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.
13F holders, Q1 2022
Institutional positions in Vertex, Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 91
- +3 vs. Q4 2021
- Shares held
- 25.5M
- +357.9K (+1.4%) vs. Q4 2021
- Total value
- $391.7M
- −$7.48M (−1.9%) vs. Q4 2021
- New holders
- 15
- 45 more added
- Sold out
- 12
- 20 more reduced
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VERX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 229 | $859.2M |
| Q1 2026 | 222 | $955.7M |
| Q4 2025 | 221 | $1.69B |
| Q3 2025 | 240 | $2.12B |
| Q2 2025 | 270 | $2.97B |
| Q1 2025 | 264 | $2.74B |
| Q4 2024 | 254 | $3.94B |
| Q3 2024 | 219 | $2.67B |
| Q2 2024 | 204 | $2.45B |
| Q1 2024 | 177 | $1.77B |
| Q4 2023 | 144 | $1.44B |
| Q3 2023 | 120 | $1.04B |
| Q2 2023 | 121 | $840.4M |
| Q1 2023 | 129 | $793.6M |
| Q4 2022 | 101 | $499.8M |
| Q3 2022 | 82 | $444.1M |
| Q2 2022 | 81 | $294.9M |
| Q1 2022 | 91 | $391.7M |
| Q4 2021 | 88 | $399.1M |
| Q3 2021 | 85 | $490.7M |
| Q2 2021 | 76 | $553.9M |
| Q1 2021 | 83 | $570.2M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Vertex, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 4,185,081 | $64.2M | 0.21% | +25,596+0.6% | Added |
| Conestoga Capital Advisors, LLC | 3,338,909 | $51.2M | 0.77% | +2,164+0.1% | Added |
| Neuberger Berman Group LLC | 3,333,875 | $51.1M | 0.04% | −89,508−2.6% | Reduced |
| JPMorgan Chase & Co | 2,607,674 | $40.0M | 0.01% | −10,468−0.4% | Reduced |
| Vanguard Group Inc | 2,485,682 | $38.1M | 0.00% | −136,137−5.2% | Reduced |
| TimesSquare Capital Management, LLC | 1,321,104 | $20.3M | 0.23% | +277,200+26.6% | Added |
| William Blair Investment Management, LLC | 875,051 | $13.4M | 0.04% | +18,908+2.2% | Added |
| Palisade Capital Management LLC | 780,038 | $12.0M | 0.27% | +251,756+47.7% | Added |
| Tensile Capital Management LP | 694,732 | $10.7M | 1.55% | −56,147−7.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 643,336 | $9.87M | 0.09% | +34,917+5.7% | Added |
| BlackRock Inc. | 527,967 | $8.10M | 0.00% | −12,955−2.4% | Reduced |
| Bank of America Corp | 389,007 | $5.97M | 0.00% | +98,278+33.8% | Added |
| Nordea Investment Management AB | 310,978 | $4.67M | 0.01% | +5,199+1.7% | Added |
| Morgan Stanley | 286,619 | $4.40M | 0.00% | +160,170+126.7% | Added |
| Geode Capital Management, LLC | 271,004 | $4.16M | 0.00% | +3,620+1.4% | Added |
| Ameriprise Financial Inc | 269,391 | $4.13M | 0.00% | +27,304+11.3% | Added |
| Comerica Bank | 263,473 | $3.97M | 0.03% | +5,525+2.1% | Added |
| State Street Corp | 215,240 | $3.30M | 0.00% | −21,002−8.9% | Reduced |
| New York State Common Retirement Fund | 197,171 | $3.02M | 0.00% | +72,271+57.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 153,474 | $2.35M | 0.00% | −31,935−17.2% | Reduced |
| Envestnet Asset Management Inc | 152,173 | $2.33M | 0.00% | +25,899+20.5% | Added |
| Herald Investment Management Ltd | 150,000 | $2.29M | 0.42% | 00.0% | Unchanged |
| Norges Bank | 145,665 | $2.23M | 0.00% | +73,435+101.7% | Added |
| Royal Bank of Canada | 140,180 | $2.15M | 0.00% | +22,272+18.9% | Added |
| Renaissance Technologies LLC | 117,200 | $1.80M | 0.00% | +67,000+133.5% | Added |
| Tudor Investment Corp Et Al | 95,402 | $1.46M | 0.04% | +20,402+27.2% | Added |
| Truist Financial Corp | 93,524 | $1.44M | 0.00% | +17,621+23.2% | Added |
| The PNC Financial Services Group, Inc. | 92,035 | $1.41M | 0.00% | +7,825+9.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 91,900 | $1.41M | 0.01% | +44,000+91.9% | Added |
| Dimensional Fund Advisors LP | 77,060 | $1.18M | 0.00% | +56,090+267.5% | Added |
| Citadel Advisors LLC | 73,520 | $1.13M | 0.00% | −29,972−29.0% | Reduced |
| Goldman Sachs Group Inc | 71,644 | $1.10M | 0.00% | +4,954+7.4% | Added |
| Northern Trust Corp | 70,513 | $1.08M | 0.00% | +2,071+3.0% | Added |
| Swiss National Bank | 67,500 | $1.03M | 0.00% | +5,900+9.6% | Added |
| Legacy Advisors, LLC | 60,000 | $920.0K | 0.18% | 00.0% | Unchanged |
| Millennium Management LLC | 54,625 | $838.0K | 0.00% | +36,426+200.2% | Added |
| Oppenheimer Asset Management Inc. | 51,289 | $787.0K | 0.01% | +15,915+45.0% | Added |
| Parametric Portfolio Associates LLC | 47,058 | $722.0K | 0.00% | −9,920−17.4% | Reduced |
| Bank of New York Mellon Corp | 45,735 | $701.0K | 0.00% | +3,103+7.3% | Added |
| Algert Global LLC | 42,466 | $651.0K | 0.04% | −11,777−21.7% | Reduced |
| PDT Partners, LLC | 41,445 | $636.0K | 0.05% | +9,940+31.6% | Added |
| Bullseye Asset Management LLC | 40,496 | $622.0K | 0.29% | 00.0% | Unchanged |
| Trexquant Investment LP | 36,968 | $567.0K | 0.03% | +24,359+193.2% | Added |
| Jane Street Group, LLC | 36,242 | $556.0K | 0.00% | +36,242 | New |
| Susquehanna Fundamental Investments, LLC | 28,716 | $441.0K | 0.01% | +2,275+8.6% | Added |
| Advisor Group Holdings, Inc. | 27,766 | $426.0K | 0.00% | +10.0% | Added |
| Gsa Capital Partners LLP | 26,921 | $413.0K | 0.06% | +26,921 | New |
| Quadrant Private Wealth Management, LLC | 24,869 | $381.0K | 0.14% | −1,700−6.4% | Reduced |
| California State Teachers Retirement System | 24,410 | $374.0K | 0.00% | +783+3.3% | Added |
| Virginia Retirement Systems Et Al | 23,000 | $353.0K | 0.00% | +10,000+76.9% | Added |
| Credit Suisse AG | 19,430 | $298.0K | 0.00% | +2,037+11.7% | Added |
| LPL Financial LLC | 19,405 | $298.0K | 0.00% | +5,011+34.8% | Added |
| Strid Group, LLC | 18,421 | $283.0K | 0.06% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 17,414 | $267.0K | 0.00% | +17,414 | New |
| Glenmede Trust Co NA | 17,350 | $266.0K | 0.00% | +4,465+34.7% | Added |
| Cubist Systematic Strategies, LLC | 16,341 | $251.0K | 0.00% | −6,235−27.6% | Reduced |
| Marshall Wace, LLP | 15,688 | $240.0K | 0.00% | +15,688 | New |
| M&T Bank Corp | 15,246 | $234.0K | 0.00% | +1,266+9.1% | Added |
| Veritable, L.P. | 14,905 | $229.0K | 0.00% | −15,041−50.2% | Reduced |
| CIBC Private Wealth Group, LLC | 14,720 | $226.0K | 0.00% | +14,720 | New |
| Corton Capital Inc. | 13,906 | $213.0K | 0.09% | −547−3.8% | Reduced |
| SEI Investments Co | 13,778 | $210.0K | 0.00% | +3,045+28.4% | Added |
| Engineers Gate Manager LP | 13,619 | $209.0K | 0.01% | +134+1.0% | Added |
| Price T Rowe Associates Inc | 13,200 | $202.0K | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 12,861 | $200.0K | 0.05% | +12,861 | New |
| Charles Schwab Investment Management Inc | 11,875 | $183.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 11,904 | $183.0K | 0.00% | +11,904 | New |
| HRT Financial LP | 11,671 | $179.0K | 0.00% | +11,671 | New |
| Jump Financial, LLC | 11,090 | $170.0K | 0.01% | −1,710−13.4% | Reduced |
| UBS Group AG | 10,468 | $161.0K | 0.00% | +4,300+69.7% | Added |
| Ergoteles LLC | 10,000 | $153.0K | 0.01% | +10,000 | New |
| State of Wyoming | 7,605 | $117.0K | 0.06% | +4,290+129.4% | Added |
| US Bancorp | 6,910 | $106.0K | 0.00% | +5,842+547.0% | Added |
| Legal & General Group Plc | 6,786 | $104.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,736 | $88.0K | 0.02% | −901−13.6% | Reduced |
| Deutsche Bank AG | 2,846 | $44.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,120 | $33.0K | 0.00% | +2,120 | New |
| Great West Life Assurance Co | 1,984 | $32.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,664 | $26.0K | 0.00% | +1,664 | New |
| Fifth Third Bancorp | 1,519 | $23.0K | 0.00% | +26+1.7% | Added |
| Citigroup Inc | 904 | $14.0K | 0.00% | −776−46.2% | Reduced |
| Wells Fargo & Company | 524 | $8.00K | 0.00% | +43+8.9% | Added |
| Tower Research Capital LLC (TRC) | 455 | $7.00K | 0.00% | −604−57.0% | Reduced |
| Ovata Capital Management Ltd | 400 | $6.00K | 0.00% | +400 | New |
| Dark Forest Capital Management LP | 321 | $5.00K | 0.00% | +321 | New |
| Captrust Financial Advisors | 100 | $2.00K | 0.00% | −200−66.7% | Reduced |
| Group One Trading, L.P. | 79 | $1.00K | 0.00% | −100−55.9% | Reduced |
| Key Financial Inc | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 89 | $1.00K | 0.00% | +89 | New |
| GPS Wealth Strategies Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $0 | 0.00% | +4 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −271,619−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −145,331−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −26,800−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,733−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,750−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −11,128−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −1,894−100.0% | Sold out |