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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,664
shares
|
$33,562
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,634
shares
|
$32,957
0.0% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,105
shares
|
$22,287
0.0% of portfolio
|
Q3 2025
Reduced 36.02%
|
|
|
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%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
685
shares
|
$13,816
0.0% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
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%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
520
shares
|
$10,488
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
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
|
Oct 23, 2025 Q3 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%
|
|
|
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%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
217
shares
|
$4,376
0.0% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
210
shares
|
$4,235
0.0% of portfolio
|
Q3 2025
Reduced 17.65%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
191
shares
|
$3,852
0.0% of portfolio
|
Q3 2025
Added 50.39%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
182
shares
|
$3,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
158
shares
|
$3,186
0.0% of portfolio
|
Q3 2025
Added 62.89%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
158
shares
|
$3,186
0.0% of portfolio
|
Q3 2025
Reduced 99.48%
|
|