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

13F holders, Q4 2025 (December 31)
2holders −1
0new positions
1sold out
$0.95avg. 13F price*

At the end of Q4 2025, 2 institutions reported holding Vertex Inc. (verx 0.75 05/01/29) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were New York State Common Retirement Fund ($1.4M) and Sei Investments Co. ($151K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits1$7.1M

All 13F filers, Q3 2025 → Q4 2025: 9,220,000 shares sold, net −9,220,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

New York State Common Retirement Fund 0.00% Reduce -59.1% 1,522,000 $1.4M
Sei Investments Co. 0.00% No change 159,000 $151K

"% 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.