William Blair Investment Management
VERX icon

William Blair Investment Management’s Vertex VERX Stock Holding History

William Blair 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 		$24.4M Buy
2,128,372
+849,202
+66% +$10.6M 0.07% 222
2026
Q1 		$15.2M Buy
1,279,170
+63,998
+5% +$997K 0.05% 275
2025
Q4 		$24.3M Buy
1,215,172
+360,791
+42% +$7.8M 0.07% 249
2025
Q3 		$21.2M Buy
854,381
+92,786
+12% +$2.69M 0.05% 280
2025
Q2 		$26.9M Buy
761,595
+34,646
+5% +$1.32M 0.07% 240
2025
Q1 		$25.5M Buy
+726,949
New +$33.2M 0.07% 254
2024
Q4 		– Sell
-843,006
Closed -$32.5M – 458
2024
Q3 		$32.5M Buy
843,006
+60,291
+8% +$2.22M 0.08% 215
2024
Q2 		$28.2M Buy
782,715
+58,678
+8% +$1.89M 0.07% 237
2024
Q1 		$23M Sell
724,037
-611,029
-46% -$16.5M 0.06% 292
2023
Q4 		$36M Sell
1,335,066
-92,942
-7% -$2.38M 0.1% 192
2023
Q3 		$33M Buy
1,428,008
+349,683
+32% +$7.2M 0.11% 184
2023
Q2 		$21M Sell
1,078,325
-23,387
-2% -$493K 0.07% 275
2023
Q1 		$22.8M Sell
1,101,712
-226,809
-17% -$3.5M 0.08% 259
2022
Q4 		$19.3M Buy
1,328,521
+11,323
+0.9% +$181K 0.07% 265
2022
Q3 		$18M Buy
1,317,198
+150,092
+13% +$1.9M 0.07% 264
2022
Q2 		$13.2M Buy
1,167,106
+292,055
+33% +$3.69M 0.05% 295
2022
Q1 		$13.4M Buy
875,051
+18,908
+2% +$265K 0.04% 312
2021
Q4 		$13.6M Buy
856,143
+8,719
+1% +$165K 0.04% 327
2021
Q3 		$16.3M Buy
847,424
+166,084
+24% +$3.21M 0.05% 330
2021
Q2 		$14.9M Sell
681,340
-222,257
-25% -$4.51M 0.05% 247
2021
Q1 		$19.9M Buy
903,597
+425,667
+89% +$13.3M 0.06% 220
2020
Q4 		$16.7M Buy
+477,930
New +$13M 0.06% 227

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

William Blair Investment Management's VERX Position: Q2 2026 in Review

William Blair Investment Management increased its Vertex (VERX) stake by 66% in Q2 2026, buying an estimated $10.6M and bringing the position to 2,128,372 shares worth $24.4M. The position accounts for 0.07% of the portfolio, ranked #222.

William Blair Investment Management first reported a position in VERX in Q4 2020 and has held it in 22 quarters since. The position peaked at $36M in Q4 2023. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • William Blair Investment Management held 2,128,372 shares of Vertex worth $24.4M as of Q2 2026.
  • William Blair Investment Management bought 849,202 Vertex shares in Q2 2026, an estimated $10.6M.
  • Vertex made up 0.07% of William Blair Investment Management's portfolio in Q2 2026, its #222 holding.
  • William Blair Investment Management first reported a position in Vertex in Q4 2020 and has held it in 22 quarters since.
  • William Blair Investment Management's Vertex position peaked at $36M in Q4 2023.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

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