Question 1

Which hedge funds and institutional investors hold VERX?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for VERX shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for VERX whale holdings?

Accepted Answer

Conviction level reflects how significant VERX is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to VERX, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for VERX?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about VERX?

Accepted Answer

QoQ changes for VERX show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	1.9M	$22.7M	0.0%	$2896.4B
DE Shaw	1.6M	$18.5M	0.0%	$166.3B
William Blair	1.3M	$15.2M	0.1%	$30.3B
Hudson Bay	1.0M	$11.9M	0.0%	$29.0B
Citadel	983.0K	$11.7M	0.0%	$618.5B
Arrowstreet	935.7K	$11.1M	0.0%	$184.8B
Millennium	653.5K	$7.8M	0.0%	$240.3B
Brown Capital	434.6K	$5.2M	0.7%	$704.0M
Kayne Anderson	301.0K	$3.6M	0.0%	$34.0B
Renaissance Tech	290.5K	$3.5M	0.0%	$63.9B
Geode Capital	254.0K	$3.0M	0.0%	$1607.5B
Jennison	242.8K	$2.9M	0.0%	$145.4B
Tudor	218.5K	$2.6M	0.0%	$53.9B
Balyasny	214.2K	$2.5M	0.0%	$77.1B
Two Sigma	104.9K	$1.2M	0.0%	$123.9B
BlackRock	82.0K	$975K	—	$5723.5B
ExodusPoint	68.5K	$814K	0.0%	$12.4B
Citadel	66.8K	$794K	0.0%	$618.5B
AQR Capital	66.1K	$786K	0.0%	$218.4B
Invesco	40.1K	$476K	0.0%	$653.3B
DFA	34.6K	$412K	0.0%	$481.4B
Citadel	25.4K	$302K	—	$618.5B
Caxton	11.1K	$132K	0.0%	$4.4B
Marshall Wace	4.4K	$52K	0.0%	$100.4B
Northern Trust	4.3K	$51K	—	$756.6B
Fidelity (FMR)	1.4K	$17K	—	$1898.4B
Acadian	27.4K	$325	0.0%	$70.5M

VERX

Who Holds VERX

Changes This Quarter