Russell Investments Group’s Vertex VERX Stock Holding History

Russell Investments 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 Q2	$272K	Buy	23,705 +13,084	+123%	+$163K	﹤0.01%	3060
2026 Q1	$126K	Sell	10,621 -4,314	-29%	-$67.2K	﹤0.01%	3011
2025 Q4	$298K	Sell	14,935 -7,663	-34%	-$166K	﹤0.01%	2682
2025 Q3	$560K	Buy	22,598 +9,055	+67%	+$262K	﹤0.01%	2433
2025 Q2	$479K	Buy	13,543 +13,420	+10,911%	+$511K	﹤0.01%	2353
2025 Q1	$4.31K	Sell	123 -190	-61%	-$8.68K	﹤0.01%	3392
2024 Q4	$16.7K	Buy	313 +279	+821%	+$13.5K	﹤0.01%	3044
2024 Q3	$1.31K	Sell	34 -1,341	-98%	-$49.4K	﹤0.01%	3449
2024 Q2	$49.6K	Sell	1,375 -2,092	-60%	-$67.3K	﹤0.01%	2765
2024 Q1	$110K	Sell	3,467 -137,688	-98%	-$3.71M	﹤0.01%	2562
2023 Q4	$3.8M	Buy	+141,155	New	+$3.62M	0.01%	1269
2020 Q4	–	Sell	-34,644	Closed	-$796K	–	3198
2020 Q3	$796K	Buy	+34,644	New	+$843K	﹤0.01%	2166

Other funds holding VERX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Russell Investments Group's VERX Position: Q2 2026 in Review

Russell Investments Group increased its Vertex (VERX) stake by 123% in Q2 2026, buying an estimated $163K and bringing the position to 23,705 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #3060.

Russell Investments Group first reported a position in VERX in Q3 2020 and has held it in 12 quarters since. The position peaked at $3.8M in Q4 2023. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

Russell Investments Group held 23,705 shares of Vertex worth $272K as of Q2 2026.
Russell Investments Group bought 13,084 Vertex shares in Q2 2026, an estimated $163K.
Vertex made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3060 holding.
Russell Investments Group first reported a position in Vertex in Q3 2020 and has held it in 12 quarters since.
Russell Investments Group's Vertex position peaked at $3.8M in Q4 2023.
229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.