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, Q2 2025
Institutional positions in Vertex, Inc. as of Jun 30, 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
- 270
- +11 vs. Q1 2025
- Shares held
- 84.1M
- +6.06M (+7.8%) vs. Q1 2025
- Total value
- $2.97B
- +$239.2M (+8.8%) vs. Q1 2025
- New holders
- 54
- 119 more added
- Sold out
- 43
- 74 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Vertex, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,697,983 | $272.0M | 0.00% | +831,942+12.1% | Added |
| BlackRock, Inc. | 5,823,990 | $205.8M | 0.00% | +517,403+9.8% | Added |
| Tensile Capital Management LP | 3,643,850 | $128.8M | 15.54% | −16,624−0.5% | Reduced |
| Conestoga Capital Advisors, LLC | 3,398,435 | $120.1M | 1.77% | +450,695+15.3% | Added |
| Neuberger Berman Group LLC | 3,166,478 | $111.9M | 0.09% | −89,225−2.7% | Reduced |
| Geneva Capital Management LLC | 3,017,735 | $106.6M | 1.79% | +974,530+47.7% | Added |
| Wasatch Advisors Inc | 2,498,730 | $88.3M | 0.46% | +2,498,730 | New |
| Franklin Resources Inc | 2,361,526 | $83.4M | 0.02% | +473,666+25.1% | Added |
| Capital World Investors | 2,193,265 | $77.5M | 0.01% | +604,337+38.0% | Added |
| Champlain Investment Partners, LLC | 1,708,810 | $60.4M | 0.42% | +1,708,810 | New |
| Fred Alger Management, LLC | 1,690,053 | $59.6M | 0.27% | +17,430+1.0% | Added |
| JPMorgan Chase & Co | 1,598,865 | $56.5M | 0.00% | −20,515−1.3% | Reduced |
| FMR LLC | 1,572,429 | $55.6M | 0.00% | +177,535+12.7% | Added |
| State Street Corp | 1,566,238 | $55.3M | 0.00% | +169,854+12.2% | Added |
| Geode Capital Management, LLC | 1,535,368 | $54.3M | 0.00% | +185,762+13.8% | Added |
| Standard Life Aberdeen plc | 1,460,730 | $52.2M | 0.09% | −51,116−3.4% | Reduced |
| Brown Capital Management LLC | 1,428,394 | $50.5M | 1.47% | +763,549+114.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,417,897 | $50.1M | 0.12% | −114,042−7.4% | Reduced |
| Wellington Management Group LLP | 1,223,596 | $43.2M | 0.01% | +1,223,596 | New |
| Loomis Sayles & Co L P | 1,195,140 | $42.2M | 0.05% | −295,020−19.8% | Reduced |
| Ameriprise Financial Inc | 1,086,509 | $38.4M | 0.01% | +242,084+28.7% | Added |
| Massachusetts Financial Services Co | 1,077,805 | $38.1M | 0.01% | +1,077,805 | New |
| TimesSquare Capital Management, LLC | 1,067,825 | $37.7M | 0.54% | +3,052+0.3% | Added |
| UBS Group AG | 1,005,965 | $35.5M | 0.01% | +88,670+9.7% | Added |
| Banque Pictet & Cie SA | 958,370 | $33.9M | 0.35% | −45,100−4.5% | Reduced |
| Dimensional Fund Advisors LP | 954,700 | $33.7M | 0.01% | +46,171+5.1% | Added |
| Premier Fund Managers Ltd | 923,919 | $31.9M | 1.16% | +203,846+28.3% | Added |
| New York State Common Retirement Fund | 878,074 | $31.0M | 0.04% | +262,144+42.6% | Added |
| Janus Henderson Group PLC | 819,287 | $28.9M | 0.01% | +80.0% | Added |
| Citadel Advisors LLC | 804,498 | $28.4M | 0.02% | +482,028+149.5% | Added |
| Invesco Ltd. | 782,690 | $27.7M | 0.00% | −499,096−38.9% | Reduced |
| William Blair Investment Management, LLC | 761,595 | $26.9M | 0.07% | +34,646+4.8% | Added |
| Pembroke Management, LTD | 757,522 | $26.8M | 3.24% | +83,530+12.4% | Added |
| Artisan Partners Limited Partnership | 755,101 | $26.7M | 0.04% | +755,101 | New |
| Aperture Investors, LLC | 720,438 | $25.5M | 3.42% | +76,223+11.8% | Added |
| ShawSpring Partners LLC | 712,445 | $25.2M | 3.18% | +222,283+45.3% | Added |
| Barclays PLC | 683,018 | $24.1M | 0.01% | +71,044+11.6% | Added |
| Palisade Capital Management LLC | 624,621 | $22.1M | 0.63% | +44,676+7.7% | Added |
| Principal Financial Group Inc | 617,429 | $21.8M | 0.01% | +71,423+13.1% | Added |
| Northern Trust Corp | 615,505 | $21.7M | 0.00% | +57,274+10.3% | Added |
| Bessemer Group Inc | 580,802 | $20.5M | 0.03% | −113,900−16.4% | Reduced |
| Federated Hermes, Inc. | 573,365 | $20.3M | 0.04% | −613−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 550,675 | $19.5M | 0.13% | −81,136−12.8% | Reduced |
| Macquarie Group Ltd | 545,122 | $19.3M | 0.02% | −16,063−2.9% | Reduced |
| Jennison Associates LLC | 524,707 | $18.5M | 0.01% | +107,470+25.8% | Added |
| Public Employees Retirement Association of Colorado | 510,267 | $18.0M | 0.07% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 494,230 | $17.5M | 0.00% | +61,420+14.2% | Added |
| Rockefeller Capital Management L.P. | 454,457 | $16.1M | 0.04% | +111,409+32.5% | Added |
| Goldman Sachs Group Inc | 442,608 | $15.6M | 0.00% | +97,943+28.4% | Added |
| Morgan Stanley | 440,279 | $15.6M | 0.00% | −133,692−23.3% | Reduced |
| Chicago Capital, LLC | 432,453 | $15.3M | 0.38% | +54,349+14.4% | Added |
| Toroso Investments, LLC | 400,285 | $14.1M | 0.09% | +102,654+34.5% | Added |
| Millennium Management LLC | 393,341 | $13.9M | 0.01% | +316,249+410.2% | Added |
| Mizuho Markets Americas LLC | 355,217 | $12.6M | 0.41% | +68,100+23.7% | Added |
| Spence Asset Management | 339,308 | $12.0M | 2.45% | +4,806+1.4% | Added |
| Banco Santander, S.A. | 338,000 | $11.9M | 0.11% | −12,000−3.4% | Reduced |
| Next Century Growth Investors LLC | 331,383 | $11.7M | 0.90% | −2,462−0.7% | Reduced |
| SEI Investments Co | 328,088 | $11.6M | 0.01% | +188,991+135.9% | Added |
| Arrowstreet Capital, Limited Partnership | 308,435 | $10.9M | 0.01% | +114,384+58.9% | Added |
| Bank of America Corp | 285,042 | $10.1M | 0.00% | −383,400−57.4% | Reduced |
| Comerica Bank | 276,673 | $9.78M | 0.04% | +50,808+22.5% | Added |
| Gagnon Securities LLC | 269,846 | $9.54M | 1.94% | +1,226+0.5% | Added |
| Kornitzer Capital Management Inc | 261,817 | $9.25M | 0.19% | −86,140−24.8% | Reduced |
| Whittier Trust Co | 260,875 | $9.22M | 0.11% | +6,613+2.6% | Added |
| Peregrine Capital Management LLC | 259,234 | $9.16M | 0.28% | +4,340+1.7% | Added |
| Norris Perne & French LLP | 252,028 | $8.91M | 0.62% | +17,736+7.6% | Added |
| Royal Bank of Canada | 234,206 | $8.28M | 0.00% | +53,228+29.4% | Added |
| Pier Capital, LLC | 231,629 | $8.18M | 1.25% | −17,162−6.9% | Reduced |
| BNP Paribas Arbitrage, SA | 229,986 | $8.13M | 0.01% | +214,798+1,414.3% | Added |
| Summit Creek Advisors LLC | 205,330 | $7.26M | 1.01% | +110,846+117.3% | Added |
| UBS Asset Management Americas Inc | 203,615 | $7.19M | 0.00% | +62,409+44.2% | Added |
| Bank of New York Mellon Corp | 201,797 | $7.13M | 0.00% | +25,812+14.7% | Added |
| Envestnet Asset Management Inc | 200,985 | $7.10M | 0.00% | −23,777−10.6% | Reduced |
| Osterweis Capital Management Inc | 185,640 | $6.56M | 0.31% | −64,120−25.7% | Reduced |
| Voya Investment Management LLC | 176,013 | $6.22M | 0.01% | +6,545+3.9% | Added |
| Marshall Wace, LLP | 173,682 | $6.14M | 0.01% | −40,139−18.8% | Reduced |
| Kennedy Capital Management, Inc. | 166,933 | $5.90M | 0.14% | +2,791+1.7% | Added |
| Gagnon Advisors, LLC | 161,813 | $5.72M | 3.84% | 00.0% | Unchanged |
| Jain Global LLC | 157,386 | $5.56M | 0.09% | +157,386 | New |
| Whittier Trust Co of Nevada Inc | 137,349 | $4.85M | 0.11% | +4,784+3.6% | Added |
| North Star Asset Management Inc | 131,952 | $4.66M | 0.20% | +16,578+14.4% | Added |
| Nuveen, LLC | 131,702 | $4.65M | 0.00% | −14,549−9.9% | Reduced |
| Swiss National Bank | 130,400 | $4.61M | 0.00% | +1,100+0.9% | Added |
| Monashee Investment Management LLC | 130,000 | $4.59M | 2.42% | +130,000 | New |
| Saba Capital Management, L.P. | 125,076 | $4.42M | 0.12% | +6,641+5.6% | Added |
| Bullseye Asset Management LLC | 111,699 | $3.95M | 1.97% | +21,639+24.0% | Added |
| Herald Investment Management Ltd | 110,000 | $3.89M | 0.58% | 00.0% | Unchanged |
| Citigroup Inc | 108,808 | $3.84M | 0.00% | +59,611+121.2% | Added |
| Baird Financial Group, Inc. | 108,380 | $3.83M | 0.01% | −9,674−8.2% | Reduced |
| EFG Asset Management (North America) Corp. | 106,828 | $3.77M | 0.53% | +52,695+97.3% | Added |
| LGT Fund Management Co Ltd. | 101,360 | $3.58M | 0.31% | +13,660+15.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 100,838 | $3.56M | 0.01% | −50,446−33.3% | Reduced |
| Rhumbline Advisers | 97,489 | $3.44M | 0.00% | +13,337+15.8% | Added |
| Abn Amro Investment Solutions | 91,171 | $3.22M | 0.06% | +30,105+49.3% | Added |
| Twinbeech Capital LP | 90,109 | $3.18M | 0.07% | +90,109 | New |
| Axiom Investors LLC | 86,492 | $3.06M | 0.03% | −102,148−54.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 83,056 | $2.93M | 0.01% | +1,121+1.4% | Added |
| Susquehanna International Group, LLP | 80,680 | $2.85M | 0.00% | +13,730+20.5% | Added |
| Legal & General Group Plc | 79,575 | $2.81M | 0.00% | +5,515+7.4% | Added |
| Advantage Alpha Capital Partners LP | 72,882 | $2.58M | 0.69% | −46,171−38.8% | Reduced |