State of Wisconsin Investment Board’s Vertex VERX Stock Holding History

State of Wisconsin Investment Board’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	$456K	Buy	38,341 +17,464	+84%	+$272K	﹤0.01%	2053
2025 Q4	$417K	Buy	20,877 +2,949	+16%	+$63.8K	﹤0.01%	2033
2025 Q3	$444K	Buy	17,928 +820	+5%	+$23.8K	﹤0.01%	1948
2025 Q2	$605K	Buy	17,108 +5,247	+44%	+$200K	﹤0.01%	1782
2025 Q1	$415K	Buy	11,861 +1,947	+20%	+$88.9K	﹤0.01%	1843
2024 Q4	$529K	Sell	9,914 -513	-5%	-$24.9K	﹤0.01%	1784
2024 Q3	$402K	Buy	+10,427	New	+$384K	﹤0.01%	1957

Other funds holding VERX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Wisconsin Investment Board's VERX Position: Q1 2026 in Review

State of Wisconsin Investment Board increased its Vertex (VERX) stake by 84% in Q1 2026, buying an estimated $272K and bringing the position to 38,341 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

State of Wisconsin Investment Board first reported a position in VERX in Q3 2024 and has held it in 7 quarters since. The position peaked at $605K in Q2 2025. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

State of Wisconsin Investment Board held 38,341 shares of Vertex worth $456K as of Q1 2026.
State of Wisconsin Investment Board bought 17,464 Vertex shares in Q1 2026, an estimated $272K.
Vertex made up ﹤0.01% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #2053 holding.
State of Wisconsin Investment Board first reported a position in Vertex in Q3 2024 and has held it in 7 quarters since.
State of Wisconsin Investment Board's Vertex position peaked at $605K in Q2 2025.
219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.