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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | +3+75.0% | Added |
| DiNuzzo Private Wealth, Inc. | 1 | $12 | 0.00% | −1−50.0% | Reduced |
| Dunhill Financial, LLC | 1 | $22 | 0.00% | −1−50.0% | Reduced |
| Hughes Financial Services, LLC | 2 | $24 | 0.00% | +1+100.0% | Added |
| JFS Wealth Advisors, LLC | 3 | $36 | 0.00% | −13−81.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $95 | 0.00% | +8 | New |
| Keating Financial Advisory Services, Inc. | 11 | $131 | 0.00% | +10+1,000.0% | Added |
| Elequin Capital LP | 15 | $178 | 0.00% | −57−79.2% | Reduced |
| Investors Portfolio Services LLC | 24 | $309 | 0.00% | +24 | New |
| CVA Family Office, LLC | 30 | $357 | 0.00% | +30 | New |
| Key Financial Inc | 35 | $416 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 36 | $428 | 0.00% | +21+140.0% | Added |
| Ronald Blue Trust, Inc. | 38 | $452 | 0.00% | −1,385−97.3% | Reduced |
| Cornerstone Planning Group LLC | 36 | $492 | 0.00% | +36 | New |
| Rothschild Investment LLC | 79 | $939 | 0.00% | −18−18.6% | Reduced |
| Noble Wealth Management PBC | 100 | $1.19K | 0.00% | +100 | New |
| Advisory Services Network, LLC | 119 | $1.42K | 0.00% | +119 | New |
| Rachor Investment Advisory Services, LLC | 130 | $1.55K | 0.00% | +30+30.0% | Added |
| Richardson Capital Management LLC | 136 | $1.62K | 0.00% | +136 | New |
| Bogart Wealth, LLC | 170 | $2.02K | 0.00% | −131−43.5% | Reduced |
| MAI Capital Management | 172 | $2.05K | 0.00% | +172 | New |
| Mirae Asset Global Investments Co., Ltd. | 201 | $2.39K | 0.00% | −60−23.0% | Reduced |
| National Bank of Canada | 218 | $2.58K | 0.00% | +218 | New |
| Simplex Trading, LLC | 257 | $3.06K | 0.00% | +257 | New |
| Massmutual Trust Co FSB | 262 | $3.12K | 0.00% | +69+35.8% | Added |
| Los Angeles Capital Management LLC | 276 | $3.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 284 | $3.43K | 0.00% | +49+20.9% | Added |
| EverSource Wealth Advisors, LLC | 318 | $3.78K | 0.00% | +48+17.8% | Added |
| Steward Partners Investment Advisory, LLC | 319 | $3.79K | 0.00% | −465−59.3% | Reduced |
| Spire Wealth Management | 330 | $3.92K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 350 | $4.16K | 0.00% | +334+2,087.5% | Added |
| Private Wealth Management Group, LLC | 359 | $4.27K | 0.00% | +359 | New |
| Nisa Investment Advisors, LLC | 360 | $4.28K | 0.00% | +307+579.2% | Added |
| US Bancorp | 366 | $4.35K | 0.00% | −347−48.7% | Reduced |
| Royal Bank of Canada | 452 | $5.00K | 0.00% | −131,694−99.7% | Reduced |
| Optiver Holding B.V. | 431 | $5.13K | 0.00% | +107+33.0% | Added |
| Larson Financial Group LLC | 438 | $5.21K | 0.00% | −159−26.6% | Reduced |
| Sterling Capital Management LLC | 451 | $5.36K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 484 | $5.75K | 0.00% | −379−43.9% | Reduced |
| Signaturefd, LLC | 568 | $6.75K | 0.00% | +398+234.1% | Added |
| Owl Creek Wealth Partners LLC | 580 | $6.90K | 0.00% | +580 | New |
| Parkside Financial Bank & Trust | 824 | $9.80K | 0.00% | +278+50.9% | Added |
| Rockefeller Capital Management L.P. | 862 | $10.2K | 0.00% | +206+31.4% | Added |
| Allworth Financial LP | 929 | $11.0K | 0.00% | +657+241.5% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $11.9K | 0.00% | −7,257−87.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,040 | $12.6K | 0.00% | −7,538−87.9% | Reduced |
| Strategic Advocates LLC | 1,123 | $13.4K | 0.06% | −1,325−54.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,223 | $14.5K | 0.00% | +254+26.2% | Added |
| Parallel Advisors, LLC | 1,248 | $14.8K | 0.00% | +1,248 | New |
| Fifth Third Bancorp | 1,259 | $15.0K | 0.00% | +95+8.2% | Added |
| Group One Trading, L.P. | 1,717 | $20.4K | 0.00% | +1,717 | New |
| GAMMA Investing LLC | 1,837 | $21.8K | 0.00% | +1,175+177.5% | Added |
| KBC Group NV | 1,860 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 1,929 | $22.5K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,417 | $28.7K | 0.03% | +2,417 | New |
| CWM, LLC | 2,432 | $28.9K | 0.00% | +2,171+831.8% | Added |
| Jones Financial Companies LLLP | 2,617 | $29.7K | 0.00% | +2,454+1,505.5% | Added |
| Whittier Trust Co | 2,577 | $31.2K | 0.00% | −3,988−60.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,710 | $32.2K | 0.00% | −446−14.1% | Reduced |
| Bessemer Group Inc | 3,007 | $36.0K | 0.00% | −19,909−86.9% | Reduced |
| Advisors Asset Management, Inc. | 3,287 | $39.1K | 0.00% | −33−1.0% | Reduced |
| Palladiem, LLC | 4,370 | $49.3K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,921 | $58.5K | 0.01% | +2,446+98.8% | Added |
| Ameritas Investment Partners, Inc. | 5,436 | $64.6K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6,129 | $72.9K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,386 | $76.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 7,000 | $83.2K | 0.00% | +7,000 | New |
| Great West Life Assurance Co | 7,311 | $87.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 10,039 | $119.4K | 0.01% | +10,039 | New |
| ProShare Advisors LLC | 10,170 | $120.9K | 0.00% | −2,629−20.5% | Reduced |
| Federated Hermes, Inc. | 10,218 | $121.5K | 0.00% | −40,831−80.0% | Reduced |
| Occudo Quantitative Strategies LP | 10,150 | $125.6K | 0.01% | +10,150 | New |
| Russell Investments Group, Ltd. | 10,621 | $126.3K | 0.00% | −4,314−28.9% | Reduced |
| Capstone Investment Advisors, LLC | 10,623 | $126.3K | 0.00% | +10,623 | New |
| Fox Run Management, L.L.C. | 10,851 | $126.6K | 0.02% | +10,851 | New |
| Prudential Financial Inc | 10,790 | $128.3K | 0.00% | +10,790 | New |
| LPL Financial LLC | 10,896 | $129.6K | 0.00% | −6,318−36.7% | Reduced |
| Caxton Associates LLP | 11,121 | $132.2K | 0.00% | +11,121 | New |
| Dark Forest Capital Management LP | 11,389 | $135.4K | 0.01% | −10,103−47.0% | Reduced |
| Summitry LLC | 11,392 | $135.5K | 0.00% | −20−0.2% | Reduced |
| Quantbot Technologies LP | 11,639 | $138.4K | 0.01% | +11,639 | New |
| Voya Investment Management LLC | 11,651 | $138.5K | 0.00% | −114,268−90.7% | Reduced |
| State of Wyoming | 12,906 | $153.5K | 0.02% | +774+6.4% | Added |
| DRW Securities, LLC | 12,969 | $154.2K | 0.01% | +12,969 | New |
| Pictet Asset Management Holding SA | 12,994 | $154.5K | 0.00% | +2,631+25.4% | Added |
| Jefferies Financial Group Inc. | 13,070 | $155.4K | 0.00% | +13,070 | New |
| Virginia Retirement Systems Et Al | 13,100 | $155.8K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 13,631 | $162.1K | 0.00% | −10,344−43.1% | Reduced |
| SG Americas Securities, LLC | 14,142 | $168.0K | 0.00% | −20,173−58.8% | Reduced |
| Gsa Capital Partners LLP | 14,836 | $176.0K | 0.01% | +14,836 | New |
| AlphaGrep UK Ltd | 15,000 | $178.3K | 0.05% | +15,000 | New |
| KLP Kapitalforvaltning AS | 15,700 | $186.7K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 16,152 | $192.0K | 0.16% | +16,152 | New |
| Pathstone Holdings, LLC | 16,521 | $196.4K | 0.00% | −1,141−6.5% | Reduced |
| Quadrature Capital Ltd | 16,822 | $200.0K | 0.00% | +16,822 | New |
| Aigen Investment Management, LP | 17,126 | $203.6K | 0.05% | +17,126 | New |
| Caitong International Asset Management Co., Ltd | 17,506 | $208.1K | 0.04% | +17,501+350,020.0% | Added |
| Vanguard Investments Australia, Ltd. | 17,968 | $213.6K | 0.00% | +17,968 | New |
| Police & Firemen's Retirement System of New Jersey | 18,002 | $214.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 18,453 | $219.4K | 0.03% | +18,453 | New |