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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 38,341 | $455.9K | 0.00% | +17,464+83.7% | Added |
| Janus Henderson Group PLC | 37,027 | $439.7K | 0.00% | −739,365−95.2% | Reduced |
| Headlands Technologies LLC | 35,732 | $424.9K | 0.05% | −4,397−11.0% | Reduced |
| Engineers Gate Manager LP | 34,999 | $416.1K | 0.01% | +34,999 | New |
| Cetera Investment Advisers | 34,150 | $406.0K | 0.00% | +5,814+20.5% | Added |
| Creative Planning | 31,855 | $378.8K | 0.00% | +3,270+11.4% | Added |
| Pictet & Cie (Europe) SA | 31,350 | $372.8K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 31,160 | $370.5K | 0.00% | −4,153−11.8% | Reduced |
| DKRT Investments Corp. | 30,000 | $356.7K | 0.09% | +10,000+50.0% | Added |
| Sterling Investment Advisors, Ltd. | 29,470 | $350.4K | 0.06% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 28,346 | $337.0K | 0.00% | +28,346 | New |
| Acadian Asset Management LLC | 27,369 | $325.0K | 0.00% | +27,369 | New |
| Dynamic Technology Lab Private Ltd | 26,498 | $315.1K | 0.05% | +26,498 | New |
| VARCOV Co. | 26,455 | $314.6K | 0.12% | +6,877+35.1% | Added |
| Chicago Capital, LLC | 26,328 | $313.0K | 0.01% | +10,315+64.4% | Added |
| Wells Fargo & Company | 25,973 | $308.8K | 0.00% | −60,821−70.1% | Reduced |
| Virtu Financial LLC | 23,982 | $285.0K | 0.01% | +23,982 | New |
| Mercer Global Advisors Inc | 21,235 | $252.5K | 0.00% | +21,235 | New |
| Harbor Capital Advisors, Inc. | 20,769 | $247.0K | 0.02% | +20,769 | New |
| Arizona State Retirement System | 20,189 | $240.0K | 0.00% | −258−1.3% | Reduced |
| Intech Investment Management LLC | 19,645 | $233.6K | 0.00% | −8,829−31.0% | Reduced |
| Skopos Labs, Inc. | 19,102 | $227.1K | 0.01% | +19,102 | New |
| Meridian Wealth Partners, LLC | 18,453 | $219.4K | 0.03% | +18,453 | New |
| Police & Firemen's Retirement System of New Jersey | 18,002 | $214.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 17,968 | $213.6K | 0.00% | +17,968 | New |
| Caitong International Asset Management Co., Ltd | 17,506 | $208.1K | 0.04% | +17,501+350,020.0% | Added |
| Aigen Investment Management, LP | 17,126 | $203.6K | 0.05% | +17,126 | New |
| Quadrature Capital Ltd | 16,822 | $200.0K | 0.00% | +16,822 | New |
| Pathstone Holdings, LLC | 16,521 | $196.4K | 0.00% | −1,141−6.5% | Reduced |
| Scientech Research LLC | 16,152 | $192.0K | 0.16% | +16,152 | New |
| KLP Kapitalforvaltning AS | 15,700 | $186.7K | 0.00% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 15,000 | $178.3K | 0.05% | +15,000 | New |
| Gsa Capital Partners LLP | 14,836 | $176.0K | 0.01% | +14,836 | New |
| SG Americas Securities, LLC | 14,142 | $168.0K | 0.00% | −20,173−58.8% | Reduced |
| Glenmede Trust Co NA | 13,631 | $162.1K | 0.00% | −10,344−43.1% | Reduced |
| Virginia Retirement Systems Et Al | 13,100 | $155.8K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 13,070 | $155.4K | 0.00% | +13,070 | New |
| Pictet Asset Management Holding SA | 12,994 | $154.5K | 0.00% | +2,631+25.4% | Added |
| DRW Securities, LLC | 12,969 | $154.2K | 0.01% | +12,969 | New |
| State of Wyoming | 12,906 | $153.5K | 0.02% | +774+6.4% | Added |
| Voya Investment Management LLC | 11,651 | $138.5K | 0.00% | −114,268−90.7% | Reduced |
| Quantbot Technologies LP | 11,639 | $138.4K | 0.01% | +11,639 | New |
| Summitry LLC | 11,392 | $135.5K | 0.00% | −20−0.2% | Reduced |
| Dark Forest Capital Management LP | 11,389 | $135.4K | 0.01% | −10,103−47.0% | Reduced |
| Caxton Associates LLP | 11,121 | $132.2K | 0.00% | +11,121 | New |
| LPL Financial LLC | 10,896 | $129.6K | 0.00% | −6,318−36.7% | Reduced |
| Prudential Financial Inc | 10,790 | $128.3K | 0.00% | +10,790 | New |
| Fox Run Management, L.L.C. | 10,851 | $126.6K | 0.02% | +10,851 | New |
| Capstone Investment Advisors, LLC | 10,623 | $126.3K | 0.00% | +10,623 | New |
| Russell Investments Group, Ltd. | 10,621 | $126.3K | 0.00% | −4,314−28.9% | Reduced |
| Occudo Quantitative Strategies LP | 10,150 | $125.6K | 0.01% | +10,150 | New |
| Federated Hermes, Inc. | 10,218 | $121.5K | 0.00% | −40,831−80.0% | Reduced |
| ProShare Advisors LLC | 10,170 | $120.9K | 0.00% | −2,629−20.5% | Reduced |
| Verdence Capital Advisors LLC | 10,039 | $119.4K | 0.01% | +10,039 | New |
| Great West Life Assurance Co | 7,311 | $87.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 7,000 | $83.2K | 0.00% | +7,000 | New |
| Public Employees Retirement Association of Colorado | 6,386 | $76.0K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6,129 | $72.9K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,436 | $64.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,921 | $58.5K | 0.01% | +2,446+98.8% | Added |
| Palladiem, LLC | 4,370 | $49.3K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,287 | $39.1K | 0.00% | −33−1.0% | Reduced |
| Bessemer Group Inc | 3,007 | $36.0K | 0.00% | −19,909−86.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,710 | $32.2K | 0.00% | −446−14.1% | Reduced |
| Whittier Trust Co | 2,577 | $31.2K | 0.00% | −3,988−60.7% | Reduced |
| Jones Financial Companies LLLP | 2,617 | $29.7K | 0.00% | +2,454+1,505.5% | Added |
| CWM, LLC | 2,432 | $28.9K | 0.00% | +2,171+831.8% | Added |
| Bayforest Capital Ltd | 2,417 | $28.7K | 0.03% | +2,417 | New |
| Fulcrum Asset Management LLP | 1,929 | $22.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,860 | $22.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,837 | $21.8K | 0.00% | +1,175+177.5% | Added |
| Group One Trading, L.P. | 1,717 | $20.4K | 0.00% | +1,717 | New |
| Fifth Third Bancorp | 1,259 | $15.0K | 0.00% | +95+8.2% | Added |
| Parallel Advisors, LLC | 1,248 | $14.8K | 0.00% | +1,248 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,223 | $14.5K | 0.00% | +254+26.2% | Added |
| Strategic Advocates LLC | 1,123 | $13.4K | 0.06% | −1,325−54.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,040 | $12.6K | 0.00% | −7,538−87.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $11.9K | 0.00% | −7,257−87.9% | Reduced |
| Allworth Financial LP | 929 | $11.0K | 0.00% | +657+241.5% | Added |
| Rockefeller Capital Management L.P. | 862 | $10.2K | 0.00% | +206+31.4% | Added |
| Parkside Financial Bank & Trust | 824 | $9.80K | 0.00% | +278+50.9% | Added |
| Owl Creek Wealth Partners LLC | 580 | $6.90K | 0.00% | +580 | New |
| Signaturefd, LLC | 568 | $6.75K | 0.00% | +398+234.1% | Added |
| Advisor Group Holdings, Inc. | 484 | $5.75K | 0.00% | −379−43.9% | Reduced |
| Sterling Capital Management LLC | 451 | $5.36K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 438 | $5.21K | 0.00% | −159−26.6% | Reduced |
| Optiver Holding B.V. | 431 | $5.13K | 0.00% | +107+33.0% | Added |
| Royal Bank of Canada | 452 | $5.00K | 0.00% | −131,694−99.7% | Reduced |
| US Bancorp | 366 | $4.35K | 0.00% | −347−48.7% | Reduced |
| Nisa Investment Advisors, LLC | 360 | $4.28K | 0.00% | +307+579.2% | Added |
| Private Wealth Management Group, LLC | 359 | $4.27K | 0.00% | +359 | New |
| Root Financial Partners, LLC | 350 | $4.16K | 0.00% | +334+2,087.5% | Added |
| Spire Wealth Management | 330 | $3.92K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 319 | $3.79K | 0.00% | −465−59.3% | Reduced |
| EverSource Wealth Advisors, LLC | 318 | $3.78K | 0.00% | +48+17.8% | Added |
| Farther Finance Advisors, LLC | 284 | $3.43K | 0.00% | +49+20.9% | Added |
| Los Angeles Capital Management LLC | 276 | $3.28K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 262 | $3.12K | 0.00% | +69+35.8% | Added |
| Simplex Trading, LLC | 257 | $3.06K | 0.00% | +257 | New |
| National Bank of Canada | 218 | $2.58K | 0.00% | +218 | New |