VCM
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Voleon Capital Management’s Vertex VERX Stock Holding History

Voleon 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 		$4.52M Buy
393,508
+5,402
+1% +$67.5K 0.08% 238
2026
Q1 		$4.61M Buy
388,106
+154,135
+66% +$2.4M 0.1% 218
2025
Q4 		$4.67M Buy
+233,971
New +$5.06M 0.1% 212

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

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

Voleon Capital Management increased its Vertex (VERX) stake by 1.4% in Q2 2026, buying an estimated $67.5K and bringing the position to 393,508 shares worth $4.52M. The position accounts for 0.08% of the portfolio, ranked #238.

Voleon Capital Management first reported a position in VERX in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.67M in Q4 2025. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Voleon Capital Management held 393,508 shares of Vertex worth $4.52M as of Q2 2026.
  • Voleon Capital Management bought 5,402 Vertex shares in Q2 2026, an estimated $67.5K.
  • Vertex made up 0.08% of Voleon Capital Management's portfolio in Q2 2026, its #238 holding.
  • Voleon Capital Management first reported a position in Vertex in Q4 2025 and has held it in 3 quarters since.
  • Voleon Capital Management's Vertex position peaked at $4.67M in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

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