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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 292,494 | $15.6M | 0.01% | +136,423+87.4% | Added |
| Next Century Growth Investors LLC | 326,997 | $17.4M | 1.31% | −177,194−35.1% | Reduced |
| Kornitzer Capital Management Inc | 345,257 | $18.4M | 0.36% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 362,598 | $19.3M | 0.81% | −186,815−34.0% | Reduced |
| Macquarie Group Ltd | 385,390 | $20.6M | 0.02% | +385,390 | New |
| Charles Schwab Investment Management Inc | 438,739 | $23.4M | 0.00% | +6,671+1.5% | Added |
| Arrowstreet Capital, Limited Partnership | 446,951 | $23.8M | 0.02% | +391,601+707.5% | Added |
| Jennison Associates LLC | 455,028 | $24.3M | 0.01% | −14,498−3.1% | Reduced |
| New York State Common Retirement Fund | 456,434 | $24.4M | 0.03% | −53,083−10.4% | Reduced |
| Goldman Sachs Group Inc | 459,435 | $24.5M | 0.00% | +180,737+64.9% | Added |
| Barclays PLC | 472,630 | $25.2M | 0.01% | −109,643−18.8% | Reduced |
| Axiom Investors LLC | 503,578 | $26.9M | 0.20% | +28,568+6.0% | Added |
| Public Employees Retirement Association of Colorado | 510,267 | $27.2M | 0.11% | +89,700+21.3% | Added |
| Premier Fund Managers Ltd | 519,789 | $27.6M | 0.98% | −4,986−1.0% | Reduced |
| Bank of America Corp | 551,620 | $29.4M | 0.00% | +178,367+47.8% | Added |
| Citadel Advisors LLC | 558,130 | $29.8M | 0.03% | +518,051+1,292.6% | Added |
| Northern Trust Corp | 558,887 | $29.8M | 0.00% | +28,083+5.3% | Added |
| Bessemer Group Inc | 561,161 | $29.9M | 0.05% | +22,340+4.1% | Added |
| Principal Financial Group Inc | 572,245 | $30.5M | 0.02% | +524,572+1,100.4% | Added |
| Banque Pictet & Cie SA | 613,563 | $32.7M | 0.32% | −348,127−36.2% | Reduced |
| Silvercrest Asset Management Group LLC | 620,589 | $33.1M | 0.22% | −8,100−1.3% | Reduced |
| Morgan Stanley | 629,504 | $33.6M | 0.00% | −19,909−3.1% | Reduced |
| Aperture Investors, LLC | 632,698 | $33.8M | 4.36% | −221,881−26.0% | Reduced |
| Janus Henderson Group PLC | 666,436 | $35.6M | 0.02% | −105,850−13.7% | Reduced |
| UBS Group AG | 680,881 | $36.3M | 0.01% | +187,090+37.9% | Added |
| Brown Capital Management LLC | 689,015 | $36.8M | 0.85% | +145,316+26.7% | Added |
| Federated Hermes, Inc. | 690,957 | $36.9M | 0.08% | +241,586+53.8% | Added |
| Pembroke Management, LTD | 729,361 | $38.9M | 4.85% | −93,040−11.3% | Reduced |
| Palisade Capital Management LLC | 750,603 | $40.0M | 1.07% | −379,087−33.6% | Reduced |
| Dimensional Fund Advisors LP | 824,299 | $44.0M | 0.01% | −86,853−9.5% | Reduced |
| Price T Rowe Associates Inc | 851,127 | $45.4M | 0.01% | +596,077+233.7% | Added |
| TimesSquare Capital Management, LLC | 992,657 | $53.0M | 0.77% | −662,743−40.0% | Reduced |
| Lord, Abbett & Co. LLC | 1,016,425 | $54.2M | 0.17% | +83,391+8.9% | Added |
| Standard Life Aberdeen plc | 1,029,177 | $55.0M | 0.10% | +440,832+74.9% | Added |
| Driehaus Capital Management LLC | 1,063,711 | $56.7M | 0.47% | +51,730+5.1% | Added |
| Ameriprise Financial Inc | 1,149,840 | $61.3M | 0.02% | +172,219+17.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,158,849 | $61.8M | 0.14% | +1,158,849 | New |
| JPMorgan Chase & Co | 1,272,129 | $67.9M | 0.01% | −519,800−29.0% | Reduced |
| Geode Capital Management, LLC | 1,275,117 | $68.0M | 0.01% | −1660.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,337,758 | $71.4M | 0.27% | +108,314+8.8% | Added |
| State Street Corp | 1,374,032 | $73.3M | 0.00% | +12,131+0.9% | Added |
| Legacy Advisors, LLC | 1,397,779 | $74.6M | 7.24% | −765,279−35.4% | Reduced |
| Geneva Capital Management LLC | 1,437,588 | $76.7M | 1.33% | −13,011−0.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,490,385 | $79.5M | 0.05% | +423,007+39.6% | Added |
| Invesco Ltd. | 1,513,660 | $80.8M | 0.01% | +1,171,576+342.5% | Added |
| Loomis Sayles & Co L P | 1,521,537 | $81.2M | 0.10% | −44,457−2.8% | Reduced |
| Fred Alger Management, LLC | 2,060,284 | $109.9M | 0.52% | −483,554−19.0% | Reduced |
| Franklin Resources Inc | 2,129,099 | $113.6M | 0.03% | +439,054+26.0% | Added |
| Conestoga Capital Advisors, LLC | 2,261,595 | $120.7M | 1.60% | −18,695−0.8% | Reduced |
| FMR LLC | 2,868,438 | $153.0M | 0.01% | +580,664+25.4% | Added |
| Neuberger Berman Group LLC | 3,527,604 | $188.2M | 0.15% | +53,829+1.5% | Added |
| Tensile Capital Management LP | 3,769,550 | $201.1M | 20.89% | −284,000−7.0% | Reduced |
| BlackRock, Inc. | 6,310,013 | $336.6M | 0.01% | +1,302,429+26.0% | Added |
| Vanguard Group Inc | 6,858,981 | $365.9M | 0.01% | +137,666+2.0% | Added |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −843,006−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −461,938−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −139,082−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −61,136−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −35,174−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −34,072−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −13,201−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −9,490−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −9,158−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,041−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |