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.
Q3 2025 vs. Q2 2025
How the institutions holding Vertex, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 270 | 3 | 240 | −27 |
| Shares | 84.1M | 34.8K | 85.4M | +1.33M (+1.6%) |
| Value | $2.97B | $1.23M | $2.12B | −$852.4M (−28.7%) |
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (34)
Institutions that held Vertex, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
Sold out (61)
Institutions that held Vertex, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
Not filed for Q3 2025 yet (3)
Institutions that held Vertex, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Avantax Advisory Services, Inc. | 26,784 | $946.4K |
| CIBC World Markets Corp | 8,017 | $283.3K |
| Parkworth Wealth Management, Inc. | 1 | $35 |