702
-14,549
-10% -$554K ﹤0.01% 1920
2025
Q1 		$5.12M Sell
146,251
-7,734
-5% -$353K ﹤0.01% 1918
2024
Q4 		$8.22M Buy
153,985
+7,364
+5% +$357K ﹤0.01% 1695
2024
Q3 		$5.65M Buy
146,621
+2,028
+1% +$74.8K ﹤0.01% 1931
2024
Q2 		$5.21M Buy
+144,593
New +$4.65M ﹤0.01% 1933

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

Nuveen's VERX Position: Q2 2026 in Review

Nuveen reduced its Vertex (VERX) stake by 8.6% in Q2 2026, selling an estimated $190K and leaving 161,804 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Nuveen first reported a position in VERX in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.22M in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Nuveen held 161,804 shares of Vertex worth $1.86M as of Q2 2026.
  • Nuveen sold 15,198 Vertex shares in Q2 2026, an estimated $190K.
  • Vertex made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2607 holding.
  • Nuveen first reported a position in Vertex in Q2 2024 and has held it in 9 quarters since.
  • Nuveen's Vertex position peaked at $8.22M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.