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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 51,049 | $1.02M | 0.00% | −50,311−49.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,626 | $931.1K | 0.00% | −14,400−23.6% | Reduced |
| Sciencast Management LP | 43,180 | $862.3K | 0.12% | +43,180 | New |
| Caption Management, LLC | 41,159 | $821.9K | 0.04% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 40,964 | $818.0K | 0.01% | −3,520−7.9% | Reduced |
| Headlands Technologies LLC | 40,129 | $801.4K | 0.07% | +40,129 | New |
| MetLife Investment Management | 39,030 | $779.4K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 37,787 | $754.6K | 0.00% | +37,787 | New |
| Manufacturers Life Insurance Company, The | 35,313 | $705.2K | 0.00% | −334−0.9% | Reduced |
| SG Americas Securities, LLC | 34,315 | $685.0K | 0.00% | +21,804+174.3% | Added |
| Pictet & Cie (Europe) SA | 31,350 | $626.1K | 0.01% | −17,075−35.3% | Reduced |
| Marshall Wace, LLP | 30,068 | $600.5K | 0.00% | −38,400−56.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 29,470 | $588.5K | 0.11% | 00.0% | Unchanged |
| Creative Planning | 28,585 | $570.8K | 0.00% | +28,585 | New |
| Intech Investment Management LLC | 28,474 | $568.6K | 0.01% | +595+2.1% | Added |
| Cetera Investment Advisers | 28,336 | $565.9K | 0.00% | −8,146−22.3% | Reduced |
| Verition Fund Management LLC | 28,105 | $561.3K | 0.00% | −33,706−54.5% | Reduced |
| Glenmede Trust Co NA | 23,975 | $478.8K | 0.00% | +23,975 | New |
| Fieldview Capital Management, LLC | 23,566 | $470.6K | 0.08% | +23,566 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,411 | $467.5K | 0.00% | +10,348+79.2% | Added |
| Bessemer Group Inc | 22,916 | $457.0K | 0.00% | −14,075−38.0% | Reduced |
| Millennium Management LLC | 22,775 | $454.8K | 0.00% | −47,714−67.7% | Reduced |
| Harvest Fund Management Co., Ltd | 8,276 | $441.0K | 0.02% | 00.0% | Unchanged |
| CenterBook Partners LP | 21,712 | $433.6K | 0.02% | −21,008−49.2% | Reduced |
| Dark Forest Capital Management LP | 21,492 | $429.2K | 0.02% | −60,055−73.6% | Reduced |
| State of Wisconsin Investment Board | 20,877 | $416.9K | 0.00% | +2,949+16.4% | Added |
| Arizona State Retirement System | 20,447 | $408.3K | 0.00% | −1,194−5.5% | Reduced |
| DKRT Investments Corp. | 20,000 | $399.4K | 0.11% | −10,000−33.3% | Reduced |
| VARCOV Co. | 19,578 | $391.0K | 0.15% | +19,578 | New |
| Police & Firemen's Retirement System of New Jersey | 18,002 | $359.5K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 17,662 | $352.7K | 0.00% | +784+4.6% | Added |
| LPL Financial LLC | 17,214 | $343.8K | 0.00% | −10,642−38.2% | Reduced |
| Diversified Trust Co | 16,304 | $325.6K | 0.01% | −7,671−32.0% | Reduced |
| Handelsbanken Fonder AB | 16,100 | $322.0K | 0.00% | +1,500+10.3% | Added |
| Chicago Capital, LLC | 16,013 | $319.8K | 0.01% | +16,013 | New |
| KLP Kapitalforvaltning AS | 15,700 | $313.5K | 0.00% | +1,000+6.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,234 | $304.2K | 0.00% | −11,486−43.0% | Reduced |
| Russell Investments Group, Ltd. | 14,935 | $298.3K | 0.00% | −7,663−33.9% | Reduced |
| Atom Investors LP | 14,067 | $280.9K | 0.02% | +3,990+39.6% | Added |
| Inceptionr LLC | 13,662 | $272.8K | 0.08% | +13,662 | New |
| Virginia Retirement Systems Et Al | 13,100 | $261.6K | 0.00% | +13,100 | New |
| ProShare Advisors LLC | 12,799 | $255.6K | 0.00% | +1,673+15.0% | Added |
| State of Wyoming | 12,132 | $242.3K | 0.03% | +5,666+87.6% | Added |
| Summitry LLC | 11,412 | $227.9K | 0.01% | +1,748+18.1% | Added |
| Canada Pension Plan Investment Board | 10,500 | $209.7K | 0.00% | +10,500 | New |
| Pictet Asset Management Holding SA | 10,363 | $206.9K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 10,114 | $202.0K | 0.00% | −2,166−17.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,578 | $170.1K | 0.00% | −129,335−93.8% | Reduced |
| FMR LLC | 8,289 | $165.5K | 0.00% | +6,424+344.5% | Added |
| The PNC Financial Services Group, Inc. | 8,257 | $164.9K | 0.00% | +7,998+3,088.0% | Added |
| Quest Partners LLC | 7,908 | $157.9K | 0.01% | −2,824−26.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 7,390 | $147.6K | 0.13% | −210−2.8% | Reduced |
| Great West Life Assurance Co | 7,311 | $146.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 6,565 | $130.2K | 0.00% | −259,014−97.5% | Reduced |
| Public Employees Retirement Association of Colorado | 6,386 | $128.0K | 0.00% | −460,281−98.6% | Reduced |
| Fairman Group, LLC | 6,129 | $122.4K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,436 | $108.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,263 | $105.1K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,524 | $90.3K | 0.00% | −63,264−93.3% | Reduced |
| Palladiem, LLC | 4,370 | $87.5K | 0.08% | +4,370 | New |
| Assetmark, Inc | 4,180 | $83.5K | 0.00% | +1,376+49.1% | Added |
| Advisors Asset Management, Inc. | 3,320 | $66.3K | 0.00% | +895+36.9% | Added |
| Tower Research Capital LLC (TRC) | 3,156 | $63.0K | 0.00% | +107+3.5% | Added |
| Versant Capital Management, Inc | 2,475 | $49.4K | 0.01% | +2,449+9,419.2% | Added |
| Strategic Advocates LLC | 2,448 | $49.0K | 0.01% | −4,381−64.2% | Reduced |
| Amalgamated Bank | 2,204 | $44.0K | 0.00% | +320+17.0% | Added |
| Fulcrum Asset Management LLP | 1,929 | $38.6K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,860 | $37.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,603 | $32.0K | 0.00% | +1,603 | New |
| Ronald Blue Trust, Inc. | 1,423 | $28.4K | 0.00% | −241−14.5% | Reduced |
| Fifth Third Bancorp | 1,164 | $23.2K | 0.00% | −470−28.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 969 | $19.0K | 0.00% | +256+35.9% | Added |
| Advisor Group Holdings, Inc. | 863 | $17.2K | 0.00% | −4,037−82.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 784 | $15.7K | 0.00% | −125−13.8% | Reduced |
| US Bancorp | 713 | $14.2K | 0.00% | −392−35.5% | Reduced |
| GAMMA Investing LLC | 662 | $13.2K | 0.00% | +604+1,041.4% | Added |
| Rockefeller Capital Management L.P. | 656 | $13.1K | 0.00% | −447,111−99.9% | Reduced |
| Larson Financial Group LLC | 597 | $11.9K | 0.00% | +597 | New |
| Parkside Financial Bank & Trust | 546 | $10.9K | 0.00% | +183+50.4% | Added |
| Northwestern Mutual Wealth Management Co | 493 | $9.85K | 0.00% | +490+16,333.3% | Added |
| Sterling Capital Management LLC | 451 | $9.01K | 0.00% | +293+185.4% | Added |
| SRS Capital Advisors, Inc. | 435 | $8.69K | 0.00% | +435 | New |
| Bank of Montreal | 401 | $8.01K | 0.00% | −10−2.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 303 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $6.59K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 324 | $6.47K | 0.00% | −78−19.4% | Reduced |
| GWM Advisors LLC | 323 | $6.45K | 0.00% | −154−32.3% | Reduced |
| Los Angeles Capital Management LLC | 276 | $6.24K | 0.00% | +276 | New |
| Bogart Wealth, LLC | 301 | $6.01K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 272 | $5.43K | 0.00% | +161+145.0% | Added |
| EverSource Wealth Advisors, LLC | 270 | $5.39K | 0.00% | +60+28.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 261 | $5.21K | 0.00% | +44+20.3% | Added |
| CWM, LLC | 261 | $5.00K | 0.00% | +70+36.6% | Added |
| Farther Finance Advisors, LLC | 235 | $4.69K | 0.00% | +170+261.5% | Added |
| CIBC Private Wealth Group, LLC | 195 | $3.89K | 0.00% | −120−38.1% | Reduced |
| Massmutual Trust Co FSB | 193 | $3.85K | 0.00% | +152+370.7% | Added |
| Hurley Capital, LLC | 182 | $3.63K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 170 | $3.40K | 0.00% | +131+335.9% | Added |
| Jones Financial Companies LLLP | 163 | $3.25K | 0.00% | +5+3.2% | Added |
| Rachor Investment Advisory Services, LLC | 100 | $2.00K | 0.00% | +100 | New |