Vertex Inc. Class AVERX
13F holders, Q2 2026 (June 30)229holders +7
44new positions
38sold out
6famous investors
$11.48avg. 13F price*
At the end of Q2 2026, 229 institutions reported holding Vertex Inc. Class A (VERX) in their 13F filings, up 7 from Q1 2026. 44 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($71.6M), Vanguard Portfolio Management LLC ($57.2M) and Morgan Stanley ($47.4M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vertex Inc. Class A
- CUSIP
- 92538J106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $18.5M |
| Exits | 38 | $45.0M |
All 13F filers, Q1 2026 → Q2 2026: 11,714,441 shares bought and 18,535,212 shares sold, net −6,820,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 229 holders
| BlackRock, Inc. | 0.00% | Add +10.2% | 6,236,152 | $71.6M |
| Vanguard Portfolio Management LLC | 0.00% | Add +4.3% | 4,984,133 | $57.2M |
| Morgan Stanley | 0.00% | Reduce -3.8% | 4,132,404 | $47.4M |
| Brown Advisory Inc. | 0.06% | Add +96.2% | 3,549,052 | $40.7M |
| Vanguard Capital Management LLC | 0.00% | Add +1.9% | 3,173,883 | $36.4M |
| Tensile Capital Management LP | 4.59% | Reduce -14.7% | 2,898,563 | $33.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.0% | 2,528,044 | $28.8M |
| D. E. Shaw & Co. | 0.02% | Add +33.6% | 2,189,827 | $25.1M |
| William Blair Investment Management, LLC | 0.07% | Add +66.4% | 2,128,372 | $24.4M |
| State Street Corp. | 0.00% | Add +7.8% | 2,060,692 | $23.6M |
| UBS Group AG | 0.00% | Reduce -63.0% | 2,024,166 | $23.2M |
| Geode Capital Management, LLC | 0.00% | Add +3.7% | 1,836,548 | $21.1M |
| Nomura Holdings Inc. | 0.08% | Reduce -36.5% | 1,664,099 | $19.1M |
| Divisar Capital Management LLC | 4.34% | Add +37.2% | 1,640,895 | $18.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -53.2% | 1,487,000 | $17.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.3% | 1,483,311 | $17.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +57.4% | 1,472,893 | $16.9M |
| Legacy Advisors, LLC | 1.44% | Add +0.0% | 1,343,838 | $15.4M |
| Norges Bank | 0.00% | — | 1,310,400 | $15.0M |
| Marshall Wace, LLP | 0.01% | Add +320.7% | 1,214,224 | $13.9M |
| Geneva Capital Management LLC | 0.31% | Reduce -44.4% | 1,186,812 | $13.6M |
| CIBC Bancorp USA Inc. | 0.01% | Add +0.1% | 1,054,021 | $12.1M |
| Freshford Capital Management, LLC | 4.11% | Add +85.2% | 1,047,293 | $12.0M |
| Bank of America Corp. | 0.00% | Add +5.8% | 986,325 | $11.3M |
| Citigroup Inc. | 0.01% | Reduce -15.4% | 972,967 | $11.2M |
| Cypress Point Investment Management LP | 1.98% | Add +77.7% | 952,212 | $10.9M |
| FMR LLC | 0.00% | Add +173.8% | 913,732 | $10.5M |
| Gagnon Securities LLC | 1.68% | Add +62.5% | 761,026 | $8.7M |
| Barclays PLC | 0.00% | Reduce -46.0% | 707,511 | $8.1M |
| Northern Trust Corp. | 0.00% | Add +10.4% | 707,349 | $8.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +505.5% | 656,758 | $7.5M |
| Hyperion Capital Advisors LP | 3.26% | Add +31.3% | 630,000 | $7.2M |
| Citadel Advisors | 0.00% | Reduce -50.0% | 576,895 | $6.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -29.4% | 568,797 | $6.5M |
| Banque Pictet & Cie SA | 0.06% | Reduce -1.1% | 547,975 | $6.3M |
| Palisade Capital Management, LP | 0.30% | Reduce -52.1% | 547,382 | $6.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -12.2% | 532,115 | $6.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.4% | 524,732 | $6.0M |
| Jane Street Group, LLC | 0.00% | Reduce -33.6% | 465,544 | $5.3M |
| New York State Common Retirement Fund | 0.01% | No change | 434,848 | $5.0M |
| Voleon Capital Management LP | 0.08% | Add +1.4% | 393,508 | $4.5M |
| Brown Capital Management LLC | 0.86% | Reduce -14.0% | 373,824 | $4.3M |
| Gagnon Advisors, LLC | 2.64% | Add +21.7% | 361,621 | $4.2M |
| ING Groep NV | 0.02% | New | 320,000 | $3.7M |
| Pier Capital, LLC | 0.48% | Add +1.2% | 316,071 | $3.6M |
| Two Sigma Investments, LP | 0.00% | Add +191.3% | 305,506 | $3.5M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +18.4% | 303,502 | $3.5M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.47% | Add +50.0% | 300,000 | $3.4M |
| Quantinno Capital Management LP | 0.00% | Add +108.6% | 295,811 | $3.4M |
| Tudor Investment Corporation | 0.01% | Add +27.6% | 278,719 | $3.2M |
| Kornitzer Capital Management Inc. | 0.06% | Reduce -0.5% | 266,439 | $3.1M |
| Saba Capital Management, L.P. | 0.09% | No change | 263,474 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +12.0% | 262,982 | $3.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -55.3% | 260,369 | $3.0M |
| North Star Asset Management Inc. | 0.11% | Add +6.2% | 252,542 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +95.3% | 224,387 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -56.3% | 223,834 | $2.6M |
| HSBC Holdings PLC | 0.00% | New | 189,413 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | New | 190,027 | $2.2M |
| Kennedy Capital Management LLC | 0.04% | Reduce -8.1% | 189,443 | $2.2M |
| XTX Topco Ltd | 0.03% | Reduce -26.7% | 187,881 | $2.2M |
| Banco Santander, S.A. | 0.01% | No change | 174,826 | $2.0M |
| Nuveen, LLC | 0.00% | Reduce -8.6% | 161,804 | $1.9M |
| Corient Private Wealth LP | 0.00% | New | 153,840 | $1.8M |
| Trexquant Investment LP | 0.01% | Reduce -49.4% | 151,968 | $1.7M |
| AQR Capital Management | 0.00% | Add +122.1% | 149,317 | $1.7M |
| Swiss National Bank | 0.00% | Add +2.4% | 148,300 | $1.7M |
| Whetstone Capital Advisors, LLC | 0.41% | New | 136,118 | $1.6M |
| Sei Investments Co. | 0.00% | Add +48.9% | 133,962 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.0% | 133,955 | $1.5M |
| Mizuho Markets Americas LLC | 0.03% | Reduce -50.4% | 127,927 | $1.5M |
| Millennium Management | 0.00% | Reduce -82.3% | 115,583 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -24.2% | 115,082 | $1.3M |
| Acadian Asset Management LLC | 0.00% | Add +305.6% | 111,009 | $1.3M |
| Palogic Value Management, L.P. | 0.45% | Add +10.2% | 110,150 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +24.9% | 105,664 | $1.2M |
| Rhumbline Advisers | 0.00% | Add +14.4% | 99,862 | $1.1M |
| Fred Alger Management, LLC | 0.00% | Reduce -1.4% | 97,694 | $1.1M |
| Lazard Freres Gestion S.A.S. | 0.02% | Add +0.8% | 95,660 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Add +152.3% | 88,318 | $1.0M |
| California State Teachers Retirement System | 0.00% | Add +21.5% | 82,916 | $952K |
| Squarepoint Ops LLC | 0.00% | New | 81,665 | $938K |
| Invesco Ltd. | 0.00% | Add +7.0% | 81,375 | $934K |
| Deutsche Bank AG | 0.00% | Reduce -65.3% | 78,274 | $899K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 78,080 | $896K |
| Alliancebernstein L.P. | 0.00% | Reduce -0.4% | 70,631 | $840K |
| Wells Fargo & Company | 0.00% | Add +167.7% | 69,526 | $798K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.2% | 66,064 | $758K |
| Legal & General Group Plc | 0.00% | Add +3.6% | 64,218 | $737K |
| State of Wisconsin Investment Board | 0.00% | Add +63.2% | 62,576 | $718K |
| Creative Planning | 0.00% | Add +95.4% | 62,232 | $714K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.2% | 62,218 | $714K |
| Sculptor Capital LP | 0.01% | New | 59,200 | $680K |
| VARCOV Co. | 0.24% | Add +105.4% | 54,328 | $624K |
| Victory Capital Management Inc. | 0.00% | New | 51,716 | $594K |
| Counterpoint Mutual Funds LLC | 0.06% | Reduce -88.1% | 48,583 | $558K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 48,203 | $553K |
| Allstate Corp. | 0.01% | New | 47,636 | $547K |
| Twinbeech Capital LP | 0.10% | Reduce -41.0% | 46,150 | $530K |
| Cibc World Market Inc. | 0.00% | New | 42,200 | $484K |
"% of holder's portfolio" is VERX's weight in each manager's 13F, not the share of Vertex Inc. Class A the manager owns.