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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 19,102 | $227.1K | 0.01% | +19,102 | New |
| Intech Investment Management LLC | 19,645 | $233.6K | 0.00% | −8,829−31.0% | Reduced |
| Arizona State Retirement System | 20,189 | $240.0K | 0.00% | −258−1.3% | Reduced |
| Harbor Capital Advisors, Inc. | 20,769 | $247.0K | 0.02% | +20,769 | New |
| Mercer Global Advisors Inc | 21,235 | $252.5K | 0.00% | +21,235 | New |
| Virtu Financial LLC | 23,982 | $285.0K | 0.01% | +23,982 | New |
| Wells Fargo & Company | 25,973 | $308.8K | 0.00% | −60,821−70.1% | Reduced |
| Chicago Capital, LLC | 26,328 | $313.0K | 0.01% | +10,315+64.4% | Added |
| VARCOV Co. | 26,455 | $314.6K | 0.12% | +6,877+35.1% | Added |
| Dynamic Technology Lab Private Ltd | 26,498 | $315.1K | 0.05% | +26,498 | New |
| Acadian Asset Management LLC | 27,369 | $325.0K | 0.00% | +27,369 | New |
| Vanguard Global Advisers, LLC | 28,346 | $337.0K | 0.00% | +28,346 | New |
| Sterling Investment Advisors, Ltd. | 29,470 | $350.4K | 0.06% | 00.0% | Unchanged |
| DKRT Investments Corp. | 30,000 | $356.7K | 0.09% | +10,000+50.0% | Added |
| Manufacturers Life Insurance Company, The | 31,160 | $370.5K | 0.00% | −4,153−11.8% | Reduced |
| Pictet & Cie (Europe) SA | 31,350 | $372.8K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 31,855 | $378.8K | 0.00% | +3,270+11.4% | Added |
| Cetera Investment Advisers | 34,150 | $406.0K | 0.00% | +5,814+20.5% | Added |
| Engineers Gate Manager LP | 34,999 | $416.1K | 0.01% | +34,999 | New |
| Headlands Technologies LLC | 35,732 | $424.9K | 0.05% | −4,397−11.0% | Reduced |
| Janus Henderson Group PLC | 37,027 | $439.7K | 0.00% | −739,365−95.2% | Reduced |
| State of Wisconsin Investment Board | 38,341 | $455.9K | 0.00% | +17,464+83.7% | Added |
| Lazard Asset Management LLC | 38,577 | $458.7K | 0.00% | +38,577 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,048 | $464.3K | 0.00% | +15,637+66.8% | Added |
| MetLife Investment Management | 40,248 | $478.5K | 0.00% | +1,218+3.1% | Added |
| Caption Management, LLC | 41,159 | $489.4K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 45,700 | $543.0K | 0.00% | +29,600+183.9% | Added |
| Vanguard Asset Management, Ltd | 48,203 | $573.1K | 0.00% | +48,203 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 50,005 | $594.6K | 0.00% | +34,771+228.2% | Added |
| Scalar Gauge Management, LLC | 55,000 | $654.0K | 0.63% | +55,000 | New |
| Prelude Capital Management, LLC | 59,985 | $713.2K | 0.05% | +59,985 | New |
| Legal & General Group Plc | 61,993 | $737.1K | 0.00% | −12,211−16.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 63,611 | $755.8K | 0.00% | −12,207−16.1% | Reduced |
| AQR Capital Management LLC | 67,240 | $799.5K | 0.00% | +67,240 | New |
| California State Teachers Retirement System | 68,267 | $811.7K | 0.00% | −523−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 68,477 | $814.2K | 0.01% | +68,477 | New |
| Envestnet Asset Management Inc | 68,954 | $819.9K | 0.00% | −19,565−22.1% | Reduced |
| Norris Perne & French LLP | 71,998 | $856.1K | 0.04% | −187,856−72.3% | Reduced |
| Invesco Ltd. | 76,018 | $903.9K | 0.00% | +14,999+24.6% | Added |
| Twinbeech Capital LP | 78,200 | $929.8K | 0.10% | +78,200 | New |
| Price T Rowe Associates Inc | 84,589 | $1.01M | 0.00% | +13,947+19.7% | Added |
| Rhumbline Advisers | 87,314 | $1.04M | 0.00% | +2,045+2.4% | Added |
| SEI Investments Co | 89,988 | $1.07M | 0.00% | −50,184−35.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 94,940 | $1.13M | 0.02% | −15,060−13.7% | Reduced |
| Fred Alger Management, LLC | 99,097 | $1.18M | 0.01% | −340,318−77.4% | Reduced |
| Palogic Value Management, L.P. | 100,000 | $1.19M | 0.52% | +32,500+48.1% | Added |
| Two Sigma Investments, LP | 104,888 | $1.25M | 0.00% | +104,888 | New |
| Qube Research & Technologies Ltd | 108,461 | $1.29M | 0.00% | +50,150+86.0% | Added |
| Ameriprise Financial Inc | 114,886 | $1.37M | 0.00% | −684,887−85.6% | Reduced |
| Alliancebernstein L.P. | 70,944 | $1.42M | 0.00% | +634+0.9% | Added |
| Royce & Associates LP | 136,032 | $1.62M | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 141,793 | $1.69M | 0.00% | +104,006+275.2% | Added |
| Swiss National Bank | 144,900 | $1.72M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 151,895 | $1.81M | 0.00% | −130,536−46.2% | Reduced |
| Susquehanna International Group, LLP | 161,440 | $1.92M | 0.00% | −66,668−29.2% | Reduced |
| Banco Santander, S.A. | 174,826 | $2.08M | 0.02% | −10,000−5.4% | Reduced |
| Nuveen, LLC | 177,002 | $2.10M | 0.00% | +37,711+27.1% | Added |
| Herald Investment Management Ltd | 200,000 | $2.37M | 0.33% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 206,165 | $2.45M | 0.05% | +70,167+51.6% | Added |
| Balyasny Asset Management LLC | 214,166 | $2.55M | 0.01% | +214,166 | New |
| Tudor Investment Corp Et Al | 218,494 | $2.60M | 0.01% | +218,494 | New |
| Deutsche Bank AG | 225,837 | $2.69M | 0.00% | +7,143+3.3% | Added |
| Bank of New York Mellon Corp | 234,801 | $2.79M | 0.00% | −11,129−4.5% | Reduced |
| North Star Asset Management Inc | 237,875 | $2.83M | 0.12% | +17,398+7.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 256,289 | $3.05M | 0.06% | +67,270+35.6% | Added |
| XTX Topco Ltd | 256,331 | $3.05M | 0.05% | +148,422+137.5% | Added |
| Mizuho Markets Americas LLC | 257,927 | $3.07M | 0.09% | −121,000−31.9% | Reduced |
| CenterBook Partners LP | 258,634 | $3.08M | 0.17% | +236,922+1,091.2% | Added |
| Saba Capital Management, L.P. | 263,474 | $3.13M | 0.10% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 267,690 | $3.18M | 0.07% | −1,295−0.5% | Reduced |
| Marshall Wace, LLP | 288,636 | $3.43M | 0.00% | +258,568+859.9% | Added |
| Renaissance Technologies LLC | 290,500 | $3.45M | 0.01% | +21,700+8.1% | Added |
| Gagnon Advisors, LLC | 297,050 | $3.53M | 2.60% | +64,571+27.8% | Added |
| MUFG Securities EMEA plc | 300,000 | $3.57M | 0.05% | +300,000 | New |
| Trexquant Investment LP | 300,199 | $3.57M | 0.03% | +300,199 | New |
| Pier Capital, LLC | 312,227 | $3.71M | 0.61% | +67,659+27.7% | Added |
| FMR LLC | 333,715 | $3.97M | 0.00% | +325,426+3,926.0% | Added |
| Voleon Capital Management LP | 388,106 | $4.61M | 0.10% | +154,135+65.9% | Added |
| Counterpoint Mutual Funds LLC | 406,757 | $4.84M | 0.73% | +406,757 | New |
| Brown Capital Management LLC | 434,579 | $5.17M | 0.73% | −175,753−28.8% | Reduced |
| New York State Common Retirement Fund | 434,848 | $5.17M | 0.01% | +152,773+54.2% | Added |
| Gagnon Securities LLC | 468,220 | $5.57M | 1.29% | +103,577+28.4% | Added |
| Hyperion Capital Advisors LP | 480,000 | $5.71M | 2.75% | −170,000−26.2% | Reduced |
| Vanguard Fiduciary Trust Co | 507,367 | $6.03M | 0.00% | +507,367 | New |
| BNP Paribas Arbitrage, SA | 511,671 | $6.08M | 0.00% | +4,066+0.8% | Added |
| Cypress Point Investment Management LP | 535,901 | $6.37M | 1.50% | +308,863+136.0% | Added |
| Banque Pictet & Cie SA | 553,975 | $6.59M | 0.08% | −264,670−32.3% | Reduced |
| Freshford Capital Management, LLC | 565,547 | $6.72M | 3.36% | +565,547 | New |
| Dimensional Fund Advisors LP | 582,427 | $6.92M | 0.00% | −235,818−28.8% | Reduced |
| Charles Schwab Investment Management Inc | 605,909 | $7.20M | 0.00% | −4,155−0.7% | Reduced |
| Northern Trust Corp | 640,426 | $7.61M | 0.00% | +6,078+1.0% | Added |
| Millennium Management LLC | 653,512 | $7.77M | 0.01% | +630,737+2,769.4% | Added |
| TimesSquare Capital Management, LLC | 682,652 | $8.12M | 0.14% | −83,570−10.9% | Reduced |
| Jane Street Group, LLC | 700,648 | $8.33M | 0.01% | −18,470−2.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 805,861 | $9.58M | 0.03% | −199,234−19.8% | Reduced |
| Bank of America Corp | 932,518 | $11.1M | 0.00% | −39,148−4.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 935,668 | $11.1M | 0.01% | +889,042+1,906.8% | Added |
| Jennison Associates LLC | 982,230 | $11.7M | 0.01% | −9,590−1.0% | Reduced |
| Hudson Bay Capital Management LP | 1,000,000 | $11.9M | 0.07% | +1,000,000 | New |
| CIBC Bancorp USA Inc. | 1,053,533 | $12.5M | 0.02% | +1,053,533 | New |