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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.

Q2 2024 vs. Q1 2024

How the institutions holding Vertex, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of VERX: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1771204+28
Shares55.9M59.0K68.0M+12.2M (+21.8%)
Value$1.77B$1.87M$2.45B+$679.1M (+38.3%)

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Vertex, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to VERX in Q2 2024
InstitutionSharesValue% of portfolio
Geneva Capital Management LLC1,035,654$37.3M0.68%
T. Rowe Price Investment Management, Inc.964,132$34.8M0.02%
Lord, Abbett & Co. LLC721,138$26.0M0.09%
Driehaus Capital Management LLC615,061$22.2M0.21%
Jennison Associates LLC345,357$12.5M0.01%
Mizuho Markets Americas LLC344,024$12.4M0.34%
Banco Santander, S.A.297,873$10.7M0.13%
Whittier Trust Co152,933$5.51M0.08%
Nuveen Asset Management, LLC144,593$5.21M0.00%
Baird Financial Group, Inc.88,339$3.18M0.01%
Saba Capital Management, L.P.79,090$2.85M0.06%
Whittier Trust Co of Nevada Inc77,116$2.78M0.08%
Alliancebernstein L.P.61,201$2.21M0.00%
Premier Fund Managers Ltd59,165$2.12M0.08%
Mirae Asset Global ETFs Holdings Ltd.54,885$1.98M0.00%
Alpine Global Management, LLC51,391$1.85M0.32%
Federated Hermes, Inc.50,605$1.82M0.00%
Pictet & Cie (Europe) SA37,010$1.33M0.03%
Abn Amro Investment Solutions34,636$1.25M0.02%
Schroder Investment Management Group31,029$1.12M0.00%
Corebridge Financial, Inc.29,198$1.05M0.01%
TD Asset Management Inc29,200$1.05M0.00%
Walleye Capital LLC27,472$990.4K0.01%
CenterBook Partners LP24,892$897.4K0.06%
Empowered Funds, LLC22,768$820.8K0.01%
STRS Ohio22,100$796.7K0.00%
Voya Investment Management LLC18,175$655.2K0.00%
Avantax Advisory Services, Inc.16,645$600.1K0.00%
Nomura Holdings Inc16,640$599.9K0.00%
Westover Capital Advisors, LLC15,464$557.5K0.14%
Sheets Smith Wealth Management14,774$532.6K0.06%
MetLife Investment Management13,746$495.5K0.00%
Bank Pictet & Cie (Asia) Ltd10,800$389.3K0.13%
Atria Investments LLC9,712$350.1K0.00%
Pictet Asset Management Holding SA8,814$317.7K0.00%
Pictet Bank & Trust Ltd7,700$277.6K0.28%
Dark Forest Capital Management LP7,601$274.0K0.05%
Nebula Research & Development LLC6,830$246.2K0.04%
Victory Capital Management Inc6,784$244.6K0.00%
Prudential Financial Inc6,516$234.9K0.00%
Public Employees Retirement Association of Colorado6,386$230.0K0.00%
David Loasby6,180$227.4K0.02%
Captrust Financial Advisors5,898$212.6K0.00%
Ameritas Investment Partners, Inc.5,317$191.7K0.01%
EntryPoint Capital, LLC4,017$144.8K0.07%
Essex Investment Management Co LLC2,189$78.9K0.01%
Amalgamated Bank1,878$68.0K0.00%
KBC Group NV1,437$52.0K0.00%
Canada Pension Plan Investment Board1,100$39.7K0.00%
Quest Partners LLC1,019$36.7K0.00%
Ronald Blue Trust, Inc.776$24.6K0.00%
Advisors Asset Management, Inc.428$15.4K0.00%
Cullen/Frost Bankers, Inc.415$15.0K0.00%
Farther Finance Advisors, LLC269$9.62K0.00%
Parkside Financial Bank & Trust140$5.05K0.00%
Innealta Capital, LLC104$3.75K0.00%
Nisa Investment Advisors, LLC97$3.50K0.00%
SRS Capital Advisors, Inc.71$2.56K0.00%
Twin Tree Management, LP23$8290.00%
CVA Family Office, LLC15$5410.00%
Parallel Advisors, LLC6$2160.00%
Rothschild Investment LLC5$1800.00%
Northwestern Mutual Wealth Management Co5$1800.00%
CWM, LLC12$00.00%

Sold out (36)

Institutions that held Vertex, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of VERX in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Vista Equity Partners Management, LLC473,960$15.1M
Cubist Systematic Strategies, LLC287,919$9.14M
British Columbia Investment Management Corp253,000$8.04M
Sculptor Capital LP151,078$4.80M
Voloridge Investment Management, LLC147,802$4.69M
Weiss Asset Management LP100,000$3.18M
Quadrature Capital Ltd92,167$2.93M
Jefferies Financial Group Inc.85,397$2.71M
Arrowstreet Capital, Limited Partnership73,764$2.34M
Hudson Bay Capital Management LP65,000$2.06M
Keebeck Wealth Management, LLC44,101$1.40M
Jump Financial, LLC36,767$1.17M
Marshall Wace, LLP29,961$951.6K
Squarepoint Ops LLC26,504$841.8K
Cannon Global Investment Management, LLC21,200$673.3K
Toth Financial Advisory Corp19,780$628.2K
Capital CS Group, LLC19,403$616.2K
Allianz Asset Management GmbH17,296$549.3K
Alpha DNA Investment Management LLC16,172$513.6K
Omers Administration Corp15,300$485.9K
Point72 Asset Management, L.P.12,900$409.7K
Harbour Capital Advisors, LLC12,560$403.1K
Polymer Capital Management (HK) LTD10,594$336.5K
Bayesian Capital Management, LP10,100$320.8K
Lombard Odier Asset Management (USA) Corp7,667$243.5K
Campbell & CO Investment Adviser LLC7,492$237.9K
CTC Alternative Strategies, Ltd.7,300$231.8K
Fox Run Management, L.L.C.7,258$230.5K
Verition Fund Management LLC6,809$216.3K
SG Americas Securities, LLC5,237$166.0K
Sandia Investment Management LP5,000$158.8K
Tower Research Capital LLC (TRC)3,668$116.5K
Quarry LP446$14.2K
Bullock Wealth Management Group356$11.4K
Macroview Investment Management LLC253$8.04K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC26$825

Not filed for Q2 2024 yet (1)

Institutions that held Vertex, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VERX in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG58,978$1.87M