Vertex
VERX
222 hedge funds and large institutions have $956M invested in Vertex in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 72 increasing their positions, 69 reducing their positions, and 54 closing their positions.
14,440% more call options, than puts
Call options by funds: $44.9M | Put options by funds: $309K
11% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 54
4% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 69
0% more funds holding
Funds holding: 221 → 222 (+1)
5.73% less ownership
Funds ownership: 109.06% → 103.33% (-5.7%)
43% less capital invested
Capital invested by funds: $1.69B → $956M (-$730M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$52.5M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$49.5M |
| 3 |
JP Morgan Chase
New York
|
+$25.7M |
| 4 |
D.E. Shaw & Co
New York
|
+$21.2M |
| 5 |
Goldman Sachs
New York
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$56.3M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$53.9M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$50.1M |
| 4 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$36.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$30.8M |
VERX Hedge Fund Activity: Q1 2026 in Review
222 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q1 2026, worth a combined $956M — down 43% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new VERX positions and 54 closed out — a net gain of 6 holders — while 72 added to existing stakes and 69 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.
- 222 institutional investors held Vertex (VERX) as of Q1 2026, up from 221 in Q4 2025.
- Funds reported $956M of Vertex stock for Q1 2026, down 43% quarter-over-quarter.
- 60 funds opened new Vertex positions in Q1 2026 and 54 closed out, a net change of +6 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.