Vertex, Inc.
VERX- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001806837
No open-market purchases or sales by Vertex, Inc. insiders were filed in the last 90 days; 229 institutions reported holding it in 13F filings for Q2 2026, worth $859.2M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Vertex, Inc. changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 83 | 76 | −7 |
| Shares | 25.9M | 25.3M | −654.8K (−2.5%) |
| Value | $570.2M | $553.9M | −$16.3M (−2.9%) |
New holders (13)
Institutions that held Vertex, Inc. at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 697,560 | $15.3M | 0.12% |
| Mirae Asset Global Investments Co., Ltd. | 98,900 | $2.17M | 0.01% |
| Ergoteles LLC | 30,900 | $678.0K | 0.02% |
| Parametric Portfolio Associates LLC | 25,631 | $562.0K | 0.00% |
| Susquehanna International Group, LLP | 20,216 | $444.0K | 0.00% |
| Cubist Systematic Strategies, LLC | 14,556 | $319.0K | 0.00% |
| M&T Bank Corp | 13,385 | $294.0K | 0.00% |
| Cresset Asset Management, LLC | 9,998 | $219.0K | 0.00% |
| Simplex Trading, LLC | 8,902 | $195.0K | 0.01% |
| Quantbot Technologies LP | 800 | $17.0K | 0.00% |
| Signaturefd, LLC | 750 | $16.0K | 0.00% |
| Captrust Financial Advisors | 300 | $7.00K | 0.00% |
| GPS Wealth Strategies Group, LLC | 3 | $0 | 0.00% |
Sold out (20)
Institutions that held Vertex, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Putnam Investments LLC | 362,113 | $7.96M |
| Tygh Capital Management, Inc. | 339,117 | $7.45M |
| Clearbridge Investments, LLC | 332,069 | $7.30M |
| Moody Aldrich Partners LLC | 231,096 | $5.08M |
| Washington Harbour Partners LP | 142,629 | $3.13M |
| Principal Financial Group Inc | 63,200 | $1.39M |
| California Public Employees Retirement System | 43,500 | $956.0K |
| Formula Growth Ltd | 30,981 | $681.0K |
| Squarepoint Ops LLC | 19,647 | $432.0K |
| SEI Investments Co | 16,915 | $372.0K |
| LMR Partners LLP | 15,618 | $343.0K |
| Brinker Capital Investments, LLC | 12,243 | $269.0K |
| LPL Financial LLC | 11,965 | $263.0K |
| Laurion Capital Management LP | 10,000 | $220.0K |
| Leonteq Securities AG | 4,000 | $87.9K |
| Altshuler Shaham Ltd | 753 | $17.0K |
| Global Retirement Partners, LLC | 558 | $12.0K |
| IFP Advisors, Inc | 100 | $2.00K |
| International Assets Investment Management, LLC | 53 | $2.00K |
| Sowell Financial Services LLC | 28 | $1.00K |