Vertex, Inc.

VERX

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001806837

SEC filings (opens in a new tab)

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.

Q4 2023 vs. Q3 2023

How the institutions holding Vertex, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of VERX: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	120	2	144	+26
Shares	45.1M	14.9K	53.3M	+8.21M (+18.2%)
Value	$1.04B	$344.3K	$1.44B	+$394.5M (+37.8%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Vertex, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to VERX in Q4 2023
Institution	Shares	Value	% of portfolio
Loomis Sayles & Co L P	1,383,755	$37.3M	0.06%
Vista Equity Partners Management, LLC	522,088	$14.1M	0.34%
Aperture Investors, LLC	462,644	$12.5M	2.19%
Axiom Investors LLC	343,470	$9.25M	0.09%
Pembroke Management, LTD	260,906	$7.03M	0.87%
Schonfeld Strategic Advisors LLC	248,035	$6.68M	0.05%
Bessemer Group Inc	230,403	$6.21M	0.01%
EAM Global Investors LLC	154,353	$4.16M	1.00%
British Columbia Investment Management Corp	153,000	$4.12M	0.03%
Russell Investments Group, Ltd.	141,155	$3.80M	0.01%
Macquarie Group Ltd	135,192	$3.64M	0.00%
EAM Investors, LLC	124,781	$3.36M	0.60%
Gagnon Securities LLC	99,030	$2.67M	0.64%
Calamos Advisors LLC	74,794	$2.01M	0.01%
Jump Financial, LLC	71,901	$1.94M	0.06%
Gagnon Advisors, LLC	57,797	$1.56M	1.36%
Healthcare of Ontario Pension Plan Trust Fund	47,000	$1.27M	0.00%
Cubist Systematic Strategies, LLC	36,583	$985.5K	0.01%
Engineers Gate Manager LP	32,971	$888.2K	0.03%
Keebeck Wealth Management, LLC	31,042	$836.3K	0.14%
Pathstone Holdings, LLC	15,018	$404.6K	0.00%
Verition Fund Management LLC	14,687	$395.7K	0.00%
Harbour Capital Advisors, LLC	13,435	$346.9K	0.10%
Manufacturers Life Insurance Company, The	10,993	$296.2K	0.00%
Vident Advisory, LLC	9,944	$267.9K	0.01%
XTX Topco Ltd	9,261	$249.5K	0.05%
ExodusPoint Capital Management, LP	7,931	$214.0K	0.00%
Quadrant Private Wealth Management, LLC	7,697	$207.4K	0.06%
Tower Research Capital LLC (TRC)	2,672	$72.0K	0.00%
Point72 Asset Management, L.P.	1,400	$37.7K	0.00%
State of Wyoming	1,371	$36.9K	0.01%
Simplex Trading, LLC	350	$9.00K	0.00%
GWM Advisors LLC	193	$5.20K	0.00%
Private Trust Co NA	111	$2.99K	0.00%
The PNC Financial Services Group, Inc.	110	$2.96K	0.00%
Parallel Advisors, LLC	14	$377	0.00%
TFC Financial Management	8	$216	0.00%
DiNuzzo Private Wealth, Inc.	3	$81	0.00%
Ronald Blue Trust, Inc.	5	$0	0.00%

Sold out (13)

Institutions that held Vertex, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of VERX in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Nordea Investment Management AB	303,499	$7.08M
Tudor Investment Corp Et Al	75,882	$1.75M
Ardsley Advisory Partners LP	61,000	$1.41M
Atom Investors LP	28,538	$659.2K
Campbell & CO Investment Adviser LLC	13,789	$318.5K
Occudo Quantitative Strategies LP	12,362	$285.6K
Premier Fund Managers Ltd	11,848	$267.0K
AQR Capital Management LLC	10,435	$241.0K
Teacher Retirement System of Texas	9,346	$216.0K
Penserra Capital Management LLC	5,496	$126.0K
Allspring Global Investments Holdings, LLC	2,129	$49.2K
Aquatic Capital Management LLC	500	$12.0K
Group One Trading, L.P.	105	$2.43K

Not filed for Q4 2023 yet (2)

Institutions that held Vertex, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VERX in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Pathstone Family Office, LLC	14,905	$344.3K
Steward Financial Group LLC	11	$0