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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.

Q2 2025 vs. Q1 2025

How the institutions holding Vertex, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of VERX: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2645270+11
Shares78.1M77.3K84.1M+6.06M (+7.8%)
Value$2.74B$2.70M$2.97B+$239.2M (+8.8%)

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Vertex, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to VERX in Q2 2025
InstitutionSharesValue% of portfolio
Wasatch Advisors Inc2,498,730$88.3M0.46%
Champlain Investment Partners, LLC1,708,810$60.4M0.42%
Wellington Management Group LLP1,223,596$43.2M0.01%
Massachusetts Financial Services Co1,077,805$38.1M0.01%
Artisan Partners Limited Partnership755,101$26.7M0.04%
Jain Global LLC157,386$5.56M0.09%
Monashee Investment Management LLC130,000$4.59M2.42%
Twinbeech Capital LP90,109$3.18M0.07%
Campbell & CO Investment Adviser LLC48,739$1.72M0.11%
Engineers Gate Manager LP46,306$1.64M0.02%
Teachers Retirement System of the State of Kentucky41,000$1.45M0.01%
Fortress Investment Group LLC40,000$1.41M0.20%
Daiwa Securities Group Inc.38,000$1.34M0.00%
B. Metzler seel. Sohn & Co. AG31,732$1.12M0.01%
DKRT Investments Corp.30,000$1.06M0.26%
Illinois Municipal Retirement Fund26,499$936.3K0.01%
Glenmede Investment Management, LP24,690$872.4K0.00%
Lazard Freres Gestion S.A.S.20,000$706.0K0.01%
Diversified Trust Co19,012$671.8K0.01%
Connor, Clark & Lunn Investment Management Ltd.18,577$656.4K0.00%
Inceptionr LLC17,709$625.7K0.14%
Brevan Howard Capital Management LP14,119$499.0K0.01%
Freestone Grove Partners LP13,991$494.4K0.00%
Fulcrum Asset Management LLP13,583$480.0K0.14%
West Tower Group, LLC13,000$459.4K1.00%
Fieldview Capital Management, LLC11,719$414.1K0.06%
Renaissance Technologies LLC10,500$371.0K0.00%
Callan Family Office, LLC10,469$369.9K0.01%
SummitTX Capital, L.P.9,533$336.8K0.01%
Woodline Partners LP9,470$334.6K0.00%
HighTower Advisors, LLC8,709$307.7K0.00%
Summitry LLC8,408$297.1K0.01%
Natixis7,200$254.4K0.00%
Petrus Trust Company, LTA7,194$254.2K0.03%
Capstone Investment Advisors, LLC7,000$247.3K0.00%
SG Americas Securities, LLC2,977$105.0K0.00%
Raymond James Financial Inc1,516$53.6K0.00%
NBC Securities, Inc.901$31.0K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.665$23.0K0.00%
Quarry LP628$22.2K0.01%
FNY Investment Advisers, LLC520$18.0K0.01%
Larson Financial Group LLC447$15.8K0.00%
Atlantic Union Bankshares Corp127$4.49K0.00%
Global Retirement Partners, LLC123$4.35K0.00%
Elequin Capital LP71$2.51K0.00%
ORG Partners LLC67$2.37K0.00%
Private Wealth Management Group, LLC50$1.77K0.00%
Sierra Ocean, LLC29$1.02K0.00%
South State Corp.13$4600.00%
Parallel Advisors, LLC9$3180.00%
Fortitude Family Office, LLC8$2830.00%
HFM Investment Advisors, LLC3$1060.00%
Rialto Wealth Management, LLC2$710.00%
True Wealth Design, LLC1$360.00%

Sold out (43)

Institutions that held Vertex, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of VERX in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
T. Rowe Price Investment Management, Inc.2,429,416$85.1M
Hood River Capital Management LLC901,873$31.6M
Fiera Capital Corp782,599$27.4M
Schonfeld Strategic Advisors LLC580,525$20.3M
Lord, Abbett & Co. LLC373,650$13.1M
Scalar Gauge Management, LLC182,554$6.39M
Melqart Asset Management (UK) Ltd118,566$4.15M
Trexquant Investment LP117,970$4.13M
HRT Financial LP64,629$2.26M
TD Asset Management Inc61,668$2.16M
Ardsley Advisory Partners LP47,000$1.65M
Balyasny Asset Management LLC40,422$1.42M
Corebridge Financial, Inc.27,036$946.5K
Brinker Capital Investments, LLC24,758$866.8K
Moody National Bank Trust Division22,766$797.0K
Options Solutions, LLC14,114$494.1K
Eventide Asset Management, LLC13,958$488.7K
AQR Capital Management LLC12,604$441.3K
Graham Capital Management, L.P.11,269$394.5K
Sigma Planning Corp10,845$379.7K
Y-Intercept (Hong Kong) Ltd10,749$376.3K
B. Riley Asset Management, LLC10,300$360.6K
Aigen Investment Management, LP8,489$297.2K
Snowden Capital Advisors LLC7,237$253.4K
Papamarkou Wellner Asset Management inc.6,554$229.5K
Walleye Trading LLC6,101$213.6K
Arcadia Investment Management Corp2,862$100.2K
Neo Ivy Capital Management2,772$97.0K
Coldstream Capital Management Inc1,115$39.0K
BI Asset Management Fondsmaeglerselskab A/S641$22.0K
First Horizon Advisors, Inc.514$18.0K
Canada Pension Plan Investment Board400$14.0K
Clearstead Advisors, LLC334$11.7K
Mark Sheptoff Financial Planning, LLC300$10.5K
Clear Street Markets LLC299$10.5K
Mather Group, LLC.182$6.37K
Accredited Wealth Management, LLC129$4.52K
Boston Private Wealth LLC50$1.75K
Continuum Advisory, LLC45$1.57K
Park Place Capital Corp32$1.12K
Stephens Consulting, LLC20$701
Amundi16$573
Global Financial Private Client, LLC4$140

Not filed for Q2 2025 yet (5)

Institutions that held Vertex, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VERX in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Redwood Investments, LLC32,155$1.13M
Orion Portfolio Solutions, LLC24,758$866.8K
Glenmede Trust Co NA20,312$711.1K
Lindbrook Capital, LLC21$735
Sandy Spring Bank15$526