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 |
|---|---|---|---|---|---|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
944,070
shares
|
$19 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
892,949
shares
|
$18 Million
0.01% of portfolio
|
Q3 2025
Added 44.62%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
854,381
shares
|
$17.2 Million
0.06% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
843,224
shares
|
$17 Million
0.0% of portfolio
|
Q3 2025
Added 23.46%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
834,027
shares
|
$16.8 Million
0.03% of portfolio
|
Q4 2023
Added 21.74%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
819,128
shares
|
$16.5 Million
0.01% of portfolio
|
Q3 2025
Added 56.11%
|
|
|
Pembroke Management, LTD
|
Oct 28, 2025 Q3 2025 |
818,053
shares
|
$16.5 Million
2.02% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
801,643
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
794,644
shares
|
$16 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.86%
|
|
|
Aperture Investors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
752,431
shares
|
$15.2 Million
2.99% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
728,633
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2025
Added 803.11%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
728,453
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
702,970
shares
|
$14.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 58.41%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
644,528
shares
|
$13 Million
0.0% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
618,133
shares
|
$12.5 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
596,447
shares
|
$12 Million
0.0% of portfolio
|
Q3 2025
Added 20.68%
|
|
|
Premier Fund Managers LTD
|
Nov 10, 2025 Q3 2025 |
573,357
shares
|
$11.6 Million
0.6% of portfolio
|
Q3 2025
Reduced 37.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
557,615
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2025
Added 95.63%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
540,000
shares
|
$10.9 Million
7.79% of portfolio
|
Q3 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
466,667
shares
|
$9.41 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
447,767
shares
|
$9.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
424,285
shares
|
$8.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
396,254
shares
|
$7.99 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
392,927
shares
|
$7.93 Million
0.17% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
384,709
shares
|
$7.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 56.19%
|
|