VOYA Investment Management
VERX icon

VOYA Investment Management’s Vertex VERX Stock Holding History

VOYA Investment 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 		$168K Buy
14,597
+2,946
+25% +$36.8K ﹤0.01% 2276
2026
Q1 		$139K Sell
11,651
-114,268
-91% -$1.78M ﹤0.01% 2165
2025
Q4 		$2.51M Sell
125,919
-17,056
-12% -$369K ﹤0.01% 1123
2025
Q3 		$3.54M Sell
142,975
-33,038
-19% -$957K ﹤0.01% 1014
2025
Q2 		$6.22M Buy
176,013
+6,545
+4% +$249K 0.01% 875
2025
Q1 		$5.93M Buy
169,468
+49,430
+41% +$2.26M 0.01% 896
2024
Q4 		$6.4M Buy
120,038
+102,300
+577% +$4.96M 0.01% 882
2024
Q3 		$683K Sell
17,738
-437
-2% -$16.1K ﹤0.01% 1833
2024
Q2 		$655K Buy
+18,175
New +$585K ﹤0.01% 1857
2020
Q4 		– Sell
-156,087
Closed -$3.59M – 2695
2020
Q3 		$3.59M Buy
+156,087
New +$3.8M 0.01% 845

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 $3.38T AUM 44.17% 1-Year Est. Return

VOYA Investment Management's VERX Position: Q2 2026 in Review

VOYA Investment Management increased its Vertex (VERX) stake by 25% in Q2 2026, buying an estimated $36.8K and bringing the position to 14,597 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

VOYA Investment Management first reported a position in VERX in Q3 2020 and has held it in 10 quarters since. The position peaked at $6.4M in Q4 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • VOYA Investment Management held 14,597 shares of Vertex worth $168K as of Q2 2026.
  • VOYA Investment Management bought 2,946 Vertex shares in Q2 2026, an estimated $36.8K.
  • Vertex made up ﹤0.01% of VOYA Investment Management's portfolio in Q2 2026, its #2276 holding.
  • VOYA Investment Management first reported a position in Vertex in Q3 2020 and has held it in 10 quarters since.
  • VOYA Investment Management's Vertex position peaked at $6.4M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on VOYA Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.