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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 1,485 | $79.2K | 0.00% | +1,485 | New |
| The PNC Financial Services Group, Inc. | 1,235 | $65.9K | 0.00% | +134+12.2% | Added |
| Fifth Third Bancorp | 1,107 | $59.1K | 0.00% | −64−5.5% | Reduced |
| US Bancorp | 1,076 | $57.4K | 0.00% | −1,962−64.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,073 | $57.2K | 0.00% | −1,186−52.5% | Reduced |
| Simplex Trading, LLC | 1,036 | $55.0K | 0.00% | +989+2,104.3% | Added |
| Armstrong Advisory Group, Inc | 946 | $50.5K | 0.00% | +946 | New |
| Essex Investment Management Co LLC | 929 | $49.6K | 0.01% | −1,260−57.6% | Reduced |
| Plato Investment Management Ltd | 766 | $41.0K | 0.00% | +766 | New |
| Mark Sheptoff Financial Planning, LLC | 750 | $40.0K | 0.02% | +750 | New |
| Steward Partners Investment Advisory, LLC | 721 | $38.5K | 0.00% | +721 | New |
| GWM Advisors LLC | 545 | $29.1K | 0.00% | +154+39.4% | Added |
| MCF Advisors LLC | 326 | $17.4K | 0.00% | −208−39.0% | Reduced |
| Hollencrest Capital Management | 323 | $17.2K | 0.00% | −307−48.7% | Reduced |
| Russell Investments Group, Ltd. | 313 | $16.7K | 0.00% | +279+820.6% | Added |
| WPG Advisers, LLC | 288 | $15.4K | 0.01% | +288 | New |
| GAMMA Investing LLC | 279 | $14.9K | 0.00% | +110+65.1% | Added |
| Huntington National Bank | 278 | $14.8K | 0.00% | +278 | New |
| Private Trust Co NA | 232 | $12.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 228 | $12.2K | 0.00% | −24−9.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 210 | $11.2K | 0.00% | −42−16.7% | Reduced |
| Nisa Investment Advisors, LLC | 208 | $11.1K | 0.00% | +47+29.2% | Added |
| CIBC Private Wealth Group, LLC | 195 | $10.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 187 | $9.98K | 0.00% | +19+11.3% | Added |
| Mather Group, LLC. | 182 | $9.71K | 0.00% | +182 | New |
| Hurley Capital, LLC | 182 | $9.34K | 0.01% | +182 | New |
| Geneos Wealth Management Inc. | 153 | $8.16K | 0.00% | +44+40.4% | Added |
| Bogart Wealth, LLC | 131 | $6.99K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $3.79K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $3.52K | 0.00% | −558−89.4% | Reduced |
| Skopos Labs, Inc. | 65 | $3.47K | 0.00% | +65 | New |
| SBI Securities Co., Ltd. | 62 | $3.31K | 0.00% | +62 | New |
| Rothschild Investment LLC | 60 | $3.20K | 0.00% | +10+20.0% | Added |
| CWM, LLC | 61 | $3.00K | 0.00% | +21+52.5% | Added |
| Covestor Ltd | 49 | $3.00K | 0.00% | +32+188.2% | Added |
| Allworth Financial LP | 46 | $2.60K | 0.00% | +10+27.8% | Added |
| Jones Financial Companies LLLP | 40 | $2.13K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $1.87K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 29 | $1.55K | 0.00% | +5+20.8% | Added |
| Hexagon Capital Partners LLC | 25 | $1.33K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 23 | $1.23K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $1.12K | 0.00% | +3+16.7% | Added |
| CVA Family Office, LLC | 15 | $800 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 10 | $534 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $321 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $320 | 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 |
| GPS Wealth Strategies Group, LLC | 3 | $178 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $160 | 0.00% | 0 | New |
| Global Financial Private Client, LLC | 2 | $107 | 0.00% | +2 | New |
| West Oak Capital, LLC | 2 | $100 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $53 | 0.00% | +1 | New |
| Hemington Wealth Management | 16 | $0 | 0.00% | +8+100.0% | 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 |