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 |
|---|---|---|---|---|---|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
16,799
shares
|
$338,835
0.03% of portfolio
|
Q3 2025
Reduced 65.53%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
15,051
shares
|
$303,578
0.0% of portfolio
|
Q3 2025
Reduced 43.2%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,905
shares
|
$300,633
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
14,700
shares
|
$296,499
0.0% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
14,600
shares
|
$294,482
0.0% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
14,174
shares
|
$285,889
0.09% of portfolio
|
Q3 2025
Added 411.33%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
13,813
shares
|
$278,608
0.0% of portfolio
|
Q3 2025
Added 84.17%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
13,761
shares
|
$277,559
0.0% of portfolio
|
Q3 2025
Added 687950.0%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
13,600
shares
|
$274,312
0.0% of portfolio
|
Q3 2025
Reduced 25.27%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
13,594
shares
|
$274,190
0.06% of portfolio
|
Q3 2025
Added 60.14%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
13,063
shares
|
$263,480
0.0% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
12,511
shares
|
$252,346
0.0% of portfolio
|
Q3 2025
Added 320.26%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
12,280
shares
|
$247,687
0.0% of portfolio
|
Q3 2025
Reduced 18.92%
|
|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
11,945
shares
|
$240,930
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
11,762
shares
|
$237,239
0.0% of portfolio
|
Q3 2025
Added 49.51%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
11,538
shares
|
$232,721
0.02% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
11,126
shares
|
$224,411
0.0% of portfolio
|
Q3 2025
Reduced 16.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,818
shares
|
$218,199
0.0% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
10,800
shares
|
$217,836
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
10,732
shares
|
$216,464
0.02% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
10,363
shares
|
$209,021
0.0% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,239
shares
|
$206,520
0.0% of portfolio
|
Q3 2025
Reduced 16.87%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
10,077
shares
|
$203,253
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
10,007
shares
|
$201,841
0.01% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
9,970
shares
|
$201,094
0.0% of portfolio
|
Q3 2025
New holding
|
|