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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 2024

Institutional positions in Vertex, Inc. as of Mar 31, 2024. 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
177
+34 vs. Q4 2023
Shares held
55.9M
+3.38M (+6.4%) vs. Q4 2023
Total value
$1.77B
+$359.5M (+25.4%) vs. Q4 2023
New holders
48
61 more added
Sold out
14
49 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: 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.

Institutional holdersQ1 2024: 177 institutions
Q1 2021: 83 institutionsQ2 2021: 76 institutionsQ3 2021: 85 institutionsQ4 2021: 88 institutionsQ1 2022: 91 institutionsQ2 2022: 81 institutionsQ3 2022: 82 institutionsQ4 2022: 101 institutionsQ1 2023: 129 institutionsQ2 2023: 121 institutionsQ3 2023: 120 institutionsQ4 2023: 144 institutionsQ1 2024: 177 institutionsQ2 2024: 204 institutionsQ3 2024: 219 institutionsQ4 2024: 254 institutionsQ1 2025: 264 institutionsQ2 2025: 270 institutionsQ3 2025: 240 institutionsQ4 2025: 221 institutionsQ1 2026: 222 institutionsQ2 2026: 229 institutions
Value heldQ1 2024: $1.77B
Q1 2021: $570.2MQ2 2021: $553.9MQ3 2021: $490.7MQ4 2021: $399.1MQ1 2022: $391.7MQ2 2022: $294.9MQ3 2022: $444.1MQ4 2022: $499.8MQ1 2023: $793.6MQ2 2023: $840.4MQ3 2023: $1.04BQ4 2023: $1.44BQ1 2024: $1.77BQ2 2024: $2.45BQ3 2024: $2.67BQ4 2024: $3.94BQ1 2025: $2.74BQ2 2025: $2.97BQ3 2025: $2.12BQ4 2025: $1.69BQ1 2026: $955.7MQ2 2026: $859.2M
Institutions holding VERX and their total value by quarter
QuarterHoldersValue
Q2 2026229$859.2M
Q1 2026222$955.7M
Q4 2025221$1.69B
Q3 2025240$2.12B
Q2 2025270$2.97B
Q1 2025264$2.74B
Q4 2024254$3.94B
Q3 2024219$2.67B
Q2 2024204$2.45B
Q1 2024177$1.77B
Q4 2023144$1.44B
Q3 2023120$1.04B
Q2 2023121$840.4M
Q1 2023129$793.6M
Q4 2022101$499.8M
Q3 202282$444.1M
Q2 202281$294.9M
Q1 202291$391.7M
Q4 202188$399.1M
Q3 202185$490.7M
Q2 202176$553.9M
Q1 202183$570.2M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Vertex, Inc.; share changes are against Q4 2023.

Institutions holding VERX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Cannon Global Investment Management, LLC21,200$673.3K1.81%+21,200New
Glenmede Trust Co NA20,192$641.3K0.00%+2,723+15.6%Added
Toth Financial Advisory Corp19,780$628.2K0.08%+19,780New
Capital CS Group, LLC19,403$616.2K0.62%+19,403New
Quantbot Technologies LP18,833$598.1K0.03%−19,247−50.5%Reduced
Occudo Quantitative Strategies LP18,062$573.6K0.10%+18,062New
Allianz Asset Management GmbH17,296$549.3K0.00%00.0%Unchanged
Cetera Investment Advisers16,836$534.7K0.00%+16,836New
Harbor Capital Advisors, Inc.16,721$531.0K0.07%+16,721New
Alpha DNA Investment Management LLC16,172$513.6K0.28%+16,172New
RiverPark Advisors, LLC15,309$486.2K0.40%+11,990+361.3%Added
Omers Administration Corp15,300$485.9K0.01%+15,300New
Pathstone Holdings, LLC14,979$475.7K0.00%−39−0.3%Reduced
Ellsworth Advisors, LLC15,018$470.7K0.14%+15,018New
Arizona State Retirement System14,092$447.6K0.00%+468+3.4%Added
Point72 Asset Management, L.P.12,900$409.7K0.00%+11,500+821.4%Added
Harbour Capital Advisors, LLC12,560$403.1K0.10%−875−6.5%Reduced
Vident Advisory, LLC12,513$397.4K0.01%+2,569+25.8%Added
Polymer Capital Management (HK) LTD10,594$336.5K0.08%+10,594New
Petrus Trust Company, LTA10,243$325.3K0.03%+10,243New
Bayesian Capital Management, LP10,100$320.8K0.03%+10,100New
Raymond James & Associates10,068$319.8K0.00%+439+4.6%Added
Price T Rowe Associates Inc9,630$306.0K0.00%−268,253−96.5%Reduced
Options Solutions, LLC9,421$299.2K0.17%+9,421New
Manufacturers Life Insurance Company, The9,306$295.6K0.00%−1,687−15.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)8,953$284.3K0.00%00.0%Unchanged
UBS Group AG7,689$244.2K0.00%−1,180−13.3%Reduced
Lombard Odier Asset Management (USA) Corp7,667$243.5K0.04%+7,667New
Campbell & CO Investment Adviser LLC7,492$237.9K0.02%+7,492New
Simplex Trading, LLC7,406$235.0K0.01%+7,056+2,016.0%Added
CTC Alternative Strategies, Ltd.7,300$231.8K0.14%+7,300New
Fox Run Management, L.L.C.7,258$230.5K0.05%+7,258New
Bryn Mawr Trust Co7,000$222.3K0.01%+7,000New
Verition Fund Management LLC6,809$216.3K0.00%−7,878−53.6%Reduced
Quadrant Private Wealth Management, LLC6,717$213.3K0.05%−980−12.7%Reduced
Handelsbanken Fonder AB6,700$213.0K0.00%+6,700New
Verdence Capital Advisors LLC6,702$212.9K0.02%+6,702New
F/M Investments LLC6,578$208.9K0.14%+6,578New
Lazard Asset Management LLC6,053$192.0K0.00%+6,053New
Wells Fargo & Company5,890$187.1K0.00%+3,508+147.3%Added
Great West Life Assurance Co5,256$167.0K0.00%00.0%Unchanged
SG Americas Securities, LLC5,237$166.0K0.00%+5,237New
Sandia Investment Management LP5,000$158.8K0.16%+5,000New
Tower Research Capital LLC (TRC)3,668$116.5K0.00%+996+37.3%Added
Russell Investments Group, Ltd.3,467$110.1K0.00%−137,688−97.5%Reduced
Danske Bank A/S2,900$92.1K0.00%+2,900New
Arcadia Investment Management Corp2,786$88.4K0.02%−11−0.4%Reduced
Deutsche Bank AG1,923$61.1K0.00%−2,442−55.9%Reduced
Fifth Third Bancorp1,668$53.0K0.00%+156+10.3%Added
MCF Advisors LLC1,509$47.9K0.00%−57−3.6%Reduced
State of Wyoming1,505$47.8K0.01%+134+9.8%Added
Rhumbline Advisers1,218$38.7K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,093$34.7K0.00%−57,504−98.1%Reduced
US Bancorp1,060$33.7K0.00%00.0%Unchanged
Headlands Technologies LLC651$20.7K0.00%+651New
Quarry LP446$14.2K0.01%+446New
FMR LLC397$12.6K0.00%−30−7.0%Reduced
Bullock Wealth Management Group356$11.4K0.01%+356New
CIBC Private Wealth Group, LLC320$10.3K0.00%+320New
Macroview Investment Management LLC253$8.04K0.01%+253New
GWM Advisors LLC193$6.13K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.186$6.00K0.00%+186New
Private Trust Co NA187$5.94K0.00%+76+68.5%Added
The PNC Financial Services Group, Inc.165$5.24K0.00%+55+50.0%Added
EverSource Wealth Advisors, LLC161$4.69K0.00%+161New
Bogart Wealth, LLC131$4.16K0.00%00.0%Unchanged
Key Financial Inc35$1.11K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC26$8250.00%+26New
Signaturefd, LLC24$7620.00%+15+166.7%Added
JFS Wealth Advisors, LLC12$3820.00%00.0%Unchanged
Lindbrook Capital, LLC11$3490.00%+11New
TFC Financial Management8$2550.00%00.0%Unchanged
SJS Investment Consulting Inc.6$1910.00%00.0%Unchanged
Allworth Financial LP5$1590.00%00.0%Unchanged
Quent Capital, LLC4$1270.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC3$1060.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.2$640.00%−1−33.3%Reduced
EAM Global Investors LLC0$00.00%−154,353−100.0%Sold out
EAM Investors, LLC0$00.00%−124,781−100.0%Sold out
Calamos Advisors LLC0$00.00%−74,794−100.0%Sold out
Advisory Research Inc0$00.00%−60,369−100.0%Sold out
Trexquant Investment LP0$00.00%−52,134−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−47,000−100.0%Sold out
Captrust Financial Advisors0$00.00%−16,441−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−11,136−100.0%Sold out
XTX Topco Ltd0$00.00%−9,261−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−7,931−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−1,385−100.0%Sold out
Parallel Advisors, LLC0$00.00%−14−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−4−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−5−100.0%Sold out
Putnam Investments LLC––––Not filed