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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 42,120 | $483.5K | 0.00% | +1,872+4.7% | Added |
| Lazard Asset Management LLC | 41,235 | $473.4K | 0.00% | +2,658+6.9% | Added |
| Caption Management, LLC | 41,159 | $472.5K | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 40,800 | $468.4K | 0.00% | +27,700+211.5% | Added |
| Renaissance Technologies LLC | 39,700 | $455.8K | 0.00% | −250,800−86.3% | Reduced |
| Dark Forest Capital Management LP | 39,270 | $450.8K | 0.03% | +27,881+244.8% | Added |
| Magnetar Financial LLC | 38,949 | $447.1K | 0.00% | +38,949 | New |
| Franklin Resources Inc | 38,601 | $443.1K | 0.00% | +38,601 | New |
| Jupiter Topco LLC | 37,027 | $424.9K | 0.00% | +37,027 | New |
| Los Angeles Capital Management LLC | 33,193 | $381.1K | 0.00% | +32,917+11,926.4% | Added |
| Pictet & Cie (Europe) SA | 31,350 | $359.9K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 31,349 | $359.9K | 0.00% | +189+0.6% | Added |
| DKRT Investments Corp. | 30,000 | $344.4K | 0.08% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,947 | $343.8K | 0.00% | −4,203−12.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 29,470 | $338.3K | 0.06% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 28,500 | $327.0K | 0.00% | −17,200−37.6% | Reduced |
| Vanguard Global Advisers, LLC | 28,346 | $325.4K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 27,575 | $316.6K | 0.03% | −8,157−22.8% | Reduced |
| Mirabella Financial Services LLP | 26,902 | $308.8K | 0.03% | +26,902 | New |
| Chicago Capital, LLC | 25,528 | $293.1K | 0.01% | −800−3.0% | Reduced |
| Aquatic Capital Management LLC | 24,181 | $277.6K | 0.01% | +24,181 | New |
| Russell Investments Group, Ltd. | 23,705 | $272.1K | 0.00% | +13,084+123.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 22,027 | $252.9K | 0.00% | +4,025+22.4% | Added |
| Stoneridge Investment Partners LLC | 18,947 | $245.0K | 0.16% | +18,947 | New |
| CenterBook Partners LP | 21,118 | $242.4K | 0.01% | −237,516−91.8% | Reduced |
| Quadrature Capital Ltd | 20,920 | $240.2K | 0.00% | +4,098+24.4% | Added |
| Mercer Global Advisors Inc | 20,781 | $238.6K | 0.00% | −454−2.1% | Reduced |
| Arizona State Retirement System | 20,394 | $234.1K | 0.00% | +205+1.0% | Added |
| Intech Investment Management LLC | 19,527 | $224.2K | 0.00% | −118−0.6% | Reduced |
| Harbor Capital Advisors, Inc. | 18,580 | $213.0K | 0.01% | −2,189−10.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 17,968 | $206.3K | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 17,666 | $202.8K | 0.00% | +17,666 | New |
| Pathstone Holdings, LLC | 17,560 | $201.6K | 0.00% | +1,039+6.3% | Added |
| Two Sigma Securities, LLC | 17,229 | $197.8K | 0.02% | +17,229 | New |
| Meridian Wealth Partners, LLC | 16,785 | $192.7K | 0.02% | −1,668−9.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,705 | $191.8K | 0.00% | −22,343−57.2% | Reduced |
| Glenmede Trust Co NA | 16,578 | $190.3K | 0.00% | +2,947+21.6% | Added |
| Capstone Investment Advisors, LLC | 15,725 | $180.5K | 0.00% | +5,102+48.0% | Added |
| KLP Kapitalforvaltning AS | 15,700 | $180.2K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 15,047 | $172.7K | 0.00% | +15,047 | New |
| Voya Investment Management LLC | 14,597 | $167.6K | 0.00% | +2,946+25.3% | Added |
| Axq Capital, LP | 14,444 | $165.8K | 0.02% | +14,444 | New |
| JustInvest LLC | 13,319 | $152.9K | 0.00% | +13,319 | New |
| Pictet Asset Management Holding SA | 12,994 | $149.2K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,970 | $137.4K | 0.00% | +1,180+10.9% | Added |
| Summitry LLC | 11,456 | $131.5K | 0.00% | +64+0.6% | Added |
| Keebeck Alpha, LP | 10,693 | $122.8K | 0.26% | +10,693 | New |
| Prelude Capital Management, LLC | 10,664 | $122.4K | 0.01% | −49,321−82.2% | Reduced |
| Savant Capital, LLC | 10,520 | $120.9K | 0.00% | +10,520 | New |
| Federated Hermes, Inc. | 10,218 | $117.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 10,039 | $115.2K | 0.00% | −857−7.9% | Reduced |
| Associated Banc-Corp | 10,000 | $114.8K | 0.00% | +10,000 | New |
| Versant Capital Management, Inc | 8,604 | $98.8K | 0.01% | +3,683+74.8% | Added |
| Great West Life Assurance Co | 7,311 | $84.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,135 | $81.9K | 0.00% | +4,425+163.3% | Added |
| Natixis | 7,000 | $80.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,609 | $75.9K | 0.00% | +1,173+21.6% | Added |
| Public Employees Retirement Association of Colorado | 6,386 | $73.0K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6,129 | $70.4K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 5,382 | $61.8K | 0.01% | −7,524−58.3% | Reduced |
| Palladiem, LLC | 4,370 | $50.2K | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,004 | $47.0K | 0.00% | +997+33.2% | Added |
| Advisors Asset Management, Inc. | 3,198 | $36.7K | 0.00% | −89−2.7% | Reduced |
| Whittier Trust Co | 2,264 | $29.1K | 0.00% | −313−12.1% | Reduced |
| Royal Bank of Canada | 2,579 | $29.0K | 0.00% | +2,127+470.6% | Added |
| Parallel Advisors, LLC | 2,337 | $26.8K | 0.00% | +1,089+87.3% | Added |
| Federation des caisses Desjardins du Quebec | 2,190 | $25.1K | 0.00% | +2,190 | New |
| Nisa Investment Advisors, LLC | 2,048 | $23.5K | 0.00% | +1,688+468.9% | Added |
| Fulcrum Asset Management LLP | 1,967 | $22.4K | 0.00% | +38+2.0% | Added |
| Allworth Financial LP | 1,548 | $17.8K | 0.00% | +619+66.6% | Added |
| Global Retirement Partners, LLC | 1,521 | $17.5K | 0.00% | +1,521 | New |
| Simplex Trading, LLC | 1,475 | $16.9K | 0.00% | +1,218+473.9% | Added |
| Huntington National Bank | 1,406 | $16.1K | 0.00% | +1,406 | New |
| GAMMA Investing LLC | 1,305 | $15.0K | 0.00% | −532−29.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,046 | $12.0K | 0.00% | −177−14.5% | Reduced |
| Fifth Third Bancorp | 977 | $11.2K | 0.00% | −282−22.4% | Reduced |
| Nykredit A/S | 946 | $10.9K | 0.00% | +946 | New |
| Parkside Financial Bank & Trust | 869 | $9.97K | 0.00% | +45+5.5% | Added |
| Signaturefd, LLC | 859 | $9.86K | 0.00% | +291+51.2% | Added |
| Rockefeller Capital Management L.P. | 823 | $9.45K | 0.00% | −39−4.5% | Reduced |
| SRS Capital Advisors, Inc. | 681 | $7.82K | 0.00% | +681 | New |
| The PNC Financial Services Group, Inc. | 622 | $7.14K | 0.00% | −378−37.8% | Reduced |
| Larson Financial Group LLC | 597 | $6.85K | 0.00% | +159+36.3% | Added |
| Whittier Trust Co of Nevada Inc | 511 | $6.85K | 0.00% | −529−50.9% | Reduced |
| Quarry LP | 575 | $6.60K | 0.00% | +575 | New |
| US Bancorp | 511 | $5.87K | 0.00% | +145+39.6% | Added |
| Advisor Group Holdings, Inc. | 489 | $5.61K | 0.00% | +5+1.0% | Added |
| Jones Financial Companies LLLP | 430 | $4.89K | 0.00% | −2,187−83.6% | Reduced |
| Farther Finance Advisors, LLC | 304 | $3.49K | 0.00% | +20+7.0% | Added |
| EverSource Wealth Advisors, LLC | 272 | $3.12K | 0.00% | −46−14.5% | Reduced |
| Sterling Capital Management LLC | 256 | $2.94K | 0.00% | −195−43.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 201 | $2.31K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 199 | $2.29K | 0.00% | −232−53.8% | Reduced |
| Rothschild Investment LLC | 198 | $2.27K | 0.00% | +119+150.6% | Added |
| Bogart Wealth, LLC | 170 | $1.95K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 165 | $1.89K | 0.00% | +165 | New |
| Caitong International Asset Management Co., Ltd | 156 | $1.79K | 0.00% | −17,350−99.1% | Reduced |
| 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 |
| Bare Financial Services, Inc | 89 | $1.02K | 0.00% | +89 | New |