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Equibles

VERX

Vertex, Inc.

Company with tickers: VERX

CIK
1806837
CUSIP
92538J106
Shares Outstanding
79,661,290
13F Activity (30d)
137 filings 135 filers

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.

Holders: 219
Total Value: $999,392,789
Total Shares: 84,053,233
Showing 1–100 of 225 holdings by value · page 1 of 3

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 219 13F filers · Δ vs Dec 31, 2025
Top Holder
9.9%
Sep 2023 → Mar 2026 · range 6.6% – 12.8%
+0.2 pts
Top 5
31.5%
Sep 2023 → Mar 2026 · range 27.6% – 48.5%
−1.6 pts
Top 10
48.9%
Sep 2023 → Mar 2026 · range 41.7% – 68.1%
+0.5 pts
HHI
338
Sep 2023 → Mar 2026 · range 269 – 614
Broadly held−16

Quarterly Activity

vs Dec 31, 2025
New
59
Increased
72
Decreased
68
Sold Out
61
Unchanged
20
Holder count: -2
Institutional value: -43.3%
Shares held: -4.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega MORGAN STANLEY +3,368,359 4,293,247
Mega JPMORGAN CHASE & CO +1,651,594 3,371,170
Mega D. E. Shaw & Co., Inc. +1,363,056 1,638,922
Mega GOLDMAN SACHS GROUP INC +1,282,274 2,363,972
Small Divisar Capital Management LLC +945,712 1,195,712

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large BROWN ADVISORY INC −969,932 1,808,944
Mega JANUS HENDERSON GROUP PLC −739,365 37,027
Mega AMERIPRISE FINANCIAL INC −684,887 114,886
Mid GENEVA CAPITAL MANAGEMENT LLC −575,808 2,134,691
Large NOMURA HOLDINGS INC −551,704 2,621,641

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 4,780,681 $56,842,297
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3,178,800 $37,795,932
Mega VANGUARD CAPITAL MANAGEMENT LLC 3,115,457 $37,042,783
Large CIBC Bancorp USA Inc. 1,053,533 $12,526,507
Large Hudson Bay Capital Management LP 1,000,000 $11,890,000

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 8,348,597 $166,721,478
Mega NEUBERGER BERMAN GROUP LLC 2,820,247 $56,320,332
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,698,276 $53,884,569
Mid Conestoga Capital Advisors, LLC 2,506,653 $50,057,860
Mid Park West Asset Management LLC 1,833,428 $36,613,557
Filter: New 59 Increased 72 Reduced 68 Sold out 61 Unchanged 20
Showing 100 of 225
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $67,289,949 6.73% 5,659,374
Mega UBS Group AG $64,967,363 6.50% 5,464,034
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $56,842,297 5.69% 4,780,681
Mega MORGAN STANLEY $51,046,703 5.11% 4,293,247
Small Tensile Capital Management LP $40,408,914 4.04% 3,398,563
Mega JPMORGAN CHASE & CO $40,083,206 4.01% 3,371,170
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension $37,795,932 3.78% 3,178,800
Mega VANGUARD CAPITAL MANAGEMENT LLC $37,042,783 3.71% 3,115,457
Mega UBS Group AG $33,880,792 3.39% 2,849,520
Large NOMURA HOLDINGS INC $31,171,311 3.12% 2,621,641
Mega GOLDMAN SACHS GROUP INC $28,107,626 2.81% 2,363,972
Mid GENEVA CAPITAL MANAGEMENT LLC $25,381,475 2.54% 2,134,691
Mega STATE STREET CORP $22,718,853 2.27% 1,910,753
Large BROWN ADVISORY INC $21,508,344 2.15% 1,808,944
Mega GEODE CAPITAL MANAGEMENT, LLC $21,065,417 2.11% 1,771,692
Mega D. E. Shaw & Co., Inc. $19,486,781 1.95% 1,638,922
Small Legacy Advisors, LLC $15,977,532 1.60% 1,343,779
Mega BARCLAYS PLC $15,588,573 1.56% 1,311,066
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $15,209,331 1.52% 1,279,170
Small Divisar Capital Management LLC $14,217,015 1.42% 1,195,712
Mega CITADEL ADVISORS LLC $13,704,520 1.37% 1,152,609
Mega CITIGROUP INC $13,678,398 1.37% 1,150,412
Mid PALISADE CAPITAL MANAGEMENT, LP $13,577,761 1.36% 1,141,948
Large CIBC Bancorp USA Inc. Bank $12,526,507 1.25% 1,053,533
Large Hudson Bay Capital Management LP $11,890,000 1.19% 1,000,000
Mega JENNISON ASSOCIATES LLC $11,678,713 1.17% 982,230
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $11,125,092 1.11% 935,668
Mega BANK OF AMERICA CORP /DE/ Bank $11,087,638 1.11% 932,518
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $9,581,687 0.96% 805,861
Mega JANE STREET GROUP, LLC $8,330,703 0.83% 700,648
Mid TimesSquare Capital Management, LLC $8,116,732 0.81% 682,652
Mega MILLENNIUM MANAGEMENT LLC $7,770,257 0.78% 653,512
Mega NORTHERN TRUST CORP Bank $7,614,663 0.76% 640,426
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $7,204,258 0.72% 605,909
Mega DIMENSIONAL FUND ADVISORS LP $6,925,055 0.69% 582,427
Small Freshford Capital Management, LLC $6,724,353 0.67% 565,547
Large BANQUE PICTET & CIE SA $6,586,762 0.66% 553,975
Small CYPRESS POINT INVESTMENT MANAGEMENT LP $6,371,862 0.64% 535,901
Mega BNP PARIBAS ARBITRAGE, SA $6,083,767 0.61% 511,671
Mega VANGUARD FIDUCIARY TRUST CO Bank $6,032,593 0.60% 507,367
Small Hyperion Capital Advisors LP $5,707,200 0.57% 480,000
Small GAGNON SECURITIES LLC Broker-Dealer $5,567,135 0.56% 468,220
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $5,170,342 0.52% 434,848
Small BROWN CAPITAL MANAGEMENT LLC $5,167,144 0.52% 434,579
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,863,010 0.49% 409,000
Small Counterpoint Mutual Funds LLC Mutual Fund $4,836,340 0.48% 406,757
Mid Voleon Capital Management LP $4,614,580 0.46% 388,106
Mega FMR LLC $3,967,870 0.40% 333,715
Small Pier Capital, LLC $3,712,379 0.37% 312,227
Large Trexquant Investment LP $3,569,366 0.36% 300,199
Mid MUFG Securities EMEA plc Broker-Dealer $3,567,000 0.36% 300,000
Small Gagnon Advisors, LLC $3,531,924 0.35% 297,050
Large RENAISSANCE TECHNOLOGIES LLC $3,454,045 0.35% 290,500
Large MARSHALL WACE, LLP $3,431,880 0.34% 288,636
Mid KORNITZER CAPITAL MANAGEMENT INC /KS $3,182,834 0.32% 267,690
Mega JANE STREET GROUP, LLC $3,134,204 0.31% 263,600
Mid Saba Capital Management, L.P. $3,132,705 0.31% 263,474
Mid CenterBook Partners LP $3,075,158 0.31% 258,634
Mid MIZUHO MARKETS AMERICAS LLC $3,066,752 0.31% 257,927
Mid XTX Topco Ltd $3,047,775 0.30% 256,331
Mid Y-Intercept (Hong Kong) Ltd $3,047,276 0.30% 256,289
Mid NORTH STAR ASSET MANAGEMENT INC $2,828,333 0.28% 237,875
Mega Bank of New York Mellon Corp Bank $2,791,778 0.28% 234,801
Mega DEUTSCHE BANK AG\ Bank $2,685,201 0.27% 225,837
Large TUDOR INVESTMENT CORP ET AL $2,597,893 0.26% 218,494
Large Balyasny Asset Management L.P. $2,546,433 0.25% 214,166
Mid KENNEDY CAPITAL MANAGEMENT LLC $2,451,301 0.25% 206,165
Small HERALD INVESTMENT MANAGEMENT Ltd $2,378,000 0.24% 200,000
Mega Nuveen, LLC $2,104,553 0.21% 177,002
Large Banco Santander, S.A. $2,078,681 0.21% 174,826
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,919,521 0.19% 161,440
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,806,029 0.18% 151,895
Large Caption Management, LLC $1,783,500 0.18% 150,000
Mega Swiss National Bank Bank $1,722,861 0.17% 144,900
Large Quantinno Capital Management LP $1,685,918 0.17% 141,793
Mid ROYCE & ASSOCIATES LP $1,617,420 0.16% 136,032
Mega AMERIPRISE FINANCIAL INC $1,365,993 0.14% 114,886
Large Qube Research & Technologies Ltd $1,289,601 0.13% 108,461
Mega TWO SIGMA INVESTMENTS, LP $1,247,118 0.12% 104,888
Small Palogic Value Management, L.P. $1,189,000 0.12% 100,000
Large FRED ALGER MANAGEMENT, LLC $1,178,263 0.12% 99,097
Mid Lazard Freres Gestion S.A.S. $1,128,836 0.11% 94,940
Large SEI INVESTMENTS CO $1,069,956 0.11% 89,988
Mega RHUMBLINE ADVISERS $1,038,163 0.10% 87,314
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,005,763 0.10% 84,589
Small TWINBEECH CAPITAL LP $929,798 0.09% 78,200
Mega Invesco Ltd. $903,851 0.09% 76,018
Mega ALLIANCEBERNSTEIN L.P. $843,524 0.08% 70,944
Mega ENVESTNET ASSET MANAGEMENT INC $819,863 0.08% 68,954
Large ExodusPoint Capital Management, LP $814,191 0.08% 68,477
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $811,694 0.08% 68,267
Mega AQR CAPITAL MANAGEMENT LLC $799,481 0.08% 67,240
Mega CITADEL ADVISORS LLC $794,252 0.08% 66,800
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $756,334 0.08% 63,611
Mega Legal & General Group Plc $737,095 0.07% 61,993
Mid PRELUDE CAPITAL MANAGEMENT, LLC $713,221 0.07% 59,985
Small SCALAR GAUGE MANAGEMENT, LLC $653,950 0.07% 55,000
Large Universal- Beteiligungs- und Servicegesellschaft mbH $594,559 0.06% 50,005
Mega VANGUARD ASSET MANAGEMENT, Ltd $573,133 0.06% 48,203
Large Handelsbanken Fonder AB $543,373 0.05% 45,700

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