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, Q2 2024
Institutional positions in Vertex, Inc. as of Jun 30, 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
- 204
- +28 vs. Q1 2024
- Shares held
- 68.0M
- +12.2M (+21.8%) vs. Q1 2024
- Total value
- $2.45B
- +$679.1M (+38.3%) vs. Q1 2024
- New holders
- 64
- 67 more added
- Sold out
- 36
- 52 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 229 | $859.2M |
| Q1 2026 | 222 | $955.7M |
| Q4 2025 | 221 | $1.69B |
| Q3 2025 | 240 | $2.12B |
| Q2 2025 | 270 | $2.97B |
| Q1 2025 | 264 | $2.74B |
| Q4 2024 | 254 | $3.94B |
| Q3 2024 | 219 | $2.67B |
| Q2 2024 | 204 | $2.45B |
| Q1 2024 | 177 | $1.77B |
| Q4 2023 | 144 | $1.44B |
| Q3 2023 | 120 | $1.04B |
| Q2 2023 | 121 | $840.4M |
| Q1 2023 | 129 | $793.6M |
| Q4 2022 | 101 | $499.8M |
| Q3 2022 | 82 | $444.1M |
| Q2 2022 | 81 | $294.9M |
| Q1 2022 | 91 | $391.7M |
| Q4 2021 | 88 | $399.1M |
| Q3 2021 | 85 | $490.7M |
| Q2 2021 | 76 | $553.9M |
| Q1 2021 | 83 | $570.2M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Vertex, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 4,087,510 | $147.4M | 0.72% | −475,947−10.4% | Reduced |
| Tensile Capital Management LP | 4,633,550 | $167.0M | 18.42% | −127,000−2.7% | Reduced |
| BlackRock Inc. | 4,663,904 | $168.1M | 0.00% | +3,414,986+273.4% | Added |
| Vanguard Group Inc | 6,387,126 | $230.3M | 0.00% | +595,911+10.3% | Added |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −473,960−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −287,919−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −253,000−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −151,078−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −147,802−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −92,167−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −85,397−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −73,764−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −44,101−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −36,767−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −29,961−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −26,504−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −19,780−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −19,403−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −17,296−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −16,172−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −12,560−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −10,594−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −7,667−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,492−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,258−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,809−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,237−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,668−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −356−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |