Generate Investment Management 13F: Exits Vertiv (VRT) Stake

Generate Investment Management completely exited its investment in Vertiv Holdings Co (NYSE: VRT), selling off all 135,301 shares it held previously. The move was revealed in a Form 13F filing with the Securities and Exchange Commission on October 14, 2026. Because 13F reports look backward at previous quarters, this disclosure captures past activity and may not reflect the fund's current holdings today.

What Changed in Generate Investment Management's Vertiv Position

Generate Investment Management sold out of its stake entirely, parting ways with all 135,301 shares it owned before. Prior to this complete exit, the fund held 135,301 shares. Institutional 13F reports provide a quarterly snapshot of portfolio shifts submitted to regulators, though they arrive weeks after the quarter ends.

Other Institutional Activity in Vertiv Holdings Co

Other large money managers adjusted their positions in Vertiv during the reporting period. Blackrock Inc. grew its holdings by -1287427 shares, ending with 35,921,459 shares worth about $7,414,907,501.0. Vanguard Capital Management LLC grew its holdings by 228705 shares, ending with 25,087,955 shares worth about $5,178,655,625.0. Vanguard Portfolio Management LLC grew its holdings by -16133 shares, ending with 17,909,570 shares worth about $3,696,893,406.0. State Street Corporation grew its holdings by 704311 shares, ending with 16,531,530 shares worth about $3,412,438,392.0. JPMORGAN CHASE & CO grew its holdings by 3995488 shares, ending with 10,061,204 shares worth about $2,076,833,711.0.

Vertiv Holdings Co Stock Down 6.7%

Vertiv shares recently traded around $207.96 as of October 16, 2026. The stock sits below its 50-day moving average of $258.10 and below its 200-day moving average of $267.85. The share price is down about 45.3% from its 52-week high of $379.94 and up about 40.7% from its 52-week low of $147.82.

Recent Earnings

Vertiv reported trailing twelve-month revenue of $11,479,600,128.0 and trailing earnings of $4.0 per share. The company posts a net profit margin of 15.1% alongside a return on equity of 43.9%. The next earnings report is scheduled for October 28, 2026.

Dividend

Vertiv pays an annual dividend yielding 0.12% with a payout ratio of 5.1%.

Insider Buying and Selling at Vertiv Holdings Co

Director Edward L Monser sold 15,287 shares valued at $3,880,209.0 on September 1, 2026.

Analysts Set New Price Targets

On October 5, 2026, BMO Capital initiates the stock with an Outperform rating and a $329.0 price target. On October 6, 2026, GLJ Research initiates the stock with a Sell rating and a $188.0 price target. On October 9, 2026, GLJ Research reiterates the stock with a Sell rating and a $188.0 price target. On October 12, 2026, Evercore ISI Group maintains the stock with an Outperform rating and a $325.0 price target. On October 14, 2026, RBC Capital maintains the stock with an Outperform rating and a $323.0 price target. Wall Street maintains a strong buy consensus rating backed by a mean price target of $333.71.

About Vertiv Holdings Co

Vertiv Holdings Co designs and builds critical digital infrastructure and lifecycle services for data centers, communication networks, and industrial facilities across the globe. These systems help keep vital computing equipment cool, powered, and running smoothly. Institutional portfolio adjustments like this one highlight how large managers continuously rebalance their exposure to infrastructure providers supporting the data center space.

Bottom Line

Investors will watch Vertiv's upcoming earnings report on October 28, 2026, for fresh financial results. Regulatory 13F filings reflect historical snapshots and may not indicate the current stance of Generate Investment Management. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.