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 |
|---|---|---|---|---|---|
| Fairman Group, LLC | 6,129 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 17 | $0 | 0.00% | +1+6.3% | Added |
| Parkworth Wealth Management, Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $35 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 3 | $117 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $140 | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 5 | $176 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $211 | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 8,087 | $231 | 0.00% | +7,877+3,751.0% | Added |
| JFS Wealth Advisors, LLC | 13 | $456 | 0.00% | −10−43.5% | Reduced |
| Sandy Spring Bank | 15 | $526 | 0.00% | +15 | New |
| Principal Securities, Inc. | 10 | $534 | 0.00% | 00.0% | Unchanged |
| Amundi | 16 | $573 | 0.00% | +16 | New |
| Stephens Consulting, LLC | 20 | $701 | 0.00% | +20 | New |
| Lindbrook Capital, LLC | 21 | $735 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 22 | $782 | 0.00% | −18−45.0% | Reduced |
| Signaturefd, LLC | 24 | $840 | 0.00% | −5−17.2% | Reduced |
| Park Place Capital Corp | 32 | $1.12K | 0.00% | +32 | New |
| Key Financial Inc | 35 | $1.23K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 45 | $1.57K | 0.00% | +45 | New |
| Huntington National Bank | 47 | $1.65K | 0.00% | −231−83.1% | Reduced |
| Rothschild Investment LLC | 50 | $1.75K | 0.00% | −10−16.7% | Reduced |
| Boston Private Wealth LLC | 50 | $1.75K | 0.00% | +50 | New |
| SBI Securities Co., Ltd. | 52 | $1.82K | 0.00% | −10−16.1% | Reduced |
| Skopos Labs, Inc. | 65 | $2.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $2.38K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 98 | $3.00K | 0.00% | +98 | New |
| Allworth Financial LP | 77 | $3.04K | 0.00% | +31+67.4% | Added |
| CWM, LLC | 126 | $4.00K | 0.00% | +65+106.6% | Added |
| Russell Investments Group, Ltd. | 123 | $4.31K | 0.00% | −190−60.7% | Reduced |
| Geneos Wealth Management Inc. | 127 | $4.45K | 0.00% | −26−17.0% | Reduced |
| Accredited Wealth Management, LLC | 129 | $4.52K | 0.00% | +129 | New |
| GAMMA Investing LLC | 145 | $5.08K | 0.00% | −134−48.0% | Reduced |
| Mather Group, LLC. | 182 | $6.37K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 182 | $6.37K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 184 | $6.44K | 0.00% | −44−19.3% | Reduced |
| EverSource Wealth Advisors, LLC | 200 | $7.00K | 0.00% | +13+7.0% | Added |
| Private Trust Co NA | 260 | $9.10K | 0.00% | +28+12.1% | Added |
| WPG Advisers, LLC | 285 | $9.98K | 0.01% | −3−1.0% | Reduced |
| Clear Street Markets LLC | 299 | $10.5K | 0.01% | +299 | New |
| Mark Sheptoff Financial Planning, LLC | 300 | $10.5K | 0.01% | −450−60.0% | Reduced |
| Bogart Wealth, LLC | 301 | $10.5K | 0.00% | +170+129.8% | Added |
| Clearstead Advisors, LLC | 334 | $11.7K | 0.00% | +334 | New |
| CIBC Private Wealth Group, LLC | 335 | $11.8K | 0.00% | +140+71.8% | Added |
| Optiver Holding B.V. | 343 | $12.0K | 0.00% | +343 | New |
| MCF Advisors LLC | 357 | $12.5K | 0.00% | +31+9.5% | Added |
| Massmutual Trust Co FSB | 378 | $13.2K | 0.00% | +378 | New |
| Canada Pension Plan Investment Board | 400 | $14.0K | 0.00% | +400 | New |
| First Horizon Advisors, Inc. | 514 | $18.0K | 0.00% | +514 | New |
| GWM Advisors LLC | 545 | $19.1K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 561 | $19.6K | 0.00% | −1,337,197−100.0% | Reduced |
| Nisa Investment Advisors, LLC | 602 | $21.1K | 0.00% | +394+189.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 641 | $22.0K | 0.00% | +641 | New |
| Steward Partners Investment Advisory, LLC | 721 | $25.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 807 | $28.3K | 0.00% | +807 | New |
| Covestor Ltd | 893 | $31.0K | 0.02% | +844+1,722.4% | Added |
| Essex Investment Management Co LLC | 929 | $32.5K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,115 | $39.0K | 0.00% | +1,115 | New |
| Fifth Third Bancorp | 1,120 | $39.2K | 0.00% | +13+1.2% | Added |
| Ronald Blue Trust, Inc. | 1,152 | $40.3K | 0.00% | +79+7.4% | Added |
| Armstrong Advisory Group, Inc | 946 | $50.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,742 | $61.0K | 0.00% | −1,992−53.3% | Reduced |
| Amalgamated Bank | 1,884 | $66.0K | 0.00% | +6+0.3% | Added |
| Advisors Asset Management, Inc. | 1,933 | $67.7K | 0.00% | +395+25.7% | Added |
| US Bancorp | 2,024 | $70.9K | 0.00% | +948+88.1% | Added |
| Simplex Trading, LLC | 2,137 | $74.0K | 0.00% | +1,101+106.3% | Added |
| Lazard Asset Management LLC | 2,335 | $81.0K | 0.00% | −153−6.1% | Reduced |
| KBC Group NV | 2,668 | $93.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,769 | $96.9K | 0.00% | +688+33.1% | Added |
| Neo Ivy Capital Management | 2,772 | $97.0K | 0.03% | +2,772 | New |
| Arcadia Investment Management Corp | 2,862 | $100.2K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,790 | $132.9K | 0.00% | +3,790 | Added |
| State of Wyoming | 4,669 | $163.5K | 0.02% | +649+16.1% | Added |
| Spire Wealth Management | 5,030 | $176.1K | 0.01% | −25,470−83.5% | Reduced |
| Great West Life Assurance Co | 5,256 | $184.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,678 | $198.8K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,220 | $200.5K | 0.00% | +4,220 | New |
| Strategic Advocates LLC | 5,899 | $206.5K | 0.07% | +5,899 | New |
| Walleye Trading LLC | 6,101 | $213.6K | 0.01% | +6,101 | New |
| MeadowBrook Investment Advisors LLC | 6,490 | $227.2K | 0.21% | +1,460+29.0% | Added |
| Papamarkou Wellner Asset Management inc. | 6,554 | $229.5K | 0.16% | +6,554 | New |
| Keybank National Association | 6,617 | $231.7K | 0.00% | −214−3.1% | Reduced |
| RiverPark Advisors, LLC | 6,856 | $240.0K | 0.19% | −816−10.6% | Reduced |
| Snowden Capital Advisors LLC | 7,237 | $253.4K | 0.01% | +7,237 | New |
| Jefferies Financial Group Inc. | 8,068 | $282.5K | 0.00% | −27,709−77.4% | Reduced |
| Aigen Investment Management, LP | 8,489 | $297.2K | 0.05% | +8,489 | New |
| Cetera Investment Advisers | 8,570 | $300.0K | 0.00% | +925+12.1% | Added |
| The PNC Financial Services Group, Inc. | 8,607 | $301.3K | 0.00% | +7,372+596.9% | Added |
| Pictet Bank & Trust Ltd | 9,100 | $318.6K | 0.39% | +4,502+97.9% | Added |
| Teacher Retirement System of Texas | 9,680 | $338.9K | 0.00% | +9,680 | New |
| Greycroft LP | 10,000 | $350.1K | 0.38% | +10,000 | New |
| Verdence Capital Advisors LLC | 10,112 | $354.0K | 0.03% | +2,757+37.5% | Added |
| Vident Advisory, LLC | 10,205 | $357.3K | 0.01% | +690+7.3% | Added |
| B. Riley Asset Management, LLC | 10,300 | $360.6K | 0.95% | +10,300 | New |
| Pictet Asset Management Holding SA | 10,373 | $363.7K | 0.00% | +543+5.5% | Added |
| Natixis Advisors, L.P. | 10,412 | $365.0K | 0.00% | −17,026−62.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,749 | $376.3K | 0.03% | +10,749 | New |
| Sigma Planning Corp | 10,845 | $379.7K | 0.01% | −63−0.6% | Reduced |
| Graham Capital Management, L.P. | 11,269 | $394.5K | 0.01% | +11,269 | New |
| Police & Firemen's Retirement System of New Jersey | 11,554 | $404.5K | 0.00% | 00.0% | Unchanged |