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, Q1 2026
Institutional positions in Vertex, Inc. as of Mar 31, 2026. 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
- 222
- +6 vs. Q4 2025
- Shares held
- 80.4M
- +5.32M (+7.1%) vs. Q4 2025
- Total value
- $955.7M
- −$543.8M (−36.3%) vs. Q4 2025
- New holders
- 60
- 72 more added
- Sold out
- 54
- 69 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Vertex, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,659,374 | $67.3M | 0.00% | +18,194+0.3% | Added |
| UBS Group AG | 5,464,034 | $65.0M | 0.01% | −264,806−4.6% | Reduced |
| Vanguard Portfolio Management LLC | 4,780,681 | $56.8M | 0.00% | +4,780,681 | New |
| Morgan Stanley | 4,293,247 | $51.0M | 0.00% | +3,368,359+364.2% | Added |
| Tensile Capital Management LP | 3,398,563 | $40.4M | 5.79% | −21,431−0.6% | Reduced |
| JPMorgan Chase & Co | 3,371,170 | $39.3M | 0.00% | +1,651,594+96.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,178,800 | $37.8M | 0.06% | +3,178,800 | New |
| Vanguard Capital Management LLC | 3,115,457 | $37.0M | 0.00% | +3,115,457 | New |
| Nomura Holdings Inc | 2,621,641 | $31.2M | 0.26% | −551,704−17.4% | Reduced |
| Goldman Sachs Group Inc | 2,363,972 | $28.1M | 0.00% | +1,282,274+118.5% | Added |
| Geneva Capital Management LLC | 2,134,691 | $25.4M | 0.54% | −575,808−21.2% | Reduced |
| State Street Corp | 1,910,753 | $22.7M | 0.00% | +61,582+3.3% | Added |
| Brown Advisory Inc | 1,808,944 | $21.5M | 0.04% | −969,932−34.9% | Reduced |
| Geode Capital Management, LLC | 1,771,692 | $21.1M | 0.00% | −21,172−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 1,638,922 | $19.5M | 0.02% | +1,363,056+494.1% | Added |
| Legacy Advisors, LLC | 1,343,779 | $16.0M | 1.88% | −600.0% | Reduced |
| Barclays PLC | 1,311,066 | $15.6M | 0.01% | −156,305−10.7% | Reduced |
| William Blair Investment Management, LLC | 1,279,170 | $15.2M | 0.05% | +63,998+5.3% | Added |
| Divisar Capital Management LLC | 1,195,712 | $14.2M | 3.62% | +945,712+378.3% | Added |
| Citadel Advisors LLC | 1,152,609 | $13.7M | 0.01% | +177,212+18.2% | Added |
| Citigroup Inc | 1,150,412 | $13.7M | 0.01% | +126,993+12.4% | Added |
| Palisade Capital Management LLC | 1,141,948 | $13.6M | 0.45% | +395,591+53.0% | Added |
| CIBC Bancorp USA Inc. | 1,053,533 | $12.5M | 0.02% | +1,053,533 | New |
| Hudson Bay Capital Management LP | 1,000,000 | $11.9M | 0.07% | +1,000,000 | New |
| Jennison Associates LLC | 982,230 | $11.7M | 0.01% | −9,590−1.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 935,668 | $11.1M | 0.01% | +889,042+1,906.8% | Added |
| Bank of America Corp | 932,518 | $11.1M | 0.00% | −39,148−4.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 805,861 | $9.58M | 0.03% | −199,234−19.8% | Reduced |
| Jane Street Group, LLC | 700,648 | $8.33M | 0.01% | −18,470−2.6% | Reduced |
| TimesSquare Capital Management, LLC | 682,652 | $8.12M | 0.14% | −83,570−10.9% | Reduced |
| Millennium Management LLC | 653,512 | $7.77M | 0.01% | +630,737+2,769.4% | Added |
| Northern Trust Corp | 640,426 | $7.61M | 0.00% | +6,078+1.0% | Added |
| Charles Schwab Investment Management Inc | 605,909 | $7.20M | 0.00% | −4,155−0.7% | Reduced |
| Dimensional Fund Advisors LP | 582,427 | $6.92M | 0.00% | −235,818−28.8% | Reduced |
| Freshford Capital Management, LLC | 565,547 | $6.72M | 3.36% | +565,547 | New |
| Banque Pictet & Cie SA | 553,975 | $6.59M | 0.08% | −264,670−32.3% | Reduced |
| Cypress Point Investment Management LP | 535,901 | $6.37M | 1.50% | +308,863+136.0% | Added |
| BNP Paribas Arbitrage, SA | 511,671 | $6.08M | 0.00% | +4,066+0.8% | Added |
| Vanguard Fiduciary Trust Co | 507,367 | $6.03M | 0.00% | +507,367 | New |
| Hyperion Capital Advisors LP | 480,000 | $5.71M | 2.75% | −170,000−26.2% | Reduced |
| Gagnon Securities LLC | 468,220 | $5.57M | 1.29% | +103,577+28.4% | Added |
| New York State Common Retirement Fund | 434,848 | $5.17M | 0.01% | +152,773+54.2% | Added |
| Brown Capital Management LLC | 434,579 | $5.17M | 0.73% | −175,753−28.8% | Reduced |
| Counterpoint Mutual Funds LLC | 406,757 | $4.84M | 0.73% | +406,757 | New |
| Voleon Capital Management LP | 388,106 | $4.61M | 0.10% | +154,135+65.9% | Added |
| FMR LLC | 333,715 | $3.97M | 0.00% | +325,426+3,926.0% | Added |
| Pier Capital, LLC | 312,227 | $3.71M | 0.61% | +67,659+27.7% | Added |
| Trexquant Investment LP | 300,199 | $3.57M | 0.03% | +300,199 | New |
| MUFG Securities EMEA plc | 300,000 | $3.57M | 0.05% | +300,000 | New |
| Gagnon Advisors, LLC | 297,050 | $3.53M | 2.60% | +64,571+27.8% | Added |
| Renaissance Technologies LLC | 290,500 | $3.45M | 0.01% | +21,700+8.1% | Added |
| Marshall Wace, LLP | 288,636 | $3.43M | 0.00% | +258,568+859.9% | Added |
| Kornitzer Capital Management Inc | 267,690 | $3.18M | 0.07% | −1,295−0.5% | Reduced |
| Saba Capital Management, L.P. | 263,474 | $3.13M | 0.10% | 00.0% | Unchanged |
| CenterBook Partners LP | 258,634 | $3.08M | 0.17% | +236,922+1,091.2% | Added |
| Mizuho Markets Americas LLC | 257,927 | $3.07M | 0.09% | −121,000−31.9% | Reduced |
| XTX Topco Ltd | 256,331 | $3.05M | 0.05% | +148,422+137.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 256,289 | $3.05M | 0.06% | +67,270+35.6% | Added |
| North Star Asset Management Inc | 237,875 | $2.83M | 0.12% | +17,398+7.9% | Added |
| Bank of New York Mellon Corp | 234,801 | $2.79M | 0.00% | −11,129−4.5% | Reduced |
| Deutsche Bank AG | 225,837 | $2.69M | 0.00% | +7,143+3.3% | Added |
| Tudor Investment Corp Et Al | 218,494 | $2.60M | 0.01% | +218,494 | New |
| Balyasny Asset Management LLC | 214,166 | $2.55M | 0.01% | +214,166 | New |
| Kennedy Capital Management, Inc. | 206,165 | $2.45M | 0.05% | +70,167+51.6% | Added |
| Herald Investment Management Ltd | 200,000 | $2.37M | 0.33% | 00.0% | Unchanged |
| Nuveen, LLC | 177,002 | $2.10M | 0.00% | +37,711+27.1% | Added |
| Banco Santander, S.A. | 174,826 | $2.08M | 0.02% | −10,000−5.4% | Reduced |
| Susquehanna International Group, LLP | 161,440 | $1.92M | 0.00% | −66,668−29.2% | Reduced |
| UBS Asset Management Americas Inc | 151,895 | $1.81M | 0.00% | −130,536−46.2% | Reduced |
| Swiss National Bank | 144,900 | $1.72M | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 141,793 | $1.69M | 0.00% | +104,006+275.2% | Added |
| Royce & Associates LP | 136,032 | $1.62M | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 70,944 | $1.42M | 0.00% | +634+0.9% | Added |
| Ameriprise Financial Inc | 114,886 | $1.37M | 0.00% | −684,887−85.6% | Reduced |
| Qube Research & Technologies Ltd | 108,461 | $1.29M | 0.00% | +50,150+86.0% | Added |
| Two Sigma Investments, LP | 104,888 | $1.25M | 0.00% | +104,888 | New |
| Palogic Value Management, L.P. | 100,000 | $1.19M | 0.52% | +32,500+48.1% | Added |
| Fred Alger Management, LLC | 99,097 | $1.18M | 0.01% | −340,318−77.4% | Reduced |
| Lazard Freres Gestion S.A.S. | 94,940 | $1.13M | 0.02% | −15,060−13.7% | Reduced |
| SEI Investments Co | 89,988 | $1.07M | 0.00% | −50,184−35.8% | Reduced |
| Rhumbline Advisers | 87,314 | $1.04M | 0.00% | +2,045+2.4% | Added |
| Price T Rowe Associates Inc | 84,589 | $1.01M | 0.00% | +13,947+19.7% | Added |
| Twinbeech Capital LP | 78,200 | $929.8K | 0.10% | +78,200 | New |
| Invesco Ltd. | 76,018 | $903.9K | 0.00% | +14,999+24.6% | Added |
| Norris Perne & French LLP | 71,998 | $856.1K | 0.04% | −187,856−72.3% | Reduced |
| Envestnet Asset Management Inc | 68,954 | $819.9K | 0.00% | −19,565−22.1% | Reduced |
| ExodusPoint Capital Management, LP | 68,477 | $814.2K | 0.01% | +68,477 | New |
| California State Teachers Retirement System | 68,267 | $811.7K | 0.00% | −523−0.8% | Reduced |
| AQR Capital Management LLC | 67,240 | $799.5K | 0.00% | +67,240 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 63,611 | $755.8K | 0.00% | −12,207−16.1% | Reduced |
| Legal & General Group Plc | 61,993 | $737.1K | 0.00% | −12,211−16.5% | Reduced |
| Prelude Capital Management, LLC | 59,985 | $713.2K | 0.05% | +59,985 | New |
| Scalar Gauge Management, LLC | 55,000 | $654.0K | 0.63% | +55,000 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 50,005 | $594.6K | 0.00% | +34,771+228.2% | Added |
| Vanguard Asset Management, Ltd | 48,203 | $573.1K | 0.00% | +48,203 | New |
| Handelsbanken Fonder AB | 45,700 | $543.0K | 0.00% | +29,600+183.9% | Added |
| Caption Management, LLC | 41,159 | $489.4K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 40,248 | $478.5K | 0.00% | +1,218+3.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,048 | $464.3K | 0.00% | +15,637+66.8% | Added |
| Lazard Asset Management LLC | 38,577 | $458.7K | 0.00% | +38,577 | New |