Vertex Inc. (verx 0.75 05/01/29)

13F holders, Q2 2025 (June 30)
3holders
$2.06avg. 13F price*

At the end of Q2 2025, 3 institutions reported holding Vertex Inc. (verx 0.75 05/01/29) in their 13F filings. The largest holders were Absolute Investment Advisers, LLC ($8.4M), Loomis Sayles & Co. L P ($6.6M) and Sei Investments Co. ($190K).

Company
Vertex Inc. (verx 0.75 05/01/29)
CUSIP
92538JAB2
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2025

InstitutionsTotal Value
New Positions4$15.2M
Exits0$0

Ownership 3 holders

Absolute Investment Advisers, LLC 1.04% New 7,020,000 $8.4M
Loomis Sayles & Co. L P 0.01% New 185,397 $6.6M
Sei Investments Co. 0.00% New 159,000 $190K

"% of holder's portfolio" is VERTEX INC (VERX 0.75 05/01/29)'s weight in each manager's 13F, not the share of Vertex Inc. (verx 0.75 05/01/29) the manager owns.