Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 268 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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
142
shares
|
$2,864
0.0% of portfolio
|
Q3 2025
Reduced 77.39%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
133
shares
|
$2,682
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
111
shares
|
$2,238
0.0% of portfolio
|
Q3 2025
Added 146.67%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
107
shares
|
$2,158
0.0% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
65
shares
|
$1,311
0.0% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
58
shares
|
$1,169
0.0% of portfolio
|
Q3 2025
Reduced 74.11%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
47
shares
|
$947
0.0% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
47
shares
|
$947
0.0% of portfolio
|
Q1 2025
Reduced 83.09%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
43
shares
|
$867
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
41
shares
|
$826
0.0% of portfolio
|
Q3 2025
Reduced 86.1%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
39
shares
|
$786
0.0% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
37
shares
|
$746
0.0% of portfolio
|
Q3 2025
Reduced 28.85%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
35
shares
|
$705
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
26
shares
|
$524
0.0% of portfolio
|
Q3 2025
Reduced 96.78%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
21
shares
|
$423
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
16
shares
|
$322
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
15
shares
|
$302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12
shares
|
$242
0.0% of portfolio
|
Q3 2025
Reduced 45.45%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$221
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
9
shares
|
$181
0.0% of portfolio
|
Q3 2025
Reduced 86.57%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7
shares
|
$141
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
4
shares
|
$80
0.0% of portfolio
|
Q2 2025
Reduced 99.55%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
4
shares
|
$80
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
4
shares
|
$80
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
3
shares
|
$60
0.0% of portfolio
|
Q1 2023
New holding
|
|