Prudential Financial
VERX icon

Prudential Financial’s Vertex VERX Stock Holding History

Prudential Financial’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 		$137K Buy
11,970
+1,180
+11% +$14.7K ﹤0.01% 2291
2026
Q1 		$128K Buy
+10,790
New +$168K ﹤0.01% 2204
2025
Q4 		– Sell
-8,120
Closed -$201K – 2450
2025
Q3 		$201K Buy
8,120
+15
+0.2% +$435 ﹤0.01% 2215
2025
Q2 		$344K Buy
8,105
+3,885
+92% +$148K ﹤0.01% 2059
2025
Q1 		$201K Buy
+4,220
New +$193K ﹤0.01% 2076
2024
Q3 		– Sell
-6,516
Closed -$235K – 2805
2024
Q2 		$235K Buy
+6,516
New +$210K ﹤0.01% 2438

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

Prudential Financial's VERX Position: Q2 2026 in Review

Prudential Financial increased its Vertex (VERX) stake by 11% in Q2 2026, buying an estimated $14.7K and bringing the position to 11,970 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Prudential Financial first reported a position in VERX in Q2 2024 and has held it in 6 quarters since. The position peaked at $344K in Q2 2025. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Prudential Financial held 11,970 shares of Vertex worth $137K as of Q2 2026.
  • Prudential Financial bought 1,180 Vertex shares in Q2 2026, an estimated $14.7K.
  • Vertex made up ﹤0.01% of Prudential Financial's portfolio in Q2 2026, its #2291 holding.
  • Prudential Financial first reported a position in Vertex in Q2 2024 and has held it in 6 quarters since.
  • Prudential Financial's Vertex position peaked at $344K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Prudential Financial's 13F filing for Q2 2026, filed 12 Aug 2026.