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 2023 vs. Q4 2022
How the institutions holding Vertex, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 101 | 2 | 129 | +30 |
| Shares | 34.5M | 363.9K | 38.3M | +4.21M (+12.4%) |
| Value | $499.8M | $4.71M | $793.6M | +$298.5M (+60.3%) |
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (42)
Institutions that held Vertex, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
Sold out (12)
Institutions that held Vertex, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Invesco Ltd. | 333,800 | $4.84M |
| ArrowMark Colorado Holdings LLC | 178,156 | $2.59M |
| Intrinsic Edge Capital Management LLC | 123,235 | $1.79M |
| Washington Harbour Partners LP | 87,462 | $1.27M |
| Laurion Capital Management LP | 75,000 | $1.09M |
| M&T Bank Corp | 10,466 | $151.9K |
| Tower Research Capital LLC (TRC) | 5,678 | $83.0K |
| Deutsche Bank AG | 2,846 | $41.3K |
| Zions Bancorporation, N.A. | 382 | $5.54K |
| Northwestern Mutual Wealth Management Co | 94 | $1.36K |
| Lindbrook Capital, LLC | 67 | $972 |
| Gyon Technologies Capital Management, LP | 14 | $203 |
Not filed for Q1 2023 yet (2)
Institutions that held Vertex, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Comerica Bank | 268,698 | $3.33M |
| Monarch Partners Asset Management LLC | 95,252 | $1.38M |