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.
Q2 2023 vs. Q1 2023
How the institutions holding Vertex, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 129 | 121 | −8 |
| Shares | 38.3M | 43.1M | +4.77M (+12.5%) |
| Value | $793.6M | $840.4M | +$46.8M (+5.9%) |
New holders (17)
Institutions that held Vertex, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| WSFS Capital Management, LLC | 2,589,000 | $50.5M | 4.74% |
| Silvercrest Asset Management Group LLC | 574,236 | $11.2M | 0.08% |
| Invesco Ltd. | 229,023 | $4.47M | 0.00% |
| Hillsdale Investment Management Inc. | 131,582 | $2.57M | 0.24% |
| Qube Research & Technologies Ltd | 59,547 | $1.16M | 0.00% |
| Voloridge Investment Management, LLC | 32,586 | $635.4K | 0.00% |
| Sterling Investment Advisors, Ltd. | 32,215 | $628.2K | 0.21% |
| Engineers Gate Manager LP | 23,157 | $451.6K | 0.02% |
| Arrowstreet Capital, Limited Partnership | 16,756 | $327.0K | 0.00% |
| Campbell & CO Investment Adviser LLC | 16,220 | $316.3K | 0.06% |
| Cetera Advisor Networks LLC | 11,795 | $230.0K | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 11,117 | $216.8K | 0.02% |
| Pinebridge Investments, L.P. | 1,376 | $26.8K | 0.00% |
| Rhumbline Advisers | 1,118 | $21.8K | 0.00% |
| Bollard Group LLC | 250 | $5.00K | 0.00% |
| Tower Research Capital LLC (TRC) | 152 | $2.96K | 0.00% |
| Northwestern Mutual Wealth Management Co | 119 | $2.32K | 0.00% |
Sold out (25)
Institutions that held Vertex, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Cerity Partners LLC | 500,000 | $10.3M |
| Marshall Wace, LLP | 333,697 | $6.90M |
| EAM Investors, LLC | 138,070 | $2.86M |
| Meridian Wealth Partners, LLC | 115,733 | $2.39M |
| Walleye Capital LLC | 39,261 | $812.3K |
| World Equity Group, Inc. | 16,182 | $653.7K |
| HRT Financial LP | 29,953 | $619.0K |
| Susquehanna International Group, LLP | 26,789 | $554.3K |
| XTX Topco Ltd | 23,938 | $495.3K |
| ExodusPoint Capital Management, LP | 23,250 | $481.0K |
| Verition Fund Management LLC | 16,919 | $350.1K |
| Squarepoint Ops LLC | 14,339 | $296.7K |
| Quadrant Private Wealth Management, LLC | 13,719 | $283.8K |
| First Republic Investment Management, Inc. | 13,396 | $277.2K |
| Virginia Retirement Systems Et Al | 13,300 | $275.2K |
| Gsa Capital Partners LLP | 12,533 | $259.0K |
| Lazard Asset Management LLC | 5,051 | $104.0K |
| Acadian Asset Management LLC | 4,435 | $91.0K |
| Caption Management, LLC | 1,537 | $31.8K |
| Cullen/Frost Bankers, Inc. | 231 | $4.78K |
| Venturi Wealth Management, LLC | 111 | $2.30K |
| Group One Trading, L.P. | 79 | $1.64K |
| Schubert & Co | 4 | $83 |
| TCI Wealth Advisors, Inc. | 1 | $21 |
| Steward Financial Group LLC | 7 | $0 |