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.
Q3 2023 vs. Q2 2023
How the institutions holding Vertex, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 121 | 120 | −1 |
| Shares | 43.1M | 45.1M | +2.03M (+4.7%) |
| Value | $840.4M | $1.04B | +$202.3M (+24.1%) |
New holders (20)
Institutions that held Vertex, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Granahan Investment Management Inc | 444,305 | $10.3M | 0.37% |
| Kennedy Capital Management, Inc. | 297,308 | $6.87M | 0.17% |
| Comerica Bank | 206,172 | $4.76M | 0.02% |
| Meridian Wealth Partners, LLC | 125,865 | $2.91M | 0.61% |
| Jane Street Group, LLC | 52,085 | $1.20M | 0.00% |
| Kornitzer Capital Management Inc | 37,365 | $863.1K | 0.02% |
| Boothbay Fund Management, LLC | 36,553 | $844.4K | 0.03% |
| Algert Global LLC | 33,760 | $779.9K | 0.04% |
| Pathstone Family Office, LLC | 14,905 | $344.3K | 0.00% |
| Moody National Bank Trust Division | 13,500 | $311.9K | 0.02% |
| Captrust Financial Advisors | 11,808 | $272.8K | 0.00% |
| Premier Fund Managers Ltd | 11,848 | $267.0K | 0.01% |
| Raymond James & Associates | 9,712 | $224.3K | 0.00% |
| Penserra Capital Management LLC | 5,496 | $126.0K | 0.00% |
| Deutsche Bank AG | 4,365 | $100.8K | 0.00% |
| RiverPark Advisors, LLC | 2,584 | $59.7K | 0.05% |
| Allspring Global Investments Holdings, LLC | 2,129 | $49.2K | 0.00% |
| Group One Trading, L.P. | 105 | $2.43K | 0.00% |
| Allworth Financial LP | 5 | $116 | 0.00% |
| Steward Financial Group LLC | 11 | $0 | 0.00% |
Sold out (21)
Institutions that held Vertex, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Schonfeld Strategic Advisors LLC | 616,300 | $12.0M |
| Hudson Bay Capital Management LP | 200,000 | $3.90M |
| Cubist Systematic Strategies, LLC | 92,303 | $1.80M |
| The PNC Financial Services Group, Inc. | 92,035 | $1.79M |
| Jump Financial, LLC | 55,274 | $1.08M |
| Engineers Gate Manager LP | 23,157 | $451.6K |
| Connor, Clark & Lunn Investment Management Ltd. | 23,025 | $449.0K |
| Healthcare of Ontario Pension Plan Trust Fund | 22,700 | $442.6K |
| Arrowstreet Capital, Limited Partnership | 16,756 | $327.0K |
| Veritable, L.P. | 14,905 | $290.6K |
| CIBC Private Wealth Group, LLC | 14,240 | $277.7K |
| Counterpoint Mutual Funds LLC | 11,670 | $227.6K |
| Y-Intercept (Hong Kong) Ltd | 11,117 | $216.8K |
| State of Wyoming | 3,978 | $77.6K |
| Simplex Trading, LLC | 3,440 | $67.0K |
| Pinebridge Investments, L.P. | 1,376 | $26.8K |
| Bollard Group LLC | 250 | $5.00K |
| Tower Research Capital LLC (TRC) | 152 | $2.96K |
| Northwestern Mutual Wealth Management Co | 119 | $2.32K |
| Parallel Advisors, LLC | 22 | $429 |
| Disciplined Investments, LLC | 2 | $39 |