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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
909
shares
|
$18,334
0.0% of portfolio
|
Q3 2025
Added 28.03%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
713
shares
|
$14,381
0.0% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
662
shares
|
$13,352
0.0% of portfolio
|
Q4 2025
Added 1041.38%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
559
shares
|
$11,275
0.0% of portfolio
|
Q3 2025
Added 219.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
477
shares
|
$9,621
0.0% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
435
shares
|
$8,773
0.0% of portfolio
|
Q2 2024
Added 133.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
411
shares
|
$8,289
0.0% of portfolio
|
Q3 2025
Reduced 57.41%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
402
shares
|
$8,108
0.0% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
363
shares
|
$7,321
0.0% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
339
shares
|
$6,837
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
330
shares
|
$6,656
0.0% of portfolio
|
Q2 2025
Reduced 93.44%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
315
shares
|
$6,353
0.0% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
303
shares
|
$6,111
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
301
shares
|
$6,071
0.0% of portfolio
|
Q1 2025
Added 129.77%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
261
shares
|
$5,264
0.0% of portfolio
|
Q4 2025
Added 36.65%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 26, 2026 Q4 2025 |
261
shares
|
$5,264
0.0% of portfolio
|
Q4 2025
Added 20.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
259
shares
|
$5,224
0.0% of portfolio
|
Q3 2025
Reduced 96.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
235
shares
|
$4,739
0.0% of portfolio
|
Q4 2025
Added 261.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
210
shares
|
$4,235
0.0% of portfolio
|
Q3 2025
Reduced 17.65%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
193
shares
|
$3,892
0.0% of portfolio
|
Q4 2025
Added 370.73%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
182
shares
|
$3,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
170
shares
|
$3,428
0.0% of portfolio
|
Q4 2025
Added 335.9%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
158
shares
|
$3,186
0.0% of portfolio
|
Q3 2025
Reduced 99.48%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
158
shares
|
$3,186
0.0% of portfolio
|
Q3 2025
Added 62.89%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
142
shares
|
$2,864
0.0% of portfolio
|
Q3 2025
Reduced 77.39%
|
|