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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2,703 | $111.2K | 0.00% | −1,087−28.7% | Reduced |
| SG Americas Securities, LLC | 2,977 | $105.0K | 0.00% | +2,977 | New |
| Advisors Asset Management, Inc. | 2,166 | $76.5K | 0.00% | +233+12.1% | Added |
| Amalgamated Bank | 1,884 | $67.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,860 | $66.0K | 0.00% | −808−30.3% | Reduced |
| US Bancorp | 1,727 | $61.0K | 0.00% | −297−14.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,664 | $58.8K | 0.00% | +512+44.4% | Added |
| Raymond James Financial Inc | 1,516 | $53.6K | 0.00% | +1,516 | New |
| Fifth Third Bancorp | 1,467 | $51.8K | 0.00% | +347+31.0% | Added |
| Bank of Montreal | 965 | $34.1K | 0.00% | −97,109−99.0% | Reduced |
| Armstrong Advisory Group, Inc | 946 | $33.4K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 929 | $32.8K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 901 | $31.0K | 0.00% | +901 | New |
| Versant Capital Management, Inc | 807 | $28.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 710 | $25.1K | 0.00% | −11−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 709 | $25.1K | 0.00% | +107+17.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 665 | $23.0K | 0.00% | +665 | New |
| Quarry LP | 628 | $22.2K | 0.01% | +628 | New |
| GWM Advisors LLC | 545 | $19.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 520 | $18.0K | 0.01% | +520 | New |
| Optiver Holding B.V. | 447 | $15.8K | 0.00% | +104+30.3% | Added |
| Larson Financial Group LLC | 447 | $15.8K | 0.00% | +447 | New |
| Parkside Financial Bank & Trust | 365 | $12.9K | 0.00% | +181+98.4% | Added |
| MCF Advisors LLC | 357 | $12.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 332 | $11.7K | 0.00% | −3−0.9% | Reduced |
| Spire Wealth Management | 330 | $11.7K | 0.00% | −4,700−93.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 311 | $11.0K | 0.00% | −250−44.6% | Reduced |
| Bogart Wealth, LLC | 301 | $10.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 295 | $10.4K | 0.00% | −83−22.0% | Reduced |
| Private Trust Co NA | 287 | $10.1K | 0.00% | +27+10.4% | Added |
| EverSource Wealth Advisors, LLC | 255 | $9.01K | 0.00% | +55+27.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 231 | $8.16K | 0.00% | −7,856−97.1% | Reduced |
| GAMMA Investing LLC | 224 | $7.92K | 0.00% | +79+54.5% | Added |
| Hurley Capital, LLC | 182 | $6.43K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 175 | $6.00K | 0.00% | −2,160−92.5% | Reduced |
| WPG Advisers, LLC | 156 | $5.51K | 0.00% | −129−45.3% | Reduced |
| Atlantic Union Bankshares Corp | 127 | $4.49K | 0.00% | +127 | New |
| Global Retirement Partners, LLC | 123 | $4.35K | 0.00% | +123 | New |
| CWM, LLC | 127 | $4.00K | 0.00% | +1+0.8% | Added |
| Ci Investments Inc. | 108 | $4.00K | 0.00% | +10+10.2% | Added |
| Geneos Wealth Management Inc. | 99 | $3.50K | 0.00% | −28−22.0% | Reduced |
| Jones Financial Companies LLLP | 97 | $3.35K | 0.00% | +75+340.9% | Added |
| Skopos Labs, Inc. | 76 | $2.69K | 0.00% | +11+16.9% | Added |
| Elequin Capital LP | 71 | $2.51K | 0.00% | +71 | New |
| ORG Partners LLC | 67 | $2.37K | 0.00% | +67 | New |
| Farther Finance Advisors, LLC | 67 | $2.37K | 0.00% | +1+1.5% | Added |
| SBI Securities Co., Ltd. | 52 | $1.84K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $1.77K | 0.00% | +50 | New |
| Huntington National Bank | 47 | $1.66K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 45 | $1.59K | 0.00% | −32−41.6% | Reduced |
| Rothschild Investment LLC | 40 | $1.41K | 0.00% | −10−20.0% | Reduced |
| Signaturefd, LLC | 38 | $1.34K | 0.00% | +14+58.3% | Added |
| Key Financial Inc | 35 | $1.24K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 29 | $1.02K | 0.00% | +29 | New |
| Hemington Wealth Management | 38 | $1.00K | 0.00% | +21+123.5% | Added |
| JFS Wealth Advisors, LLC | 22 | $778 | 0.00% | +9+69.2% | Added |
| South State Corp. | 13 | $460 | 0.00% | +13 | New |
| Principal Securities, Inc. | 10 | $353 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9 | $318 | 0.00% | +9 | New |
| Fortitude Family Office, LLC | 8 | $283 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $213 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $176 | 0.00% | +4+400.0% | Added |
| GPS Wealth Strategies Group, LLC | 3 | $118 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $107 | 0.00% | −2−40.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $106 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 2 | $71 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $36 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2 | $0 | 0.00% | −2,135−99.9% | Reduced |
| Covestor Ltd | 4 | $0 | 0.00% | −889−99.6% | Reduced |
| 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 |