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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 2 | $0 | 0.00% | −2,135−99.9% | Reduced |
| Covestor Ltd | 4 | $0 | 0.00% | −889−99.6% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $36 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 2 | $71 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $106 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $107 | 0.00% | −2−40.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 3 | $118 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $176 | 0.00% | +4+400.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $213 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $283 | 0.00% | +8 | New |
| Parallel Advisors, LLC | 9 | $318 | 0.00% | +9 | New |
| Principal Securities, Inc. | 10 | $353 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 13 | $460 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 22 | $778 | 0.00% | +9+69.2% | Added |
| Hemington Wealth Management | 38 | $1.00K | 0.00% | +21+123.5% | Added |
| Sierra Ocean, LLC | 29 | $1.02K | 0.00% | +29 | New |
| Key Financial Inc | 35 | $1.24K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 38 | $1.34K | 0.00% | +14+58.3% | Added |
| Rothschild Investment LLC | 40 | $1.41K | 0.00% | −10−20.0% | Reduced |
| Allworth Financial LP | 45 | $1.59K | 0.00% | −32−41.6% | Reduced |
| Huntington National Bank | 47 | $1.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $1.77K | 0.00% | +50 | New |
| SBI Securities Co., Ltd. | 52 | $1.84K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 67 | $2.37K | 0.00% | +1+1.5% | Added |
| ORG Partners LLC | 67 | $2.37K | 0.00% | +67 | New |
| Elequin Capital LP | 71 | $2.51K | 0.00% | +71 | New |
| Skopos Labs, Inc. | 76 | $2.69K | 0.00% | +11+16.9% | Added |
| Jones Financial Companies LLLP | 97 | $3.35K | 0.00% | +75+340.9% | Added |
| Geneos Wealth Management Inc. | 99 | $3.50K | 0.00% | −28−22.0% | Reduced |
| CWM, LLC | 127 | $4.00K | 0.00% | +1+0.8% | Added |
| Ci Investments Inc. | 108 | $4.00K | 0.00% | +10+10.2% | Added |
| Global Retirement Partners, LLC | 123 | $4.35K | 0.00% | +123 | New |
| Atlantic Union Bankshares Corp | 127 | $4.49K | 0.00% | +127 | New |
| WPG Advisers, LLC | 156 | $5.51K | 0.00% | −129−45.3% | Reduced |
| Lazard Asset Management LLC | 175 | $6.00K | 0.00% | −2,160−92.5% | Reduced |
| Hurley Capital, LLC | 182 | $6.43K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 224 | $7.92K | 0.00% | +79+54.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 231 | $8.16K | 0.00% | −7,856−97.1% | Reduced |
| EverSource Wealth Advisors, LLC | 255 | $9.01K | 0.00% | +55+27.5% | Added |
| Private Trust Co NA | 287 | $10.1K | 0.00% | +27+10.4% | Added |
| Massmutual Trust Co FSB | 295 | $10.4K | 0.00% | −83−22.0% | Reduced |
| Bogart Wealth, LLC | 301 | $10.6K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 311 | $11.0K | 0.00% | −250−44.6% | Reduced |
| Spire Wealth Management | 330 | $11.7K | 0.00% | −4,700−93.4% | Reduced |
| CIBC Private Wealth Group, LLC | 332 | $11.7K | 0.00% | −3−0.9% | Reduced |
| MCF Advisors LLC | 357 | $12.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 365 | $12.9K | 0.00% | +181+98.4% | Added |
| Optiver Holding B.V. | 447 | $15.8K | 0.00% | +104+30.3% | Added |
| Larson Financial Group LLC | 447 | $15.8K | 0.00% | +447 | New |
| FNY Investment Advisers, LLC | 520 | $18.0K | 0.01% | +520 | New |
| GWM Advisors LLC | 545 | $19.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 628 | $22.2K | 0.01% | +628 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 665 | $23.0K | 0.00% | +665 | New |
| Nisa Investment Advisors, LLC | 709 | $25.1K | 0.00% | +107+17.8% | Added |
| Steward Partners Investment Advisory, LLC | 710 | $25.1K | 0.00% | −11−1.5% | Reduced |
| Versant Capital Management, Inc | 807 | $28.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 901 | $31.0K | 0.00% | +901 | New |
| Essex Investment Management Co LLC | 929 | $32.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 946 | $33.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 965 | $34.1K | 0.00% | −97,109−99.0% | Reduced |
| Fifth Third Bancorp | 1,467 | $51.8K | 0.00% | +347+31.0% | Added |
| Raymond James Financial Inc | 1,516 | $53.6K | 0.00% | +1,516 | New |
| Ronald Blue Trust, Inc. | 1,664 | $58.8K | 0.00% | +512+44.4% | Added |
| US Bancorp | 1,727 | $61.0K | 0.00% | −297−14.7% | Reduced |
| KBC Group NV | 1,860 | $66.0K | 0.00% | −808−30.3% | Reduced |
| Amalgamated Bank | 1,884 | $67.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,166 | $76.5K | 0.00% | +233+12.1% | Added |
| SG Americas Securities, LLC | 2,977 | $105.0K | 0.00% | +2,977 | New |
| IFP Advisors, Inc | 2,703 | $111.2K | 0.00% | −1,087−28.7% | Reduced |
| State of Wyoming | 4,689 | $165.7K | 0.02% | +20+0.4% | Added |
| Assetmark, Inc | 4,743 | $167.6K | 0.00% | −28,526−85.7% | Reduced |
| RiverPark Advisors, LLC | 5,562 | $196.5K | 0.12% | −1,294−18.9% | Reduced |
| Advisor Group Holdings, Inc. | 5,781 | $203.8K | 0.00% | +3,012+108.8% | Added |
| Fairman Group, LLC | 6,129 | $216.6K | 0.18% | 00.0% | Unchanged |
| Strategic Advocates LLC | 6,464 | $228.4K | 0.07% | +565+9.6% | Added |
| Ameritas Investment Partners, Inc. | 6,643 | $234.7K | 0.01% | +965+17.0% | Added |
| Cetera Investment Advisers | 6,852 | $242.1K | 0.00% | −1,718−20.0% | Reduced |
| Capstone Investment Advisors, LLC | 7,000 | $247.3K | 0.00% | +7,000 | New |
| Petrus Trust Company, LTA | 7,194 | $254.2K | 0.03% | +7,194 | New |
| Natixis | 7,200 | $254.4K | 0.00% | +7,200 | New |
| Great West Life Assurance Co | 7,311 | $259.0K | 0.00% | +2,055+39.1% | Added |
| Jefferies Financial Group Inc. | 7,500 | $265.0K | 0.00% | −568−7.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 7,600 | $268.5K | 0.25% | +1,110+17.1% | Added |
| Victory Capital Management Inc | 7,601 | $268.6K | 0.00% | −89,071−92.1% | Reduced |
| Keybank National Association | 7,867 | $278.0K | 0.00% | +1,250+18.9% | Added |
| CIBC World Markets Corp | 8,017 | $283.3K | 0.00% | −4,229−34.5% | Reduced |
| Tower Research Capital LLC (TRC) | 8,070 | $285.2K | 0.01% | +6,328+363.3% | Added |
| The PNC Financial Services Group, Inc. | 8,365 | $295.6K | 0.00% | −242−2.8% | Reduced |
| Summitry LLC | 8,408 | $297.1K | 0.01% | +8,408 | New |
| HighTower Advisors, LLC | 8,709 | $307.7K | 0.00% | +8,709 | New |
| Pictet Bank & Trust Ltd | 9,100 | $321.5K | 0.38% | 00.0% | Unchanged |
| Woodline Partners LP | 9,470 | $334.6K | 0.00% | +9,470 | New |
| SummitTX Capital, L.P. | 9,533 | $336.8K | 0.01% | +9,533 | New |
| Quest Partners LLC | 9,718 | $343.4K | 0.03% | −7,288−42.9% | Reduced |
| Prudential Financial Inc | 8,105 | $344.5K | 0.00% | +3,885+92.1% | Added |
| STRS Ohio | 10,300 | $363.9K | 0.00% | −9,400−47.7% | Reduced |
| Teacher Retirement System of Texas | 10,310 | $364.3K | 0.00% | +630+6.5% | Added |
| Callan Family Office, LLC | 10,469 | $369.9K | 0.01% | +10,469 | New |
| Renaissance Technologies LLC | 10,500 | $371.0K | 0.00% | +10,500 | New |