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Fund managers haven’t disclosed any holdings of VERX yet.

VERX Hedge Fund Activity: Q1 2026 in Review

219 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q1 2026, worth a combined $954M — down 43% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VERX positions and 54 closed out — a net gain of 5 holders — while 72 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.5M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $56.3M sold.

  • 219 institutional investors held Vertex (VERX) as of Q1 2026, down from 221 in Q4 2025.
  • Funds reported $954M of Vertex stock for Q1 2026, down 43% quarter-over-quarter.
  • 59 funds opened new Vertex positions in Q1 2026 and 54 closed out, a net change of +5 holders.
  • The largest Vertex buyer in Q1 2026 was Morgan Stanley, an estimated $52.5M added.
  • The largest Vertex seller in Q1 2026 was Neuberger Berman Group, an estimated $56.3M sold.

Based on aggregated 13F filings for Q1 2026.