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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.

Q4 2025 vs. Q3 2025

How the institutions holding Vertex, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of VERX: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2404221−15
Shares85.4M181.5K84.4M−868.7K (−1.0%)
Value$2.12B$4.51M$1.69B−$428.8M (−20.3%)

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Vertex, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to VERX in Q4 2025
InstitutionSharesValue% of portfolio
CIBC World Markets Corp704,642$14.1M0.07%
Renaissance Technologies LLC268,800$5.37M0.01%
Divisar Capital Management LLC250,000$4.99M1.40%
Voleon Capital Management LP233,971$4.67M0.10%
Cypress Point Investment Management LP227,038$4.54M0.98%
Roubaix Capital, LLC184,446$3.68M1.57%
Edgestream Partners, L.P.166,326$3.32M0.09%
EFG International AG145,763$2.91M0.06%
Aquatic Capital Management LLC97,252$1.94M0.06%
Squarepoint Ops LLC82,188$1.64M0.00%
Nomura Asset Management International Inc.69,533$1.39M0.00%
Qube Research & Technologies Ltd58,311$1.16M0.00%
Sciencast Management LP43,180$862.3K0.12%
Headlands Technologies LLC40,129$801.4K0.07%
Quantinno Capital Management LP37,787$754.6K0.00%
Creative Planning28,585$570.8K0.00%
Glenmede Trust Co NA23,975$478.8K0.00%
Fieldview Capital Management, LLC23,566$470.6K0.08%
VARCOV Co.19,578$391.0K0.15%
Chicago Capital, LLC16,013$319.8K0.01%
Inceptionr LLC13,662$272.8K0.08%
Virginia Retirement Systems Et Al13,100$261.6K0.00%
Canada Pension Plan Investment Board10,500$209.7K0.00%
Palladiem, LLC4,370$87.5K0.08%
Global Retirement Partners, LLC1,603$32.0K0.00%
Larson Financial Group LLC597$11.9K0.00%
SRS Capital Advisors, Inc.435$8.69K0.00%
Los Angeles Capital Management LLC276$6.24K0.00%
Rachor Investment Advisory Services, LLC100$2.00K0.00%
Rothschild Investment LLC97$1.94K0.00%
Zions Bancorporation, National Association82$1.64K0.00%
Elequin Capital LP72$1.44K0.00%
SageView Advisory Group, LLC55$1.10K0.00%
Smartleaf Asset Management LLC32$6410.00%
Optima Capital LLC25$4990.00%
Flagship Harbor Advisors, LLC21$4190.00%
Bare Financial Services, Inc21$4190.00%
Dunhill Financial, LLC2$370.00%
Hughes Financial Services, LLC1$200.00%
Keating Financial Advisory Services, Inc.1$200.00%

Sold out (55)

Institutions that held Vertex, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of VERX in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Wasatch Advisors Inc2,728,504$67.6M
ShawSpring Partners LLC1,081,446$26.8M
Aperture Investors, LLC752,431$18.7M
Artisan Partners Limited Partnership728,453$18.1M
Toroso Investments, LLC396,254$9.82M
Spence Asset Management337,013$8.36M
Bamco Inc248,042$6.15M
Summit Creek Advisors LLC189,789$4.70M
Whetstone Capital Advisors, LLC113,505$2.81M
Ivy Lane Capital Management, LLC94,000$2.33M
Bank Julius Baer & Co. Ltd, Zurich80,893$2.01M
Quantbot Technologies LP75,914$1.88M
Macquarie Group Ltd70,996$1.76M
Advantage Alpha Capital Partners LP69,228$1.72M
2Xideas AG63,266$1.57M
Oppenheimer Asset Management Inc.59,722$1.48M
Y.D. More Investments Ltd41,000$1.02M
B. Metzler seel. Sohn & Co. AG35,565$881.7K
Daiwa Securities Group Inc.35,000$867.0K
Morningstar Investment Management LLC34,240$849.0K
Axq Capital, LP20,865$517.2K
PEAK6 LLC20,579$510.2K
Greycroft LP20,000$495.8K
Engineers Gate Manager LP19,351$479.7K
SummitTX Capital, L.P.18,847$467.2K
David Loasby18,831$467.0K
Illinois Municipal Retirement Fund15,051$373.1K
Neo Ivy Capital Management14,174$351.4K
Jefferies Financial Group Inc.13,813$342.4K
Simplex Trading, LLC13,761$341.0K
Two Sigma Advisers, LP13,600$337.1K
Aigen Investment Management, LP13,594$337.0K
Highland Capital Management Fund Advisors, L.P.11,945$296.1K
Verdence Capital Advisors LLC11,538$296.1K
Keybank National Association11,762$291.6K
Truist Financial Corp10,239$253.8K
Callan Family Office, LLC10,007$248.1K
Teacher Retirement System of Texas9,495$235.4K
Pictet Bank & Trust Ltd9,100$225.6K
Stifel Financial Corp8,511$211.0K
Victory Capital Management Inc8,354$207.1K
Prudential Financial Inc8,120$201.3K
Federation des caisses Desjardins du Quebec4,321$107.1K
Lazard Asset Management LLC559$13.9K
Mather Group, LLC.146$3.62K
Quarry LP142$3.52K
Stephens Consulting, LLC133$3.30K
Ci Investments Inc.107$3.00K
Private Wealth Management Group, LLC47$1.17K
Huntington National Bank47$1.17K
ORG Partners LLC9$223
Wealthspire Advisors, LLC7$174
GPS Wealth Strategies Group, LLC3$83
Bay Harbor Wealth Management, LLC1$24
Cloud Capital Management, LLC4$0

Not filed for Q4 2025 yet (4)

Institutions that held Vertex, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VERX in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
EFG Asset Management (North America) Corp.149,475$3.71M
Glenmede Investment Management, LP23,724$588.1K
Wolverine Trading, LLC8,319$211.3K
Hemington Wealth Management3$0