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 2022 vs. Q2 2022
How the institutions holding Vertex, Inc. changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 81 | 1 | 82 | +2 |
| Shares | 26.0M | 20.9K | 32.4M | +6.39M (+24.6%) |
| Value | $294.9M | $236.0K | $444.1M | +$149.4M (+50.7%) |
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Vertex, Inc. at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Next Century Growth Investors LLC | 579,258 | $7.92M | 0.97% |
| Atom Investors LP | 96,087 | $1.31M | 0.46% |
| Ardsley Advisory Partners LP | 76,500 | $1.05M | 0.28% |
| Putnam Investments LLC | 30,228 | $413.0K | 0.00% |
| Virginia Retirement Systems Et Al | 25,500 | $348.6K | 0.00% |
| Teacher Retirement System of Texas | 19,821 | $271.0K | 0.00% |
| Susquehanna Fundamental Investments, LLC | 12,139 | $166.0K | 0.00% |
| Altshuler Shaham Ltd | 1,981 | $27.0K | 0.00% |
| Tradition Wealth Management, LLC | 1,385 | $19.0K | 0.00% |
| MCF Advisors LLC | 737 | $10.0K | 0.00% |
| JFS Wealth Advisors, LLC | 1 | $0 | 0.00% |
| TCI Wealth Advisors, Inc. | 1 | $0 | 0.00% |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% |
| Schubert & Co | 3 | $0 | 0.00% |
Sold out (12)
Institutions that held Vertex, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Algert Global LLC | 49,406 | $560.0K |
| PDT Partners, LLC | 34,284 | $388.0K |
| Trexquant Investment LP | 17,922 | $203.0K |
| AQR Capital Management LLC | 15,200 | $172.0K |
| Versor Investments LP | 14,300 | $162.0K |
| Price T Rowe Associates Inc | 13,200 | $150.0K |
| Gyon Technologies Capital Management, LP | 13,011 | $147.0K |
| State of Wyoming | 8,100 | $92.0K |
| Patriot Financial Group Insurance Agency, LLC | 4,160 | $47.0K |
| Deutsche Bank AG | 2,846 | $32.0K |
| Captrust Financial Advisors | 100 | $1.00K |
| Parallel Advisors, LLC | 128 | $1.00K |
Not filed for Q3 2022 yet (1)
Institutions that held Vertex, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Quadrant Private Wealth Management, LLC | 20,869 | $236.0K |