UBS Group’s Vertex VERX Stock Holding History

UBS 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 Q1	$33.9M	Hold	2,849,520	–	–	0.01%	2041
2025 Q4	$56.9M	Hold	2,849,520	–	–	0.01%	1482
2025 Q3	$70.6M	Hold	2,849,520	–	–	0.01%	1312
2025 Q2	$101M	Hold	2,849,520	–	–	0.02%	950
2025 Q1	$99.8M	Hold	2,849,520	–	–	0.02%	933
2024 Q4	$152M	Hold	2,849,520	–	–	0.03%	656
2024 Q3	$110M	Hold	2,849,520	–	–	0.02%	679
2024 Q2	$103M	Buy	+2,849,520	New	+$91.7M	0.03%	644

Other funds holding VERX

BlackRock New York $5.72T AUM 30.48% 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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

UBS Group's VERX Position: Q1 2026 in Review

UBS Group reduced its Vertex (VERX) stake by 4.6% in Q1 2026, selling an estimated $4.12M and leaving 5,464,034 shares worth $65M. The position accounts for 0.01% of the portfolio, ranked #1380.

UBS Group first reported a position in VERX in Q3 2020 and has held it in 23 quarters since. The position peaked at $114M in Q4 2025. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

UBS Group held 5,464,034 shares of Vertex worth $65M as of Q1 2026.
UBS Group sold 264,806 Vertex shares in Q1 2026, an estimated $4.12M.
Vertex made up 0.01% of UBS Group's portfolio in Q1 2026, its #1380 holding.
UBS Group first reported a position in Vertex in Q3 2020 and has held it in 23 quarters since.
UBS Group's Vertex position peaked at $114M in Q4 2025.
219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.