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 2022 vs. Q3 2022
How the institutions holding Vertex, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Q4 2022 | Change |
|---|---|---|---|
| Holders | 82 | 101 | +19 |
| Shares | 32.4M | 34.5M | +2.06M (+6.4%) |
| Value | $444.1M | $499.8M | +$55.6M (+12.5%) |
New holders (26)
Institutions that held Vertex, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
Sold out (7)
Institutions that held Vertex, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Gsa Capital Partners LLP | 46,800 | $640.0K |
| Susquehanna Fundamental Investments, LLC | 12,139 | $166.0K |
| Ensign Peak Advisors, Inc | 5,280 | $72.0K |
| Altshuler Shaham Ltd | 1,981 | $27.0K |
| First Horizon Advisors, Inc. | 1,894 | $25.0K |
| Rockefeller Capital Management L.P. | 354 | $4.00K |
| GPS Wealth Strategies Group, LLC | 3 | $0 |