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 |
|---|---|---|---|---|---|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
142,000
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
137,913
shares
|
$2.78 Million
0.07% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
135,290
shares
|
$2.73 Million
0.08% of portfolio
|
Q3 2025
Reduced 18.96%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
131,702
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
124,180
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 39.01%
|
|
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
Nov 14, 2025 Q3 2025 |
113,505
shares
|
$2.29 Million
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
Bullseye Asset Management LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
111,699
shares
|
$2.25 Million
1.45% of portfolio
|
Q2 2025
Added 24.03%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
110,525
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Added 56.72%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
101,360
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 82.32%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
95,252
shares
|
$1.92 Million
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
94,645
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
94,148
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
Nov 12, 2025 Q3 2025 |
94,000
shares
|
$1.9 Million
2.65% of portfolio
|
Q3 2025
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
82,316
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
81,547
shares
|
$1.64 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
80,893
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.78%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
75,914
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
74,282
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
71,209
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
70,996
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 86.98%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
70,489
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 82.08%
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
70,000
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
69,228
shares
|
$1.4 Million
0.57% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
68,533
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
68,468
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 60.58%
|
|