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, Q4 2025
Institutional positions in Vertex, Inc. as of Dec 31, 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
- 221
- −15 vs. Q3 2025
- Shares held
- 84.4M
- −868.7K (−1.0%) vs. Q3 2025
- Total value
- $1.69B
- −$428.8M (−20.3%) vs. Q3 2025
- New holders
- 40
- 78 more added
- Sold out
- 55
- 81 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Vertex, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,348,597 | $166.7M | 0.00% | −38,529−0.5% | Reduced |
| UBS Group AG | 5,728,840 | $114.4M | 0.02% | +3,797,309+196.6% | Added |
| BlackRock, Inc. | 5,641,180 | $112.7M | 0.00% | +324,665+6.1% | Added |
| Tensile Capital Management LP | 3,419,994 | $68.3M | 8.85% | −384,415−10.1% | Reduced |
| Nomura Holdings Inc | 3,173,345 | $63.4M | 0.18% | +3,163,375+31,728.9% | Added |
| Neuberger Berman Group LLC | 2,820,247 | $56.3M | 0.04% | −168,323−5.6% | Reduced |
| Brown Advisory Inc | 2,778,876 | $55.5M | 0.08% | −302,029−9.8% | Reduced |
| Geneva Capital Management LLC | 2,710,499 | $54.1M | 1.02% | −222,385−7.6% | Reduced |
| Massachusetts Financial Services Co | 2,698,276 | $53.9M | 0.02% | −869,626−24.4% | Reduced |
| Conestoga Capital Advisors, LLC | 2,506,653 | $50.1M | 0.84% | −36,347−1.4% | Reduced |
| State Street Corp | 1,849,171 | $36.9M | 0.00% | +136,656+8.0% | Added |
| Park West Asset Management LLC | 1,833,428 | $36.6M | 3.08% | +583,428+46.7% | Added |
| Geode Capital Management, LLC | 1,792,864 | $35.8M | 0.00% | +93,184+5.5% | Added |
| JPMorgan Chase & Co | 1,719,576 | $34.3M | 0.00% | −74,494−4.2% | Reduced |
| Wellington Management Group LLP | 1,540,091 | $30.8M | 0.01% | −621,410−28.7% | Reduced |
| Barclays PLC | 1,467,371 | $29.3M | 0.01% | +624,147+74.0% | Added |
| Legacy Advisors, LLC | 1,343,839 | $26.8M | 2.88% | +600.0% | Added |
| Principal Financial Group Inc | 1,335,122 | $26.7M | 0.01% | +442,173+49.5% | Added |
| Standard Life Aberdeen plc | 1,221,776 | $24.4M | 0.04% | −224,058−15.5% | Reduced |
| William Blair Investment Management, LLC | 1,215,172 | $24.3M | 0.07% | +360,791+42.2% | Added |
| Goldman Sachs Group Inc | 1,081,698 | $21.6M | 0.00% | +657,413+154.9% | Added |
| Citigroup Inc | 1,023,419 | $20.4M | 0.01% | +810,985+381.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,005,095 | $20.1M | 0.05% | −295,949−22.7% | Reduced |
| Jennison Associates LLC | 991,820 | $19.8M | 0.01% | +172,692+21.1% | Added |
| Citadel Advisors LLC | 975,397 | $19.5M | 0.01% | +789,418+424.5% | Added |
| Bank of America Corp | 971,666 | $19.4M | 0.00% | +414,051+74.3% | Added |
| Morgan Stanley | 924,888 | $18.5M | 0.00% | −48,554−5.0% | Reduced |
| Banque Pictet & Cie SA | 818,645 | $16.3M | 0.16% | −125,425−13.3% | Reduced |
| Dimensional Fund Advisors LP | 818,245 | $16.3M | 0.00% | −169,020−17.1% | Reduced |
| Ameriprise Financial Inc | 799,773 | $16.0M | 0.00% | +5,129+0.6% | Added |
| Janus Henderson Group PLC | 776,392 | $15.5M | 0.01% | −25,251−3.1% | Reduced |
| TimesSquare Capital Management, LLC | 766,222 | $15.3M | 0.23% | −325,040−29.8% | Reduced |
| Palisade Capital Management LLC | 746,357 | $14.9M | 0.44% | +128,224+20.7% | Added |
| Champlain Investment Partners, LLC | 739,673 | $14.8M | 0.15% | −1,309,817−63.9% | Reduced |
| Jane Street Group, LLC | 719,118 | $14.4M | 0.02% | +394,454+121.5% | Added |
| CIBC World Markets Corp | 704,642 | $14.1M | 0.07% | +704,642 | New |
| Hyperion Capital Advisors LP | 650,000 | $13.0M | 6.35% | +110,000+20.4% | Added |
| Pembroke Management, LTD | 648,097 | $12.9M | 1.34% | −169,956−20.8% | Reduced |
| Northern Trust Corp | 634,348 | $12.7M | 0.00% | −10,180−1.6% | Reduced |
| Brown Capital Management LLC | 610,332 | $12.2M | 1.00% | −692,331−53.1% | Reduced |
| Charles Schwab Investment Management Inc | 610,064 | $12.2M | 0.00% | +13,617+2.3% | Added |
| BNP Paribas Arbitrage, SA | 507,605 | $10.1M | 0.01% | +164,015+47.7% | Added |
| Franklin Resources Inc | 464,155 | $9.27M | 0.00% | −1,008,803−68.5% | Reduced |
| Premier Fund Managers Ltd | 453,303 | $9.08M | 0.52% | −120,054−20.9% | Reduced |
| Fred Alger Management, LLC | 439,415 | $8.78M | 0.03% | −263,555−37.5% | Reduced |
| Mizuho Markets Americas LLC | 378,927 | $7.57M | 0.16% | −14,000−3.6% | Reduced |
| Gagnon Securities LLC | 364,643 | $7.28M | 1.48% | −14,042−3.7% | Reduced |
| UBS Asset Management Americas Inc | 282,431 | $5.64M | 0.00% | +158,251+127.4% | Added |
| New York State Common Retirement Fund | 282,075 | $5.63M | 0.01% | −102,634−26.7% | Reduced |
| D. E. Shaw & Co., Inc. | 275,866 | $5.51M | 0.00% | +267,766+3,305.8% | Added |
| Kornitzer Capital Management Inc | 268,985 | $5.37M | 0.11% | +168+0.1% | Added |
| Renaissance Technologies LLC | 268,800 | $5.37M | 0.01% | +268,800 | New |
| Saba Capital Management, L.P. | 263,474 | $5.26M | 0.18% | +60,000+29.5% | Added |
| Norris Perne & French LLP | 259,854 | $5.19M | 0.34% | +53,718+26.1% | Added |
| Comerica Bank | 258,019 | $5.15M | 0.02% | −17,352−6.3% | Reduced |
| Divisar Capital Management LLC | 250,000 | $4.99M | 1.40% | +250,000 | New |
| Peregrine Capital Management LLC | 249,227 | $4.98M | 0.15% | −3,352−1.3% | Reduced |
| Bank of New York Mellon Corp | 245,930 | $4.91M | 0.00% | +27,330+12.5% | Added |
| Pier Capital, LLC | 244,568 | $4.88M | 0.78% | −47,291−16.2% | Reduced |
| Voleon Capital Management LP | 233,971 | $4.67M | 0.10% | +233,971 | New |
| Gagnon Advisors, LLC | 232,479 | $4.64M | 2.95% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 228,108 | $4.56M | 0.01% | −500,525−68.7% | Reduced |
| Cypress Point Investment Management LP | 227,038 | $4.54M | 0.98% | +227,038 | New |
| North Star Asset Management Inc | 220,477 | $4.40M | 0.18% | +25,462+13.1% | Added |
| Deutsche Bank AG | 218,694 | $4.37M | 0.00% | +167,891+330.5% | Added |
| Herald Investment Management Ltd | 200,000 | $3.99M | 0.52% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 189,019 | $3.77M | 0.08% | +138,225+272.1% | Added |
| Banco Santander, S.A. | 184,826 | $3.69M | 0.03% | +7,000+3.9% | Added |
| Roubaix Capital, LLC | 184,446 | $3.68M | 1.57% | +184,446 | New |
| Edgestream Partners, L.P. | 166,326 | $3.32M | 0.09% | +166,326 | New |
| Granahan Investment Management Inc | 150,299 | $3.00M | 0.13% | −139,010−48.0% | Reduced |
| EFG International AG | 145,763 | $2.91M | 0.06% | +145,763 | New |
| Swiss National Bank | 144,900 | $2.89M | 0.00% | +2,900+2.0% | Added |
| SEI Investments Co | 140,172 | $2.80M | 0.00% | −231,151−62.3% | Reduced |
| Nuveen, LLC | 139,291 | $2.78M | 0.00% | +7,589+5.8% | Added |
| Royce & Associates LP | 136,032 | $2.72M | 0.03% | +25,507+23.1% | Added |
| Kennedy Capital Management, Inc. | 135,998 | $2.72M | 0.06% | +708+0.5% | Added |
| Royal Bank of Canada | 132,146 | $2.64M | 0.00% | −149,384−53.1% | Reduced |
| Voya Investment Management LLC | 125,919 | $2.51M | 0.00% | −17,056−11.9% | Reduced |
| Lazard Freres Gestion S.A.S. | 110,000 | $2.20M | 0.04% | +40,000+57.1% | Added |
| XTX Topco Ltd | 107,909 | $2.15M | 0.06% | +87,786+436.2% | Added |
| Campbell & CO Investment Adviser LLC | 103,665 | $2.07M | 0.10% | +86,866+517.1% | Added |
| Aquatic Capital Management LLC | 97,252 | $1.94M | 0.06% | +97,252 | New |
| Envestnet Asset Management Inc | 88,519 | $1.77M | 0.00% | −105,000−54.3% | Reduced |
| Baird Financial Group, Inc. | 87,178 | $1.74M | 0.00% | −6,970−7.4% | Reduced |
| Wells Fargo & Company | 86,794 | $1.73M | 0.00% | +32,158+58.9% | Added |
| Bullseye Asset Management LLC | 85,286 | $1.70M | 0.92% | −26,413−23.6% | Reduced |
| Rhumbline Advisers | 85,269 | $1.70M | 0.00% | −9,376−9.9% | Reduced |
| Squarepoint Ops LLC | 82,188 | $1.64M | 0.00% | +82,188 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 75,818 | $1.51M | 0.00% | +1,536+2.1% | Added |
| Legal & General Group Plc | 74,204 | $1.48M | 0.00% | −8,112−9.9% | Reduced |
| Jain Global LLC | 72,293 | $1.44M | 0.01% | +41,035+131.3% | Added |
| Price T Rowe Associates Inc | 70,642 | $1.41M | 0.00% | +14,037+24.8% | Added |
| Alliancebernstein L.P. | 70,310 | $1.40M | 0.00% | −899−1.3% | Reduced |
| Nomura Asset Management International Inc. | 69,533 | $1.39M | 0.00% | +69,533 | New |
| California State Teachers Retirement System | 68,790 | $1.37M | 0.00% | +257+0.4% | Added |
| Palogic Value Management, L.P. | 67,500 | $1.35M | 0.58% | +7,500+12.5% | Added |
| Holocene Advisors, LP | 61,468 | $1.23M | 0.00% | +16,848+37.8% | Added |
| Invesco Ltd. | 61,019 | $1.22M | 0.00% | +7,714+14.5% | Added |
| Qube Research & Technologies Ltd | 58,311 | $1.16M | 0.00% | +58,311 | New |