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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 3 | $0 | 0.00% | −35−92.1% | Reduced |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 16 | $0 | 0.00% | +16 | New |
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 1 | $24 | 0.00% | −4−80.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $52 | 0.00% | −4−66.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 3 | $74 | 0.00% | +3 | New |
| GPS Wealth Strategies Group, LLC | 3 | $83 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $100 | 0.00% | +1+33.3% | Added |
| Wealthspire Advisors, LLC | 7 | $174 | 0.00% | +7 | New |
| ORG Partners LLC | 9 | $223 | 0.00% | −58−86.6% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $298 | 0.00% | −10−45.5% | Reduced |
| Versant Capital Management, Inc | 26 | $645 | 0.00% | −781−96.8% | Reduced |
| Key Financial Inc | 35 | $859 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 37 | $917 | 0.00% | −15−28.8% | Reduced |
| Signaturefd, LLC | 39 | $967 | 0.00% | +1+2.6% | Added |
| Massmutual Trust Co FSB | 41 | $1.02K | 0.00% | −254−86.1% | Reduced |
| Root Financial Partners, LLC | 43 | $1.07K | 0.00% | +43 | New |
| Huntington National Bank | 47 | $1.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 47 | $1.17K | 0.00% | −3−6.0% | Reduced |
| GAMMA Investing LLC | 58 | $1.44K | 0.00% | −166−74.1% | Reduced |
| Farther Finance Advisors, LLC | 65 | $1.61K | 0.00% | −2−3.0% | Reduced |
| Allworth Financial LP | 111 | $2.75K | 0.00% | +66+146.7% | Added |
| Ci Investments Inc. | 107 | $3.00K | 0.00% | −1−0.9% | Reduced |
| Stephens Consulting, LLC | 133 | $3.30K | 0.00% | +133 | New |
| Quarry LP | 142 | $3.52K | 0.00% | −486−77.4% | Reduced |
| Mather Group, LLC. | 146 | $3.62K | 0.00% | +146 | New |
| Sterling Capital Management LLC | 158 | $3.92K | 0.00% | −30,454−99.5% | Reduced |
| Jones Financial Companies LLLP | 158 | $3.94K | 0.00% | +61+62.9% | Added |
| Hurley Capital, LLC | 182 | $4.51K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 191 | $5.00K | 0.00% | +64+50.4% | Added |
| EverSource Wealth Advisors, LLC | 210 | $5.21K | 0.00% | −45−17.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 217 | $5.38K | 0.00% | −14−6.1% | Reduced |
| The PNC Financial Services Group, Inc. | 259 | $6.42K | 0.00% | −8,106−96.9% | Reduced |
| Bogart Wealth, LLC | 301 | $7.46K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 315 | $7.81K | 0.00% | −17−5.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 303 | $8.00K | 0.00% | +303 | New |
| Spire Wealth Management | 330 | $8.18K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 339 | $8.40K | 0.01% | +339 | New |
| Parkside Financial Bank & Trust | 363 | $9.00K | 0.00% | −2−0.5% | Reduced |
| Optiver Holding B.V. | 402 | $9.97K | 0.00% | −45−10.1% | Reduced |
| Bank of Montreal | 411 | $10.2K | 0.00% | −554−57.4% | Reduced |
| GWM Advisors LLC | 477 | $11.8K | 0.00% | −68−12.5% | Reduced |
| Lazard Asset Management LLC | 559 | $13.9K | 0.00% | +384+219.4% | Added |
| Nisa Investment Advisors, LLC | 685 | $17.0K | 0.00% | −24−3.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 713 | $18.0K | 0.00% | +48+7.2% | Added |
| Steward Partners Investment Advisory, LLC | 909 | $22.5K | 0.00% | +199+28.0% | Added |
| US Bancorp | 1,105 | $27.4K | 0.00% | −622−36.0% | Reduced |
| Fifth Third Bancorp | 1,634 | $40.5K | 0.00% | +167+11.4% | Added |
| Ronald Blue Trust, Inc. | 1,664 | $41.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,860 | $46.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,865 | $46.2K | 0.00% | −1,570,564−99.9% | Reduced |
| Amalgamated Bank | 1,884 | $47.0K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 1,929 | $47.8K | 0.01% | −11,654−85.8% | Reduced |
| Advisors Asset Management, Inc. | 2,425 | $60.1K | 0.00% | +259+12.0% | Added |
| Assetmark, Inc | 2,804 | $69.5K | 0.00% | −1,939−40.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,049 | $75.6K | 0.00% | −5,021−62.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,321 | $107.1K | 0.00% | +4,321 | New |
| Advisor Group Holdings, Inc. | 4,900 | $123.8K | 0.00% | −881−15.2% | Reduced |
| Johnson Financial Group, Inc. | 5,263 | $130.5K | 0.00% | +5,263 | New |
| Ameritas Investment Partners, Inc. | 5,436 | $134.8K | 0.00% | −1,207−18.2% | Reduced |
| Fairman Group, LLC | 6,129 | $151.9K | 0.12% | 00.0% | Unchanged |
| State of Wyoming | 6,466 | $160.3K | 0.02% | +1,777+37.9% | Added |
| Strategic Advocates LLC | 6,829 | $169.3K | 0.04% | +365+5.6% | Added |
| Great West Life Assurance Co | 7,311 | $186.0K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 7,600 | $188.4K | 0.16% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 8,100 | $200.8K | 0.00% | −51,869−86.5% | Reduced |
| Prudential Financial Inc | 8,120 | $201.3K | 0.00% | +15+0.2% | Added |
| Victory Capital Management Inc | 8,354 | $207.1K | 0.00% | +753+9.9% | Added |
| Stifel Financial Corp | 8,511 | $211.0K | 0.00% | −2,003−19.1% | Reduced |
| Wolverine Trading, LLC | 8,319 | $211.3K | 0.00% | +8,319 | New |
| Pictet Bank & Trust Ltd | 9,100 | $225.6K | 0.27% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,495 | $235.4K | 0.00% | −815−7.9% | Reduced |
| Summitry LLC | 9,664 | $239.6K | 0.01% | +1,256+14.9% | Added |
| Nomura Holdings Inc | 9,970 | $247.2K | 0.00% | +9,970 | New |
| Callan Family Office, LLC | 10,007 | $248.1K | 0.01% | −462−4.4% | Reduced |
| Atom Investors LP | 10,077 | $249.8K | 0.02% | +10,077 | New |
| Truist Financial Corp | 10,239 | $253.8K | 0.00% | −2,078−16.9% | Reduced |
| Pictet Asset Management Holding SA | 10,363 | $256.9K | 0.00% | −872−7.8% | Reduced |
| Quest Partners LLC | 10,732 | $266.0K | 0.02% | +1,014+10.4% | Added |
| ProShare Advisors LLC | 11,126 | $275.8K | 0.00% | −2,217−16.6% | Reduced |
| Keybank National Association | 11,762 | $291.6K | 0.00% | +3,895+49.5% | Added |
| Verdence Capital Advisors LLC | 11,538 | $296.1K | 0.02% | +600+5.5% | Added |
| Highland Capital Management Fund Advisors, L.P. | 11,945 | $296.1K | 0.03% | +11,945 | New |
| Natixis Advisors, L.P. | 12,280 | $304.0K | 0.00% | −2,866−18.9% | Reduced |
| SG Americas Securities, LLC | 12,511 | $310.0K | 0.00% | +9,534+320.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,063 | $323.8K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,594 | $337.0K | 0.05% | +13,594 | New |
| Two Sigma Advisers, LP | 13,600 | $337.1K | 0.00% | −4,600−25.3% | Reduced |
| Simplex Trading, LLC | 13,761 | $341.0K | 0.01% | +13,759+687,950.0% | Added |
| Jefferies Financial Group Inc. | 13,813 | $342.4K | 0.00% | +6,313+84.2% | Added |
| Neo Ivy Capital Management | 14,174 | $351.4K | 0.09% | +14,174 | New |
| Handelsbanken Fonder AB | 14,600 | $362.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 14,700 | $364.4K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 15,051 | $373.1K | 0.00% | −11,448−43.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,799 | $416.4K | 0.03% | −31,940−65.5% | Reduced |
| Pathstone Holdings, LLC | 16,878 | $418.4K | 0.00% | +1,898+12.7% | Added |
| Harvest Fund Management Co., Ltd | 8,276 | $441.0K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 17,928 | $444.4K | 0.00% | +820+4.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,002 | $446.3K | 0.00% | +3,250+22.0% | Added |