203 tracked 13F filers disclose a position in VERX as of the latest SEC 13F filings, a combined $896.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $67.3M | 5.7M | ▲+0.3% Added · +18K sh | Q1 2026 | |
| 2 | UBS Group AG | $65.0M | 5.5M | ▼−4.6% Reduced · −265K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $56.8M | 4.8M | →First observed position No prior filed position | Q1 2026 | |
| 4 | MORGAN STANLEY | $51.0M | 4.3M | ▲+364% Added · +3.4M sh | Q1 2026 | |
| 5 | Tensile Capital Management LP | $40.4M | 3.4M | ▼−0.6% Reduced · −21K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $39.3M | 3.4M | ▲+96% Added · +1.7M sh | Q1 2026 | |
| 7 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $37.8M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $37.0M | 3.1M | →First observed position No prior filed position | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $28.1M | 2.4M | ▲+119% Added · +1.3M sh | Q1 2026 | |
| 10 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $24.4M | 2.1M | ▲+66% Added · +849K sh | Q2 2026 | |
| 11 | STATE STREET CORP | $23.6M | 2.1M | ▲+7.8% Added · +150K sh | Q2 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $21.1M | 1.8M | ▲+3.7% Added · +65K sh | Q2 2026 | |
| 13 | BROWN ADVISORY INC | $21.5M | 1.8M | ▼−35% Reduced · −970K sh | Q1 2026 | |
| 14 | D. E. Shaw & Co., Inc. | $19.5M | 1.6M | ▲+494% Added · +1.4M sh | Q1 2026 | |
| 15 | Legacy Advisors, LLC | $15.4M | 1.3M | ▲~0% Added · +59 sh | Q2 2026 | |
| 16 | BARCLAYS PLC | $15.6M | 1.3M | ▼−11% Reduced · −156K sh | Q1 2026 | |
| 17 | Divisar Capital Management LLC | $14.2M | 1.2M | ▲+378% Added · +946K sh | Q1 2026 | |
| 18 | GENEVA CAPITAL MANAGEMENT LLC | $13.6M | 1.2M | ▼−44% Reduced · −948K sh | Q2 2026 | |
| 19 | CITADEL ADVISORS LLC | $13.7M | 1.2M | ▲+18% Added · +177K sh | Q1 2026 | |
| 20 | CITIGROUP INC | $13.7M | 1.2M | ▲+12% Added · +127K sh | Q1 2026 | |
| 21 | CIBC Bancorp USA Inc. | $12.5M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 22 | Hudson Bay Capital Management LP | $11.9M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 23 | JENNISON ASSOCIATES LLC | $11.7M | 982K | ▼−1.0% Reduced · −10K sh | Q1 2026 | |
| 24 | CYPRESS POINT INVESTMENT MANAGEMENT LP | $10.9M | 952K | ▲+78% Added · +416K sh | Q2 2026 | |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11.1M | 936K | ▲20× Added · +889K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 14 funds opened a new position in VERX and 27 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 103 funds | $124.3B |
| MICROSOFT CORPMSFT | 102 funds | $170.2B |
| ALPHABET INC-CL AGOOGL | 102 funds | $91.3B |
| APPLE INCAAPL | 101 funds | $182.4B |
| NVIDIA CORPNVDA | 100 funds | $246.6B |
| META PLATFORMS INC-CLASS AMETA | 100 funds | $69.8B |
| VISA INC-CLASS A SHARESV | 99 funds | $39.2B |
| JPMORGAN CHASE & COJPM | 99 funds | $32.4B |
| INTUITIVE SURGICAL INCISRG | 99 funds | $20.1B |
| ALPHABET INC-CL CGOOG | 98 funds | $84.8B |
| ELI LILLY & COLLY | 98 funds | $49.8B |
| BANK OF AMERICA CORPBAC | 96 funds | $16.4B |
Ranked by how many of VERX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| VERXthis pagecommon | 203 funds | $896.0M |
| VERX 0.75 05/01/29SDBCV | 26 funds | $285.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for VERX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VERX/capital-change-brief"
Use Arkolith's capital_change_brief for VERX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VERX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.