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, Q4 2024
Institutional positions in Vertex, Inc. as of Dec 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
- 254
- +36 vs. Q3 2024
- Shares held
- 73.9M
- +4.60M (+6.6%) vs. Q3 2024
- Total value
- $3.94B
- +$1.27B (+47.5%) vs. Q3 2024
- New holders
- 58
- 94 more added
- Sold out
- 22
- 78 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Vertex, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,858,981 | $365.9M | 0.01% | +137,666+2.0% | Added |
| BlackRock, Inc. | 6,310,013 | $336.6M | 0.01% | +1,302,429+26.0% | Added |
| Tensile Capital Management LP | 3,769,550 | $201.1M | 20.89% | −284,000−7.0% | Reduced |
| Neuberger Berman Group LLC | 3,527,604 | $188.2M | 0.15% | +53,829+1.5% | Added |
| FMR LLC | 2,868,438 | $153.0M | 0.01% | +580,664+25.4% | Added |
| Conestoga Capital Advisors, LLC | 2,261,595 | $120.7M | 1.60% | −18,695−0.8% | Reduced |
| Franklin Resources Inc | 2,129,099 | $113.6M | 0.03% | +439,054+26.0% | Added |
| Fred Alger Management, LLC | 2,060,284 | $109.9M | 0.52% | −483,554−19.0% | Reduced |
| Loomis Sayles & Co L P | 1,521,537 | $81.2M | 0.10% | −44,457−2.8% | Reduced |
| Invesco Ltd. | 1,513,660 | $80.8M | 0.01% | +1,171,576+342.5% | Added |
| T. Rowe Price Investment Management, Inc. | 1,490,385 | $79.5M | 0.05% | +423,007+39.6% | Added |
| Geneva Capital Management LLC | 1,437,588 | $76.7M | 1.33% | −13,011−0.9% | Reduced |
| Legacy Advisors, LLC | 1,397,779 | $74.6M | 7.24% | −765,279−35.4% | Reduced |
| State Street Corp | 1,374,032 | $73.3M | 0.00% | +12,131+0.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,337,758 | $71.4M | 0.27% | +108,314+8.8% | Added |
| Geode Capital Management, LLC | 1,275,117 | $68.0M | 0.01% | −1660.0% | Reduced |
| JPMorgan Chase & Co | 1,272,129 | $67.9M | 0.01% | −519,800−29.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,158,849 | $61.8M | 0.14% | +1,158,849 | New |
| Ameriprise Financial Inc | 1,149,840 | $61.3M | 0.02% | +172,219+17.6% | Added |
| Driehaus Capital Management LLC | 1,063,711 | $56.7M | 0.47% | +51,730+5.1% | Added |
| Standard Life Aberdeen plc | 1,029,177 | $55.0M | 0.10% | +440,832+74.9% | Added |
| Lord, Abbett & Co. LLC | 1,016,425 | $54.2M | 0.17% | +83,391+8.9% | Added |
| TimesSquare Capital Management, LLC | 992,657 | $53.0M | 0.77% | −662,743−40.0% | Reduced |
| Price T Rowe Associates Inc | 851,127 | $45.4M | 0.01% | +596,077+233.7% | Added |
| Dimensional Fund Advisors LP | 824,299 | $44.0M | 0.01% | −86,853−9.5% | Reduced |
| Palisade Capital Management LLC | 750,603 | $40.0M | 1.07% | −379,087−33.6% | Reduced |
| Pembroke Management, LTD | 729,361 | $38.9M | 4.85% | −93,040−11.3% | Reduced |
| Federated Hermes, Inc. | 690,957 | $36.9M | 0.08% | +241,586+53.8% | Added |
| Brown Capital Management LLC | 689,015 | $36.8M | 0.85% | +145,316+26.7% | Added |
| UBS Group AG | 680,881 | $36.3M | 0.01% | +187,090+37.9% | Added |
| Janus Henderson Group PLC | 666,436 | $35.6M | 0.02% | −105,850−13.7% | Reduced |
| Aperture Investors, LLC | 632,698 | $33.8M | 4.36% | −221,881−26.0% | Reduced |
| Morgan Stanley | 629,504 | $33.6M | 0.00% | −19,909−3.1% | Reduced |
| Silvercrest Asset Management Group LLC | 620,589 | $33.1M | 0.22% | −8,100−1.3% | Reduced |
| Banque Pictet & Cie SA | 613,563 | $32.7M | 0.32% | −348,127−36.2% | Reduced |
| Principal Financial Group Inc | 572,245 | $30.5M | 0.02% | +524,572+1,100.4% | Added |
| Bessemer Group Inc | 561,161 | $29.9M | 0.05% | +22,340+4.1% | Added |
| Northern Trust Corp | 558,887 | $29.8M | 0.00% | +28,083+5.3% | Added |
| Citadel Advisors LLC | 558,130 | $29.8M | 0.03% | +518,051+1,292.6% | Added |
| Bank of America Corp | 551,620 | $29.4M | 0.00% | +178,367+47.8% | Added |
| Premier Fund Managers Ltd | 519,789 | $27.6M | 0.98% | −4,986−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 510,267 | $27.2M | 0.11% | +89,700+21.3% | Added |
| Axiom Investors LLC | 503,578 | $26.9M | 0.20% | +28,568+6.0% | Added |
| Barclays PLC | 472,630 | $25.2M | 0.01% | −109,643−18.8% | Reduced |
| Goldman Sachs Group Inc | 459,435 | $24.5M | 0.00% | +180,737+64.9% | Added |
| New York State Common Retirement Fund | 456,434 | $24.4M | 0.03% | −53,083−10.4% | Reduced |
| Jennison Associates LLC | 455,028 | $24.3M | 0.01% | −14,498−3.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 446,951 | $23.8M | 0.02% | +391,601+707.5% | Added |
| Charles Schwab Investment Management Inc | 438,739 | $23.4M | 0.00% | +6,671+1.5% | Added |
| Macquarie Group Ltd | 385,390 | $20.6M | 0.02% | +385,390 | New |
| Granahan Investment Management Inc | 362,598 | $19.3M | 0.81% | −186,815−34.0% | Reduced |
| Kornitzer Capital Management Inc | 345,257 | $18.4M | 0.36% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 326,997 | $17.4M | 1.31% | −177,194−35.1% | Reduced |
| Millennium Management LLC | 292,494 | $15.6M | 0.01% | +136,423+87.4% | Added |
| Whittier Trust Co | 248,095 | $13.2M | 0.17% | +87,304+54.3% | Added |
| First Trust Advisors LP | 236,034 | $12.6M | 0.01% | −21,867−8.5% | Reduced |
| Bank of New York Mellon Corp | 234,274 | $12.5M | 0.00% | +62,446+36.3% | Added |
| Banco Santander, S.A. | 232,000 | $12.4M | 0.15% | −78,000−25.2% | Reduced |
| Scalar Gauge Management, LLC | 220,970 | $11.8M | 5.44% | +220,970 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 215,102 | $11.5M | 0.04% | +24,383+12.8% | Added |
| Mizuho Markets Americas LLC | 204,299 | $10.9M | 0.21% | −52,100−20.3% | Reduced |
| Comerica Bank | 194,337 | $10.4M | 0.04% | −938−0.5% | Reduced |
| Spence Asset Management | 186,852 | $9.97M | 2.18% | +413+0.2% | Added |
| Envestnet Asset Management Inc | 179,268 | $9.56M | 0.00% | −7,323−3.9% | Reduced |
| Agf Management Ltd | 176,593 | $9.42M | 0.05% | +176,593 | New |
| Gagnon Securities LLC | 175,810 | $9.38M | 1.89% | −1,302−0.7% | Reduced |
| Kennedy Capital Management, Inc. | 171,048 | $9.13M | 0.20% | −34,832−16.9% | Reduced |
| UBS Asset Management Americas Inc | 165,521 | $8.83M | 0.00% | +25,991+18.6% | Added |
| Rockefeller Capital Management L.P. | 162,947 | $8.69M | 0.02% | +162,947 | New |
| Toroso Investments, LLC | 156,994 | $8.38M | 0.07% | +156,994 | New |
| Pier Capital, LLC | 155,927 | $8.32M | 1.19% | −75,463−32.6% | Reduced |
| Nuveen Asset Management, LLC | 153,985 | $8.22M | 0.00% | +7,364+5.0% | Added |
| Royal Bank of Canada | 132,797 | $7.08M | 0.00% | −13,525−9.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 126,102 | $6.73M | 0.17% | +45,987+57.4% | Added |
| Qube Research & Technologies Ltd | 124,144 | $6.62M | 0.01% | +9,315+8.1% | Added |
| Herald Investment Management Ltd | 120,000 | $6.41M | 1.05% | 00.0% | Unchanged |
| Voya Investment Management LLC | 120,038 | $6.40M | 0.01% | +102,300+576.7% | Added |
| Baird Financial Group, Inc. | 118,360 | $6.31M | 0.01% | −3,355−2.8% | Reduced |
| Susquehanna International Group, LLP | 115,764 | $6.18M | 0.01% | −195,272−62.8% | Reduced |
| Swiss National Bank | 115,700 | $6.17M | 0.00% | +7,900+7.3% | Added |
| Gagnon Advisors, LLC | 115,594 | $6.17M | 3.95% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 112,803 | $6.02M | 0.01% | +112,803 | New |
| Jane Street Group, LLC | 108,870 | $5.81M | 0.01% | +54,615+100.7% | Added |
| Palogic Value Management, L.P. | 100,000 | $5.33M | 2.13% | −25,000−20.0% | Reduced |
| BNP Paribas Arbitrage, SA | 98,890 | $5.28M | 0.00% | +98,890 | New |
| Renaissance Technologies LLC | 94,700 | $5.05M | 0.01% | −214,800−69.4% | Reduced |
| EAM Investors, LLC | 93,254 | $4.98M | 0.70% | +93,254 | New |
| SEI Investments Co | 86,284 | $4.60M | 0.01% | +7,430+9.4% | Added |
| Rhumbline Advisers | 79,675 | $4.25M | 0.00% | +3,900+5.1% | Added |
| Squarepoint Ops LLC | 78,540 | $4.19M | 0.01% | −119,128−60.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 78,474 | $4.19M | 0.01% | +4,756+6.5% | Added |
| Saba Capital Management, L.P. | 77,292 | $4.12M | 0.10% | −1,798−2.3% | Reduced |
| Bullseye Asset Management LLC | 76,360 | $4.07M | 1.91% | +9,289+13.8% | Added |
| EAM Global Investors LLC | 73,837 | $3.94M | 0.71% | +73,837 | New |
| Balyasny Asset Management LLC | 73,616 | $3.93M | 0.01% | +73,616 | New |
| Legal & General Group Plc | 67,461 | $3.60M | 0.00% | +4,650+7.4% | Added |
| Empowered Funds, LLC | 63,038 | $3.36M | 0.05% | +63,038 | New |
| Alliancebernstein L.P. | 60,571 | $3.23M | 0.00% | +1,445+2.4% | Added |
| Triasima Portfolio Management inc. | 58,761 | $3.13M | 0.61% | +58,761 | New |
| Westover Capital Advisors, LLC | 55,427 | $2.96M | 0.65% | +632+1.2% | Added |