AI Holders Summary · Q1 2026

234 institutions reported VERX in Q1 2026. UBS Group AG leads at 13.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

UBS Group AG

CIK 0001610520

$99M8.3M0.01%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$67M5.7M0.00%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$57M4.8M0.00%Q1 2026 04

BROWN ADVISORY INC

CIK 0001345929

$55M2.8M0.08%Q4 2025 05

MORGAN STANLEY

CIK 0000895421

$51M4.3M0.00%Q1 2026 06

Tensile Capital Management LP

CIK 0001598843

$40M3.4M5.79%Q1 2026 07

JPMORGAN CHASE & CO

CIK 0000019617

$39M3.4M0.00%Q1 2026 08

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

CIK 0001535845

$38M3.2M0.06%Q1 2026 09

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$37M3.1M0.00%Q1 2026 10

NOMURA HOLDINGS INC

CIK 0001163653

$31M2.6M0.08%Q1 2026 11

GOLDMAN SACHS GROUP INC

CIK 0000886982

$28M2.4M0.00%Q1 2026 12

GENEVA CAPITAL MANAGEMENT LLC

CIK 0001009232

$25M2.1M0.54%Q1 2026 13

STATE STREET CORP

CIK 0000093751

$23M1.9M0.00%Q1 2026 14

CITADEL ADVISORS LLC

CIK 0001423053

$21M1.1M0.00%Q4 2025 15

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$21M1.8M0.00%Q1 2026 16

JENNISON ASSOCIATES LLC

CIK 0000053417

$20M992K0.01%Q4 2025 17

BARCLAYS PLC

CIK 0000312069

$16M1.3M0.00%Q1 2026 18

Legacy Advisors, LLC

CIK 0001720969

$15M1.3M1.44%Q2 2026 19

TimesSquare Capital Management, LLC

CIK 0001313816

$15M766K0.23%Q4 2025 20

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$15M1.3M0.05%Q1 2026

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