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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.

Q2 2026 vs. Q1 2026

How the institutions holding Vertex, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of VERX: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2223229+10
Shares80.4M58.6K74.9M−5.47M (−6.8%)
Value$955.7M$695.7K$859.2M−$95.7M (−10.0%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Vertex, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to VERX in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank1,310,400$15.0M0.00%
ING Groep NV320,000$3.67M0.02%
HSBC Holdings PLC189,413$2.18M0.00%
Allianz Asset Management GmbH190,027$2.18M0.00%
CI Private Wealth, LLC153,840$1.77M0.00%
Whetstone Capital Advisors, LLC136,118$1.56M0.41%
Squarepoint Ops LLC81,665$937.5K0.00%
Campbell & CO Investment Adviser LLC78,080$896.4K0.05%
Sculptor Capital LP59,200$679.6K0.01%
Victory Capital Management Inc51,716$593.7K0.00%
Allstate Corp47,636$546.9K0.01%
CIBC World Markets Inc.42,200$484.5K0.00%
Magnetar Financial LLC38,949$447.1K0.00%
Franklin Resources Inc38,601$443.1K0.00%
Jupiter Topco LLC37,027$424.9K0.00%
Mirabella Financial Services LLP26,902$308.8K0.03%
Aquatic Capital Management LLC24,181$277.6K0.01%
Stoneridge Investment Partners LLC18,947$245.0K0.16%
Woodline Partners LP17,666$202.8K0.00%
Two Sigma Securities, LLC17,229$197.8K0.02%
American Century Companies Inc15,047$172.7K0.00%
Axq Capital, LP14,444$165.8K0.02%
JustInvest LLC13,319$152.9K0.00%
Keebeck Alpha, LP10,693$122.8K0.26%
Savant Capital, LLC10,520$120.9K0.00%
Associated Banc-Corp10,000$114.8K0.00%
Federation des caisses Desjardins du Quebec2,190$25.1K0.00%
Global Retirement Partners, LLC1,521$17.5K0.00%
Huntington National Bank1,406$16.1K0.00%
Nykredit A/S946$10.9K0.00%
SRS Capital Advisors, Inc.681$7.82K0.00%
Quarry LP575$6.60K0.00%
Zions Bancorporation, National Association165$1.89K0.00%
Bare Financial Services, Inc89$1.02K0.00%
Ameritas Advisory Services, LLC70$8040.00%
Bell Investment Advisors, Inc45$5170.00%
Marquette Asset Management, LLC44$5060.00%
Clearstead Advisors, LLC23$2650.00%
SJS Investment Consulting Inc.10$1150.00%
Medallion Wealth Advisors, LLC7$800.00%
Creative Capital Management Investments LLC6$690.00%
HFM Investment Advisors, LLC3$350.00%
DecisionPoint Financial, LLC1$130.00%
LRI Investments, LLC1$110.00%
Action Point Financial Planning, LLC1$110.00%
Capital Advisors, Ltd. LLC2$00.00%
Avion Wealth44$00.00%
Navigoe, LLC2$00.00%

Sold out (38)

Institutions that held Vertex, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of VERX in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Hudson Bay Capital Management LP1,000,000$11.9M
Jennison Associates LLC982,230$11.7M
TimesSquare Capital Management, LLC682,652$8.12M
MUFG Securities EMEA plc300,000$3.57M
Balyasny Asset Management LLC214,166$2.55M
Royce & Associates LP136,032$1.62M
Norris Perne & French LLP71,998$856.1K
ExodusPoint Capital Management, LP68,477$814.2K
Scalar Gauge Management, LLC55,000$654.0K
Universal- Beteiligungs- und Servicegesellschaft mbH50,005$594.6K
Dynamic Technology Lab Private Ltd26,498$315.1K
Virtu Financial LLC23,982$285.0K
Aigen Investment Management, LP17,126$203.6K
Scientech Research LLC16,152$192.0K
AlphaGrep UK Ltd15,000$178.3K
Gsa Capital Partners LLP14,836$176.0K
SG Americas Securities, LLC14,142$168.0K
Jefferies Financial Group Inc.13,070$155.4K
DRW Securities, LLC12,969$154.2K
Quantbot Technologies LP11,639$138.4K
Caxton Associates LLP11,121$132.2K
Fox Run Management, L.L.C.10,851$126.6K
Occudo Quantitative Strategies LP10,150$125.6K
ProShare Advisors LLC10,170$120.9K
Verdence Capital Advisors LLC10,039$119.4K
Bayforest Capital Ltd2,417$28.7K
KBC Group NV1,860$22.0K
Group One Trading, L.P.1,717$20.4K
Strategic Advocates LLC1,123$13.4K
Owl Creek Wealth Partners LLC580$6.90K
Root Financial Partners, LLC350$4.16K
Steward Partners Investment Advisory, LLC319$3.79K
MAI Capital Management172$2.05K
Richardson Capital Management LLC136$1.62K
Rachor Investment Advisory Services, LLC130$1.55K
Advisory Services Network, LLC119$1.42K
Investors Portfolio Services LLC24$309
Dunhill Financial, LLC1$22

Not filed for Q2 2026 yet (3)

Institutions that held Vertex, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VERX in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC37,027$439.7K
Skopos Labs, Inc.19,102$227.1K
CWM, LLC2,432$28.9K