VERX · Vertex, Inc. · Shareholders & Ownership

$14.32 +0.79 (+5.84%) At close · Oct 20

Russell 2000 member Rebalance outlook locked

Market Cap

$2.27B

162.22M

Volume · Oct 20 2.38M Avg daily vol (3M) 1.85M

Every disclosed holder of VERX in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns VERX

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	230	74,754,513	46.08%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	4	42,158,644	25.99%	Yes
Remaining	—	45,304,823	27.93%	Rest
Registered funds (N-PORT, not summed)	171	21,237,206	13.09%	No

Shares outstanding: 162,217,980, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of VERX

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,236,152	3.84%	+576,778	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,914,348	1.18%	+189,001	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	683,929	0.42%	+114,670	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	379,717	0.23%	+50,292	Jun 30, 2026	iShares Trust, not summed
1.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	136,136	0.08%	+19,238	Jun 30, 2026	Quantitative Master Series LLC, not summed
1.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	99,262	0.06%	+2,448	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,984,133	3.07%	+203,452	Jun 30, 2026	carried, not yet filed for the newest quarter
3	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,132,404	2.55%	-160,843	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	69	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
4	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,549,052	2.19%	+1,740,108	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	470,840	0.29%	+207,560	Jun 30, 2026	Brown Advisory Funds, not summed
4.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	134,722	0.08%	+55,823	Jun 30, 2026	Brown Advisory Funds, not summed
5	NEUBERGER BERMAN GROUP LLC 13G CIK 1465109 · Holding company · Feb 28, 2025 Rule 13d-1(b), qualified institution	3,319,852	2.05%	-349,198	Feb 28, 2025	Rule 13d-1(b), qualified institution
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,173,883	1.96%	+58,426	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Conestoga Capital Advisors, LLC 13G CIK 1163744 · Investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	3,021,860	1.86%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
8	Tensile Capital Management LP 13F CIK 1598843 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,898,563	1.79%	-500,000	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Alger Associates, Inc. 13-3017981 13G CIK 1000264 · Holding company · Sep 30, 2024 Rule 13d-1(b), qualified institution	2,543,838	1.57%	-1,873,126	Sep 30, 2024	Rule 13d-1(b), qualified institution
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,528,044	1.56%	-843,126	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,255,642	1.39%	+37,000	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,189,827	1.35%	+550,905	Jun 30, 2026	carried, not yet filed for the newest quarter
13	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,128,372	1.31%	+849,202	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	725,075	0.45%	+283,055	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,060,692	1.27%	+149,939	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	229,664	0.14%	+20,743	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.2	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	92,415	0.06%	-2,385	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
14.3	State Street(R) SPDR(R) FactSet Innovative Technology ETF Fund S000051577 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	32,787	0.02%	-232	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	25,400	0.02%	+1,300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.5	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	4,258	0.00%	+510	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
15	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,024,166	1.25%	-3,439,868	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,840,855	1.13%	+6,049	May 31, 2026	VANGUARD WORLD FUND, not summed
17	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,836,548	1.13%	+64,856	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NOMURA HOLDINGS INC 13F CIK 1163653 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,664,099	1.03%	-957,542	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,642,337	1.01%	+23,436	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Divisar Capital Management LLC 13F CIK 1645721 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,640,895	1.01%	+445,183	Jun 30, 2026	carried, not yet filed for the newest quarter
21	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,487,000	0.92%	-1,691,800	Jun 30, 2026	carried, not yet filed for the newest quarter
22	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,483,311	0.91%	-880,661	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	174,930	0.11%	-18,659	Jul 31, 2026	Goldman Sachs Trust, not summed
22.2	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	98,867	0.06%	+6,271	Jul 31, 2026	Goldman Sachs Trust, not summed
22.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	40,001	0.02%	-29,062	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
22.4	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	22,276	0.01%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
22.5	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	10,660	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,472,893	0.91%	+537,225	Jun 30, 2026	carried, not yet filed for the newest quarter
24	DeStefano David Insider CIK 1818526 · Jun 10, 2026 Director, issuer-wide, not summed	1,468,727	0.91%	+15,638	Jun 10, 2026	Director, issuer-wide, not summed
25	Legacy Advisors, LLC 13F CIK 1720969 · Registered investment adviser · Sep 30, 2026	1,343,905	0.83%	+67	Sep 30, 2026
26	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,310,400	0.81%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
27	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 Insider CIK 1819244 · Mar 9, 2026 10% Owner, issuer-wide, not summed	1,221,100	0.75%	+10,000	Mar 9, 2026	10% Owner, issuer-wide, not summed
28	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,214,224	0.75%	+925,588	Jun 30, 2026	carried, not yet filed for the newest quarter
29	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,186,812	0.73%	-947,879	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CIBC Bancorp USA Inc. 13F CIK 1711924 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,054,021	0.65%	+488	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Freshford Capital Management, LLC 13F CIK 1459270 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,047,293	0.65%	+481,746	Jun 30, 2026	carried, not yet filed for the newest quarter
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	986,325	0.61%	+53,807	Jun 30, 2026	carried, not yet filed for the newest quarter
33	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	972,967	0.60%	-177,445	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	963,531	0.59%	+56,037	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	CYPRESS POINT INVESTMENT MANAGEMENT LP 13F CIK 2058475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	952,212	0.59%	+416,311	Jun 30, 2026	carried, not yet filed for the newest quarter
36	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	913,732	0.56%	+580,017	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	797,113	0.49%	+103,230	Jul 31, 2026	Fidelity Salem Street Trust, not summed
36.2	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	764,562	0.47%	+523,153	Jun 30, 2026	Fidelity Covington Trust, not summed
36.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	384,194	0.24%	+79,453	May 31, 2026	Fidelity Concord Street Trust, not summed
36.4	VIP Disciplined Small Cap Portfolio Fund S000007725 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund II, not summed	140,586	0.09%	+57,933	Jun 30, 2026	Variable Insurance Products Fund II, not summed
36.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	137,898	0.09%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
37	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	847,157	0.52%	+22,172	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
38	GAGNON SECURITIES LLC 13F CIK 1125725 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	761,026	0.47%	+292,806	Jun 30, 2026	carried, not yet filed for the newest quarter
39	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 Insider CIK 1819296 · Dec 23, 2024 10% Owner, issuer-wide, not summed	745,706	0.46%	-37,000	Dec 23, 2024	10% Owner, issuer-wide, not summed
40	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	707,511	0.44%	-603,555	Jun 30, 2026	carried, not yet filed for the newest quarter
41	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	707,349	0.44%	+66,923	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	36,402	0.02%	+4,820	Jun 30, 2026	Northern Funds, not summed
41.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,371	0.01%	-466	Jun 30, 2026	Northern Funds, not summed
41.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	11,692	0.01%	+10,306	Jul 31, 2026	FlexShares Trust, not summed
42	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	656,758	0.40%	+548,297	Jun 30, 2026	carried, not yet filed for the newest quarter
43	JPMorgan Small Cap Growth Fund Fund S000003859 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	638,415	0.39%	-33,547	Jun 30, 2026	JPMorgan Trust II, not summed
44	Hyperion Capital Advisors LP 13F CIK 1794499 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	630,000	0.39%	+150,000	Jun 30, 2026	carried, not yet filed for the newest quarter
45	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	602,880	0.37%	+356,996	Jul 31, 2026	Principal Funds, Inc, not summed
46	ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 Insider CIK 1818818 · May 20, 2025 10% Owner, issuer-wide, not summed	600,000	0.37%	—	May 20, 2025	10% Owner, issuer-wide, not summed
47	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	576,895	0.36%	-575,714	Jun 30, 2026	carried, not yet filed for the newest quarter
48	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	568,797	0.35%	-237,064	Jun 30, 2026	carried, not yet filed for the newest quarter
49	PALISADE CAPITAL MANAGEMENT, LP 13F CIK 1009006 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	547,382	0.34%	-594,566	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BANQUE PICTET & CIE SA 13F CIK 1535602 · Unknown · Sep 30, 2026	545,925	0.34%	-2,050	Sep 30, 2026

24 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 339 holders

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Key facts CIK 1806837 CUSIP 92538J106 13F (30d) 22 filings 21 filers Visit website Investor relations