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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 1,081,698 | $21.6M | 0.00% | +657,413+154.9% | Added |
| William Blair Investment Management, LLC | 1,215,172 | $24.3M | 0.07% | +360,791+42.2% | Added |
| Standard Life Aberdeen plc | 1,221,776 | $24.4M | 0.04% | −224,058−15.5% | Reduced |
| Principal Financial Group Inc | 1,335,122 | $26.7M | 0.01% | +442,173+49.5% | Added |
| Legacy Advisors, LLC | 1,343,839 | $26.8M | 2.88% | +600.0% | Added |
| Barclays PLC | 1,467,371 | $29.3M | 0.01% | +624,147+74.0% | Added |
| Wellington Management Group LLP | 1,540,091 | $30.8M | 0.01% | −621,410−28.7% | Reduced |
| JPMorgan Chase & Co | 1,719,576 | $34.3M | 0.00% | −74,494−4.2% | Reduced |
| Geode Capital Management, LLC | 1,792,864 | $35.8M | 0.00% | +93,184+5.5% | Added |
| Park West Asset Management LLC | 1,833,428 | $36.6M | 3.08% | +583,428+46.7% | Added |
| State Street Corp | 1,849,171 | $36.9M | 0.00% | +136,656+8.0% | Added |
| Conestoga Capital Advisors, LLC | 2,506,653 | $50.1M | 0.84% | −36,347−1.4% | Reduced |
| Massachusetts Financial Services Co | 2,698,276 | $53.9M | 0.02% | −869,626−24.4% | Reduced |
| Geneva Capital Management LLC | 2,710,499 | $54.1M | 1.02% | −222,385−7.6% | Reduced |
| Brown Advisory Inc | 2,778,876 | $55.5M | 0.08% | −302,029−9.8% | Reduced |
| Neuberger Berman Group LLC | 2,820,247 | $56.3M | 0.04% | −168,323−5.6% | Reduced |
| Nomura Holdings Inc | 3,173,345 | $63.4M | 0.18% | +3,163,375+31,728.9% | Added |
| Tensile Capital Management LP | 3,419,994 | $68.3M | 8.85% | −384,415−10.1% | Reduced |
| BlackRock, Inc. | 5,641,180 | $112.7M | 0.00% | +324,665+6.1% | Added |
| UBS Group AG | 5,728,840 | $114.4M | 0.02% | +3,797,309+196.6% | Added |
| Vanguard Group Inc | 8,348,597 | $166.7M | 0.00% | −38,529−0.5% | Reduced |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −2,728,504−100.0% | Sold out |
| ShawSpring Partners LLC | 0 | $0 | 0.00% | −1,081,446−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −752,431−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −728,453−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −396,254−100.0% | Sold out |
| Spence Asset Management | 0 | $0 | 0.00% | −337,013−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −248,042−100.0% | Sold out |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −189,789−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −113,505−100.0% | Sold out |
| Ivy Lane Capital Management, LLC | 0 | $0 | 0.00% | −94,000−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −80,893−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −75,914−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −70,996−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −69,228−100.0% | Sold out |
| 2Xideas AG | 0 | $0 | 0.00% | −63,266−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −59,722−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −35,565−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −34,240−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −20,865−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −20,579−100.0% | Sold out |
| Greycroft LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,351−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −18,847−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −18,831−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −15,051−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −14,174−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,813−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −13,761−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,594−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −11,945−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −11,538−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −11,762−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −10,239−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −10,007−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −9,495−100.0% | Sold out |
| Pictet Bank & Trust Ltd | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −8,511−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −8,354−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −8,120−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −4,321−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |