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 |
|---|---|---|---|---|---|
| Jain Global LLC | 0 | $0 | 0.00% | −4,422−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −3,905−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −3,876−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −3,792−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |