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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 4,435 | $91.0K | 0.00% | +4,435 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,367 | $90.4K | 0.00% | +4,367 | New |
| Aquatic Capital Management LLC | 4,100 | $85.0K | 0.01% | +4,100 | New |
| Arcadia Investment Management Corp | 3,898 | $80.7K | 0.02% | +2,582+196.2% | Added |
| Great West Life Assurance Co | 1,984 | $41.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,630 | $33.7K | 0.00% | +164+11.2% | Added |
| Caption Management, LLC | 1,537 | $31.8K | 0.01% | +1,537 | New |
| Tradition Wealth Management, LLC | 1,385 | $29.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,390 | $28.8K | 0.00% | +411+42.0% | Added |
| Fifth Third Bancorp | 1,151 | $23.8K | 0.00% | −74−6.0% | Reduced |
| US Bancorp | 1,060 | $21.9K | 0.00% | −186−14.9% | Reduced |
| Wells Fargo & Company | 903 | $18.7K | 0.00% | −178−16.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 231 | $4.78K | 0.00% | +231 | New |
| FMR LLC | 176 | $3.64K | 0.00% | +64+57.1% | Added |
| Bogart Wealth, LLC | 131 | $2.71K | 0.00% | +131 | New |
| Venturi Wealth Management, LLC | 111 | $2.30K | 0.00% | +111 | New |
| Group One Trading, L.P. | 79 | $1.64K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $724 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 25 | $517 | 0.00% | −160−86.5% | Reduced |
| Parallel Advisors, LLC | 22 | $455 | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3 | $69 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $63 | 0.00% | +1+50.0% | Added |
| AdvisorNet Financial, Inc | 2 | $41 | 0.00% | +1+100.0% | Added |
| Disciplined Investments, LLC | 2 | $41 | 0.00% | +2 | New |
| TCI Wealth Advisors, Inc. | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 7 | $0 | 0.00% | +6+600.0% | Added |
| Invesco Ltd. | 0 | $0 | 0.00% | −333,800−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −178,156−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −123,235−100.0% | Sold out |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −87,462−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −10,466−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,678−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −2,846−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Monarch Partners Asset Management LLC | – | – | – | – | Not filed |