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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 1,933 | $67.7K | 0.00% | +395+25.7% | Added |
| Amalgamated Bank | 1,884 | $66.0K | 0.00% | +6+0.3% | Added |
| Tower Research Capital LLC (TRC) | 1,742 | $61.0K | 0.00% | −1,992−53.3% | Reduced |
| Armstrong Advisory Group, Inc | 946 | $50.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,152 | $40.3K | 0.00% | +79+7.4% | Added |
| Fifth Third Bancorp | 1,120 | $39.2K | 0.00% | +13+1.2% | Added |
| Coldstream Capital Management Inc | 1,115 | $39.0K | 0.00% | +1,115 | New |
| Essex Investment Management Co LLC | 929 | $32.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 893 | $31.0K | 0.02% | +844+1,722.4% | Added |
| Versant Capital Management, Inc | 807 | $28.3K | 0.00% | +807 | New |
| Steward Partners Investment Advisory, LLC | 721 | $25.2K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 641 | $22.0K | 0.00% | +641 | New |
| Nisa Investment Advisors, LLC | 602 | $21.1K | 0.00% | +394+189.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 561 | $19.6K | 0.00% | −1,337,197−100.0% | Reduced |
| GWM Advisors LLC | 545 | $19.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 514 | $18.0K | 0.00% | +514 | New |
| Canada Pension Plan Investment Board | 400 | $14.0K | 0.00% | +400 | New |
| Massmutual Trust Co FSB | 378 | $13.2K | 0.00% | +378 | New |
| MCF Advisors LLC | 357 | $12.5K | 0.00% | +31+9.5% | Added |
| Optiver Holding B.V. | 343 | $12.0K | 0.00% | +343 | New |
| CIBC Private Wealth Group, LLC | 335 | $11.8K | 0.00% | +140+71.8% | Added |
| Clearstead Advisors, LLC | 334 | $11.7K | 0.00% | +334 | New |
| Bogart Wealth, LLC | 301 | $10.5K | 0.00% | +170+129.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $10.5K | 0.01% | −450−60.0% | Reduced |
| Clear Street Markets LLC | 299 | $10.5K | 0.01% | +299 | New |
| WPG Advisers, LLC | 285 | $9.98K | 0.01% | −3−1.0% | Reduced |
| Private Trust Co NA | 260 | $9.10K | 0.00% | +28+12.1% | Added |
| EverSource Wealth Advisors, LLC | 200 | $7.00K | 0.00% | +13+7.0% | Added |
| Parkside Financial Bank & Trust | 184 | $6.44K | 0.00% | −44−19.3% | Reduced |
| Mather Group, LLC. | 182 | $6.37K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 182 | $6.37K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 145 | $5.08K | 0.00% | −134−48.0% | Reduced |
| Accredited Wealth Management, LLC | 129 | $4.52K | 0.00% | +129 | New |
| Geneos Wealth Management Inc. | 127 | $4.45K | 0.00% | −26−17.0% | Reduced |
| Russell Investments Group, Ltd. | 123 | $4.31K | 0.00% | −190−60.7% | Reduced |
| CWM, LLC | 126 | $4.00K | 0.00% | +65+106.6% | Added |
| Allworth Financial LP | 77 | $3.04K | 0.00% | +31+67.4% | Added |
| Ci Investments Inc. | 98 | $3.00K | 0.00% | +98 | New |
| Farther Finance Advisors, LLC | 66 | $2.38K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 65 | $2.28K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 52 | $1.82K | 0.00% | −10−16.1% | Reduced |
| Rothschild Investment LLC | 50 | $1.75K | 0.00% | −10−16.7% | Reduced |
| Boston Private Wealth LLC | 50 | $1.75K | 0.00% | +50 | New |
| Huntington National Bank | 47 | $1.65K | 0.00% | −231−83.1% | Reduced |
| Continuum Advisory, LLC | 45 | $1.57K | 0.00% | +45 | New |
| Key Financial Inc | 35 | $1.23K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 32 | $1.12K | 0.00% | +32 | New |
| Signaturefd, LLC | 24 | $840 | 0.00% | −5−17.2% | Reduced |
| Jones Financial Companies LLLP | 22 | $782 | 0.00% | −18−45.0% | Reduced |
| Lindbrook Capital, LLC | 21 | $735 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $701 | 0.00% | +20 | New |
| Amundi | 16 | $573 | 0.00% | +16 | New |
| Principal Securities, Inc. | 10 | $534 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 15 | $526 | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 13 | $456 | 0.00% | −10−43.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,087 | $231 | 0.00% | +7,877+3,751.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $211 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $176 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $140 | 0.00% | +2+100.0% | Added |
| GPS Wealth Strategies Group, LLC | 3 | $117 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $35 | 0.00% | +1 | New |
| Fairman Group, LLC | 6,129 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 17 | $0 | 0.00% | +1+6.3% | Added |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,063,711−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −176,593−100.0% | Sold out |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −94,700−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −93,254−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −73,837−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −63,038−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −58,761−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −55,427−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −45,780−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −35,308−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −33,582−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −27,370−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −23,700−100.0% | Sold out |
| Bosman Wealth Management, LLC | 0 | $0 | 0.00% | −22,709−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −22,201−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −20,932−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −17,291−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −15,099−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −12,704−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,282−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −12,091−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,021−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −11,155−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −10,007−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −9,463−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,164−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −7,436−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,749−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,580−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −5,041−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,020−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,741−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,691−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |