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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 363 | $9.00K | 0.00% | −2−0.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 339 | $8.40K | 0.01% | +339 | New |
| Spire Wealth Management | 330 | $8.18K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 303 | $8.00K | 0.00% | +303 | New |
| CIBC Private Wealth Group, LLC | 315 | $7.81K | 0.00% | −17−5.1% | Reduced |
| Bogart Wealth, LLC | 301 | $7.46K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 259 | $6.42K | 0.00% | −8,106−96.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 217 | $5.38K | 0.00% | −14−6.1% | Reduced |
| EverSource Wealth Advisors, LLC | 210 | $5.21K | 0.00% | −45−17.6% | Reduced |
| CWM, LLC | 191 | $5.00K | 0.00% | +64+50.4% | Added |
| Hurley Capital, LLC | 182 | $4.51K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 158 | $3.94K | 0.00% | +61+62.9% | Added |
| Sterling Capital Management LLC | 158 | $3.92K | 0.00% | −30,454−99.5% | Reduced |
| Mather Group, LLC. | 146 | $3.62K | 0.00% | +146 | New |
| Quarry LP | 142 | $3.52K | 0.00% | −486−77.4% | Reduced |
| Stephens Consulting, LLC | 133 | $3.30K | 0.00% | +133 | New |
| Ci Investments Inc. | 107 | $3.00K | 0.00% | −1−0.9% | Reduced |
| Allworth Financial LP | 111 | $2.75K | 0.00% | +66+146.7% | Added |
| Farther Finance Advisors, LLC | 65 | $1.61K | 0.00% | −2−3.0% | Reduced |
| GAMMA Investing LLC | 58 | $1.44K | 0.00% | −166−74.1% | Reduced |
| Private Wealth Management Group, LLC | 47 | $1.17K | 0.00% | −3−6.0% | Reduced |
| Huntington National Bank | 47 | $1.17K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 43 | $1.07K | 0.00% | +43 | New |
| Massmutual Trust Co FSB | 41 | $1.02K | 0.00% | −254−86.1% | Reduced |
| Signaturefd, LLC | 39 | $967 | 0.00% | +1+2.6% | Added |
| SBI Securities Co., Ltd. | 37 | $917 | 0.00% | −15−28.8% | Reduced |
| Key Financial Inc | 35 | $859 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $645 | 0.00% | −781−96.8% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $298 | 0.00% | −10−45.5% | Reduced |
| ORG Partners LLC | 9 | $223 | 0.00% | −58−86.6% | Reduced |
| Wealthspire Advisors, LLC | 7 | $174 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 4 | $100 | 0.00% | +1+33.3% | Added |
| GPS Wealth Strategies Group, LLC | 3 | $83 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3 | $74 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $52 | 0.00% | −4−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $24 | 0.00% | −4−80.0% | Reduced |
| 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 |
| Capital World Investors | 0 | $0 | 0.00% | −2,193,265−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,195,140−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −550,675−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −432,453−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −331,383−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −185,640−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −101,360−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −91,171−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −90,109−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −86,492−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −50,320−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −50,045−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −48,232−100.0% | Sold out |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −30,189−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −21,703−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −19,238−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −18,577−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −17,709−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −15,515−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −14,876−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −14,119−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −13,991−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,758−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −12,236−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −11,719−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −9,470−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −8,709−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,194−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −5,562−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −357−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Rialto Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |