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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.

Q1 2026 vs. Q4 2025

How the institutions holding Vertex, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of VERX: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2215222+6
Shares84.4M9.31M80.4M+5.32M (+7.1%)
Value$1.69B$186.0M$955.7M−$543.8M (−36.3%)

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (60)

Institutions that held Vertex, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to VERX in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC4,780,681$56.8M0.00%
Healthcare of Ontario Pension Plan Trust Fund3,178,800$37.8M0.06%
Vanguard Capital Management LLC3,115,457$37.0M0.00%
CIBC Bancorp USA Inc.1,053,533$12.5M0.02%
Hudson Bay Capital Management LP1,000,000$11.9M0.07%
Freshford Capital Management, LLC565,547$6.72M3.36%
Vanguard Fiduciary Trust Co507,367$6.03M0.00%
Counterpoint Mutual Funds LLC406,757$4.84M0.73%
Trexquant Investment LP300,199$3.57M0.03%
MUFG Securities EMEA plc300,000$3.57M0.05%
Tudor Investment Corp Et Al218,494$2.60M0.01%
Balyasny Asset Management LLC214,166$2.55M0.01%
Two Sigma Investments, LP104,888$1.25M0.00%
Twinbeech Capital LP78,200$929.8K0.10%
ExodusPoint Capital Management, LP68,477$814.2K0.01%
AQR Capital Management LLC67,240$799.5K0.00%
Prelude Capital Management, LLC59,985$713.2K0.05%
Scalar Gauge Management, LLC55,000$654.0K0.63%
Vanguard Asset Management, Ltd48,203$573.1K0.00%
Lazard Asset Management LLC38,577$458.7K0.00%
Engineers Gate Manager LP34,999$416.1K0.01%
Vanguard Global Advisers, LLC28,346$337.0K0.00%
Acadian Asset Management LLC27,369$325.0K0.00%
Dynamic Technology Lab Private Ltd26,498$315.1K0.05%
Virtu Financial LLC23,982$285.0K0.01%
Mercer Global Advisors Inc21,235$252.5K0.00%
Harbor Capital Advisors, Inc.20,769$247.0K0.02%
Skopos Labs, Inc.19,102$227.1K0.01%
Meridian Wealth Partners, LLC18,453$219.4K0.03%
Vanguard Investments Australia, Ltd.17,968$213.6K0.00%
Aigen Investment Management, LP17,126$203.6K0.05%
Quadrature Capital Ltd16,822$200.0K0.00%
Scientech Research LLC16,152$192.0K0.16%
AlphaGrep UK Ltd15,000$178.3K0.05%
Gsa Capital Partners LLP14,836$176.0K0.01%
Jefferies Financial Group Inc.13,070$155.4K0.00%
DRW Securities, LLC12,969$154.2K0.01%
Quantbot Technologies LP11,639$138.4K0.01%
Caxton Associates LLP11,121$132.2K0.00%
Prudential Financial Inc10,790$128.3K0.00%
Fox Run Management, L.L.C.10,851$126.6K0.02%
Capstone Investment Advisors, LLC10,623$126.3K0.00%
Occudo Quantitative Strategies LP10,150$125.6K0.01%
Verdence Capital Advisors LLC10,039$119.4K0.01%
Natixis7,000$83.2K0.00%
Bayforest Capital Ltd2,417$28.7K0.03%
Group One Trading, L.P.1,717$20.4K0.00%
Parallel Advisors, LLC1,248$14.8K0.00%
Owl Creek Wealth Partners LLC580$6.90K0.00%
Private Wealth Management Group, LLC359$4.27K0.00%
Simplex Trading, LLC257$3.06K0.00%
National Bank of Canada218$2.58K0.00%
MAI Capital Management172$2.05K0.00%
Richardson Capital Management LLC136$1.62K0.00%
Advisory Services Network, LLC119$1.42K0.00%
Noble Wealth Management PBC100$1.19K0.00%
Cornerstone Planning Group LLC36$4920.00%
CVA Family Office, LLC30$3570.00%
Investors Portfolio Services LLC24$3090.00%
Transamerica Financial Advisors, Inc.8$950.00%

Sold out (54)

Institutions that held Vertex, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of VERX in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Neuberger Berman Group LLC2,820,247$56.3M
Massachusetts Financial Services Co2,698,276$53.9M
Conestoga Capital Advisors, LLC2,506,653$50.1M
Park West Asset Management LLC1,833,428$36.6M
Wellington Management Group LLP1,540,091$30.8M
Principal Financial Group Inc1,335,122$26.7M
Standard Life Aberdeen plc1,221,776$24.4M
Champlain Investment Partners, LLC739,673$14.8M
Pembroke Management, LTD648,097$12.9M
Franklin Resources Inc464,155$9.27M
Premier Fund Managers Ltd453,303$9.08M
Peregrine Capital Management LLC249,227$4.98M
Roubaix Capital, LLC184,446$3.68M
Edgestream Partners, L.P.166,326$3.32M
Granahan Investment Management Inc150,299$3.00M
EFG International AG145,763$2.91M
Campbell & CO Investment Adviser LLC103,665$2.07M
Aquatic Capital Management LLC97,252$1.94M
Baird Financial Group, Inc.87,178$1.74M
Bullseye Asset Management LLC85,286$1.70M
Squarepoint Ops LLC82,188$1.64M
Jain Global LLC72,293$1.44M
Nomura Asset Management International Inc.69,533$1.39M
Holocene Advisors, LP61,468$1.23M
Sciencast Management LP43,180$862.3K
Teachers Retirement System of the State of Kentucky40,964$818.0K
Verition Fund Management LLC28,105$561.3K
Fieldview Capital Management, LLC23,566$470.6K
Harvest Fund Management Co., Ltd8,276$441.0K
Diversified Trust Co16,304$325.6K
Atom Investors LP14,067$280.9K
Inceptionr LLC13,662$272.8K
Canada Pension Plan Investment Board10,500$209.7K
Natixis Advisors, L.P.10,114$202.0K
Quest Partners LLC7,908$157.9K
MeadowBrook Investment Advisors LLC7,390$147.6K
Johnson Financial Group, Inc.5,263$105.1K
Walleye Trading LLC4,524$90.3K
Assetmark, Inc4,180$83.5K
Amalgamated Bank2,204$44.0K
Northwestern Mutual Wealth Management Co493$9.85K
SRS Capital Advisors, Inc.435$8.69K
Bank of Montreal401$8.01K
T. Rowe Price Investment Management, Inc.303$7.00K
GWM Advisors LLC323$6.45K
Hurley Capital, LLC182$3.63K
Zions Bancorporation, National Association82$1.64K
SageView Advisory Group, LLC55$1.10K
Smartleaf Asset Management LLC32$641
Optima Capital LLC25$499
Flagship Harbor Advisors, LLC21$419
Bare Financial Services, Inc21$419
SJS Investment Consulting Inc.1$20
Hantz Financial Services, Inc.16$0

Not filed for Q1 2026 yet (5)

Institutions that held Vertex, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VERX in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc8,348,597$166.7M
CIBC World Markets Corp704,642$14.1M
Comerica Bank258,019$5.15M
Global Retirement Partners, LLC1,603$32.0K
CIBC Private Wealth Group, LLC195$3.89K