Vertex
VERX
229 hedge funds and large institutions have $859M invested in Vertex in 2026 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 70 reducing their positions, and 38 closing their positions.
13,937% more call options, than puts
Call options by funds: $43.4M | Put options by funds: $309K
26% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 38
23% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 70
3% more funds holding
Funds holding: 222 → 229 (+7)
9.35% less ownership
Funds ownership: 103.33% → 93.97% (-9.4%)
10% less capital invested
Capital invested by funds: $956M → $859M (-$96.4M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$21.7M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$11.6M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$10.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.24M |
| 5 |
BlackRock
New York
|
+$7.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$43M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$21.1M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
-$12M |
| 4 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$11.9M |
| 5 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
-$11.8M |
VERX Hedge Fund Activity: Q2 2026 in Review
229 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q2 2026, worth a combined $859M — down 10% from $956M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new VERX positions and 38 closed out — a net gain of 10 holders — while 86 added to existing stakes and 70 trimmed.
The largest buyer was Brown Advisory, adding an estimated $21.7M. The largest seller was UBS Group, cutting an estimated $43M.
- 229 institutional investors held Vertex (VERX) as of Q2 2026, up from 222 in Q1 2026.
- Funds reported $859M of Vertex stock for Q2 2026, down 10% quarter-over-quarter.
- 48 funds opened new Vertex positions in Q2 2026 and 38 closed out, a net change of +10 holders.
- The largest Vertex buyer in Q2 2026 was Brown Advisory, an estimated $21.7M added.
- The largest Vertex seller in Q2 2026 was UBS Group, an estimated $43M sold.
Based on aggregated 13F filings for Q2 2026.