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 |
|---|---|---|---|---|---|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
9,664
shares
|
$194,922
0.01% of portfolio
|
Q3 2025
Added 14.94%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
9,495
shares
|
$191,514
0.0% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Pictet Bank & Trust LTD
|
Oct 21, 2025 Q3 2025 |
9,100
shares
|
$183,547
0.27% of portfolio
|
Q1 2025
Added 97.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
8,511
shares
|
$171,666
0.0% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
8,354
shares
|
$168,500
0.0% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,319
shares
|
$167,794
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
8,276
shares
|
$166,926
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
8,120
shares
|
$163,780
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,100
shares
|
$163,377
0.0% of portfolio
|
Q3 2025
Reduced 86.49%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
8,017
shares
|
$161,702
0.0% of portfolio
|
Q2 2025
Reduced 34.53%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
7,600
shares
|
$153,292
0.16% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
7,311
shares
|
$147,462
0.0% of portfolio
|
Q2 2025
Added 39.1%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
6,829
shares
|
$137,740
0.04% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
6,466
shares
|
$130,419
0.02% of portfolio
|
Q3 2025
Added 37.9%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
6,129
shares
|
$123,621
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,436
shares
|
$109,644
0.0% of portfolio
|
Q3 2025
Reduced 18.17%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
5,263
shares
|
$106,154
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,900
shares
|
$98,833
0.0% of portfolio
|
Q3 2025
Reduced 15.24%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
4,321
shares
|
$87,154
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,049
shares
|
$61,498
0.0% of portfolio
|
Q3 2025
Reduced 62.22%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,804
shares
|
$56,556
0.0% of portfolio
|
Q3 2025
Reduced 40.88%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
2,425
shares
|
$48,912
0.0% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
1,929
shares
|
$38,907
0.01% of portfolio
|
Q3 2025
Reduced 85.8%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
1,884
shares
|
$38,000
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,860
shares
|
$37,516
0.0% of portfolio
|
Q2 2025
Reduced 30.28%
|
|