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 |
|---|---|---|---|---|---|
| 2Xideas AG | 63,266 | $1.57M | 0.33% | +63,266 | New |
| Verition Fund Management LLC | 61,811 | $1.53M | 0.01% | −159−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 61,026 | $1.51M | 0.00% | −247,409−80.2% | Reduced |
| Palogic Value Management, L.P. | 60,000 | $1.49M | 0.63% | +60,000 | New |
| Oppenheimer Asset Management Inc. | 59,722 | $1.48M | 0.02% | +5,555+10.3% | Added |
| Price T Rowe Associates Inc | 56,605 | $1.40M | 0.00% | +3,756+7.1% | Added |
| Wells Fargo & Company | 54,636 | $1.35M | 0.00% | +7,438+15.8% | Added |
| Invesco Ltd. | 53,305 | $1.32M | 0.00% | −729,385−93.2% | Reduced |
| Deutsche Bank AG | 50,803 | $1.26M | 0.00% | +6,571+14.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 50,794 | $1.26M | 0.03% | +50,794 | New |
| Pictet & Cie (Europe) SA | 48,425 | $1.20M | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 44,620 | $1.11M | 0.00% | +44,620 | New |
| Teachers Retirement System of the State of Kentucky | 44,484 | $1.10M | 0.01% | +3,484+8.5% | Added |
| CenterBook Partners LP | 42,720 | $1.06M | 0.05% | +22,670+113.1% | Added |
| Caption Management, LLC | 41,159 | $1.02M | 0.06% | +41,159 | New |
| Y.D. More Investments Ltd | 41,000 | $1.02M | 0.06% | 00.0% | Unchanged |
| MetLife Investment Management | 39,030 | $967.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 36,991 | $917.0K | 0.00% | −543,811−93.6% | Reduced |
| Cetera Investment Advisers | 36,482 | $904.4K | 0.00% | +29,630+432.4% | Added |
| Manufacturers Life Insurance Company, The | 35,647 | $883.7K | 0.00% | −625−1.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 35,565 | $881.7K | 0.01% | +3,833+12.1% | Added |
| Daiwa Securities Group Inc. | 35,000 | $867.0K | 0.00% | −3,000−7.9% | Reduced |
| Morningstar Investment Management LLC | 34,240 | $849.0K | 0.03% | +34,240 | New |
| Jain Global LLC | 31,258 | $774.9K | 0.01% | −126,128−80.1% | Reduced |
| DKRT Investments Corp. | 30,000 | $743.7K | 0.18% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 29,470 | $730.6K | 0.14% | 00.0% | Unchanged |
| Intech Investment Management LLC | 27,879 | $691.1K | 0.01% | −9,650−25.7% | Reduced |
| LPL Financial LLC | 27,856 | $690.5K | 0.00% | −8,603−23.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,720 | $662.4K | 0.00% | −1,254−4.5% | Reduced |
| Diversified Trust Co | 23,975 | $594.3K | 0.01% | +4,963+26.1% | Added |
| Glenmede Investment Management, LP | 23,724 | $588.1K | 0.00% | −966−3.9% | Reduced |
| Russell Investments Group, Ltd. | 22,598 | $560.2K | 0.00% | +9,055+66.9% | Added |
| Arizona State Retirement System | 21,641 | $536.5K | 0.00% | +1,720+8.6% | Added |
| Axq Capital, LP | 20,865 | $517.2K | 0.20% | +20,865 | New |
| PEAK6 LLC | 20,579 | $510.2K | 0.01% | +20,579 | New |
| XTX Topco Ltd | 20,123 | $498.8K | 0.03% | −15,978−44.3% | Reduced |
| Greycroft LP | 20,000 | $495.8K | 0.44% | −18,000−47.4% | Reduced |
| Engineers Gate Manager LP | 19,351 | $479.7K | 0.01% | −26,955−58.2% | Reduced |
| SummitTX Capital, L.P. | 18,847 | $467.2K | 0.02% | +9,314+97.7% | Added |
| David Loasby | 18,831 | $467.0K | 0.04% | +3,781+25.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,002 | $446.3K | 0.00% | +3,250+22.0% | Added |
| State of Wisconsin Investment Board | 17,928 | $444.4K | 0.00% | +820+4.8% | Added |
| Harvest Fund Management Co., Ltd | 8,276 | $441.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 16,878 | $418.4K | 0.00% | +1,898+12.7% | Added |
| Campbell & CO Investment Adviser LLC | 16,799 | $416.4K | 0.03% | −31,940−65.5% | Reduced |
| Illinois Municipal Retirement Fund | 15,051 | $373.1K | 0.00% | −11,448−43.2% | Reduced |
| KLP Kapitalforvaltning AS | 14,700 | $364.4K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 14,600 | $362.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 14,174 | $351.4K | 0.09% | +14,174 | New |
| Jefferies Financial Group Inc. | 13,813 | $342.4K | 0.00% | +6,313+84.2% | Added |
| Simplex Trading, LLC | 13,761 | $341.0K | 0.01% | +13,759+687,950.0% | Added |
| Two Sigma Advisers, LP | 13,600 | $337.1K | 0.00% | −4,600−25.3% | Reduced |
| Aigen Investment Management, LP | 13,594 | $337.0K | 0.05% | +13,594 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,063 | $323.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,511 | $310.0K | 0.00% | +9,534+320.3% | Added |
| Natixis Advisors, L.P. | 12,280 | $304.0K | 0.00% | −2,866−18.9% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 11,945 | $296.1K | 0.03% | +11,945 | New |
| Verdence Capital Advisors LLC | 11,538 | $296.1K | 0.02% | +600+5.5% | Added |
| Keybank National Association | 11,762 | $291.6K | 0.00% | +3,895+49.5% | Added |
| ProShare Advisors LLC | 11,126 | $275.8K | 0.00% | −2,217−16.6% | Reduced |
| Quest Partners LLC | 10,732 | $266.0K | 0.02% | +1,014+10.4% | Added |
| Pictet Asset Management Holding SA | 10,363 | $256.9K | 0.00% | −872−7.8% | Reduced |
| Truist Financial Corp | 10,239 | $253.8K | 0.00% | −2,078−16.9% | Reduced |
| Atom Investors LP | 10,077 | $249.8K | 0.02% | +10,077 | New |
| Callan Family Office, LLC | 10,007 | $248.1K | 0.01% | −462−4.4% | Reduced |
| Nomura Holdings Inc | 9,970 | $247.2K | 0.00% | +9,970 | New |
| Summitry LLC | 9,664 | $239.6K | 0.01% | +1,256+14.9% | Added |
| Teacher Retirement System of Texas | 9,495 | $235.4K | 0.00% | −815−7.9% | Reduced |
| Pictet Bank & Trust Ltd | 9,100 | $225.6K | 0.27% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 8,319 | $211.3K | 0.00% | +8,319 | New |
| Stifel Financial Corp | 8,511 | $211.0K | 0.00% | −2,003−19.1% | Reduced |
| Victory Capital Management Inc | 8,354 | $207.1K | 0.00% | +753+9.9% | Added |
| Prudential Financial Inc | 8,120 | $201.3K | 0.00% | +15+0.2% | Added |
| D. E. Shaw & Co., Inc. | 8,100 | $200.8K | 0.00% | −51,869−86.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 7,600 | $188.4K | 0.16% | 00.0% | Unchanged |
| Great West Life Assurance Co | 7,311 | $186.0K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 6,829 | $169.3K | 0.04% | +365+5.6% | Added |
| State of Wyoming | 6,466 | $160.3K | 0.02% | +1,777+37.9% | Added |
| Fairman Group, LLC | 6,129 | $151.9K | 0.12% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,436 | $134.8K | 0.00% | −1,207−18.2% | Reduced |
| Johnson Financial Group, Inc. | 5,263 | $130.5K | 0.00% | +5,263 | New |
| Advisor Group Holdings, Inc. | 4,900 | $123.8K | 0.00% | −881−15.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,321 | $107.1K | 0.00% | +4,321 | New |
| Tower Research Capital LLC (TRC) | 3,049 | $75.6K | 0.00% | −5,021−62.2% | Reduced |
| Assetmark, Inc | 2,804 | $69.5K | 0.00% | −1,939−40.9% | Reduced |
| Advisors Asset Management, Inc. | 2,425 | $60.1K | 0.00% | +259+12.0% | Added |
| Fulcrum Asset Management LLP | 1,929 | $47.8K | 0.01% | −11,654−85.8% | Reduced |
| Amalgamated Bank | 1,884 | $47.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,865 | $46.2K | 0.00% | −1,570,564−99.9% | Reduced |
| KBC Group NV | 1,860 | $46.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,664 | $41.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,634 | $40.5K | 0.00% | +167+11.4% | Added |
| US Bancorp | 1,105 | $27.4K | 0.00% | −622−36.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 909 | $22.5K | 0.00% | +199+28.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 713 | $18.0K | 0.00% | +48+7.2% | Added |
| Nisa Investment Advisors, LLC | 685 | $17.0K | 0.00% | −24−3.4% | Reduced |
| Lazard Asset Management LLC | 559 | $13.9K | 0.00% | +384+219.4% | Added |
| GWM Advisors LLC | 477 | $11.8K | 0.00% | −68−12.5% | Reduced |
| Bank of Montreal | 411 | $10.2K | 0.00% | −554−57.4% | Reduced |
| Optiver Holding B.V. | 402 | $9.97K | 0.00% | −45−10.1% | Reduced |