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.
Q1 2022 vs. Q4 2021
How the institutions holding Vertex, Inc. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 88 | 91 | +3 |
| Shares | 25.2M | 25.5M | +357.9K (+1.4%) |
| Value | $399.1M | $391.7M | −$7.48M (−1.9%) |
New holders (15)
Institutions that held Vertex, Inc. at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Jane Street Group, LLC | 36,242 | $556.0K | 0.00% |
| Gsa Capital Partners LLP | 26,921 | $413.0K | 0.06% |
| Natixis Advisors, L.P. | 17,414 | $267.0K | 0.00% |
| Marshall Wace, LLP | 15,688 | $240.0K | 0.00% |
| CIBC Private Wealth Group, LLC | 14,720 | $226.0K | 0.00% |
| Sciencast Management LP | 12,861 | $200.0K | 0.05% |
| First Republic Investment Management, Inc. | 11,904 | $183.0K | 0.00% |
| HRT Financial LP | 11,671 | $179.0K | 0.00% |
| Ergoteles LLC | 10,000 | $153.0K | 0.01% |
| Ensign Peak Advisors, Inc | 2,120 | $33.0K | 0.00% |
| Barclays PLC | 1,664 | $26.0K | 0.00% |
| Ovata Capital Management Ltd | 400 | $6.00K | 0.00% |
| Dark Forest Capital Management LP | 321 | $5.00K | 0.00% |
| TCWP LLC | 89 | $1.00K | 0.00% |
| Quent Capital, LLC | 4 | $0 | 0.00% |
Sold out (12)
Institutions that held Vertex, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Tiger Global Management LLCSuperinvestorTiger Global Management | 325,000 | $5.16M |
| Washington Harbour Partners LP | 271,619 | $4.31M |
| Intrinsic Edge Capital Management LLC | 145,331 | $2.31M |
| Two Sigma Investments, LP | 26,800 | $425.0K |
| ExodusPoint Capital Management, LP | 18,733 | $297.0K |
| Dynamic Technology Lab Private Ltd | 16,750 | $266.0K |
| Meridian Wealth Partners, LLC | 11,128 | $177.0K |
| Squarepoint Ops LLC | 10,447 | $166.0K |
| First Horizon Advisors, Inc. | 1,894 | $30.0K |
| Simplex Trading, LLC | 1,234 | $19.0K |
| Quantbot Technologies LP | 1,100 | $17.0K |
| Cutler Group LP | 70 | $1.00K |