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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 16 | $0 | 0.00% | +8+100.0% | Added |
| Parkworth Wealth Management, Inc. | 1 | $53 | 0.00% | +1 | New |
| West Oak Capital, LLC | 2 | $100 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $107 | 0.00% | +2 | New |
| IFP Advisors, Inc | 0 | $160 | 0.00% | 0 | New |
| GPS Wealth Strategies Group, LLC | 3 | $178 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $267 | 0.00% | −1−16.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 5 | $267 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $320 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $321 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 10 | $534 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $800 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $1.12K | 0.00% | +3+16.7% | Added |
| JFS Wealth Advisors, LLC | 23 | $1.23K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 25 | $1.33K | 0.00% | +25 | New |
| Signaturefd, LLC | 29 | $1.55K | 0.00% | +5+20.8% | Added |
| Key Financial Inc | 35 | $1.87K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $2.13K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $2.60K | 0.00% | +10+27.8% | Added |
| CWM, LLC | 61 | $3.00K | 0.00% | +21+52.5% | Added |
| Covestor Ltd | 49 | $3.00K | 0.00% | +32+188.2% | Added |
| Rothschild Investment LLC | 60 | $3.20K | 0.00% | +10+20.0% | Added |
| SBI Securities Co., Ltd. | 62 | $3.31K | 0.00% | +62 | New |
| Skopos Labs, Inc. | 65 | $3.47K | 0.00% | +65 | New |
| Farther Finance Advisors, LLC | 66 | $3.52K | 0.00% | −558−89.4% | Reduced |
| SRS Capital Advisors, Inc. | 71 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 131 | $6.99K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 153 | $8.16K | 0.00% | +44+40.4% | Added |
| Hurley Capital, LLC | 182 | $9.34K | 0.01% | +182 | New |
| Mather Group, LLC. | 182 | $9.71K | 0.00% | +182 | New |
| EverSource Wealth Advisors, LLC | 187 | $9.98K | 0.00% | +19+11.3% | Added |
| CIBC Private Wealth Group, LLC | 195 | $10.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 208 | $11.1K | 0.00% | +47+29.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 210 | $11.2K | 0.00% | −42−16.7% | Reduced |
| Parkside Financial Bank & Trust | 228 | $12.2K | 0.00% | −24−9.5% | Reduced |
| Private Trust Co NA | 232 | $12.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 278 | $14.8K | 0.00% | +278 | New |
| GAMMA Investing LLC | 279 | $14.9K | 0.00% | +110+65.1% | Added |
| WPG Advisers, LLC | 288 | $15.4K | 0.01% | +288 | New |
| Russell Investments Group, Ltd. | 313 | $16.7K | 0.00% | +279+820.6% | Added |
| Hollencrest Capital Management | 323 | $17.2K | 0.00% | −307−48.7% | Reduced |
| MCF Advisors LLC | 326 | $17.4K | 0.00% | −208−39.0% | Reduced |
| GWM Advisors LLC | 545 | $29.1K | 0.00% | +154+39.4% | Added |
| Steward Partners Investment Advisory, LLC | 721 | $38.5K | 0.00% | +721 | New |
| Mark Sheptoff Financial Planning, LLC | 750 | $40.0K | 0.02% | +750 | New |
| Plato Investment Management Ltd | 766 | $41.0K | 0.00% | +766 | New |
| Essex Investment Management Co LLC | 929 | $49.6K | 0.01% | −1,260−57.6% | Reduced |
| Armstrong Advisory Group, Inc | 946 | $50.5K | 0.00% | +946 | New |
| Simplex Trading, LLC | 1,036 | $55.0K | 0.00% | +989+2,104.3% | Added |
| Ronald Blue Trust, Inc. | 1,073 | $57.2K | 0.00% | −1,186−52.5% | Reduced |
| US Bancorp | 1,076 | $57.4K | 0.00% | −1,962−64.6% | Reduced |
| Fifth Third Bancorp | 1,107 | $59.1K | 0.00% | −64−5.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,235 | $65.9K | 0.00% | +134+12.2% | Added |
| Assetmark, Inc | 1,485 | $79.2K | 0.00% | +1,485 | New |
| Advisors Asset Management, Inc. | 1,538 | $82.1K | 0.00% | +570+58.9% | Added |
| Amalgamated Bank | 1,878 | $100.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,950 | $104.0K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,081 | $111.0K | 0.00% | −20,360−90.7% | Reduced |
| Lazard Asset Management LLC | 2,488 | $132.0K | 0.00% | +2,456+7,675.0% | Added |
| KBC Group NV | 2,668 | $142.0K | 0.00% | +569+27.1% | Added |
| SG Americas Securities, LLC | 2,801 | $149.0K | 0.00% | −8,732−75.7% | Reduced |
| Arcadia Investment Management Corp | 2,862 | $152.7K | 0.02% | +2,862 | New |
| Tower Research Capital LLC (TRC) | 3,734 | $199.2K | 0.00% | +1,604+75.3% | Added |
| EntryPoint Capital, LLC | 3,760 | $200.6K | 0.08% | +3,760 | New |
| F/M Investments LLC | 3,792 | $202.3K | 0.01% | +3,792 | New |
| Xponance, Inc. | 3,876 | $206.8K | 0.00% | +3,876 | New |
| Lindenwold Advisors | 3,905 | $208.3K | 0.11% | +3,905 | New |
| State of Wyoming | 4,020 | $214.5K | 0.03% | +1,379+52.2% | Added |
| Jain Global LLC | 4,422 | $235.9K | 0.01% | +4,422 | New |
| Pictet Bank & Trust Ltd | 4,598 | $245.3K | 0.25% | −3,102−40.3% | Reduced |
| Sherbrooke Park Advisers LLC | 4,650 | $248.1K | 0.08% | +4,650 | New |
| Captrust Financial Advisors | 4,691 | $250.3K | 0.00% | +4,691 | New |
| Petrus Trust Company, LTA | 4,741 | $252.9K | 0.02% | −10,152−68.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,020 | $268.0K | 0.04% | −13,083−72.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,030 | $268.4K | 0.24% | 00.0% | Unchanged |
| Corton Capital Inc. | 5,041 | $268.9K | 0.15% | −1,829−26.6% | Reduced |
| CIBC World Markets Corp | 5,078 | $270.9K | 0.00% | +5,078 | New |
| Great West Life Assurance Co | 5,256 | $280.0K | 0.00% | −9,373−64.1% | Reduced |
| Occudo Quantitative Strategies LP | 5,580 | $297.7K | 0.05% | +5,580 | New |
| Ameritas Investment Partners, Inc. | 5,678 | $302.9K | 0.01% | +361+6.8% | Added |
| Fairman Group, LLC | 6,129 | $327.0K | 0.27% | +6,129 | New |
| Atom Investors LP | 6,749 | $360.1K | 0.04% | +6,749 | New |
| Keybank National Association | 6,831 | $364.4K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,355 | $392.4K | 0.03% | −958−11.5% | Reduced |
| Schroder Investment Management Group | 7,436 | $394.5K | 0.00% | −30,655−80.5% | Reduced |
| Cetera Investment Advisers | 7,645 | $407.9K | 0.00% | +588+8.3% | Added |
| RiverPark Advisors, LLC | 7,672 | $409.3K | 0.33% | −1,491−16.3% | Reduced |
| Harvest Fund Management Co., Ltd | 8,276 | $441.0K | 0.02% | +8,276 | New |
| David Loasby | 8,746 | $456.2K | 0.04% | +991+12.8% | Added |
| Quest Partners LLC | 8,893 | $474.4K | 0.06% | +4,364+96.4% | Added |
| FORA Capital, LLC | 9,164 | $488.9K | 0.06% | +9,164 | New |
| Harbor Capital Advisors, Inc. | 9,463 | $505.0K | 0.02% | −325−3.3% | Reduced |
| Vident Advisory, LLC | 9,515 | $507.6K | 0.01% | −221−2.3% | Reduced |
| Pictet Asset Management Holding SA | 9,830 | $524.4K | 0.00% | +2,868+41.2% | Added |
| State of Wisconsin Investment Board | 9,914 | $528.9K | 0.00% | −513−4.9% | Reduced |
| Callan Family Office, LLC | 10,007 | $533.9K | 0.03% | +10,007 | New |
| Precision Wealth Strategies, LLC | 10,045 | $535.9K | 0.41% | +10,045 | New |
| Sigma Planning Corp | 10,908 | $581.9K | 0.02% | +1,421+15.0% | Added |
| Raymond James Financial Inc | 11,155 | $595.1K | 0.00% | +11,155 | New |
| Police & Firemen's Retirement System of New Jersey | 11,554 | $616.4K | 0.01% | +11,554 | New |