Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 269 institutions that hold shares in the stock, with a total of 85.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
8,387,126
shares
|
$169 Million
0.0% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,663,904
shares
|
$94.1 Million
0.0% of portfolio
|
Q2 2024
Added 273.44%
|
|
|
Tensile Capital Management LP
Larkspur, CA |
Nov 14, 2025 Q3 2025 |
3,804,409
shares
|
$76.7 Million
11.78% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
3,567,902
shares
|
$72 Million
0.03% of portfolio
|
Q3 2025
Added 231.03%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
3,080,905
shares
|
$62.1 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,988,570
shares
|
$60.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Geneva Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
2,932,884
shares
|
$59.2 Million
1.26% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
2,728,504
shares
|
$55 Million
0.38% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
2,543,000
shares
|
$51.3 Million
1.01% of portfolio
|
Q3 2025
Reduced 25.17%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,161,501
shares
|
$43.6 Million
0.01% of portfolio
|
Q3 2025
Added 76.65%
|
|
|
Champlain Investment Partners, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
2,049,490
shares
|
$41.3 Million
0.4% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,931,531
shares
|
$39 Million
0.01% of portfolio
|
Q3 2025
Added 92.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,794,070
shares
|
$36.2 Million
0.0% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,712,515
shares
|
$34.5 Million
0.0% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,699,680
shares
|
$34.3 Million
0.0% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
1,472,958
shares
|
$29.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 37.63%
|
|
|
Abrdn PLC
|
Nov 06, 2025 Q3 2025 |
1,445,834
shares
|
$29.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,343,779
shares
|
$27.1 Million
4.87% of portfolio
|
Q3 2025
Added 2730.08%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
1,302,663
shares
|
$26.3 Million
1.39% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,301,044
shares
|
$26.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Park West Asset Management LLC
Larkspur, CA |
Nov 14, 2025 Q3 2025 |
1,250,000
shares
|
$25.2 Million
3.12% of portfolio
|
Q3 2025
New holding
|
|
|
Times Square Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,091,262
shares
|
$22 Million
0.43% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Dennis Hong
Shaw Spring Partners LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
1,081,446
shares
|
$21.8 Million
4.13% of portfolio
|
Q3 2025
Added 51.79%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
987,265
shares
|
$19.9 Million
0.01% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
973,442
shares
|
$19.6 Million
0.0% of portfolio
|
Q3 2025
Added 121.1%
|
|