Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 262 institutions that hold shares in the stock, with a total of 84.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
Jan 14, 2026 Q4 2025 |
7,390
shares
|
$149,056
0.13% of portfolio
|
Q4 2025
Reduced 2.76%
|
|
|
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%
|
|
|
Whittier Trust CO
|
Jan 26, 2026 Q4 2025 |
6,565
shares
|
$132,416
0.0% of portfolio
|
Q4 2025
Reduced 97.53%
|
|
|
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
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
4,180
shares
|
$84,310
0.0% of portfolio
|
Q4 2025
Added 49.07%
|
|
|
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%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
2,475
shares
|
$49,920
0.01% of portfolio
|
Q4 2025
Added 9419.23%
|
|
|
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
|
Jan 26, 2026 Q4 2025 |
1,860
shares
|
$37,516
0.0% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,634
shares
|
$32,957
0.0% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,423
shares
|
$28,701
0.0% of portfolio
|
Q4 2025
Reduced 14.48%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,105
shares
|
$22,287
0.0% of portfolio
|
Q3 2025
Reduced 36.02%
|
|