VERX
Vertex, Inc.
$12.85
+0.33 (+2.64%)
At close · Jul 2
Market Cap
$4.22B
Shares
161,816,931
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 218
Total Value: $942,588,176
Total Shares: 79,276,024
Showing 1–100
of 224 holdings by value
· page 1 of 3
Institutional Ownership Trend
24 quarters
Holder Concentration
Across 218 13F filersTop Holder
10.5%
of institutional value
Top 5
31.6%
of institutional value
Top 10
48.5%
of institutional value
HHI
344
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega BlackRock, Inc. | $67,289,949 | 7.14% | 5,659,374 | Shares | Sole | 2026-05-13 | ||||
| Mega UBS Group AG | $64,967,363 | 6.89% | 5,464,034 | Shares | Defined | 2026-05-05 | ||||
| Mega MORGAN STANLEY | $51,046,703 | 5.42% | 4,293,247 | Shares | Defined | 2026-05-15 | ||||
| Small Tensile Capital Management LP | $40,408,914 | 4.29% | 3,398,563 | Shares | Sole | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $40,083,206 | 4.25% | 3,371,170 | Shares | Defined | 2026-05-13 | ||||
| Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension | $37,795,932 | 4.01% | 3,178,800 | Shares | Sole | 2026-05-14 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $37,042,783 | 3.93% | 3,115,457 | Shares | Defined | 2026-05-15 | ||||
| Mega UBS Group AG | $33,880,792 | 3.59% | 2,849,520 | Call | Defined | 2026-05-05 | ||||
| Large NOMURA HOLDINGS INC | $31,171,311 | 3.31% | 2,621,641 | Shares | Defined | 2026-05-15 | ||||
| Mega GOLDMAN SACHS GROUP INC | $28,107,626 | 2.98% | 2,363,972 | Shares | Defined | 2026-05-15 | ||||
| Mid GENEVA CAPITAL MANAGEMENT LLC | $25,381,475 | 2.69% | 2,134,691 | Shares | Sole | 2026-05-06 | ||||
| Mega STATE STREET CORP | $22,718,853 | 2.41% | 1,910,753 | Shares | Defined | 2026-05-15 | ||||
| Large BROWN ADVISORY INC | $21,508,344 | 2.28% | 1,808,944 | Shares | Defined | 2026-05-15 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $21,065,417 | 2.23% | 1,771,692 | Shares | Defined | 2026-05-15 | ||||
| Mega D. E. Shaw & Co., Inc. | $19,486,781 | 2.07% | 1,638,922 | Shares | Defined | 2026-05-15 | ||||
| Small Legacy Advisors, LLC | $15,977,532 | 1.70% | 1,343,779 | Shares | Sole | 2026-05-05 | ||||
| Mega BARCLAYS PLC | $15,588,573 | 1.65% | 1,311,066 | Shares | Defined | 2026-05-15 | ||||
| Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $15,209,331 | 1.61% | 1,279,170 | Shares | Sole | 2026-05-08 | ||||
| Small Divisar Capital Management LLC | $14,217,015 | 1.51% | 1,195,712 | Shares | Sole | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $13,704,520 | 1.45% | 1,152,609 | Shares | Defined | 2026-05-15 | ||||
| Mega CITIGROUP INC | $13,678,398 | 1.45% | 1,150,412 | Shares | Defined | 2026-05-11 | ||||
| Mid PALISADE CAPITAL MANAGEMENT, LP | $13,577,761 | 1.44% | 1,141,948 | Shares | Sole | 2026-05-15 | ||||
| Large CIBC Bancorp USA Inc. Bank | $12,526,507 | 1.33% | 1,053,533 | Shares | Defined | 2026-05-12 | ||||
| Large Hudson Bay Capital Management LP | $11,890,000 | 1.26% | 1,000,000 | Shares | Sole | 2026-05-13 | ||||
| Mega JENNISON ASSOCIATES LLC | $11,678,713 | 1.24% | 982,230 | Shares | Defined | 2026-05-06 | ||||
| Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11,125,092 | 1.18% | 935,668 | Shares | Defined | 2026-05-14 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $11,087,638 | 1.18% | 932,518 | Shares | Defined | 2026-05-18 | ||||
| Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $9,581,687 | 1.02% | 805,861 | Shares | Defined | 2026-05-14 | ||||
| Mega JANE STREET GROUP, LLC | $8,330,703 | 0.88% | 700,648 | Shares | Defined | 2026-05-12 | ||||
| Mid TimesSquare Capital Management, LLC | $8,116,732 | 0.86% | 682,652 | Shares | Sole | 2026-05-07 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $7,770,257 | 0.82% | 653,512 | Shares | Sole | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $7,614,663 | 0.81% | 640,426 | Shares | Defined | 2026-05-14 | ||||
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7,204,258 | 0.76% | 605,909 | Shares | Sole | 2026-05-15 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $6,925,055 | 0.73% | 582,427 | Shares | Sole | 2026-05-07 | ||||
| Small Freshford Capital Management, LLC | $6,724,353 | 0.71% | 565,547 | Shares | Sole | 2026-05-15 | ||||
| Large BANQUE PICTET & CIE SA | $6,586,762 | 0.70% | 553,975 | Shares | Sole | 2026-04-14 | ||||
| Small CYPRESS POINT INVESTMENT MANAGEMENT LP | $6,371,862 | 0.68% | 535,901 | Shares | Sole | 2026-05-15 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $6,083,767 | 0.65% | 511,671 | Shares | Defined | 2026-05-12 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $6,032,593 | 0.64% | 507,367 | Shares | Defined | 2026-05-08 | ||||
| Small Hyperion Capital Advisors LP | $5,707,200 | 0.61% | 480,000 | Shares | Sole | 2026-05-15 | ||||
| Small GAGNON SECURITIES LLC Broker-Dealer | $5,567,135 | 0.59% | 468,220 | Shares | Sole | 2026-04-22 | ||||
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $5,170,342 | 0.55% | 434,848 | Shares | Sole | 2026-05-06 | ||||
| Small BROWN CAPITAL MANAGEMENT LLC | $5,167,144 | 0.55% | 434,579 | Shares | Sole | 2026-05-14 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4,863,010 | 0.52% | 409,000 | Call | Other | 2026-05-15 | ||||
| Small Counterpoint Mutual Funds LLC Mutual Fund | $4,836,340 | 0.51% | 406,757 | Shares | Sole | 2026-04-27 | ||||
| Mid Voleon Capital Management LP | $4,614,580 | 0.49% | 388,106 | Shares | Sole | 2026-05-15 | ||||
| Mega FMR LLC | $3,967,870 | 0.42% | 333,715 | Shares | Defined | 2026-05-15 | ||||
| Small Pier Capital, LLC | $3,712,379 | 0.39% | 312,227 | Shares | Sole | 2026-05-14 | ||||
| Large Trexquant Investment LP | $3,569,366 | 0.38% | 300,199 | Shares | Sole | 2026-05-15 | ||||
| Mid MUFG Securities EMEA plc Broker-Dealer | $3,567,000 | 0.38% | 300,000 | Shares | Defined | 2026-05-11 | ||||
| Small Gagnon Advisors, LLC | $3,531,924 | 0.37% | 297,050 | Shares | Sole | 2026-04-22 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $3,454,045 | 0.37% | 290,500 | Shares | Sole | 2026-05-14 | ||||
| Large MARSHALL WACE, LLP | $3,431,880 | 0.36% | 288,636 | Shares | Other | 2026-05-15 | ||||
| Mid KORNITZER CAPITAL MANAGEMENT INC /KS | $3,182,834 | 0.34% | 267,690 | Shares | Sole | 2026-04-30 | ||||
| Mega JANE STREET GROUP, LLC | $3,134,204 | 0.33% | 263,600 | Call | Defined | 2026-05-12 | ||||
| Mid Saba Capital Management, L.P. | $3,132,705 | 0.33% | 263,474 | Shares | Sole | 2026-05-15 | ||||
| Mid CenterBook Partners LP | $3,075,158 | 0.33% | 258,634 | Shares | Sole | 2026-05-05 | ||||
| Mid MIZUHO MARKETS AMERICAS LLC | $3,066,752 | 0.33% | 257,927 | Shares | Defined | 2026-05-14 | ||||
| Mid XTX Topco Ltd | $3,047,775 | 0.32% | 256,331 | Shares | Defined | 2026-05-15 | ||||
| Mid Y-Intercept (Hong Kong) Ltd | $3,047,276 | 0.32% | 256,289 | Shares | Sole | 2026-04-27 | ||||
| Mid NORTH STAR ASSET MANAGEMENT INC | $2,828,333 | 0.30% | 237,875 | Shares | Sole | 2026-05-06 | ||||
| Mega Bank of New York Mellon Corp Bank | $2,791,778 | 0.30% | 234,801 | Shares | Defined | 2026-05-05 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $2,685,201 | 0.28% | 225,837 | Shares | Defined | 2026-05-06 | ||||
| Large TUDOR INVESTMENT CORP ET AL | $2,597,893 | 0.28% | 218,494 | Shares | Defined | 2026-05-15 | ||||
| Large Balyasny Asset Management L.P. | $2,546,433 | 0.27% | 214,166 | Shares | Sole | 2026-05-15 | ||||
| Mid KENNEDY CAPITAL MANAGEMENT LLC | $2,451,301 | 0.26% | 206,165 | Shares | Sole | 2026-05-13 | ||||
| Small HERALD INVESTMENT MANAGEMENT Ltd | $2,378,000 | 0.25% | 200,000 | Shares | Sole | 2026-05-13 | ||||
| Mega Nuveen, LLC | $2,104,553 | 0.22% | 177,002 | Shares | Defined | 2026-04-30 | ||||
| Large Banco Santander, S.A. | $2,078,681 | 0.22% | 174,826 | Shares | Sole | 2026-05-08 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,919,521 | 0.20% | 161,440 | Shares | Other | 2026-05-15 | ||||
| Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1,806,029 | 0.19% | 151,895 | Shares | Defined | 2026-05-13 | ||||
| Large Caption Management, LLC | $1,783,500 | 0.19% | 150,000 | Call | Sole | 2026-05-15 | ||||
| Mega Swiss National Bank Bank | $1,722,861 | 0.18% | 144,900 | Shares | Sole | 2026-05-07 | ||||
| Large Quantinno Capital Management LP | $1,685,918 | 0.18% | 141,793 | Shares | Sole | 2026-05-15 | ||||
| Mid ROYCE & ASSOCIATES LP | $1,617,420 | 0.17% | 136,032 | Shares | Sole | 2026-05-12 | ||||
| Mega AMERIPRISE FINANCIAL INC | $1,365,993 | 0.14% | 114,886 | Shares | Defined | 2026-05-15 | ||||
| Large Qube Research & Technologies Ltd | $1,289,601 | 0.14% | 108,461 | Shares | Sole | 2026-05-15 | ||||
| Mega TWO SIGMA INVESTMENTS, LP | $1,247,118 | 0.13% | 104,888 | Shares | Sole | 2026-05-15 | ||||
| Small Palogic Value Management, L.P. | $1,189,000 | 0.13% | 100,000 | Shares | Sole | 2026-05-15 | ||||
| Large FRED ALGER MANAGEMENT, LLC | $1,178,263 | 0.13% | 99,097 | Shares | Sole | 2026-05-15 | ||||
| Mid Lazard Freres Gestion S.A.S. | $1,128,836 | 0.12% | 94,940 | Shares | Other | 2026-05-07 | ||||
| Large SEI INVESTMENTS CO | $1,069,956 | 0.11% | 89,988 | Shares | Sole | 2026-05-13 | ||||
| Mega RHUMBLINE ADVISERS | $1,038,163 | 0.11% | 87,314 | Shares | Sole | 2026-05-12 | ||||
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $1,005,763 | 0.11% | 84,589 | Shares | Defined | 2026-05-15 | ||||
| Small TWINBEECH CAPITAL LP | $929,798 | 0.10% | 78,200 | Shares | Sole | 2026-05-15 | ||||
| Mega Invesco Ltd. | $903,851 | 0.10% | 76,018 | Shares | Defined | 2026-05-12 | ||||
| Mega ALLIANCEBERNSTEIN L.P. | $843,524 | 0.09% | 70,944 | Shares | Defined | 2026-05-15 | ||||
| Mega ENVESTNET ASSET MANAGEMENT INC | $819,863 | 0.09% | 68,954 | Shares | Sole | 2026-05-04 | ||||
| Large ExodusPoint Capital Management, LP | $814,191 | 0.09% | 68,477 | Shares | Sole | 2026-05-14 | ||||
| Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension | $811,694 | 0.09% | 68,267 | Shares | Sole | 2026-05-18 | ||||
| Mega AQR CAPITAL MANAGEMENT LLC | $799,481 | 0.08% | 67,240 | Shares | Other | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $794,252 | 0.08% | 66,800 | Call | Defined | 2026-05-15 | ||||
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund | $756,334 | 0.08% | 63,611 | Shares | Defined | 2026-05-15 | ||||
| Mega Legal & General Group Plc | $737,095 | 0.08% | 61,993 | Shares | Defined | 2026-05-08 | ||||
| Mid PRELUDE CAPITAL MANAGEMENT, LLC | $713,221 | 0.08% | 59,985 | Shares | Other | 2026-05-15 | ||||
| Small SCALAR GAUGE MANAGEMENT, LLC | $653,950 | 0.07% | 55,000 | Shares | Sole | 2026-05-15 | ||||
| Large Universal- Beteiligungs- und Servicegesellschaft mbH | $594,559 | 0.06% | 50,005 | Shares | Defined | 2026-05-11 | ||||
| Mega VANGUARD ASSET MANAGEMENT, Ltd | $573,133 | 0.06% | 48,203 | Shares | Defined | 2026-05-08 | ||||
| Large Handelsbanken Fonder AB | $543,373 | 0.06% | 45,700 | Shares | Sole | 2026-04-28 | ||||
| Large Caption Management, LLC | $489,380 | 0.05% | 41,159 | Shares | Sole | 2026-05-15 | ||||
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