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.
Q4 2021 vs. Q3 2021
How the institutions holding Vertex, Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 85 | 88 | +3 |
| Shares | 25.5M | 25.2M | −335.9K (−1.3%) |
| Value | $490.7M | $399.1M | −$91.6M (−18.7%) |
New holders (13)
Institutions that held Vertex, Inc. at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Palisade Capital Management LLC | 528,282 | $8.38M | 0.17% |
| Washington Harbour Partners LP | 271,619 | $4.31M | 1.07% |
| New York State Common Retirement Fund | 124,900 | $1.98M | 0.00% |
| Healthcare of Ontario Pension Plan Trust Fund | 47,900 | $760.0K | 0.00% |
| Susquehanna Fundamental Investments, LLC | 26,441 | $420.0K | 0.01% |
| Dimensional Fund Advisors LP | 20,970 | $333.0K | 0.00% |
| ExodusPoint Capital Management, LP | 18,733 | $297.0K | 0.00% |
| Dynamic Technology Lab Private Ltd | 16,750 | $266.0K | 0.03% |
| Corton Capital Inc. | 14,453 | $229.0K | 0.10% |
| Virginia Retirement Systems Et Al | 13,000 | $206.0K | 0.00% |
| Squarepoint Ops LLC | 10,447 | $166.0K | 0.00% |
| State of Wyoming | 3,315 | $53.0K | 0.02% |
| Quantbot Technologies LP | 1,100 | $17.0K | 0.00% |
Sold out (10)
Institutions that held Vertex, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Capital International Investors | 1,421,080 | $27.3M |
| Jane Street Group, LLC | 48,295 | $928.0K |
| Two Sigma Advisers, LP | 23,300 | $448.0K |
| Susquehanna International Group, LLP | 18,754 | $360.0K |
| CIBC Private Wealth Group, LLC | 14,220 | $273.0K |
| Cresset Asset Management, LLC | 10,903 | $209.0K |
| Gsa Capital Partners LLP | 10,790 | $207.0K |
| Signaturefd, LLC | 750 | $14.0K |
| Leonteq Securities AG | 500 | $9.61K |
| Glen Eagle Advisors, LLC | 12 | $231 |