Cross-fund · 4 holders
VERX
VERTEX INC
CUSIP 92538J106
4
Tracked holders
$256.6M
Aggregate value
15,906,292
Shares
4
Active funds
Funds holding VERX
| Fund | Strategy | Period | Value | % of book | Δ shares | Status |
|---|---|---|---|---|---|---|
| Vanguard | Institutional | Q4 2025 | $166.7M | — | −38,529 | −0.5% |
| BlackRock | Institutional | Q1 2026 | $67.3M | — | +18,194 | +0.3% |
| Citadel | Multi-Strategy | Q1 2026 | $14.8M | — | +186,812 | +17.7% |
| Millennium | Multi-Strategy | Q1 2026 | $7.8M | — | +630,737 | +2769.4% |
Aggregated from the latest 13F-HR per tracked fund (longs only). QoQ deltas compare against each fund's prior quarterly filing.