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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
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$1.47T AUM
27.86%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Nomura Holdings
Tokyo, Japan
$12B AUM
34.44%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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