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

13F holders, Q3 2025 (September 30)
3holders
1new positions
1sold out
$1.01avg. 13F price*

At the end of Q3 2025, 3 institutions reported holding Vertex Inc. (verx 0.75 05/01/29) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Absolute Investment Advisers, LLC ($7.1M), New York State Common Retirement Fund ($3.8M) and Sei Investments Co. ($162K).

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 → Q3 2025

InstitutionsTotal Value
New Positions1$3.8M
Exits1$6.6M

All 13F filers, Q2 2025 → Q3 2025: 3,722,000 shares bought and 185,397 shares sold, net +3,536,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Absolute Investment Advisers, LLC 0.89% No change 7,020,000 $7.1M
New York State Common Retirement Fund 0.00% New 3,722,000 $3.8M
Sei Investments Co. 0.00% No change 159,000 $162K

"% 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.