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 |
|---|---|---|---|---|---|
| Barclays PLC | 707,511 | $8.12M | 0.00% | −603,555−46.0% | Reduced |
| Gagnon Securities LLC | 761,026 | $8.74M | 1.68% | +292,806+62.5% | Added |
| FMR LLC | 913,732 | $10.5M | 0.00% | +580,017+173.8% | Added |
| Cypress Point Investment Management LP | 952,212 | $10.9M | 1.98% | +416,311+77.7% | Added |
| Citigroup Inc | 972,967 | $11.2M | 0.01% | −177,445−15.4% | Reduced |
| Bank of America Corp | 986,325 | $11.3M | 0.00% | +53,807+5.8% | Added |
| Freshford Capital Management, LLC | 1,047,293 | $12.0M | 4.11% | +481,746+85.2% | Added |
| CIBC Bancorp USA Inc. | 1,054,021 | $12.1M | 0.01% | +4880.0% | Added |
| Geneva Capital Management LLC | 1,186,812 | $13.6M | 0.31% | −947,879−44.4% | Reduced |
| Marshall Wace, LLP | 1,214,224 | $13.9M | 0.01% | +925,588+320.7% | Added |
| Norges Bank | 1,310,400 | $15.0M | 0.00% | +1,310,400 | New |
| Legacy Advisors, LLC | 1,343,838 | $15.4M | 1.44% | +590.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,472,893 | $16.9M | 0.01% | +537,225+57.4% | Added |
| Goldman Sachs Group Inc | 1,483,311 | $17.0M | 0.00% | −880,661−37.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,487,000 | $17.1M | 0.02% | −1,691,800−53.2% | Reduced |
| Divisar Capital Management LLC | 1,640,895 | $18.8M | 4.34% | +445,183+37.2% | Added |
| Nomura Holdings Inc | 1,664,099 | $19.1M | 0.08% | −957,542−36.5% | Reduced |
| Geode Capital Management, LLC | 1,836,548 | $21.1M | 0.00% | +64,856+3.7% | Added |
| UBS Group AG | 2,024,166 | $23.2M | 0.00% | −3,439,868−63.0% | Reduced |
| State Street Corp | 2,060,692 | $23.6M | 0.00% | +149,939+7.8% | Added |
| William Blair Investment Management, LLC | 2,128,372 | $24.4M | 0.07% | +849,202+66.4% | Added |
| D. E. Shaw & Co., Inc. | 2,189,827 | $25.1M | 0.02% | +550,905+33.6% | Added |
| JPMorgan Chase & Co | 2,528,044 | $28.8M | 0.00% | −843,126−25.0% | Reduced |
| Tensile Capital Management LP | 2,898,563 | $33.3M | 4.59% | −500,000−14.7% | Reduced |
| Vanguard Capital Management LLC | 3,173,883 | $36.4M | 0.00% | +58,426+1.9% | Added |
| Brown Advisory Inc | 3,549,052 | $40.7M | 0.06% | +1,740,108+96.2% | Added |
| Morgan Stanley | 4,132,404 | $47.4M | 0.00% | −160,843−3.7% | Reduced |
| Vanguard Portfolio Management LLC | 4,984,133 | $57.2M | 0.00% | +203,452+4.3% | Added |
| BlackRock, Inc. | 6,236,152 | $71.6M | 0.00% | +576,778+10.2% | Added |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −982,230−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −682,652−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −214,166−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −136,032−100.0% | Sold out |
| Norris Perne & French LLP | 0 | $0 | 0.00% | −71,998−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −68,477−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −50,005−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,498−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,982−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,126−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −16,152−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,836−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −14,142−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,070−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −12,969−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,639−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −11,121−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,851−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,150−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,170−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −10,039−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −2,417−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,717−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| Owl Creek Wealth Partners LLC | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Investors Portfolio Services LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |