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, Q2 2026
Institutional positions in Vertex, Inc. as of Jun 30, 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
- 229
- +10 vs. Q1 2026
- Shares held
- 74.9M
- −5.47M (−6.8%) vs. Q1 2026
- Total value
- $859.2M
- −$95.7M (−10.0%) vs. Q1 2026
- New holders
- 48
- 86 more added
- Sold out
- 38
- 70 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Vertex, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,236,152 | $71.6M | 0.00% | +576,778+10.2% | Added |
| Vanguard Portfolio Management LLC | 4,984,133 | $57.2M | 0.00% | +203,452+4.3% | Added |
| Morgan Stanley | 4,132,404 | $47.4M | 0.00% | −160,843−3.7% | Reduced |
| Brown Advisory Inc | 3,549,052 | $40.7M | 0.06% | +1,740,108+96.2% | Added |
| Vanguard Capital Management LLC | 3,173,883 | $36.4M | 0.00% | +58,426+1.9% | Added |
| Tensile Capital Management LP | 2,898,563 | $33.3M | 4.59% | −500,000−14.7% | Reduced |
| JPMorgan Chase & Co | 2,528,044 | $28.8M | 0.00% | −843,126−25.0% | Reduced |
| D. E. Shaw & Co., Inc. | 2,189,827 | $25.1M | 0.02% | +550,905+33.6% | Added |
| William Blair Investment Management, LLC | 2,128,372 | $24.4M | 0.07% | +849,202+66.4% | Added |
| State Street Corp | 2,060,692 | $23.6M | 0.00% | +149,939+7.8% | Added |
| UBS Group AG | 2,024,166 | $23.2M | 0.00% | −3,439,868−63.0% | Reduced |
| Geode Capital Management, LLC | 1,836,548 | $21.1M | 0.00% | +64,856+3.7% | Added |
| Nomura Holdings Inc | 1,664,099 | $19.1M | 0.08% | −957,542−36.5% | Reduced |
| Divisar Capital Management LLC | 1,640,895 | $18.8M | 4.34% | +445,183+37.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,487,000 | $17.1M | 0.02% | −1,691,800−53.2% | Reduced |
| Goldman Sachs Group Inc | 1,483,311 | $17.0M | 0.00% | −880,661−37.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,472,893 | $16.9M | 0.01% | +537,225+57.4% | Added |
| Legacy Advisors, LLC | 1,343,838 | $15.4M | 1.44% | +590.0% | Added |
| Norges Bank | 1,310,400 | $15.0M | 0.00% | +1,310,400 | New |
| Marshall Wace, LLP | 1,214,224 | $13.9M | 0.01% | +925,588+320.7% | Added |
| Geneva Capital Management LLC | 1,186,812 | $13.6M | 0.31% | −947,879−44.4% | Reduced |
| CIBC Bancorp USA Inc. | 1,054,021 | $12.1M | 0.01% | +4880.0% | Added |
| Freshford Capital Management, LLC | 1,047,293 | $12.0M | 4.11% | +481,746+85.2% | Added |
| Bank of America Corp | 986,325 | $11.3M | 0.00% | +53,807+5.8% | Added |
| Citigroup Inc | 972,967 | $11.2M | 0.01% | −177,445−15.4% | Reduced |
| Cypress Point Investment Management LP | 952,212 | $10.9M | 1.98% | +416,311+77.7% | Added |
| FMR LLC | 913,732 | $10.5M | 0.00% | +580,017+173.8% | Added |
| Gagnon Securities LLC | 761,026 | $8.74M | 1.68% | +292,806+62.5% | Added |
| Barclays PLC | 707,511 | $8.12M | 0.00% | −603,555−46.0% | Reduced |
| Northern Trust Corp | 707,349 | $8.12M | 0.00% | +66,923+10.4% | Added |
| Qube Research & Technologies Ltd | 656,758 | $7.54M | 0.01% | +548,297+505.5% | Added |
| Hyperion Capital Advisors LP | 630,000 | $7.23M | 3.26% | +150,000+31.3% | Added |
| Citadel Advisors LLC | 576,895 | $6.62M | 0.00% | −575,714−49.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 568,797 | $6.53M | 0.02% | −237,064−29.4% | Reduced |
| Banque Pictet & Cie SA | 547,975 | $6.29M | 0.06% | −6,000−1.1% | Reduced |
| Palisade Capital Management LLC | 547,382 | $6.28M | 0.27% | −594,566−52.1% | Reduced |
| Charles Schwab Investment Management Inc | 532,115 | $6.11M | 0.00% | −73,794−12.2% | Reduced |
| Vanguard Fiduciary Trust Co | 524,732 | $6.02M | 0.00% | +17,365+3.4% | Added |
| Jane Street Group, LLC | 465,544 | $5.34M | 0.00% | −235,104−33.6% | Reduced |
| New York State Common Retirement Fund | 434,848 | $4.99M | 0.01% | 00.0% | Unchanged |
| Voleon Capital Management LP | 393,508 | $4.52M | 0.08% | +5,402+1.4% | Added |
| Brown Capital Management LLC | 373,824 | $4.29M | 0.86% | −60,755−14.0% | Reduced |
| Gagnon Advisors, LLC | 361,621 | $4.15M | 2.64% | +64,571+21.7% | Added |
| ING Groep NV | 320,000 | $3.67M | 0.02% | +320,000 | New |
| Pier Capital, LLC | 316,071 | $3.63M | 0.48% | +3,844+1.2% | Added |
| Two Sigma Investments, LP | 305,506 | $3.51M | 0.00% | +200,618+191.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 303,502 | $3.48M | 0.07% | +47,213+18.4% | Added |
| Herald Investment Management Ltd | 300,000 | $3.44M | 0.47% | +100,000+50.0% | Added |
| Quantinno Capital Management LP | 295,811 | $3.40M | 0.00% | +154,018+108.6% | Added |
| Tudor Investment Corp Et Al | 278,719 | $3.20M | 0.01% | +60,225+27.6% | Added |
| Kornitzer Capital Management Inc | 266,439 | $3.06M | 0.06% | −1,251−0.5% | Reduced |
| Saba Capital Management, L.P. | 263,474 | $3.02M | 0.09% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 262,982 | $3.02M | 0.00% | +28,181+12.0% | Added |
| Dimensional Fund Advisors LP | 260,369 | $2.99M | 0.00% | −322,058−55.3% | Reduced |
| North Star Asset Management Inc | 252,542 | $2.90M | 0.11% | +14,667+6.2% | Added |
| Ameriprise Financial Inc | 224,387 | $2.58M | 0.00% | +109,501+95.3% | Added |
| BNP Paribas Arbitrage, SA | 223,834 | $2.57M | 0.00% | −287,837−56.3% | Reduced |
| HSBC Holdings PLC | 189,413 | $2.18M | 0.00% | +189,413 | New |
| Allianz Asset Management GmbH | 190,027 | $2.18M | 0.00% | +190,027 | New |
| Kennedy Capital Management, Inc. | 189,443 | $2.17M | 0.04% | −16,722−8.1% | Reduced |
| XTX Topco Ltd | 187,881 | $2.16M | 0.03% | −68,450−26.7% | Reduced |
| Banco Santander, S.A. | 174,826 | $2.01M | 0.01% | 00.0% | Unchanged |
| Nuveen, LLC | 161,804 | $1.86M | 0.00% | −15,198−8.6% | Reduced |
| CI Private Wealth, LLC | 153,840 | $1.77M | 0.00% | +153,840 | New |
| Trexquant Investment LP | 151,968 | $1.74M | 0.01% | −148,231−49.4% | Reduced |
| AQR Capital Management LLC | 149,317 | $1.71M | 0.00% | +82,077+122.1% | Added |
| Swiss National Bank | 148,300 | $1.70M | 0.00% | +3,400+2.3% | Added |
| Whetstone Capital Advisors, LLC | 136,118 | $1.56M | 0.41% | +136,118 | New |
| SEI Investments Co | 133,962 | $1.54M | 0.00% | +43,974+48.9% | Added |
| Susquehanna International Group, LLP | 133,955 | $1.54M | 0.00% | −27,485−17.0% | Reduced |
| Mizuho Markets Americas LLC | 127,927 | $1.47M | 0.03% | −130,000−50.4% | Reduced |
| Millennium Management LLC | 115,583 | $1.33M | 0.00% | −537,929−82.3% | Reduced |
| UBS Asset Management Americas Inc | 115,082 | $1.32M | 0.00% | −36,813−24.2% | Reduced |
| Acadian Asset Management LLC | 111,009 | $1.27M | 0.00% | +83,640+305.6% | Added |
| Palogic Value Management, L.P. | 110,150 | $1.26M | 0.45% | +10,150+10.2% | Added |
| Price T Rowe Associates Inc | 105,664 | $1.21M | 0.00% | +21,075+24.9% | Added |
| Rhumbline Advisers | 99,862 | $1.15M | 0.00% | +12,548+14.4% | Added |
| Fred Alger Management, LLC | 97,694 | $1.12M | 0.00% | −1,403−1.4% | Reduced |
| Lazard Freres Gestion S.A.S. | 95,660 | $1.10M | 0.02% | +720+0.8% | Added |
| Engineers Gate Manager LP | 88,318 | $1.01M | 0.01% | +53,319+152.3% | Added |
| California State Teachers Retirement System | 82,916 | $951.9K | 0.00% | +14,649+21.5% | Added |
| Squarepoint Ops LLC | 81,665 | $937.5K | 0.00% | +81,665 | New |
| Invesco Ltd. | 81,375 | $934.2K | 0.00% | +5,357+7.0% | Added |
| Deutsche Bank AG | 78,274 | $898.6K | 0.00% | −147,563−65.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 78,080 | $896.4K | 0.05% | +78,080 | New |
| Alliancebernstein L.P. | 70,631 | $839.8K | 0.00% | −313−0.4% | Reduced |
| Wells Fargo & Company | 69,526 | $798.2K | 0.00% | +43,553+167.7% | Added |
| Envestnet Asset Management Inc | 66,064 | $758.4K | 0.00% | −2,890−4.2% | Reduced |
| Legal & General Group Plc | 64,218 | $737.2K | 0.00% | +2,225+3.6% | Added |
| State of Wisconsin Investment Board | 62,576 | $718.4K | 0.00% | +24,235+63.2% | Added |
| Creative Planning | 62,232 | $714.4K | 0.00% | +30,377+95.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 62,218 | $714.0K | 0.00% | −1,393−2.2% | Reduced |
| Sculptor Capital LP | 59,200 | $679.6K | 0.01% | +59,200 | New |
| VARCOV Co. | 54,328 | $623.7K | 0.24% | +27,873+105.4% | Added |
| Victory Capital Management Inc | 51,716 | $593.7K | 0.00% | +51,716 | New |
| Counterpoint Mutual Funds LLC | 48,583 | $557.7K | 0.06% | −358,174−88.1% | Reduced |
| Vanguard Asset Management, Ltd | 48,203 | $553.4K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 47,636 | $546.9K | 0.01% | +47,636 | New |
| Twinbeech Capital LP | 46,150 | $529.8K | 0.10% | −32,050−41.0% | Reduced |
| CIBC World Markets Inc. | 42,200 | $484.5K | 0.00% | +42,200 | New |