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 |
|---|---|---|---|---|---|
| Summit Creek Advisors LLC | 205,330 | $7.26M | 1.01% | +110,846+117.3% | Added |
| BNP Paribas Arbitrage, SA | 229,986 | $8.13M | 0.01% | +214,798+1,414.3% | Added |
| Pier Capital, LLC | 231,629 | $8.18M | 1.25% | −17,162−6.9% | Reduced |
| Royal Bank of Canada | 234,206 | $8.28M | 0.00% | +53,228+29.4% | Added |
| Norris Perne & French LLP | 252,028 | $8.91M | 0.62% | +17,736+7.6% | Added |
| Peregrine Capital Management LLC | 259,234 | $9.16M | 0.28% | +4,340+1.7% | Added |
| Whittier Trust Co | 260,875 | $9.22M | 0.11% | +6,613+2.6% | Added |
| Kornitzer Capital Management Inc | 261,817 | $9.25M | 0.19% | −86,140−24.8% | Reduced |
| Gagnon Securities LLC | 269,846 | $9.54M | 1.94% | +1,226+0.5% | Added |
| Comerica Bank | 276,673 | $9.78M | 0.04% | +50,808+22.5% | Added |
| Bank of America Corp | 285,042 | $10.1M | 0.00% | −383,400−57.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 308,435 | $10.9M | 0.01% | +114,384+58.9% | Added |
| SEI Investments Co | 328,088 | $11.6M | 0.01% | +188,991+135.9% | Added |
| Next Century Growth Investors LLC | 331,383 | $11.7M | 0.90% | −2,462−0.7% | Reduced |
| Banco Santander, S.A. | 338,000 | $11.9M | 0.11% | −12,000−3.4% | Reduced |
| Spence Asset Management | 339,308 | $12.0M | 2.45% | +4,806+1.4% | Added |
| Mizuho Markets Americas LLC | 355,217 | $12.6M | 0.41% | +68,100+23.7% | Added |
| Millennium Management LLC | 393,341 | $13.9M | 0.01% | +316,249+410.2% | Added |
| Toroso Investments, LLC | 400,285 | $14.1M | 0.09% | +102,654+34.5% | Added |
| Chicago Capital, LLC | 432,453 | $15.3M | 0.38% | +54,349+14.4% | Added |
| Morgan Stanley | 440,279 | $15.6M | 0.00% | −133,692−23.3% | Reduced |
| Goldman Sachs Group Inc | 442,608 | $15.6M | 0.00% | +97,943+28.4% | Added |
| Rockefeller Capital Management L.P. | 454,457 | $16.1M | 0.04% | +111,409+32.5% | Added |
| Charles Schwab Investment Management Inc | 494,230 | $17.5M | 0.00% | +61,420+14.2% | Added |
| Public Employees Retirement Association of Colorado | 510,267 | $18.0M | 0.07% | 00.0% | Unchanged |
| Jennison Associates LLC | 524,707 | $18.5M | 0.01% | +107,470+25.8% | Added |
| Macquarie Group Ltd | 545,122 | $19.3M | 0.02% | −16,063−2.9% | Reduced |
| Silvercrest Asset Management Group LLC | 550,675 | $19.5M | 0.13% | −81,136−12.8% | Reduced |
| Federated Hermes, Inc. | 573,365 | $20.3M | 0.04% | −613−0.1% | Reduced |
| Bessemer Group Inc | 580,802 | $20.5M | 0.03% | −113,900−16.4% | Reduced |
| Northern Trust Corp | 615,505 | $21.7M | 0.00% | +57,274+10.3% | Added |
| Principal Financial Group Inc | 617,429 | $21.8M | 0.01% | +71,423+13.1% | Added |
| Palisade Capital Management LLC | 624,621 | $22.1M | 0.63% | +44,676+7.7% | Added |
| Barclays PLC | 683,018 | $24.1M | 0.01% | +71,044+11.6% | Added |
| ShawSpring Partners LLC | 712,445 | $25.2M | 3.18% | +222,283+45.3% | Added |
| Aperture Investors, LLC | 720,438 | $25.5M | 3.42% | +76,223+11.8% | Added |
| Artisan Partners Limited Partnership | 755,101 | $26.7M | 0.04% | +755,101 | New |
| Pembroke Management, LTD | 757,522 | $26.8M | 3.24% | +83,530+12.4% | Added |
| William Blair Investment Management, LLC | 761,595 | $26.9M | 0.07% | +34,646+4.8% | Added |
| Invesco Ltd. | 782,690 | $27.7M | 0.00% | −499,096−38.9% | Reduced |
| Citadel Advisors LLC | 804,498 | $28.4M | 0.02% | +482,028+149.5% | Added |
| Janus Henderson Group PLC | 819,287 | $28.9M | 0.01% | +80.0% | Added |
| New York State Common Retirement Fund | 878,074 | $31.0M | 0.04% | +262,144+42.6% | Added |
| Premier Fund Managers Ltd | 923,919 | $31.9M | 1.16% | +203,846+28.3% | Added |
| Dimensional Fund Advisors LP | 954,700 | $33.7M | 0.01% | +46,171+5.1% | Added |
| Banque Pictet & Cie SA | 958,370 | $33.9M | 0.35% | −45,100−4.5% | Reduced |
| UBS Group AG | 1,005,965 | $35.5M | 0.01% | +88,670+9.7% | Added |
| TimesSquare Capital Management, LLC | 1,067,825 | $37.7M | 0.54% | +3,052+0.3% | Added |
| Massachusetts Financial Services Co | 1,077,805 | $38.1M | 0.01% | +1,077,805 | New |
| Ameriprise Financial Inc | 1,086,509 | $38.4M | 0.01% | +242,084+28.7% | Added |
| Loomis Sayles & Co L P | 1,195,140 | $42.2M | 0.05% | −295,020−19.8% | Reduced |
| Wellington Management Group LLP | 1,223,596 | $43.2M | 0.01% | +1,223,596 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,417,897 | $50.1M | 0.12% | −114,042−7.4% | Reduced |
| Brown Capital Management LLC | 1,428,394 | $50.5M | 1.47% | +763,549+114.8% | Added |
| Standard Life Aberdeen plc | 1,460,730 | $52.2M | 0.09% | −51,116−3.4% | Reduced |
| Geode Capital Management, LLC | 1,535,368 | $54.3M | 0.00% | +185,762+13.8% | Added |
| State Street Corp | 1,566,238 | $55.3M | 0.00% | +169,854+12.2% | Added |
| FMR LLC | 1,572,429 | $55.6M | 0.00% | +177,535+12.7% | Added |
| JPMorgan Chase & Co | 1,598,865 | $56.5M | 0.00% | −20,515−1.3% | Reduced |
| Fred Alger Management, LLC | 1,690,053 | $59.6M | 0.27% | +17,430+1.0% | Added |
| Champlain Investment Partners, LLC | 1,708,810 | $60.4M | 0.42% | +1,708,810 | New |
| Capital World Investors | 2,193,265 | $77.5M | 0.01% | +604,337+38.0% | Added |
| Franklin Resources Inc | 2,361,526 | $83.4M | 0.02% | +473,666+25.1% | Added |
| Wasatch Advisors Inc | 2,498,730 | $88.3M | 0.46% | +2,498,730 | New |
| Geneva Capital Management LLC | 3,017,735 | $106.6M | 1.79% | +974,530+47.7% | Added |
| Neuberger Berman Group LLC | 3,166,478 | $111.9M | 0.09% | −89,225−2.7% | Reduced |
| Conestoga Capital Advisors, LLC | 3,398,435 | $120.1M | 1.77% | +450,695+15.3% | Added |
| Tensile Capital Management LP | 3,643,850 | $128.8M | 15.54% | −16,624−0.5% | Reduced |
| BlackRock, Inc. | 5,823,990 | $205.8M | 0.00% | +517,403+9.8% | Added |
| Vanguard Group Inc | 7,697,983 | $272.0M | 0.00% | +831,942+12.1% | Added |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −2,429,416−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −901,873−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −782,599−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −580,525−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −373,650−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −182,554−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −118,566−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −117,970−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −64,629−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −61,668−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −40,422−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −27,036−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −24,758−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −22,766−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −14,114−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −13,958−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −12,604−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −11,269−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −10,845−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,749−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,489−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −7,237−100.0% | Sold out |
| Papamarkou Wellner Asset Management inc. | 0 | $0 | 0.00% | −6,554−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,101−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,772−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,115−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −641−100.0% | Sold out |