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 2023
Institutional positions in Vertex, Inc. as of Mar 31, 2023. 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
- 129
- +30 vs. Q4 2022
- Shares held
- 38.3M
- +4.21M (+12.4%) vs. Q4 2022
- Total value
- $793.6M
- +$298.5M (+60.3%) vs. Q4 2022
- New holders
- 42
- 43 more added
- Sold out
- 12
- 27 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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 2023
Shares, value and share of portfolio for each institution holding Vertex, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tensile Capital Management LP | 5,970,258 | $123.5M | 16.77% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,846,294 | $79.6M | 0.07% | −68,173−1.7% | Reduced |
| Fred Alger Management, LLC | 3,661,812 | $75.8M | 0.41% | −88,300−2.4% | Reduced |
| Vanguard Group Inc | 3,583,388 | $74.1M | 0.00% | −14,949−0.4% | Reduced |
| Conestoga Capital Advisors, LLC | 2,906,921 | $60.1M | 1.01% | +24,132+0.8% | Added |
| JPMorgan Chase & Co | 2,389,362 | $49.4M | 0.01% | −179,736−7.0% | Reduced |
| TimesSquare Capital Management, LLC | 1,408,290 | $29.1M | 0.43% | −332,665−19.1% | Reduced |
| William Blair Investment Management, LLC | 1,101,712 | $22.8M | 0.08% | −226,809−17.1% | Reduced |
| Next Century Growth Investors LLC | 1,092,611 | $22.6M | 2.49% | +319,126+41.3% | Added |
| Palisade Capital Management LLC | 1,080,300 | $22.4M | 0.60% | +24,481+2.3% | Added |
| Janus Henderson Group PLC | 707,847 | $14.6M | 0.01% | +695,950+5,849.8% | Added |
| BlackRock Inc. | 703,009 | $14.5M | 0.00% | +62,965+9.8% | Added |
| Schonfeld Strategic Advisors LLC | 573,124 | $11.9M | 0.11% | +573,124 | New |
| Cerity Partners LLC | 500,000 | $10.3M | 0.05% | +500,000 | New |
| Millennium Management LLC | 428,649 | $8.87M | 0.01% | +428,649 | New |
| Citadel Advisors LLC | 383,358 | $7.93M | 0.01% | +335,829+706.6% | Added |
| Pier Capital, LLC | 383,224 | $7.93M | 1.20% | +383,224 | New |
| Putnam Investments LLC | 381,604 | $7.90M | 0.01% | +71,294+23.0% | Added |
| Geode Capital Management, LLC | 367,155 | $7.60M | 0.00% | +4,762+1.3% | Added |
| Legacy Advisors, LLC | 365,402 | $7.56M | 1.40% | +309,198+550.1% | Added |
| Marshall Wace, LLP | 333,697 | $6.90M | 0.02% | +222,797+200.9% | Added |
| Ameriprise Financial Inc | 323,108 | $6.69M | 0.00% | +43,109+15.4% | Added |
| Dimensional Fund Advisors LP | 305,640 | $6.32M | 0.00% | +110,201+56.4% | Added |
| Bank of America Corp | 301,762 | $6.24M | 0.00% | −48,326−13.8% | Reduced |
| Nordea Investment Management AB | 299,710 | $6.23M | 0.01% | −1,467−0.5% | Reduced |
| Palogic Value Management, L.P. | 292,059 | $6.04M | 2.96% | 00.0% | Unchanged |
| Morgan Stanley | 272,089 | $5.63M | 0.00% | +121,718+80.9% | Added |
| New York State Common Retirement Fund | 270,827 | $5.60M | 0.01% | +3,562+1.3% | Added |
| State Street Corp | 260,365 | $5.39M | 0.00% | +18,922+7.8% | Added |
| Goldman Sachs Group Inc | 207,165 | $4.29M | 0.00% | +147,425+246.8% | Added |
| Envestnet Asset Management Inc | 166,866 | $3.45M | 0.00% | +16,779+11.2% | Added |
| Renaissance Technologies LLC | 162,200 | $3.36M | 0.00% | +46,400+40.1% | Added |
| G2 Investment Partners Management LLC | 160,060 | $3.31M | 0.96% | +160,060 | New |
| Herald Investment Management Ltd | 150,000 | $3.10M | 0.69% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 146,375 | $3.03M | 0.03% | +146,375 | New |
| EAM Investors, LLC | 138,070 | $2.86M | 0.56% | +138,070 | New |
| Two Sigma Investments, LP | 135,965 | $2.81M | 0.01% | +135,965 | New |
| Royal Bank of Canada | 135,199 | $2.80M | 0.00% | +1,292+1.0% | Added |
| Cubist Systematic Strategies, LLC | 121,706 | $2.52M | 0.02% | +121,706 | New |
| Meridian Wealth Partners, LLC | 115,733 | $2.39M | 0.52% | +115,733 | New |
| Ardsley Advisory Partners LP | 110,900 | $2.29M | 0.50% | +23,700+27.2% | Added |
| Swiss National Bank | 105,100 | $2.17M | 0.00% | −11,800−10.1% | Reduced |
| Tudor Investment Corp Et Al | 98,674 | $2.04M | 0.04% | −51,429−34.3% | Reduced |
| D. E. Shaw & Co., Inc. | 92,472 | $1.91M | 0.00% | +92,472 | New |
| The PNC Financial Services Group, Inc. | 92,035 | $1.90M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 83,752 | $1.73M | 0.00% | −6,531−7.2% | Reduced |
| Truist Financial Corp | 82,361 | $1.70M | 0.00% | −6,663−7.5% | Reduced |
| Trexquant Investment LP | 76,238 | $1.58M | 0.04% | +46,759+158.6% | Added |
| Royce & Associates LP | 71,000 | $1.47M | 0.01% | +71,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 69,306 | $1.43M | 0.00% | −63,944−48.0% | Reduced |
| First Trust Advisors LP | 62,255 | $1.29M | 0.00% | +23,652+61.3% | Added |
| Atom Investors LP | 61,645 | $1.28M | 0.69% | −27,282−30.7% | Reduced |
| Two Sigma Advisers, LP | 55,800 | $1.15M | 0.00% | +55,800 | New |
| Price T Rowe Associates Inc | 53,501 | $1.11M | 0.00% | +36,971+223.7% | Added |
| Advisor Group Holdings, Inc. | 53,406 | $1.10M | 0.00% | +24,749+86.4% | Added |
| Bank of New York Mellon Corp | 46,797 | $968.2K | 0.00% | +10,869+30.3% | Added |
| Jump Financial, LLC | 45,010 | $931.3K | 0.04% | +45,010 | New |
| Credit Suisse AG | 44,956 | $930.1K | 0.00% | +1,248+2.9% | Added |
| Quadrature Capital Ltd | 44,042 | $911.2K | 0.02% | +44,042 | New |
| California State Teachers Retirement System | 42,811 | $885.8K | 0.00% | +751+1.8% | Added |
| Norges Bank | 40,665 | $841.4K | 0.00% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 40,071 | $829.0K | 0.42% | 00.0% | Unchanged |
| Walleye Capital LLC | 39,261 | $812.3K | 0.02% | +23,824+154.3% | Added |
| Oppenheimer Asset Management Inc. | 36,115 | $747.2K | 0.01% | −4,085−10.2% | Reduced |
| Advisory Research Inc | 31,991 | $661.9K | 0.11% | +31,991 | New |
| World Equity Group, Inc. | 16,182 | $653.7K | 0.11% | +16,182 | New |
| HRT Financial LP | 29,953 | $619.0K | 0.01% | +29,953 | New |
| Principal Financial Group Inc | 28,032 | $580.0K | 0.00% | +28,032 | New |
| SEI Investments Co | 27,441 | $567.8K | 0.00% | +12,917+88.9% | Added |
| Susquehanna International Group, LLP | 26,789 | $554.3K | 0.00% | +26,789 | New |
| AQR Capital Management LLC | 24,475 | $506.4K | 0.00% | +24,475 | New |
| XTX Topco Ltd | 23,938 | $495.3K | 0.10% | +23,938 | New |
| CIBC Private Wealth Group, LLC | 14,240 | $489.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 23,250 | $481.0K | 0.01% | +23,250 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 22,700 | $469.7K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 21,548 | $445.8K | 0.03% | +18,050+516.0% | Added |
| Natixis Advisors, L.P. | 21,100 | $437.0K | 0.00% | −2,867−12.0% | Reduced |
| Occudo Quantitative Strategies LP | 21,074 | $436.0K | 0.04% | +21,074 | New |
| Legal & General Group Plc | 19,565 | $404.8K | 0.00% | +6,932+54.9% | Added |
| Allianz Asset Management GmbH | 17,296 | $357.9K | 0.00% | +17,296 | New |
| Verition Fund Management LLC | 16,919 | $350.1K | 0.01% | +16,919 | New |
| LPL Financial LLC | 16,857 | $348.8K | 0.00% | −1,784−9.6% | Reduced |
| Charles Schwab Investment Management Inc | 15,520 | $321.1K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 15,388 | $318.4K | 0.00% | +15,388 | New |
| Simplex Trading, LLC | 15,082 | $312.0K | 0.01% | +15,082 | New |
| Veritable, L.P. | 14,905 | $308.4K | 0.01% | +1,000+7.2% | Added |
| Glenmede Trust Co NA | 14,740 | $305.0K | 0.00% | −500−3.3% | Reduced |
| UBS Asset Management Americas Inc | 14,473 | $299.4K | 0.00% | +14,473 | New |
| Squarepoint Ops LLC | 14,339 | $296.7K | 0.00% | +14,339 | New |
| Arizona State Retirement System | 14,120 | $292.1K | 0.00% | +454+3.3% | Added |
| Quadrant Private Wealth Management, LLC | 13,719 | $283.8K | 0.09% | −6,000−30.4% | Reduced |
| Teacher Retirement System of Texas | 13,421 | $278.0K | 0.00% | −3,911−22.6% | Reduced |
| First Republic Investment Management, Inc. | 13,396 | $277.2K | 0.00% | −1,024−7.1% | Reduced |
| Virginia Retirement Systems Et Al | 13,300 | $275.2K | 0.00% | −6,700−33.5% | Reduced |
| Gsa Capital Partners LLP | 12,533 | $259.0K | 0.03% | +12,533 | New |
| Barclays PLC | 8,440 | $174.6K | 0.00% | +6,770+405.4% | Added |
| State of Wyoming | 6,173 | $127.7K | 0.04% | +2,778+81.8% | Added |
| UBS Group AG | 6,123 | $126.7K | 0.00% | −3,176−34.2% | Reduced |
| Counterpoint Mutual Funds LLC | 5,634 | $116.6K | 0.10% | +5,634 | New |
| Lazard Asset Management LLC | 5,051 | $104.0K | 0.00% | +1,878+59.2% | Added |