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, Q1 2025
Institutional positions in Vertex, Inc. as of Mar 31, 2025. 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
- 264
- +11 vs. Q4 2024
- Shares held
- 78.1M
- +4.45M (+6.0%) vs. Q4 2024
- Total value
- $2.74B
- −$1.20B (−30.4%) vs. Q4 2024
- New holders
- 62
- 104 more added
- Sold out
- 51
- 74 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Vertex, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,866,041 | $240.4M | 0.00% | +7,060+0.1% | Added |
| BlackRock, Inc. | 5,306,587 | $185.8M | 0.00% | −1,003,426−15.9% | Reduced |
| Tensile Capital Management LP | 3,660,474 | $128.2M | 16.35% | −109,076−2.9% | Reduced |
| Neuberger Berman Group LLC | 3,255,703 | $114.0M | 0.10% | −271,901−7.7% | Reduced |
| Conestoga Capital Advisors, LLC | 2,947,740 | $103.2M | 1.56% | +686,145+30.3% | Added |
| T. Rowe Price Investment Management, Inc. | 2,429,416 | $85.1M | 0.06% | +939,031+63.0% | Added |
| Geneva Capital Management LLC | 2,043,205 | $71.5M | 1.34% | +605,617+42.1% | Added |
| Franklin Resources Inc | 1,887,860 | $66.1M | 0.02% | −241,239−11.3% | Reduced |
| Fred Alger Management, LLC | 1,672,623 | $58.6M | 0.33% | −387,661−18.8% | Reduced |
| JPMorgan Chase & Co | 1,619,380 | $56.7M | 0.00% | +347,251+27.3% | Added |
| Capital World Investors | 1,588,928 | $55.6M | 0.01% | +1,588,928 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,531,939 | $53.6M | 0.13% | +373,090+32.2% | Added |
| Loomis Sayles & Co L P | 1,490,160 | $52.2M | 0.08% | −31,377−2.1% | Reduced |
| Standard Life Aberdeen plc | 1,511,846 | $52.1M | 0.10% | +482,669+46.9% | Added |
| State Street Corp | 1,396,384 | $48.9M | 0.00% | +22,352+1.6% | Added |
| FMR LLC | 1,394,894 | $48.8M | 0.00% | −1,473,544−51.4% | Reduced |
| Geode Capital Management, LLC | 1,349,606 | $47.3M | 0.00% | +74,489+5.8% | Added |
| Legacy Advisors, LLC | 1,323,779 | $46.3M | 4.90% | −74,000−5.3% | Reduced |
| Invesco Ltd. | 1,281,786 | $44.9M | 0.01% | −231,874−15.3% | Reduced |
| TimesSquare Capital Management, LLC | 1,064,773 | $37.3M | 0.60% | +72,116+7.3% | Added |
| Banque Pictet & Cie SA | 1,003,470 | $35.1M | 0.38% | +389,907+63.5% | Added |
| UBS Group AG | 917,295 | $32.1M | 0.01% | +236,414+34.7% | Added |
| Dimensional Fund Advisors LP | 908,529 | $31.8M | 0.01% | +84,230+10.2% | Added |
| Hood River Capital Management LLC | 901,873 | $31.6M | 0.54% | +901,873 | New |
| Ameriprise Financial Inc | 844,425 | $29.6M | 0.01% | −305,415−26.6% | Reduced |
| Janus Henderson Group PLC | 819,279 | $29.1M | 0.02% | +152,843+22.9% | Added |
| Fiera Capital Corp | 782,599 | $27.4M | 0.10% | +782,599 | New |
| Price T Rowe Associates Inc | 757,871 | $26.5M | 0.00% | −93,256−11.0% | Reduced |
| Premier Fund Managers Ltd | 720,073 | $25.6M | 0.96% | +200,284+38.5% | Added |
| William Blair Investment Management, LLC | 726,949 | $25.5M | 0.07% | +726,949 | New |
| Bessemer Group Inc | 694,702 | $24.3M | 0.04% | +133,541+23.8% | Added |
| Pembroke Management, LTD | 673,992 | $23.6M | 3.44% | −55,369−7.6% | Reduced |
| Bank of America Corp | 668,442 | $23.4M | 0.00% | +116,822+21.2% | Added |
| Brown Capital Management LLC | 664,845 | $23.3M | 0.70% | −24,170−3.5% | Reduced |
| Aperture Investors, LLC | 644,215 | $22.6M | 3.43% | +11,517+1.8% | Added |
| Silvercrest Asset Management Group LLC | 631,811 | $22.1M | 0.16% | +11,222+1.8% | Added |
| New York State Common Retirement Fund | 615,930 | $21.6M | 0.03% | +159,496+34.9% | Added |
| Barclays PLC | 611,974 | $21.4M | 0.01% | +139,344+29.5% | Added |
| Schonfeld Strategic Advisors LLC | 580,525 | $20.3M | 0.14% | +580,525 | New |
| Palisade Capital Management LLC | 579,945 | $20.3M | 0.58% | −170,658−22.7% | Reduced |
| Federated Hermes, Inc. | 573,978 | $20.1M | 0.04% | −116,979−16.9% | Reduced |
| Morgan Stanley | 573,971 | $20.1M | 0.00% | −55,533−8.8% | Reduced |
| Macquarie Group Ltd | 561,185 | $19.6M | 0.02% | +175,795+45.6% | Added |
| Northern Trust Corp | 558,231 | $19.5M | 0.00% | −656−0.1% | Reduced |
| Principal Financial Group Inc | 546,006 | $19.1M | 0.01% | −26,239−4.6% | Reduced |
| Public Employees Retirement Association of Colorado | 510,267 | $17.9M | 0.08% | 00.0% | Unchanged |
| ShawSpring Partners LLC | 490,162 | $17.2M | 2.36% | +490,162 | New |
| Charles Schwab Investment Management Inc | 432,810 | $15.2M | 0.00% | −5,929−1.4% | Reduced |
| Jennison Associates LLC | 417,237 | $14.6M | 0.01% | −37,791−8.3% | Reduced |
| Chicago Capital, LLC | 378,104 | $13.2M | 0.37% | +378,104 | New |
| Lord, Abbett & Co. LLC | 373,650 | $13.1M | 0.05% | −642,775−63.2% | Reduced |
| Granahan Investment Management Inc | 360,949 | $12.6M | 0.63% | −1,649−0.5% | Reduced |
| Banco Santander, S.A. | 350,000 | $12.3M | 0.14% | +118,000+50.9% | Added |
| Kornitzer Capital Management Inc | 347,957 | $12.2M | 0.25% | +2,700+0.8% | Added |
| Goldman Sachs Group Inc | 344,665 | $12.1M | 0.00% | −114,770−25.0% | Reduced |
| Rockefeller Capital Management L.P. | 343,048 | $12.0M | 0.03% | +180,101+110.5% | Added |
| Spence Asset Management | 334,502 | $11.7M | 2.91% | +147,650+79.0% | Added |
| Next Century Growth Investors LLC | 333,845 | $11.7M | 1.04% | +6,848+2.1% | Added |
| Citadel Advisors LLC | 322,470 | $11.3M | 0.01% | −235,660−42.2% | Reduced |
| Toroso Investments, LLC | 297,631 | $10.4M | 0.09% | +140,637+89.6% | Added |
| Mizuho Markets Americas LLC | 287,117 | $10.1M | 0.22% | +82,818+40.5% | Added |
| Gagnon Securities LLC | 268,620 | $9.40M | 2.07% | +92,810+52.8% | Added |
| Peregrine Capital Management LLC | 254,894 | $8.92M | 0.30% | +254,894 | New |
| Whittier Trust Co | 254,262 | $8.90M | 0.12% | +6,167+2.5% | Added |
| Osterweis Capital Management Inc | 249,760 | $8.74M | 0.43% | +249,760 | New |
| Pier Capital, LLC | 248,791 | $8.71M | 1.46% | +92,864+59.6% | Added |
| Norris Perne & French LLP | 234,292 | $8.20M | 0.62% | +234,292 | New |
| Comerica Bank | 225,865 | $7.91M | 0.03% | +31,528+16.2% | Added |
| Two Sigma Investments, LP | 225,578 | $7.90M | 0.02% | +193,144+595.5% | Added |
| Envestnet Asset Management Inc | 224,762 | $7.87M | 0.00% | +45,494+25.4% | Added |
| Marshall Wace, LLP | 213,821 | $7.49M | 0.01% | +213,821 | New |
| Arrowstreet Capital, Limited Partnership | 194,051 | $6.79M | 0.01% | −252,900−56.6% | Reduced |
| Axiom Investors LLC | 188,640 | $6.60M | 0.06% | −314,938−62.5% | Reduced |
| Scalar Gauge Management, LLC | 182,554 | $6.39M | 3.91% | −38,416−17.4% | Reduced |
| Royal Bank of Canada | 180,978 | $6.34M | 0.00% | +48,181+36.3% | Added |
| Bank of New York Mellon Corp | 175,985 | $6.16M | 0.00% | −58,289−24.9% | Reduced |
| Voya Investment Management LLC | 169,468 | $5.93M | 0.01% | +49,430+41.2% | Added |
| Kennedy Capital Management, Inc. | 164,142 | $5.75M | 0.14% | −6,906−4.0% | Reduced |
| Gagnon Advisors, LLC | 161,813 | $5.67M | 4.00% | +46,219+40.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 151,284 | $5.37M | 0.02% | −63,818−29.7% | Reduced |
| Nuveen, LLC | 146,251 | $5.12M | 0.00% | +146,251 | New |
| UBS Asset Management Americas Inc | 141,206 | $4.94M | 0.00% | −24,315−14.7% | Reduced |
| SEI Investments Co | 139,097 | $4.87M | 0.01% | +52,813+61.2% | Added |
| Qube Research & Technologies Ltd | 135,705 | $4.75M | 0.01% | +11,561+9.3% | Added |
| Whittier Trust Co of Nevada Inc | 132,565 | $4.64M | 0.12% | +6,463+5.1% | Added |
| Swiss National Bank | 129,300 | $4.53M | 0.00% | +13,600+11.8% | Added |
| First Trust Advisors LP | 120,377 | $4.21M | 0.00% | −115,657−49.0% | Reduced |
| Wells Fargo & Company | 119,435 | $4.18M | 0.00% | +85,055+247.4% | Added |
| Advantage Alpha Capital Partners LP | 119,053 | $4.17M | 1.02% | +119,053 | New |
| Melqart Asset Management (UK) Ltd | 118,566 | $4.15M | 0.56% | +118,566 | New |
| Saba Capital Management, L.P. | 118,435 | $4.15M | 0.11% | +41,143+53.2% | Added |
| Baird Financial Group, Inc. | 118,054 | $4.13M | 0.01% | −306−0.3% | Reduced |
| Trexquant Investment LP | 117,970 | $4.13M | 0.05% | +117,970 | New |
| North Star Asset Management Inc | 115,374 | $4.04M | 0.18% | +115,374 | New |
| Herald Investment Management Ltd | 110,000 | $3.85M | 0.72% | −10,000−8.3% | Reduced |
| Squarepoint Ops LLC | 99,073 | $3.47M | 0.01% | +20,533+26.1% | Added |
| Bank of Montreal | 98,074 | $3.43M | 0.00% | +98,074 | New |
| Victory Capital Management Inc | 96,672 | $3.38M | 0.00% | +53,198+122.4% | Added |
| PDT Partners, LLC | 96,465 | $3.38M | 0.24% | +69,565+258.6% | Added |
| Summit Creek Advisors LLC | 94,484 | $3.31M | 0.48% | +94,484 | New |