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Sculptor Capital’s Vertex VERX Stock Holding History

Sculptor Capital’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 		$680K Buy
+59,200
New +$739K 0.01% 288
2024
Q2 		– Sell
-151,078
Closed -$4.8M – 365
2024
Q1 		$4.8M Buy
+151,078
New +$4.08M 0.09% 103

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

Sculptor Capital's VERX Position: Q2 2026 in Review

Sculptor Capital opened a new position in Vertex (VERX) in Q2 2026: 59,200 shares worth $680K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: Sculptor Capital previously reported a position in VERX as recently as Q1 2024.

Sculptor Capital first reported a position in VERX in Q1 2024 and has held it in 2 quarters since. The position peaked at $4.8M in Q1 2024. 230 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Sculptor Capital held 59,200 shares of Vertex worth $680K as of Q2 2026.
  • Vertex was a new Sculptor Capital position in Q2 2026.
  • Vertex made up 0.01% of Sculptor Capital's portfolio in Q2 2026, its #288 holding.
  • Sculptor Capital first reported a position in Vertex in Q1 2024 and has held it in 2 quarters since.
  • Sculptor Capital's Vertex position peaked at $4.8M in Q1 2024.
  • 230 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Sculptor Capital's 13F filing for Q2 2026, filed 14 Aug 2026.