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 |
|---|---|---|---|---|---|
| Covestor Ltd | 32 | $0 | 0.00% | +25+357.1% | Added |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Avion Wealth | 44 | $0 | 0.00% | +44 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| National Bank of Canada | 1 | $11 | 0.00% | −217−99.5% | Reduced |
| Hughes Financial Services, LLC | 1 | $11 | 0.00% | −1−50.0% | Reduced |
| LRI Investments, LLC | 1 | $11 | 0.00% | +1 | New |
| Action Point Financial Planning, LLC | 1 | $11 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $12 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $13 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 2 | $23 | 0.00% | −9−81.8% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $23 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 3 | $35 | 0.00% | +3 | New |
| Creative Capital Management Investments LLC | 6 | $69 | 0.00% | +6 | New |
| Medallion Wealth Advisors, LLC | 7 | $80 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 10 | $115 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 17 | $195 | 0.00% | +9+112.5% | Added |
| Elequin Capital LP | 20 | $230 | 0.00% | +5+33.3% | Added |
| CVA Family Office, LLC | 22 | $253 | 0.00% | −8−26.7% | Reduced |
| Clearstead Advisors, LLC | 23 | $265 | 0.00% | +23 | New |
| Cornerstone Planning Group LLC | 36 | $398 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $402 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 38 | $436 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 39 | $448 | 0.00% | +3+8.3% | Added |
| Marquette Asset Management, LLC | 44 | $506 | 0.00% | +44 | New |
| Bell Investment Advisors, Inc | 45 | $517 | 0.00% | +45 | New |
| Massmutual Trust Co FSB | 51 | $585 | 0.00% | −211−80.5% | Reduced |
| Spire Wealth Management | 52 | $600 | 0.00% | −278−84.2% | Reduced |
| Ameritas Advisory Services, LLC | 70 | $804 | 0.00% | +70 | New |
| Bare Financial Services, Inc | 89 | $1.02K | 0.00% | +89 | New |
| Private Wealth Management Group, LLC | 100 | $1.15K | 0.00% | −259−72.1% | Reduced |
| Noble Wealth Management PBC | 100 | $1.15K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 156 | $1.79K | 0.00% | −17,350−99.1% | Reduced |
| Zions Bancorporation, National Association | 165 | $1.89K | 0.00% | +165 | New |
| Bogart Wealth, LLC | 170 | $1.95K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 198 | $2.27K | 0.00% | +119+150.6% | Added |
| Optiver Holding B.V. | 199 | $2.29K | 0.00% | −232−53.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 201 | $2.31K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 256 | $2.94K | 0.00% | −195−43.2% | Reduced |
| EverSource Wealth Advisors, LLC | 272 | $3.12K | 0.00% | −46−14.5% | Reduced |
| Farther Finance Advisors, LLC | 304 | $3.49K | 0.00% | +20+7.0% | Added |
| Jones Financial Companies LLLP | 430 | $4.89K | 0.00% | −2,187−83.6% | Reduced |
| Advisor Group Holdings, Inc. | 489 | $5.61K | 0.00% | +5+1.0% | Added |
| US Bancorp | 511 | $5.87K | 0.00% | +145+39.6% | Added |
| Quarry LP | 575 | $6.60K | 0.00% | +575 | New |
| Whittier Trust Co of Nevada Inc | 511 | $6.85K | 0.00% | −529−50.9% | Reduced |
| Larson Financial Group LLC | 597 | $6.85K | 0.00% | +159+36.3% | Added |
| The PNC Financial Services Group, Inc. | 622 | $7.14K | 0.00% | −378−37.8% | Reduced |
| SRS Capital Advisors, Inc. | 681 | $7.82K | 0.00% | +681 | New |
| Rockefeller Capital Management L.P. | 823 | $9.45K | 0.00% | −39−4.5% | Reduced |
| Signaturefd, LLC | 859 | $9.86K | 0.00% | +291+51.2% | Added |
| Parkside Financial Bank & Trust | 869 | $9.97K | 0.00% | +45+5.5% | Added |
| Nykredit A/S | 946 | $10.9K | 0.00% | +946 | New |
| Fifth Third Bancorp | 977 | $11.2K | 0.00% | −282−22.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,046 | $12.0K | 0.00% | −177−14.5% | Reduced |
| GAMMA Investing LLC | 1,305 | $15.0K | 0.00% | −532−29.0% | Reduced |
| Huntington National Bank | 1,406 | $16.1K | 0.00% | +1,406 | New |
| Simplex Trading, LLC | 1,475 | $16.9K | 0.00% | +1,218+473.9% | Added |
| Global Retirement Partners, LLC | 1,521 | $17.5K | 0.00% | +1,521 | New |
| Allworth Financial LP | 1,548 | $17.8K | 0.00% | +619+66.6% | Added |
| Fulcrum Asset Management LLP | 1,967 | $22.4K | 0.00% | +38+2.0% | Added |
| Nisa Investment Advisors, LLC | 2,048 | $23.5K | 0.00% | +1,688+468.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,190 | $25.1K | 0.00% | +2,190 | New |
| Parallel Advisors, LLC | 2,337 | $26.8K | 0.00% | +1,089+87.3% | Added |
| Royal Bank of Canada | 2,579 | $29.0K | 0.00% | +2,127+470.6% | Added |
| Whittier Trust Co | 2,264 | $29.1K | 0.00% | −313−12.1% | Reduced |
| Advisors Asset Management, Inc. | 3,198 | $36.7K | 0.00% | −89−2.7% | Reduced |
| Bessemer Group Inc | 4,004 | $47.0K | 0.00% | +997+33.2% | Added |
| Palladiem, LLC | 4,370 | $50.2K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 5,382 | $61.8K | 0.01% | −7,524−58.3% | Reduced |
| Fairman Group, LLC | 6,129 | $70.4K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,386 | $73.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,609 | $75.9K | 0.00% | +1,173+21.6% | Added |
| Natixis | 7,000 | $80.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,135 | $81.9K | 0.00% | +4,425+163.3% | Added |
| Great West Life Assurance Co | 7,311 | $84.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8,604 | $98.8K | 0.01% | +3,683+74.8% | Added |
| Associated Banc-Corp | 10,000 | $114.8K | 0.00% | +10,000 | New |
| LPL Financial LLC | 10,039 | $115.2K | 0.00% | −857−7.9% | Reduced |
| Federated Hermes, Inc. | 10,218 | $117.3K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,520 | $120.9K | 0.00% | +10,520 | New |
| Prelude Capital Management, LLC | 10,664 | $122.4K | 0.01% | −49,321−82.2% | Reduced |
| Keebeck Alpha, LP | 10,693 | $122.8K | 0.26% | +10,693 | New |
| Summitry LLC | 11,456 | $131.5K | 0.00% | +64+0.6% | Added |
| Prudential Financial Inc | 11,970 | $137.4K | 0.00% | +1,180+10.9% | Added |
| Pictet Asset Management Holding SA | 12,994 | $149.2K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 13,319 | $152.9K | 0.00% | +13,319 | New |
| Axq Capital, LP | 14,444 | $165.8K | 0.02% | +14,444 | New |
| Voya Investment Management LLC | 14,597 | $167.6K | 0.00% | +2,946+25.3% | Added |
| American Century Companies Inc | 15,047 | $172.7K | 0.00% | +15,047 | New |
| KLP Kapitalforvaltning AS | 15,700 | $180.2K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 15,725 | $180.5K | 0.00% | +5,102+48.0% | Added |
| Glenmede Trust Co NA | 16,578 | $190.3K | 0.00% | +2,947+21.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,705 | $191.8K | 0.00% | −22,343−57.2% | Reduced |
| Meridian Wealth Partners, LLC | 16,785 | $192.7K | 0.02% | −1,668−9.0% | Reduced |
| Two Sigma Securities, LLC | 17,229 | $197.8K | 0.02% | +17,229 | New |
| Pathstone Holdings, LLC | 17,560 | $201.6K | 0.00% | +1,039+6.3% | Added |
| Woodline Partners LP | 17,666 | $202.8K | 0.00% | +17,666 | New |
| Vanguard Investments Australia, Ltd. | 17,968 | $206.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 18,580 | $213.0K | 0.01% | −2,189−10.5% | Reduced |