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Woodline Partners’s Vertex VERX Stock Holding History

Woodline Partners’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 		$203K Buy
+17,666
New +$221K ﹤0.01% 1007
2025
Q3 		– Sell
-9,470
Closed -$335K – 1057
2025
Q2 		$335K Buy
+9,470
New +$360K ﹤0.01% 885
2024
Q4 		– Sell
-9,490
Closed -$365K – 1005
2024
Q3 		$365K Buy
+9,490
New +$350K ﹤0.01% 550

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

Woodline Partners's VERX Position: Q2 2026 in Review

Woodline Partners opened a new position in Vertex (VERX) in Q2 2026: 17,666 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1007 among its holdings. This is a return to the name: Woodline Partners previously reported a position in VERX as recently as Q2 2025.

Woodline Partners first reported a position in VERX in Q3 2024 and has held it in 3 quarters since. The position peaked at $365K in Q3 2024. 229 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • Woodline Partners held 17,666 shares of Vertex worth $203K as of Q2 2026.
  • Vertex was a new Woodline Partners position in Q2 2026.
  • Vertex made up ﹤0.01% of Woodline Partners's portfolio in Q2 2026, its #1007 holding.
  • Woodline Partners first reported a position in Vertex in Q3 2024 and has held it in 3 quarters since.
  • Woodline Partners's Vertex position peaked at $365K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.