Who owns VERX (VERX)
Which tracked institutional funds hold VERX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VERX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on VERX is one-sided between 2025-Q4 and 2026-Q1: 33 added or opened and 105 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VERX’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes VERX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VERX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 219 tracked filers holding VERX, 131 increased or opened the position and 131 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VERX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 19
- VANGUARD PORTFOLIO MANAGEMENT LLC$57M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$38M
- VANGUARD CAPITAL MANAGEMENT LLC$37M
- CIBC Bancorp USA Inc.$13M
- Hudson Bay Capital Management LP$12M
- Freshford Capital Management, LLC$7M
Full exits 32
- VANGUARD GROUP INC$155M
- NEUBERGER BERMAN GROUP LLC$56M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$54M
- Conestoga Capital Advisors, LLC$50M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$39M
- Park West Asset Management LLC$37M
Largest adds
- MORGAN STANLEY$33M
- D. E. Shaw & Co., Inc.$14M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10M
- Divisar Capital Management LLC$9M
- MILLENNIUM MANAGEMENT LLC$7M
- GOLDMAN SACHS GROUP INC$7M
Largest trims
- UBS Group AG$49M
- BlackRock, Inc.$45M
- BROWN ADVISORY INC$34M
- NOMURA HOLDINGS INC$32M
- GENEVA CAPITAL MANAGEMENT LLC$29M
- Tensile Capital Management LP$28M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,659,374 | $67M | 3.7% | 2026-Q1 |
| UBS Group AG trimmed | 5,464,034 | $65M | 3.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,780,681 | $57M | 3.1% | 2026-Q1 |
| MORGAN STANLEY added | 4,293,247 | $51M | 2.8% | 2026-Q1 |
| Tensile Capital Management LP trimmed | 3,398,563 | $40M | 2.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,371,170 | $39M | 2.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 3,178,800 | $38M | 2.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,115,457 | $37M | 2.0% | 2026-Q1 |
| NOMURA HOLDINGS INC trimmed | 2,621,641 | $31M | 1.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,363,972 | $28M | 1.5% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 2,134,691 | $25M | 1.4% | 2026-Q1 |
| STATE STREET CORP added | 1,910,753 | $23M | 1.2% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 1,808,944 | $22M | 1.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,771,692 | $21M | 1.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,638,922 | $19M | 1.1% | 2026-Q1 |
| Legacy Advisors, LLC trimmed | 1,343,779 | $16M | 0.9% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,311,066 | $16M | 0.8% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 1,279,170 | $15M | 0.8% | 2026-Q1 |
| Divisar Capital Management LLC added | 1,195,712 | $14M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,152,609 | $14M | 0.7% | 2026-Q1 |
| CITIGROUP INC added | 1,150,412 | $14M | 0.7% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP added | 1,141,948 | $14M | 0.7% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 1,053,533 | $13M | 0.7% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 1,000,000 | $12M | 0.6% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 982,230 | $12M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 935,668 | $11M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 932,518 | $11M | 0.6% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 805,861 | $10M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 700,648 | $8M | 0.5% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 682,652 | $8M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 653,512 | $8M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 640,426 | $8M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 605,909 | $7M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 582,427 | $7M | 0.4% | 2026-Q1 |
| Freshford Capital Management, LLC new | 565,547 | $7M | 0.4% | 2026-Q1 |
| BANQUE PICTET & CIE SA trimmed | 553,975 | $7M | 0.4% | 2026-Q1 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP added | 535,901 | $6M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 511,671 | $6M | 0.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 507,367 | $6M | 0.3% | 2026-Q1 |
| Hyperion Capital Advisors LP trimmed | 480,000 | $6M | 0.3% | 2026-Q1 |
| GAGNON SECURITIES LLC added | 468,220 | $6M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 434,848 | $5M | 0.3% | 2026-Q1 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 434,579 | $5M | 0.3% | 2026-Q1 |
| Counterpoint Mutual Funds LLC added | 406,757 | $5M | 0.3% | 2026-Q1 |
| Voleon Capital Management LP added | 388,106 | $5M | 0.3% | 2026-Q1 |
| FMR LLC added | 333,715 | $4M | 0.2% | 2026-Q1 |
| Pier Capital, LLC added | 312,227 | $4M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 300,199 | $4M | 0.2% | 2026-Q1 |
| MUFG Securities EMEA plc new | 300,000 | $4M | 0.2% | 2026-Q1 |
| Gagnon Advisors, LLC added | 297,050 | $4M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 290,500 | $3M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 283,230 | $3M | 0.2% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 267,690 | $3M | 0.2% | 2026-Q1 |
| Saba Capital Management, L.P. | 263,474 | $3M | 0.2% | 2026-Q1 |
| CenterBook Partners LP added | 258,634 | $3M | 0.2% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 257,927 | $3M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 256,331 | $3M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 256,289 | $3M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,758,735 | $155M | 8.4% | 2025-Q4 stale |
| Capital World Investors added | 2,193,265 | $77M | 4.2% | 2025-Q2 stale |
| WASATCH ADVISORS LP added | 2,728,504 | $68M | 3.7% | 2025-Q3 stale |
| NEUBERGER BERMAN GROUP LLC trimmed | 2,820,247 | $56M | 3.1% | 2025-Q4 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,698,276 | $54M | 2.9% | 2025-Q4 stale |
| Conestoga Capital Advisors, LLC trimmed | 2,506,653 | $50M | 2.7% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 172,475 | $39M | 2.1% | 2025-Q4 stale |
| Park West Asset Management LLC added | 1,833,428 | $37M | 2.0% | 2025-Q4 stale |
| Hood River Capital Management LLC new | 901,873 | $32M | 1.7% | 2025-Q1 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,540,091 | $31M | 1.7% | 2025-Q4 stale |
| Fiera Capital Corp new | 782,599 | $27M | 1.5% | 2025-Q1 stale |
| ShawSpring Partners LLC added | 1,081,446 | $27M | 1.5% | 2025-Q3 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 1,335,122 | $27M | 1.5% | 2025-Q4 stale |
| Aberdeen Group plc trimmed | 1,221,776 | $24M | 1.3% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 580,525 | $20M | 1.1% | 2025-Q1 stale |
| Silvercrest Asset Management Group LLC trimmed | 550,675 | $19M | 1.1% | 2025-Q2 stale |
| Aperture Investors, LLC added | 752,431 | $19M | 1.0% | 2025-Q3 stale |
| Artisan Partners Limited Partnership trimmed | 728,453 | $18M | 1.0% | 2025-Q3 stale |
| Champlain Investment Partners, LLC trimmed | 739,673 | $15M | 0.8% | 2025-Q4 stale |
| CIBC WORLD MARKETS CORP added | 704,642 | $14M | 0.8% | 2025-Q4 stale |
| LORD, ABBETT & CO. LLC trimmed | 373,650 | $13M | 0.7% | 2025-Q1 stale |
| Pembroke Management, LTD trimmed | 648,097 | $13M | 0.7% | 2025-Q4 stale |
| NEXT CENTURY GROWTH INVESTORS LLC trimmed | 331,383 | $12M | 0.6% | 2025-Q2 stale |
| Tidal Investments LLC trimmed | 396,254 | $10M | 0.5% | 2025-Q3 stale |
| FRANKLIN RESOURCES INC trimmed | 464,155 | $9M | 0.5% | 2025-Q4 stale |
| Premier Fund Managers Ltd trimmed | 453,303 | $9M | 0.5% | 2025-Q4 stale |
| Westwind Capital trimmed | 337,013 | $8M | 0.5% | 2025-Q3 stale |
| OSTERWEIS CAPITAL MANAGEMENT INC trimmed | 185,640 | $7M | 0.4% | 2025-Q2 stale |
| LOOMIS SAYLES & CO L P trimmed | 185,397 | $7M | 0.4% | 2025-Q2 stale |
| BAMCO INC /NY/ new | 248,042 | $6M | 0.3% | 2025-Q3 stale |
| NORRIS PERNE & FRENCH LLP/MI added | 259,854 | $5M | 0.3% | 2025-Q4 stale |
| COMERICA BANK trimmed | 258,019 | $5M | 0.3% | 2025-Q4 stale |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 249,227 | $5M | 0.3% | 2025-Q4 stale |
| Summit Creek Advisors LLC trimmed | 189,789 | $5M | 0.3% | 2025-Q3 stale |
| Monashee Investment Management LLC new | 130,000 | $5M | 0.2% | 2025-Q2 stale |
| Melqart Asset Management (UK) Ltd new | 118,566 | $4M | 0.2% | 2025-Q1 stale |
| EFG Asset Management (North America) Corp. added | 149,475 | $4M | 0.2% | 2025-Q3 stale |
| Roubaix Capital, LLC new | 184,446 | $4M | 0.2% | 2025-Q4 stale |
| LGT Fund Management Co Ltd. added | 101,360 | $4M | 0.2% | 2025-Q2 stale |
| Edgestream Partners, L.P. new | 166,326 | $3M | 0.2% | 2025-Q4 stale |
| ABN AMRO INVESTMENT SOLUTIONS added | 91,171 | $3M | 0.2% | 2025-Q2 stale |
| AXIOM INVESTORS LLC /DE trimmed | 86,492 | $3M | 0.2% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.