Wellington Management Group
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Wellington Management Group’s Vertex VERX Stock Holding History

Wellington Management 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 		– Sell
-1,540,091
Closed -$30.8M – 2010
2025
Q4 		$30.8M Sell
1,540,091
-621,410
-29% -$13.4M 0.01% 881
2025
Q3 		$53.6M Buy
2,161,501
+937,905
+77% +$27.2M 0.01% 709
2025
Q2 		$43.2M Buy
+1,223,596
New +$46.6M 0.01% 721

Other funds holding VERX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group's VERX Position: Q1 2026 in Review

Wellington Management Group sold out of Vertex (VERX) in Q1 2026, closing a stake of 1,540,091 shares — an estimated $30.8M sold.

Wellington Management Group first reported a position in VERX in Q2 2025 and held it in 3 quarters. The position peaked at $53.6M in Q3 2025. 219 funds tracked by Wall St. Rank hold VERX as of Q1 2026.

  • Wellington Management Group reported no remaining Vertex position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 1,540,091 Vertex shares in Q1 2026, an estimated $30.8M.
  • Wellington Management Group first reported a position in Vertex in Q2 2025 and held it in 3 quarters.
  • Wellington Management Group's Vertex position peaked at $53.6M in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Vertex as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.