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, Q3 2025
Institutional positions in Vertex, Inc. as of Sep 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
- 240
- −27 vs. Q2 2025
- Shares held
- 85.4M
- +1.33M (+1.6%) vs. Q2 2025
- Total value
- $2.12B
- −$852.4M (−28.7%) vs. Q2 2025
- New holders
- 34
- 86 more added
- Sold out
- 61
- 95 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Vertex, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,387,126 | $207.9M | 0.00% | +689,143+9.0% | Added |
| BlackRock, Inc. | 5,316,515 | $131.8M | 0.00% | −507,475−8.7% | Reduced |
| Tensile Capital Management LP | 3,804,409 | $94.3M | 11.78% | +160,559+4.4% | Added |
| Massachusetts Financial Services Co | 3,567,902 | $88.4M | 0.03% | +2,490,097+231.0% | Added |
| Brown Advisory Inc | 3,080,905 | $76.4M | 0.10% | +3,080,905 | New |
| Neuberger Berman Group LLC | 2,988,570 | $74.1M | 0.05% | −177,908−5.6% | Reduced |
| Geneva Capital Management LLC | 2,932,884 | $72.7M | 1.25% | −84,851−2.8% | Reduced |
| Wasatch Advisors Inc | 2,728,504 | $67.6M | 0.36% | +229,774+9.2% | Added |
| Conestoga Capital Advisors, LLC | 2,543,000 | $63.0M | 1.01% | −855,435−25.2% | Reduced |
| Wellington Management Group LLP | 2,161,501 | $53.6M | 0.01% | +937,905+76.7% | Added |
| Champlain Investment Partners, LLC | 2,049,490 | $50.8M | 0.38% | +340,680+19.9% | Added |
| UBS Group AG | 1,931,531 | $47.9M | 0.01% | +925,566+92.0% | Added |
| JPMorgan Chase & Co | 1,794,070 | $44.5M | 0.00% | +195,205+12.2% | Added |
| State Street Corp | 1,712,515 | $42.5M | 0.00% | +146,277+9.3% | Added |
| Geode Capital Management, LLC | 1,699,680 | $42.1M | 0.00% | +164,312+10.7% | Added |
| Franklin Resources Inc | 1,472,958 | $36.5M | 0.01% | −888,568−37.6% | Reduced |
| Standard Life Aberdeen plc | 1,445,834 | $36.0M | 0.06% | −14,896−1.0% | Reduced |
| Legacy Advisors, LLC | 1,343,779 | $33.3M | 4.11% | +1,296,297+2,730.1% | Added |
| Brown Capital Management LLC | 1,302,663 | $32.3M | 1.33% | −125,731−8.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,301,044 | $32.3M | 0.08% | −116,853−8.2% | Reduced |
| Park West Asset Management LLC | 1,250,000 | $31.0M | 2.83% | +1,250,000 | New |
| TimesSquare Capital Management, LLC | 1,091,262 | $27.1M | 0.39% | +23,437+2.2% | Added |
| ShawSpring Partners LLC | 1,081,446 | $26.8M | 3.99% | +369,001+51.8% | Added |
| Dimensional Fund Advisors LP | 987,265 | $24.5M | 0.01% | +32,565+3.4% | Added |
| Morgan Stanley | 973,442 | $24.1M | 0.00% | +533,163+121.1% | Added |
| Banque Pictet & Cie SA | 944,070 | $23.4M | 0.24% | −14,300−1.5% | Reduced |
| Principal Financial Group Inc | 892,949 | $22.1M | 0.01% | +275,520+44.6% | Added |
| William Blair Investment Management, LLC | 854,381 | $21.2M | 0.05% | +92,786+12.2% | Added |
| Barclays PLC | 843,224 | $20.9M | 0.01% | +160,206+23.5% | Added |
| Jennison Associates LLC | 819,128 | $20.3M | 0.01% | +294,421+56.1% | Added |
| Pembroke Management, LTD | 818,053 | $20.3M | 2.01% | +60,531+8.0% | Added |
| Janus Henderson Group PLC | 801,643 | $19.9M | 0.01% | −17,644−2.2% | Reduced |
| Ameriprise Financial Inc | 794,644 | $19.7M | 0.00% | −291,865−26.9% | Reduced |
| Aperture Investors, LLC | 752,431 | $18.7M | 2.59% | +31,993+4.4% | Added |
| Susquehanna International Group, LLP | 728,633 | $18.1M | 0.03% | +647,953+803.1% | Added |
| Artisan Partners Limited Partnership | 728,453 | $18.1M | 0.03% | −26,648−3.5% | Reduced |
| Fred Alger Management, LLC | 702,970 | $17.4M | 0.07% | −987,083−58.4% | Reduced |
| Northern Trust Corp | 644,528 | $16.0M | 0.00% | +29,023+4.7% | Added |
| Palisade Capital Management LLC | 618,133 | $15.3M | 0.42% | −6,488−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 596,447 | $14.8M | 0.00% | +102,217+20.7% | Added |
| Premier Fund Managers Ltd | 573,357 | $14.6M | 0.60% | −350,562−37.9% | Reduced |
| Bank of America Corp | 557,615 | $13.8M | 0.00% | +272,573+95.6% | Added |
| Hyperion Capital Advisors LP | 540,000 | $13.4M | 7.16% | +540,000 | New |
| Public Employees Retirement Association of Colorado | 466,667 | $11.6M | 0.04% | −43,600−8.5% | Reduced |
| Rockefeller Capital Management L.P. | 447,767 | $11.1M | 0.02% | −6,690−1.5% | Reduced |
| Goldman Sachs Group Inc | 424,285 | $10.5M | 0.00% | −18,323−4.1% | Reduced |
| Toroso Investments, LLC | 396,254 | $9.82M | 0.04% | −4,031−1.0% | Reduced |
| Mizuho Markets Americas LLC | 392,927 | $9.74M | 0.21% | +37,710+10.6% | Added |
| New York State Common Retirement Fund | 384,709 | $9.54M | 0.01% | −493,365−56.2% | Reduced |
| Gagnon Securities LLC | 378,685 | $9.39M | 1.88% | +108,839+40.3% | Added |
| SEI Investments Co | 371,323 | $9.21M | 0.01% | +43,235+13.2% | Added |
| BNP Paribas Arbitrage, SA | 343,590 | $8.52M | 0.01% | +113,604+49.4% | Added |
| Spence Asset Management | 337,013 | $8.36M | 1.75% | −2,295−0.7% | Reduced |
| Jane Street Group, LLC | 324,664 | $8.05M | 0.01% | +277,251+584.8% | Added |
| Pier Capital, LLC | 291,859 | $7.24M | 1.13% | +60,230+26.0% | Added |
| Granahan Investment Management Inc | 289,309 | $7.17M | 0.29% | +234,881+431.5% | Added |
| Royal Bank of Canada | 281,530 | $6.98M | 0.00% | +47,324+20.2% | Added |
| Comerica Bank | 275,371 | $6.83M | 0.03% | −1,302−0.5% | Reduced |
| Kornitzer Capital Management Inc | 268,817 | $6.66M | 0.13% | +7,000+2.7% | Added |
| Whittier Trust Co | 265,579 | $6.66M | 0.08% | +4,704+1.8% | Added |
| Peregrine Capital Management LLC | 252,579 | $6.26M | 0.19% | −6,655−2.6% | Reduced |
| Bamco Inc | 248,042 | $6.15M | 0.02% | +248,042 | New |
| Gagnon Advisors, LLC | 232,479 | $5.76M | 3.56% | +70,666+43.7% | Added |
| Bank of New York Mellon Corp | 218,600 | $5.42M | 0.00% | +16,803+8.3% | Added |
| Citigroup Inc | 212,434 | $5.27M | 0.00% | +103,626+95.2% | Added |
| Norris Perne & French LLP | 206,136 | $5.11M | 0.35% | −45,892−18.2% | Reduced |
| Saba Capital Management, L.P. | 203,474 | $5.04M | 0.17% | +78,398+62.7% | Added |
| Herald Investment Management Ltd | 200,000 | $4.96M | 0.66% | +90,000+81.8% | Added |
| North Star Asset Management Inc | 195,015 | $4.83M | 0.20% | +63,063+47.8% | Added |
| Envestnet Asset Management Inc | 193,519 | $4.80M | 0.00% | −7,466−3.7% | Reduced |
| Summit Creek Advisors LLC | 189,789 | $4.70M | 0.69% | −15,541−7.6% | Reduced |
| Citadel Advisors LLC | 185,979 | $4.61M | 0.00% | −618,519−76.9% | Reduced |
| Banco Santander, S.A. | 177,826 | $4.41M | 0.04% | −160,174−47.4% | Reduced |
| EFG Asset Management (North America) Corp. | 149,475 | $3.71M | 0.48% | +42,647+39.9% | Added |
| Voya Investment Management LLC | 142,975 | $3.54M | 0.00% | −33,038−18.8% | Reduced |
| Swiss National Bank | 142,000 | $3.52M | 0.00% | +11,600+8.9% | Added |
| Whittier Trust Co of Nevada Inc | 137,913 | $3.46M | 0.07% | +564+0.4% | Added |
| Kennedy Capital Management, Inc. | 135,290 | $3.35M | 0.07% | −31,643−19.0% | Reduced |
| Nuveen, LLC | 131,702 | $3.26M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 124,180 | $3.08M | 0.00% | −79,435−39.0% | Reduced |
| Whetstone Capital Advisors, LLC | 113,505 | $2.81M | 0.78% | +113,505 | New |
| Bullseye Asset Management LLC | 111,699 | $2.77M | 1.45% | 00.0% | Unchanged |
| Royce & Associates LP | 110,525 | $2.74M | 0.03% | +40,003+56.7% | Added |
| Federated Hermes, Inc. | 101,360 | $2.51M | 0.00% | −472,005−82.3% | Reduced |
| Rhumbline Advisers | 94,645 | $2.35M | 0.00% | −2,844−2.9% | Reduced |
| Baird Financial Group, Inc. | 94,148 | $2.33M | 0.00% | −14,232−13.1% | Reduced |
| Ivy Lane Capital Management, LLC | 94,000 | $2.33M | 2.61% | +94,000 | New |
| Legal & General Group Plc | 82,316 | $2.04M | 0.00% | +2,741+3.4% | Added |
| Dark Forest Capital Management LP | 81,547 | $2.02M | 0.08% | +81,547 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 80,893 | $2.01M | 0.01% | −19,945−19.8% | Reduced |
| Quantbot Technologies LP | 75,914 | $1.88M | 0.05% | +75,914 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 74,282 | $1.84M | 0.00% | −8,774−10.6% | Reduced |
| Alliancebernstein L.P. | 71,209 | $1.77M | 0.00% | +411+0.6% | Added |
| Macquarie Group Ltd | 70,996 | $1.76M | 0.00% | −474,126−87.0% | Reduced |
| Millennium Management LLC | 70,489 | $1.75M | 0.00% | −322,852−82.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 70,000 | $1.74M | 0.03% | +50,000+250.0% | Added |
| Advantage Alpha Capital Partners LP | 69,228 | $1.72M | 0.52% | −3,654−5.0% | Reduced |
| California State Teachers Retirement System | 68,533 | $1.70M | 0.00% | +5,524+8.8% | Added |
| Marshall Wace, LLP | 68,468 | $1.70M | 0.00% | −105,214−60.6% | Reduced |
| Walleye Trading LLC | 67,788 | $1.68M | 0.03% | +67,788 | New |