Victory Capital Management
VERX icon

Victory Capital Management’s Vertex VERX Stock Holding History

Victory Capital Management’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 		$594K Buy
+51,716
New +$646K ﹤0.01% 2036
2025
Q4 		– Sell
-8,354
Closed -$207K – 2520
2025
Q3 		$207K Buy
8,354
+753
+10% +$21.8K ﹤0.01% 2221
2025
Q2 		$269K Sell
7,601
-89,071
-92% -$3.39M ﹤0.01% 2182
2025
Q1 		$3.38M Buy
96,672
+53,198
+122% +$2.43M ﹤0.01% 1405
2024
Q4 		$2.32M Buy
43,474
+9,088
+26% +$441K ﹤0.01% 1462
2024
Q3 		$1.32M Buy
34,386
+27,602
+407% +$1.02M ﹤0.01% 1657
2024
Q2 		$245K Buy
+6,784
New +$218K ﹤0.01% 2155

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

Victory Capital Management's VERX Position: Q2 2026 in Review

Victory Capital Management opened a new position in Vertex (VERX) in Q2 2026: 51,716 shares worth $594K. The stake represents ﹤0.01% of the portfolio and ranks #2036 among its holdings. This is a return to the name: Victory Capital Management previously reported a position in VERX as recently as Q3 2025.

Victory Capital Management first reported a position in VERX in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.38M in Q1 2025. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Victory Capital Management held 51,716 shares of Vertex worth $594K as of Q2 2026.
  • Vertex was a new Victory Capital Management position in Q2 2026.
  • Vertex made up ﹤0.01% of Victory Capital Management's portfolio in Q2 2026, its #2036 holding.
  • Victory Capital Management first reported a position in Vertex in Q2 2024 and has held it in 7 quarters since.
  • Victory Capital Management's Vertex position peaked at $3.38M in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Victory Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.