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 |
|---|---|---|---|---|---|
| Palisade Capital Management LLC | 1,141,948 | $13.6M | 0.45% | +395,591+53.0% | Added |
| Citigroup Inc | 1,150,412 | $13.7M | 0.01% | +126,993+12.4% | Added |
| Citadel Advisors LLC | 1,152,609 | $13.7M | 0.01% | +177,212+18.2% | Added |
| Divisar Capital Management LLC | 1,195,712 | $14.2M | 3.62% | +945,712+378.3% | Added |
| William Blair Investment Management, LLC | 1,279,170 | $15.2M | 0.05% | +63,998+5.3% | Added |
| Barclays PLC | 1,311,066 | $15.6M | 0.01% | −156,305−10.7% | Reduced |
| Legacy Advisors, LLC | 1,343,779 | $16.0M | 1.88% | −600.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,638,922 | $19.5M | 0.02% | +1,363,056+494.1% | Added |
| Geode Capital Management, LLC | 1,771,692 | $21.1M | 0.00% | −21,172−1.2% | Reduced |
| Brown Advisory Inc | 1,808,944 | $21.5M | 0.04% | −969,932−34.9% | Reduced |
| State Street Corp | 1,910,753 | $22.7M | 0.00% | +61,582+3.3% | Added |
| Geneva Capital Management LLC | 2,134,691 | $25.4M | 0.54% | −575,808−21.2% | Reduced |
| Goldman Sachs Group Inc | 2,363,972 | $28.1M | 0.00% | +1,282,274+118.5% | Added |
| Nomura Holdings Inc | 2,621,641 | $31.2M | 0.26% | −551,704−17.4% | Reduced |
| Vanguard Capital Management LLC | 3,115,457 | $37.0M | 0.00% | +3,115,457 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 3,178,800 | $37.8M | 0.06% | +3,178,800 | New |
| JPMorgan Chase & Co | 3,371,170 | $39.3M | 0.00% | +1,651,594+96.0% | Added |
| Tensile Capital Management LP | 3,398,563 | $40.4M | 5.79% | −21,431−0.6% | Reduced |
| Morgan Stanley | 4,293,247 | $51.0M | 0.00% | +3,368,359+364.2% | Added |
| Vanguard Portfolio Management LLC | 4,780,681 | $56.8M | 0.00% | +4,780,681 | New |
| UBS Group AG | 5,464,034 | $65.0M | 0.01% | −264,806−4.6% | Reduced |
| BlackRock, Inc. | 5,659,374 | $67.3M | 0.00% | +18,194+0.3% | Added |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −2,820,247−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −2,698,276−100.0% | Sold out |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −2,506,653−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −1,833,428−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,540,091−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −1,335,122−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −1,221,776−100.0% | Sold out |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −739,673−100.0% | Sold out |
| Pembroke Management, LTD | 0 | $0 | 0.00% | −648,097−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −464,155−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −453,303−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −249,227−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −184,446−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −166,326−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −150,299−100.0% | Sold out |
| EFG International AG | 0 | $0 | 0.00% | −145,763−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −103,665−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −97,252−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −87,178−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −85,286−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −82,188−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −72,293−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −69,533−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −61,468−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −43,180−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −40,964−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −28,105−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −23,566−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −8,276−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −16,304−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −14,067−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −13,662−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,114−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −7,908−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −7,390−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −5,263−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,524−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Hurley Capital, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |