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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 22,916 | $457.0K | 0.00% | −14,075−38.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,411 | $467.5K | 0.00% | +10,348+79.2% | Added |
| Fieldview Capital Management, LLC | 23,566 | $470.6K | 0.08% | +23,566 | New |
| Glenmede Trust Co NA | 23,975 | $478.8K | 0.00% | +23,975 | New |
| Verition Fund Management LLC | 28,105 | $561.3K | 0.00% | −33,706−54.5% | Reduced |
| Cetera Investment Advisers | 28,336 | $565.9K | 0.00% | −8,146−22.3% | Reduced |
| Intech Investment Management LLC | 28,474 | $568.6K | 0.01% | +595+2.1% | Added |
| Creative Planning | 28,585 | $570.8K | 0.00% | +28,585 | New |
| Sterling Investment Advisors, Ltd. | 29,470 | $588.5K | 0.11% | 00.0% | Unchanged |
| Marshall Wace, LLP | 30,068 | $600.5K | 0.00% | −38,400−56.1% | Reduced |
| Pictet & Cie (Europe) SA | 31,350 | $626.1K | 0.01% | −17,075−35.3% | Reduced |
| SG Americas Securities, LLC | 34,315 | $685.0K | 0.00% | +21,804+174.3% | Added |
| Manufacturers Life Insurance Company, The | 35,313 | $705.2K | 0.00% | −334−0.9% | Reduced |
| Quantinno Capital Management LP | 37,787 | $754.6K | 0.00% | +37,787 | New |
| MetLife Investment Management | 39,030 | $779.4K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 40,129 | $801.4K | 0.07% | +40,129 | New |
| Teachers Retirement System of the State of Kentucky | 40,964 | $818.0K | 0.01% | −3,520−7.9% | Reduced |
| Caption Management, LLC | 41,159 | $821.9K | 0.04% | 00.0% | Unchanged |
| Sciencast Management LP | 43,180 | $862.3K | 0.12% | +43,180 | New |
| Arrowstreet Capital, Limited Partnership | 46,626 | $931.1K | 0.00% | −14,400−23.6% | Reduced |
| Federated Hermes, Inc. | 51,049 | $1.02M | 0.00% | −50,311−49.6% | Reduced |
| Qube Research & Technologies Ltd | 58,311 | $1.16M | 0.00% | +58,311 | New |
| Invesco Ltd. | 61,019 | $1.22M | 0.00% | +7,714+14.5% | Added |
| Holocene Advisors, LP | 61,468 | $1.23M | 0.00% | +16,848+37.8% | Added |
| Palogic Value Management, L.P. | 67,500 | $1.35M | 0.58% | +7,500+12.5% | Added |
| California State Teachers Retirement System | 68,790 | $1.37M | 0.00% | +257+0.4% | Added |
| Nomura Asset Management International Inc. | 69,533 | $1.39M | 0.00% | +69,533 | New |
| Alliancebernstein L.P. | 70,310 | $1.40M | 0.00% | −899−1.3% | Reduced |
| Price T Rowe Associates Inc | 70,642 | $1.41M | 0.00% | +14,037+24.8% | Added |
| Jain Global LLC | 72,293 | $1.44M | 0.01% | +41,035+131.3% | Added |
| Legal & General Group Plc | 74,204 | $1.48M | 0.00% | −8,112−9.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 75,818 | $1.51M | 0.00% | +1,536+2.1% | Added |
| Squarepoint Ops LLC | 82,188 | $1.64M | 0.00% | +82,188 | New |
| Rhumbline Advisers | 85,269 | $1.70M | 0.00% | −9,376−9.9% | Reduced |
| Bullseye Asset Management LLC | 85,286 | $1.70M | 0.92% | −26,413−23.6% | Reduced |
| Wells Fargo & Company | 86,794 | $1.73M | 0.00% | +32,158+58.9% | Added |
| Baird Financial Group, Inc. | 87,178 | $1.74M | 0.00% | −6,970−7.4% | Reduced |
| Envestnet Asset Management Inc | 88,519 | $1.77M | 0.00% | −105,000−54.3% | Reduced |
| Aquatic Capital Management LLC | 97,252 | $1.94M | 0.06% | +97,252 | New |
| Campbell & CO Investment Adviser LLC | 103,665 | $2.07M | 0.10% | +86,866+517.1% | Added |
| XTX Topco Ltd | 107,909 | $2.15M | 0.06% | +87,786+436.2% | Added |
| Lazard Freres Gestion S.A.S. | 110,000 | $2.20M | 0.04% | +40,000+57.1% | Added |
| Voya Investment Management LLC | 125,919 | $2.51M | 0.00% | −17,056−11.9% | Reduced |
| Royal Bank of Canada | 132,146 | $2.64M | 0.00% | −149,384−53.1% | Reduced |
| Kennedy Capital Management, Inc. | 135,998 | $2.72M | 0.06% | +708+0.5% | Added |
| Royce & Associates LP | 136,032 | $2.72M | 0.03% | +25,507+23.1% | Added |
| Nuveen, LLC | 139,291 | $2.78M | 0.00% | +7,589+5.8% | Added |
| SEI Investments Co | 140,172 | $2.80M | 0.00% | −231,151−62.3% | Reduced |
| Swiss National Bank | 144,900 | $2.89M | 0.00% | +2,900+2.0% | Added |
| EFG International AG | 145,763 | $2.91M | 0.06% | +145,763 | New |
| Granahan Investment Management Inc | 150,299 | $3.00M | 0.13% | −139,010−48.0% | Reduced |
| Edgestream Partners, L.P. | 166,326 | $3.32M | 0.09% | +166,326 | New |
| Roubaix Capital, LLC | 184,446 | $3.68M | 1.57% | +184,446 | New |
| Banco Santander, S.A. | 184,826 | $3.69M | 0.03% | +7,000+3.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 189,019 | $3.77M | 0.08% | +138,225+272.1% | Added |
| Herald Investment Management Ltd | 200,000 | $3.99M | 0.52% | 00.0% | Unchanged |
| Deutsche Bank AG | 218,694 | $4.37M | 0.00% | +167,891+330.5% | Added |
| North Star Asset Management Inc | 220,477 | $4.40M | 0.18% | +25,462+13.1% | Added |
| Cypress Point Investment Management LP | 227,038 | $4.54M | 0.98% | +227,038 | New |
| Susquehanna International Group, LLP | 228,108 | $4.56M | 0.01% | −500,525−68.7% | Reduced |
| Gagnon Advisors, LLC | 232,479 | $4.64M | 2.95% | 00.0% | Unchanged |
| Voleon Capital Management LP | 233,971 | $4.67M | 0.10% | +233,971 | New |
| Pier Capital, LLC | 244,568 | $4.88M | 0.78% | −47,291−16.2% | Reduced |
| Bank of New York Mellon Corp | 245,930 | $4.91M | 0.00% | +27,330+12.5% | Added |
| Peregrine Capital Management LLC | 249,227 | $4.98M | 0.15% | −3,352−1.3% | Reduced |
| Divisar Capital Management LLC | 250,000 | $4.99M | 1.40% | +250,000 | New |
| Comerica Bank | 258,019 | $5.15M | 0.02% | −17,352−6.3% | Reduced |
| Norris Perne & French LLP | 259,854 | $5.19M | 0.34% | +53,718+26.1% | Added |
| Saba Capital Management, L.P. | 263,474 | $5.26M | 0.18% | +60,000+29.5% | Added |
| Renaissance Technologies LLC | 268,800 | $5.37M | 0.01% | +268,800 | New |
| Kornitzer Capital Management Inc | 268,985 | $5.37M | 0.11% | +168+0.1% | Added |
| D. E. Shaw & Co., Inc. | 275,866 | $5.51M | 0.00% | +267,766+3,305.8% | Added |
| New York State Common Retirement Fund | 282,075 | $5.63M | 0.01% | −102,634−26.7% | Reduced |
| UBS Asset Management Americas Inc | 282,431 | $5.64M | 0.00% | +158,251+127.4% | Added |
| Gagnon Securities LLC | 364,643 | $7.28M | 1.48% | −14,042−3.7% | Reduced |
| Mizuho Markets Americas LLC | 378,927 | $7.57M | 0.16% | −14,000−3.6% | Reduced |
| Fred Alger Management, LLC | 439,415 | $8.78M | 0.03% | −263,555−37.5% | Reduced |
| Premier Fund Managers Ltd | 453,303 | $9.08M | 0.52% | −120,054−20.9% | Reduced |
| Franklin Resources Inc | 464,155 | $9.27M | 0.00% | −1,008,803−68.5% | Reduced |
| BNP Paribas Arbitrage, SA | 507,605 | $10.1M | 0.01% | +164,015+47.7% | Added |
| Charles Schwab Investment Management Inc | 610,064 | $12.2M | 0.00% | +13,617+2.3% | Added |
| Brown Capital Management LLC | 610,332 | $12.2M | 1.00% | −692,331−53.1% | Reduced |
| Northern Trust Corp | 634,348 | $12.7M | 0.00% | −10,180−1.6% | Reduced |
| Pembroke Management, LTD | 648,097 | $12.9M | 1.34% | −169,956−20.8% | Reduced |
| Hyperion Capital Advisors LP | 650,000 | $13.0M | 6.35% | +110,000+20.4% | Added |
| CIBC World Markets Corp | 704,642 | $14.1M | 0.07% | +704,642 | New |
| Jane Street Group, LLC | 719,118 | $14.4M | 0.02% | +394,454+121.5% | Added |
| Champlain Investment Partners, LLC | 739,673 | $14.8M | 0.15% | −1,309,817−63.9% | Reduced |
| Palisade Capital Management LLC | 746,357 | $14.9M | 0.44% | +128,224+20.7% | Added |
| TimesSquare Capital Management, LLC | 766,222 | $15.3M | 0.23% | −325,040−29.8% | Reduced |
| Janus Henderson Group PLC | 776,392 | $15.5M | 0.01% | −25,251−3.1% | Reduced |
| Ameriprise Financial Inc | 799,773 | $16.0M | 0.00% | +5,129+0.6% | Added |
| Dimensional Fund Advisors LP | 818,245 | $16.3M | 0.00% | −169,020−17.1% | Reduced |
| Banque Pictet & Cie SA | 818,645 | $16.3M | 0.16% | −125,425−13.3% | Reduced |
| Morgan Stanley | 924,888 | $18.5M | 0.00% | −48,554−5.0% | Reduced |
| Bank of America Corp | 971,666 | $19.4M | 0.00% | +414,051+74.3% | Added |
| Citadel Advisors LLC | 975,397 | $19.5M | 0.01% | +789,418+424.5% | Added |
| Jennison Associates LLC | 991,820 | $19.8M | 0.01% | +172,692+21.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,005,095 | $20.1M | 0.05% | −295,949−22.7% | Reduced |
| Citigroup Inc | 1,023,419 | $20.4M | 0.01% | +810,985+381.8% | Added |