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.
Q3 2021 vs. Q2 2021
How the institutions holding Vertex, Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 76 | 1 | 85 | +10 |
| Shares | 25.3M | 105 | 25.5M | +248.1K (+1.0%) |
| Value | $553.9M | $2.00K | $490.7M | −$63.2M (−11.4%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Vertex, Inc. at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Herald Investment Management Ltd | 150,000 | $2.87M | 0.47% |
| Two Sigma Investments, LP | 103,084 | $1.98M | 0.01% |
| Legacy Advisors, LLC | 60,000 | $1.15M | 0.46% |
| Jane Street Group, LLC | 48,295 | $928.0K | 0.00% |
| Intrinsic Edge Capital Management LLC | 45,331 | $871.0K | 0.06% |
| PDT Partners, LLC | 43,571 | $837.0K | 0.06% |
| Citadel Advisors LLC | 37,880 | $728.0K | 0.00% |
| Jump Financial, LLC | 32,200 | $619.0K | 0.04% |
| Renaissance Technologies LLC | 31,500 | $605.0K | 0.00% |
| Two Sigma Advisers, LP | 23,300 | $448.0K | 0.00% |
| California State Teachers Retirement System | 21,483 | $413.0K | 0.00% |
| Trexquant Investment LP | 17,186 | $330.0K | 0.03% |
| Price T Rowe Associates Inc | 13,200 | $254.0K | 0.00% |
| LPL Financial LLC | 11,637 | $224.0K | 0.00% |
| Gsa Capital Partners LLP | 10,790 | $207.0K | 0.02% |
| SEI Investments Co | 10,558 | $202.0K | 0.00% |
| Group One Trading, L.P. | 500 | $10.0K | 0.00% |
| Leonteq Securities AG | 500 | $9.61K | 0.00% |
| Cutler Group LP | 70 | $1.00K | 0.00% |
Sold out (9)
Institutions that held Vertex, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Massachusetts Financial Services Co | 2,681,678 | $58.8M |
| Segantii Capital Management Ltd | 300,000 | $6.58M |
| Manufacturers Life Insurance Company, The | 172,074 | $3.77M |
| HRT Financial LP | 54,292 | $1.19M |
| Ergoteles LLC | 30,900 | $678.0K |
| Pentwater Capital Management LP | 25,000 | $549.0K |
| Dynamic Technology Lab Private Ltd | 12,210 | $268.0K |
| Quantbot Technologies LP | 800 | $17.0K |
| Advisory Services Network, LLC | 113 | $2.00K |
Not filed for Q3 2021 yet (1)
Institutions that held Vertex, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Hoover Financial Advisors, Inc. | 105 | $2.00K |