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 |
|---|---|---|---|---|---|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
67,788
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
2 Xideas Ag
Pfaffikon, V8 |
Nov 14, 2025 Q3 2025 |
63,266
shares
|
$1.28 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
61,811
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
61,026
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 80.21%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
60,000
shares
|
$1.21 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
59,722
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
58,978
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Added 1.5%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
56,605
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
54,636
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
53,305
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 93.19%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
50,803
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
50,794
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
48,425
shares
|
$976,732
0.02% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
44,620
shares
|
$899,985
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
44,484
shares
|
$897,242
0.01% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
42,720
shares
|
$861,662
0.06% of portfolio
|
Q3 2025
Added 113.07%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
41,159
shares
|
$830,177
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
41,000
shares
|
$826,970
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
39,030
shares
|
$787,235
0.0% of portfolio
|
Q2 2025
Added 19.1%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
36,991
shares
|
$746,108
0.0% of portfolio
|
Q3 2025
Reduced 93.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
36,482
shares
|
$735,841
0.0% of portfolio
|
Q3 2025
Added 432.43%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
35,647
shares
|
$718,999
0.0% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
35,565
shares
|
$717,346
0.01% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
35,000
shares
|
$705,950
0.0% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
34,240
shares
|
$690,620
0.03% of portfolio
|
Q3 2025
New holding
|
|