OQS
VERX icon

Occudo Quantitative Strategies’s Vertex VERX Stock Holding History

Occudo Quantitative Strategies’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 		$126K Buy
+10,150
New +$158K 0.01% 700
2025
Q1 		– Sell
-5,580
Closed -$298K – 926
2024
Q4 		$298K Buy
+5,580
New +$271K 0.05% 452
2024
Q3 		– Sell
-9,192
Closed -$331K – 1032
2024
Q2 		$331K Sell
9,192
-8,870
-49% -$285K 0.06% 428
2024
Q1 		$574K Buy
+18,062
New +$487K 0.1% 273
2023
Q4 		– Sell
-12,362
Closed -$286K – 1224
2023
Q3 		$286K Sell
12,362
-28,840
-70% -$593K 0.04% 683
2023
Q2 		$803K Buy
41,202
+20,128
+96% +$425K 0.08% 398
2023
Q1 		$436K Buy
+21,074
New +$325K 0.04% 553

Other funds holding VERX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return