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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $20 | 0.00% | −3−75.0% | Reduced |
| Hughes Financial Services, LLC | 1 | $20 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $20 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $37 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $40 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $100 | 0.00% | −334−98.5% | Reduced |
| SBI Securities Co., Ltd. | 15 | $300 | 0.00% | −22−59.5% | Reduced |
| Root Financial Partners, LLC | 16 | $320 | 0.00% | −27−62.8% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $320 | 0.00% | +4+33.3% | Added |
| Flagship Harbor Advisors, LLC | 21 | $419 | 0.00% | +21 | New |
| Bare Financial Services, Inc | 21 | $419 | 0.00% | +21 | New |
| Optima Capital LLC | 25 | $499 | 0.00% | +25 | New |
| Smartleaf Asset Management LLC | 32 | $641 | 0.00% | +32 | New |
| Key Financial Inc | 35 | $699 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 53 | $1.06K | 0.00% | −632−92.3% | Reduced |
| SageView Advisory Group, LLC | 55 | $1.10K | 0.00% | +55 | New |
| Elequin Capital LP | 72 | $1.44K | 0.00% | +72 | New |
| Zions Bancorporation, National Association | 82 | $1.64K | 0.00% | +82 | New |
| Rothschild Investment LLC | 97 | $1.94K | 0.00% | +97 | New |
| Rachor Investment Advisory Services, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Jones Financial Companies LLLP | 163 | $3.25K | 0.00% | +5+3.2% | Added |
| Signaturefd, LLC | 170 | $3.40K | 0.00% | +131+335.9% | Added |
| Hurley Capital, LLC | 182 | $3.63K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 193 | $3.85K | 0.00% | +152+370.7% | Added |
| CIBC Private Wealth Group, LLC | 195 | $3.89K | 0.00% | −120−38.1% | Reduced |
| Farther Finance Advisors, LLC | 235 | $4.69K | 0.00% | +170+261.5% | Added |
| CWM, LLC | 261 | $5.00K | 0.00% | +70+36.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 261 | $5.21K | 0.00% | +44+20.3% | Added |
| EverSource Wealth Advisors, LLC | 270 | $5.39K | 0.00% | +60+28.6% | Added |
| Allworth Financial LP | 272 | $5.43K | 0.00% | +161+145.0% | Added |
| Bogart Wealth, LLC | 301 | $6.01K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 276 | $6.24K | 0.00% | +276 | New |
| GWM Advisors LLC | 323 | $6.45K | 0.00% | −154−32.3% | Reduced |
| Optiver Holding B.V. | 324 | $6.47K | 0.00% | −78−19.4% | Reduced |
| Spire Wealth Management | 330 | $6.59K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 303 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 401 | $8.01K | 0.00% | −10−2.4% | Reduced |
| SRS Capital Advisors, Inc. | 435 | $8.69K | 0.00% | +435 | New |
| Sterling Capital Management LLC | 451 | $9.01K | 0.00% | +293+185.4% | Added |
| Northwestern Mutual Wealth Management Co | 493 | $9.85K | 0.00% | +490+16,333.3% | Added |
| Parkside Financial Bank & Trust | 546 | $10.9K | 0.00% | +183+50.4% | Added |
| Larson Financial Group LLC | 597 | $11.9K | 0.00% | +597 | New |
| Rockefeller Capital Management L.P. | 656 | $13.1K | 0.00% | −447,111−99.9% | Reduced |
| GAMMA Investing LLC | 662 | $13.2K | 0.00% | +604+1,041.4% | Added |
| US Bancorp | 713 | $14.2K | 0.00% | −392−35.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 784 | $15.7K | 0.00% | −125−13.8% | Reduced |
| Advisor Group Holdings, Inc. | 863 | $17.2K | 0.00% | −4,037−82.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 969 | $19.0K | 0.00% | +256+35.9% | Added |
| Fifth Third Bancorp | 1,164 | $23.2K | 0.00% | −470−28.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,423 | $28.4K | 0.00% | −241−14.5% | Reduced |
| Global Retirement Partners, LLC | 1,603 | $32.0K | 0.00% | +1,603 | New |
| KBC Group NV | 1,860 | $37.0K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 1,929 | $38.6K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 2,204 | $44.0K | 0.00% | +320+17.0% | Added |
| Strategic Advocates LLC | 2,448 | $49.0K | 0.01% | −4,381−64.2% | Reduced |
| Versant Capital Management, Inc | 2,475 | $49.4K | 0.01% | +2,449+9,419.2% | Added |
| Tower Research Capital LLC (TRC) | 3,156 | $63.0K | 0.00% | +107+3.5% | Added |
| Advisors Asset Management, Inc. | 3,320 | $66.3K | 0.00% | +895+36.9% | Added |
| Assetmark, Inc | 4,180 | $83.5K | 0.00% | +1,376+49.1% | Added |
| Palladiem, LLC | 4,370 | $87.5K | 0.08% | +4,370 | New |
| Walleye Trading LLC | 4,524 | $90.3K | 0.00% | −63,264−93.3% | Reduced |
| Johnson Financial Group, Inc. | 5,263 | $105.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,436 | $108.6K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6,129 | $122.4K | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,386 | $128.0K | 0.00% | −460,281−98.6% | Reduced |
| Whittier Trust Co | 6,565 | $130.2K | 0.00% | −259,014−97.5% | Reduced |
| Great West Life Assurance Co | 7,311 | $146.0K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 7,390 | $147.6K | 0.13% | −210−2.8% | Reduced |
| Quest Partners LLC | 7,908 | $157.9K | 0.01% | −2,824−26.3% | Reduced |
| The PNC Financial Services Group, Inc. | 8,257 | $164.9K | 0.00% | +7,998+3,088.0% | Added |
| FMR LLC | 8,289 | $165.5K | 0.00% | +6,424+344.5% | Added |
| Whittier Trust Co of Nevada Inc | 8,578 | $170.1K | 0.00% | −129,335−93.8% | Reduced |
| Natixis Advisors, L.P. | 10,114 | $202.0K | 0.00% | −2,166−17.6% | Reduced |
| Pictet Asset Management Holding SA | 10,363 | $206.9K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10,500 | $209.7K | 0.00% | +10,500 | New |
| Summitry LLC | 11,412 | $227.9K | 0.01% | +1,748+18.1% | Added |
| State of Wyoming | 12,132 | $242.3K | 0.03% | +5,666+87.6% | Added |
| ProShare Advisors LLC | 12,799 | $255.6K | 0.00% | +1,673+15.0% | Added |
| Virginia Retirement Systems Et Al | 13,100 | $261.6K | 0.00% | +13,100 | New |
| Inceptionr LLC | 13,662 | $272.8K | 0.08% | +13,662 | New |
| Atom Investors LP | 14,067 | $280.9K | 0.02% | +3,990+39.6% | Added |
| Russell Investments Group, Ltd. | 14,935 | $298.3K | 0.00% | −7,663−33.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,234 | $304.2K | 0.00% | −11,486−43.0% | Reduced |
| KLP Kapitalforvaltning AS | 15,700 | $313.5K | 0.00% | +1,000+6.8% | Added |
| Chicago Capital, LLC | 16,013 | $319.8K | 0.01% | +16,013 | New |
| Handelsbanken Fonder AB | 16,100 | $322.0K | 0.00% | +1,500+10.3% | Added |
| Diversified Trust Co | 16,304 | $325.6K | 0.01% | −7,671−32.0% | Reduced |
| LPL Financial LLC | 17,214 | $343.8K | 0.00% | −10,642−38.2% | Reduced |
| Pathstone Holdings, LLC | 17,662 | $352.7K | 0.00% | +784+4.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,002 | $359.5K | 0.00% | 00.0% | Unchanged |
| VARCOV Co. | 19,578 | $391.0K | 0.15% | +19,578 | New |
| DKRT Investments Corp. | 20,000 | $399.4K | 0.11% | −10,000−33.3% | Reduced |
| Arizona State Retirement System | 20,447 | $408.3K | 0.00% | −1,194−5.5% | Reduced |
| State of Wisconsin Investment Board | 20,877 | $416.9K | 0.00% | +2,949+16.4% | Added |
| Dark Forest Capital Management LP | 21,492 | $429.2K | 0.02% | −60,055−73.6% | Reduced |
| CenterBook Partners LP | 21,712 | $433.6K | 0.02% | −21,008−49.2% | Reduced |
| Harvest Fund Management Co., Ltd | 8,276 | $441.0K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 22,775 | $454.8K | 0.00% | −47,714−67.7% | Reduced |