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 |
|---|---|---|---|---|---|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
32,155
shares
|
$648,566
0.46% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,258
shares
|
$630,473
0.0% of portfolio
|
Q3 2025
Reduced 80.14%
|
|
|
Dkrt Investments Corp.
Toronto, |
Nov 12, 2025 Q3 2025 |
30,000
shares
|
$605,100
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
29,470
shares
|
$594,409
0.16% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
27,879
shares
|
$562,319
0.01% of portfolio
|
Q3 2025
Reduced 25.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
27,856
shares
|
$561,855
0.0% of portfolio
|
Q3 2025
Reduced 23.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
26,784
shares
|
$540,233
0.01% of portfolio
|
Q2 2025
Added 36.76%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
26,720
shares
|
$538,942
0.0% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
24,758
shares
|
$499,368
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
23,975
shares
|
$483,575
0.02% of portfolio
|
Q3 2025
Added 26.1%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
23,724
shares
|
$478,513
0.0% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
22,598
shares
|
$455,801
0.0% of portfolio
|
Q3 2025
Added 66.86%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
21,641
shares
|
$436,498
0.0% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,491
shares
|
$433,473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
20,865
shares
|
$420,847
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
20,579
shares
|
$415,078
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
20,312
shares
|
$409,693
0.0% of portfolio
|
Q1 2025
Added 14.56%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
20,123
shares
|
$405,880
0.03% of portfolio
|
Q3 2025
Reduced 44.26%
|
|
|
Greycroft LP
|
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$403,400
0.69% of portfolio
|
Q3 2025
Reduced 47.37%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
19,351
shares
|
$390,309
0.01% of portfolio
|
Q3 2025
Reduced 58.21%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
18,847
shares
|
$380,143
0.02% of portfolio
|
Q3 2025
Added 97.7%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
18,831
shares
|
$379,821
0.04% of portfolio
|
Q3 2025
Added 25.12%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
18,002
shares
|
$363,100
0.0% of portfolio
|
Q3 2025
Added 22.03%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
17,928
shares
|
$361,607
0.0% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
16,878
shares
|
$340,429
0.0% of portfolio
|
Q3 2025
Added 12.67%
|
|