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 2022 vs. Q1 2022
How the institutions holding Vertex, Inc. changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 91 | 3 | 81 | −7 |
| Shares | 25.5M | 98.8K | 26.0M | +604.4K (+2.4%) |
| Value | $391.7M | $1.52M | $294.9M | −$95.2M (−24.4%) |
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Vertex, Inc. at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Intrinsic Edge Capital Management LLC | 30,000 | $340.0K | 0.03% |
| AQR Capital Management LLC | 15,200 | $172.0K | 0.00% |
| Versor Investments LP | 14,300 | $162.0K | 0.01% |
| Gyon Technologies Capital Management, LP | 13,011 | $147.0K | 0.04% |
| Arizona State Retirement System | 11,049 | $125.0K | 0.00% |
| First Horizon Advisors, Inc. | 1,894 | $21.0K | 0.00% |
| Rockefeller Capital Management L.P. | 1,045 | $11.0K | 0.00% |
| Parallel Advisors, LLC | 128 | $1.00K | 0.00% |
Sold out (15)
Institutions that held Vertex, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Millennium Management LLC | 54,625 | $838.0K |
| Jane Street Group, LLC | 36,242 | $556.0K |
| Strid Group, LLC | 18,421 | $283.0K |
| Cubist Systematic Strategies, LLC | 16,341 | $251.0K |
| Marshall Wace, LLP | 15,688 | $240.0K |
| CIBC Private Wealth Group, LLC | 14,720 | $226.0K |
| Corton Capital Inc. | 13,906 | $213.0K |
| Engineers Gate Manager LP | 13,619 | $209.0K |
| Sciencast Management LP | 12,861 | $200.0K |
| HRT Financial LP | 11,671 | $179.0K |
| Jump Financial, LLC | 11,090 | $170.0K |
| Ergoteles LLC | 10,000 | $153.0K |
| Ovata Capital Management Ltd | 400 | $6.00K |
| Dark Forest Capital Management LP | 321 | $5.00K |
| TCWP LLC | 89 | $1.00K |
Not filed for Q2 2022 yet (3)
Institutions that held Vertex, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Parametric Portfolio Associates LLC | 47,058 | $722.0K |
| Susquehanna Fundamental Investments, LLC | 28,716 | $441.0K |
| Virginia Retirement Systems Et Al | 23,000 | $353.0K |