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.

Q4 2024 vs. Q3 2024

How the institutions holding Vertex, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of VERX: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	219	1	254	+36
Shares	69.3M	10.8K	73.9M	+4.60M (+6.6%)
Value	$2.67B	$416.6K	$3.94B	+$1.27B (+47.5%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Vertex, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to VERX in Q4 2024
Institution	Shares	Value	% of portfolio
Kayne Anderson Rudnick Investment Management LLC	1,158,849	$61.8M	0.14%
Macquarie Group Ltd	385,390	$20.6M	0.02%
Scalar Gauge Management, LLC	220,970	$11.8M	5.44%
Agf Management Ltd	176,593	$9.42M	0.05%
Rockefeller Capital Management L.P.	162,947	$8.69M	0.02%
Toroso Investments, LLC	156,994	$8.38M	0.07%
Universal- Beteiligungs- und Servicegesellschaft mbH	112,803	$6.02M	0.01%
BNP Paribas Arbitrage, SA	98,890	$5.28M	0.00%
EAM Investors, LLC	93,254	$4.98M	0.70%
EAM Global Investors LLC	73,837	$3.94M	0.71%
Balyasny Asset Management LLC	73,616	$3.93M	0.01%
Empowered Funds, LLC	63,038	$3.36M	0.05%
Triasima Portfolio Management inc.	58,761	$3.13M	0.61%
Jefferies Financial Group Inc.	35,777	$1.91M	0.02%
Sheets Smith Investment Management	35,308	$1.88M	1.60%
HighTower Advisors, LLC	33,582	$1.79M	0.00%
Redwood Investments, LLC	33,431	$1.78M	0.48%
Credit Agricole S A	27,370	$1.46M	0.00%
PDT Partners, LLC	26,900	$1.44M	0.13%
Bosman Wealth Management, LLC	22,709	$1.21M	1.17%
Voloridge Investment Management, LLC	20,932	$1.12M	0.00%
KLP Kapitalforvaltning AS	12,500	$666.9K	0.00%
Campbell & CO Investment Adviser LLC	12,282	$655.2K	0.05%
Quantessence Capital LLC	12,091	$645.1K	0.26%
Scientech Research LLC	12,021	$641.3K	0.18%
Police & Firemen's Retirement System of New Jersey	11,554	$616.4K	0.01%
Raymond James Financial Inc	11,155	$595.1K	0.00%
Precision Wealth Strategies, LLC	10,045	$535.9K	0.41%
Callan Family Office, LLC	10,007	$533.9K	0.03%
FORA Capital, LLC	9,164	$488.9K	0.06%
Harvest Fund Management Co., Ltd	8,276	$441.0K	0.02%
Atom Investors LP	6,749	$360.1K	0.04%
Fairman Group, LLC	6,129	$327.0K	0.27%
Occudo Quantitative Strategies LP	5,580	$297.7K	0.05%
CIBC World Markets Corp	5,078	$270.9K	0.00%
Captrust Financial Advisors	4,691	$250.3K	0.00%
Sherbrooke Park Advisers LLC	4,650	$248.1K	0.08%
Jain Global LLC	4,422	$235.9K	0.01%
Lindenwold Advisors	3,905	$208.3K	0.11%
Xponance, Inc.	3,876	$206.8K	0.00%
F/M Investments LLC	3,792	$202.3K	0.01%
EntryPoint Capital, LLC	3,760	$200.6K	0.08%
Arcadia Investment Management Corp	2,862	$152.7K	0.02%
Assetmark, Inc	1,485	$79.2K	0.00%
Armstrong Advisory Group, Inc	946	$50.5K	0.00%
Plato Investment Management Ltd	766	$41.0K	0.00%
Mark Sheptoff Financial Planning, LLC	750	$40.0K	0.02%
Steward Partners Investment Advisory, LLC	721	$38.5K	0.00%
WPG Advisers, LLC	288	$15.4K	0.01%
Huntington National Bank	278	$14.8K	0.00%
Mather Group, LLC.	182	$9.71K	0.00%
Hurley Capital, LLC	182	$9.34K	0.01%
Skopos Labs, Inc.	65	$3.47K	0.00%
SBI Securities Co., Ltd.	62	$3.31K	0.00%
Hexagon Capital Partners LLC	25	$1.33K	0.00%
IFP Advisors, Inc	0	$160	0.00%
Global Financial Private Client, LLC	2	$107	0.00%
Parkworth Wealth Management, Inc.	1	$53	0.00%

Sold out (22)

Institutions that held Vertex, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of VERX in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
William Blair Investment Management, LLC	843,006	$32.5M
Schonfeld Strategic Advisors LLC	461,938	$17.8M
Hillsdale Investment Management Inc.	139,082	$5.36M
Neo Ivy Capital Management	61,136	$2.35M
Danske Bank A/S	35,174	$1.35M
Boothbay Fund Management, LLC	34,072	$1.31M
DRW Securities, LLC	21,800	$839.5K
Bayesian Capital Management, LP	13,500	$519.9K
Unique Wealth Strategies, LLC	13,201	$508.4K
Woodline Partners LP	9,490	$365.5K
Nebula Research & Development LLC	9,158	$352.7K
HSBC Holdings PLC	6,041	$228.7K
Nomura Holdings Inc	5,691	$219.2K
nVerses Capital, LLC	5,400	$208.0K
Acadian Asset Management LLC	2,611	$100.0K
Coppell Advisory Solutions LLC	599	$22.0K
Cullen/Frost Bankers, Inc.	415	$16.0K
Aster Capital Management (DIFC) Ltd	61	$2.35K
TFC Financial Management	8	$309
Quent Capital, LLC	4	$154
Claris Advisors, LLC	2	$77
Capital Performance Advisors LLP	2	$77

Not filed for Q4 2024 yet (1)

Institutions that held Vertex, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VERX in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James & Associates	10,818	$416.6K