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.

Q1 2024 vs. Q4 2023

How the institutions holding Vertex, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of VERX: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	144	1	177	+34
Shares	53.3M	834.0K	55.9M	+3.38M (+6.4%)
Value	$1.44B	$22.5M	$1.77B	+$359.5M (+25.4%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Vertex, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to VERX in Q1 2024
Institution	Shares	Value	% of portfolio
Franklin Resources Inc	975,670	$31.0M	0.01%
Fuller & Thaler Asset Management, Inc.	826,280	$26.2M	0.11%
Susquehanna International Group, LLP	456,292	$14.5M	0.02%
Allspring Global Investments Holdings, LLC	379,180	$12.0M	0.02%
Standard Life Aberdeen plc	377,912	$12.0M	0.02%
Sculptor Capital LP	151,078	$4.80M	0.11%
Banque Pictet & Cie SA	145,659	$4.63M	0.05%
Weiss Asset Management LP	100,000	$3.18M	0.15%
Jefferies Financial Group Inc.	85,397	$2.71M	0.05%
Arrowstreet Capital, Limited Partnership	73,764	$2.34M	0.00%
Hudson Bay Capital Management LP	65,000	$2.06M	0.02%
Marshall Wace, LLP	29,961	$951.6K	0.00%
Squarepoint Ops LLC	26,504	$841.8K	0.00%
Eisler Capital (US) LLC	23,357	$741.8K	0.25%
Cannon Global Investment Management, LLC	21,200	$673.3K	1.81%
Toth Financial Advisory Corp	19,780	$628.2K	0.08%
Capital CS Group, LLC	19,403	$616.2K	0.62%
Occudo Quantitative Strategies LP	18,062	$573.6K	0.10%
Cetera Investment Advisers	16,836	$534.7K	0.00%
Harbor Capital Advisors, Inc.	16,721	$531.0K	0.07%
Alpha DNA Investment Management LLC	16,172	$513.6K	0.28%
Omers Administration Corp	15,300	$485.9K	0.01%
Ellsworth Advisors, LLC	15,018	$470.7K	0.14%
Polymer Capital Management (HK) LTD	10,594	$336.5K	0.08%
Petrus Trust Company, LTA	10,243	$325.3K	0.03%
Bayesian Capital Management, LP	10,100	$320.8K	0.03%
Options Solutions, LLC	9,421	$299.2K	0.17%
Lombard Odier Asset Management (USA) Corp	7,667	$243.5K	0.04%
Campbell & CO Investment Adviser LLC	7,492	$237.9K	0.02%
CTC Alternative Strategies, Ltd.	7,300	$231.8K	0.14%
Fox Run Management, L.L.C.	7,258	$230.5K	0.05%
Bryn Mawr Trust Co	7,000	$222.3K	0.01%
Handelsbanken Fonder AB	6,700	$213.0K	0.00%
Verdence Capital Advisors LLC	6,702	$212.9K	0.02%
F/M Investments LLC	6,578	$208.9K	0.14%
Lazard Asset Management LLC	6,053	$192.0K	0.00%
SG Americas Securities, LLC	5,237	$166.0K	0.00%
Sandia Investment Management LP	5,000	$158.8K	0.16%
Danske Bank A/S	2,900	$92.1K	0.00%
Headlands Technologies LLC	651	$20.7K	0.00%
Quarry LP	446	$14.2K	0.01%
Bullock Wealth Management Group	356	$11.4K	0.01%
CIBC Private Wealth Group, LLC	320	$10.3K	0.00%
Macroview Investment Management LLC	253	$8.04K	0.01%
Benjamin F. Edwards & Company, Inc.	186	$6.00K	0.00%
EverSource Wealth Advisors, LLC	161	$4.69K	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	26	$825	0.00%
Lindbrook Capital, LLC	11	$349	0.00%

Sold out (14)

Institutions that held Vertex, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of VERX in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
EAM Global Investors LLC	154,353	$4.16M
EAM Investors, LLC	124,781	$3.36M
Calamos Advisors LLC	74,794	$2.01M
Advisory Research Inc	60,369	$1.63M
Trexquant Investment LP	52,134	$1.40M
Healthcare of Ontario Pension Plan Trust Fund	47,000	$1.27M
Captrust Financial Advisors	16,441	$442.9K
Cetera Advisor Networks LLC	11,136	$300.0K
XTX Topco Ltd	9,261	$249.5K
ExodusPoint Capital Management, LP	7,931	$214.0K
Tradition Wealth Management, LLC	1,385	$37.0K
Parallel Advisors, LLC	14	$377
AdvisorNet Financial, Inc	4	$108
Ronald Blue Trust, Inc.	5	$0

Not filed for Q1 2024 yet (1)

Institutions that held Vertex, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VERX in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Putnam Investments LLC	834,027	$22.5M