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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 19,527 | $224.2K | 0.00% | −118−0.6% | Reduced |
| Arizona State Retirement System | 20,394 | $234.1K | 0.00% | +205+1.0% | Added |
| Mercer Global Advisors Inc | 20,781 | $238.6K | 0.00% | −454−2.1% | Reduced |
| Quadrature Capital Ltd | 20,920 | $240.2K | 0.00% | +4,098+24.4% | Added |
| CenterBook Partners LP | 21,118 | $242.4K | 0.01% | −237,516−91.8% | Reduced |
| Stoneridge Investment Partners LLC | 18,947 | $245.0K | 0.16% | +18,947 | New |
| Police & Firemen's Retirement System of New Jersey | 22,027 | $252.9K | 0.00% | +4,025+22.4% | Added |
| Russell Investments Group, Ltd. | 23,705 | $272.1K | 0.00% | +13,084+123.2% | Added |
| Aquatic Capital Management LLC | 24,181 | $277.6K | 0.01% | +24,181 | New |
| Chicago Capital, LLC | 25,528 | $293.1K | 0.01% | −800−3.0% | Reduced |
| Mirabella Financial Services LLP | 26,902 | $308.8K | 0.03% | +26,902 | New |
| Headlands Technologies LLC | 27,575 | $316.6K | 0.03% | −8,157−22.8% | Reduced |
| Vanguard Global Advisers, LLC | 28,346 | $325.4K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 28,500 | $327.0K | 0.00% | −17,200−37.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 29,470 | $338.3K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,947 | $343.8K | 0.00% | −4,203−12.3% | Reduced |
| DKRT Investments Corp. | 30,000 | $344.4K | 0.08% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 31,349 | $359.9K | 0.00% | +189+0.6% | Added |
| Pictet & Cie (Europe) SA | 31,350 | $359.9K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 33,193 | $381.1K | 0.00% | +32,917+11,926.4% | Added |
| Jupiter Topco LLC | 37,027 | $424.9K | 0.00% | +37,027 | New |
| Franklin Resources Inc | 38,601 | $443.1K | 0.00% | +38,601 | New |
| Magnetar Financial LLC | 38,949 | $447.1K | 0.00% | +38,949 | New |
| Dark Forest Capital Management LP | 39,270 | $450.8K | 0.03% | +27,881+244.8% | Added |
| Renaissance Technologies LLC | 39,700 | $455.8K | 0.00% | −250,800−86.3% | Reduced |
| Virginia Retirement Systems Et Al | 40,800 | $468.4K | 0.00% | +27,700+211.5% | Added |
| Caption Management, LLC | 41,159 | $472.5K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 41,235 | $473.4K | 0.00% | +2,658+6.9% | Added |
| MetLife Investment Management | 42,120 | $483.5K | 0.00% | +1,872+4.7% | Added |
| CIBC World Markets Inc. | 42,200 | $484.5K | 0.00% | +42,200 | New |
| Twinbeech Capital LP | 46,150 | $529.8K | 0.10% | −32,050−41.0% | Reduced |
| Allstate Corp | 47,636 | $546.9K | 0.01% | +47,636 | New |
| Vanguard Asset Management, Ltd | 48,203 | $553.4K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 48,583 | $557.7K | 0.06% | −358,174−88.1% | Reduced |
| Victory Capital Management Inc | 51,716 | $593.7K | 0.00% | +51,716 | New |
| VARCOV Co. | 54,328 | $623.7K | 0.24% | +27,873+105.4% | Added |
| Sculptor Capital LP | 59,200 | $679.6K | 0.01% | +59,200 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 62,218 | $714.0K | 0.00% | −1,393−2.2% | Reduced |
| Creative Planning | 62,232 | $714.4K | 0.00% | +30,377+95.4% | Added |
| State of Wisconsin Investment Board | 62,576 | $718.4K | 0.00% | +24,235+63.2% | Added |
| Legal & General Group Plc | 64,218 | $737.2K | 0.00% | +2,225+3.6% | Added |
| Envestnet Asset Management Inc | 66,064 | $758.4K | 0.00% | −2,890−4.2% | Reduced |
| Wells Fargo & Company | 69,526 | $798.2K | 0.00% | +43,553+167.7% | Added |
| Alliancebernstein L.P. | 70,631 | $839.8K | 0.00% | −313−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 78,080 | $896.4K | 0.05% | +78,080 | New |
| Deutsche Bank AG | 78,274 | $898.6K | 0.00% | −147,563−65.3% | Reduced |
| Invesco Ltd. | 81,375 | $934.2K | 0.00% | +5,357+7.0% | Added |
| Squarepoint Ops LLC | 81,665 | $937.5K | 0.00% | +81,665 | New |
| California State Teachers Retirement System | 82,916 | $951.9K | 0.00% | +14,649+21.5% | Added |
| Engineers Gate Manager LP | 88,318 | $1.01M | 0.01% | +53,319+152.3% | Added |
| Lazard Freres Gestion S.A.S. | 95,660 | $1.10M | 0.02% | +720+0.8% | Added |
| Fred Alger Management, LLC | 97,694 | $1.12M | 0.00% | −1,403−1.4% | Reduced |
| Rhumbline Advisers | 99,862 | $1.15M | 0.00% | +12,548+14.4% | Added |
| Price T Rowe Associates Inc | 105,664 | $1.21M | 0.00% | +21,075+24.9% | Added |
| Palogic Value Management, L.P. | 110,150 | $1.26M | 0.45% | +10,150+10.2% | Added |
| Acadian Asset Management LLC | 111,009 | $1.27M | 0.00% | +83,640+305.6% | Added |
| UBS Asset Management Americas Inc | 115,082 | $1.32M | 0.00% | −36,813−24.2% | Reduced |
| Millennium Management LLC | 115,583 | $1.33M | 0.00% | −537,929−82.3% | Reduced |
| Mizuho Markets Americas LLC | 127,927 | $1.47M | 0.03% | −130,000−50.4% | Reduced |
| Susquehanna International Group, LLP | 133,955 | $1.54M | 0.00% | −27,485−17.0% | Reduced |
| SEI Investments Co | 133,962 | $1.54M | 0.00% | +43,974+48.9% | Added |
| Whetstone Capital Advisors, LLC | 136,118 | $1.56M | 0.41% | +136,118 | New |
| Swiss National Bank | 148,300 | $1.70M | 0.00% | +3,400+2.3% | Added |
| AQR Capital Management LLC | 149,317 | $1.71M | 0.00% | +82,077+122.1% | Added |
| Trexquant Investment LP | 151,968 | $1.74M | 0.01% | −148,231−49.4% | Reduced |
| CI Private Wealth, LLC | 153,840 | $1.77M | 0.00% | +153,840 | New |
| Nuveen, LLC | 161,804 | $1.86M | 0.00% | −15,198−8.6% | Reduced |
| Banco Santander, S.A. | 174,826 | $2.01M | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 187,881 | $2.16M | 0.03% | −68,450−26.7% | Reduced |
| Kennedy Capital Management, Inc. | 189,443 | $2.17M | 0.04% | −16,722−8.1% | Reduced |
| Allianz Asset Management GmbH | 190,027 | $2.18M | 0.00% | +190,027 | New |
| HSBC Holdings PLC | 189,413 | $2.18M | 0.00% | +189,413 | New |
| BNP Paribas Arbitrage, SA | 223,834 | $2.57M | 0.00% | −287,837−56.3% | Reduced |
| Ameriprise Financial Inc | 224,387 | $2.58M | 0.00% | +109,501+95.3% | Added |
| North Star Asset Management Inc | 252,542 | $2.90M | 0.11% | +14,667+6.2% | Added |
| Dimensional Fund Advisors LP | 260,369 | $2.99M | 0.00% | −322,058−55.3% | Reduced |
| Bank of New York Mellon Corp | 262,982 | $3.02M | 0.00% | +28,181+12.0% | Added |
| Saba Capital Management, L.P. | 263,474 | $3.02M | 0.09% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 266,439 | $3.06M | 0.06% | −1,251−0.5% | Reduced |
| Tudor Investment Corp Et Al | 278,719 | $3.20M | 0.01% | +60,225+27.6% | Added |
| Quantinno Capital Management LP | 295,811 | $3.40M | 0.00% | +154,018+108.6% | Added |
| Herald Investment Management Ltd | 300,000 | $3.44M | 0.47% | +100,000+50.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 303,502 | $3.48M | 0.07% | +47,213+18.4% | Added |
| Two Sigma Investments, LP | 305,506 | $3.51M | 0.00% | +200,618+191.3% | Added |
| Pier Capital, LLC | 316,071 | $3.63M | 0.48% | +3,844+1.2% | Added |
| ING Groep NV | 320,000 | $3.67M | 0.02% | +320,000 | New |
| Gagnon Advisors, LLC | 361,621 | $4.15M | 2.64% | +64,571+21.7% | Added |
| Brown Capital Management LLC | 373,824 | $4.29M | 0.86% | −60,755−14.0% | Reduced |
| Voleon Capital Management LP | 393,508 | $4.52M | 0.08% | +5,402+1.4% | Added |
| New York State Common Retirement Fund | 434,848 | $4.99M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 465,544 | $5.34M | 0.00% | −235,104−33.6% | Reduced |
| Vanguard Fiduciary Trust Co | 524,732 | $6.02M | 0.00% | +17,365+3.4% | Added |
| Charles Schwab Investment Management Inc | 532,115 | $6.11M | 0.00% | −73,794−12.2% | Reduced |
| Palisade Capital Management LLC | 547,382 | $6.28M | 0.27% | −594,566−52.1% | Reduced |
| Banque Pictet & Cie SA | 547,975 | $6.29M | 0.06% | −6,000−1.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 568,797 | $6.53M | 0.02% | −237,064−29.4% | Reduced |
| Citadel Advisors LLC | 576,895 | $6.62M | 0.00% | −575,714−49.9% | Reduced |
| Hyperion Capital Advisors LP | 630,000 | $7.23M | 3.26% | +150,000+31.3% | Added |
| Qube Research & Technologies Ltd | 656,758 | $7.54M | 0.01% | +548,297+505.5% | Added |
| Northern Trust Corp | 707,349 | $8.12M | 0.00% | +66,923+10.4% | Added |