Vertex Inc. Class AVERX
13F holders, Q1 2024 (March 31)176holders
5famous investors
$31.74avg. 13F price*
At the end of Q1 2024, 176 institutions reported holding Vertex Inc. Class A (VERX) in their 13F filings. The largest holders were Vanguard Group Inc. ($183.9M), Tensile Capital Management LP ($151.2M) and Fred Alger Management, LLC ($144.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $126.5M |
| Exits | 13 | $14.8M |
Ownership 176 holders
| Vanguard Group Inc. | 0.00% | Add +4.2% | 5,791,215 | $183.9M |
| Tensile Capital Management LP | 16.55% | Reduce -6.9% | 4,760,550 | $151.2M |
| Fred Alger Management, LLC | 0.72% | Add +3.3% | 4,563,457 | $144.9M |
| Neuberger Berman Group LLC | 0.09% | Reduce -2.7% | 3,571,121 | $113.4M |
| Conestoga Capital Advisors, LLC | 1.29% | Reduce -0.9% | 2,806,830 | $89.1M |
| Legacy Advisors, LLC | 8.69% | Reduce -33.3% | 2,164,221 | $68.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -5.4% | 2,073,621 | $65.9M |
| Bryn Mawr Trust Advisors, LLC | 2.88% | No change | 1,596,000 | $50.7M |
| Loomis Sayles & Co. L P | 0.07% | Add +10.5% | 1,528,954 | $48.6M |
| TimesSquare Capital Management, LLC | 0.64% | Add +2.3% | 1,386,848 | $44.0M |
| Next Century Growth Investors LLC | 3.52% | Reduce -1.7% | 1,275,087 | $40.5M |
| BlackRock Inc. | 0.00% | Add +3.3% | 1,248,918 | $39.7M |
| Palisade Capital Management, LP | 1.12% | Add +0.5% | 1,182,340 | $37.6M |
| Franklin Resources Inc. | 0.01% | New | 975,670 | $31.0M |
| Pembroke Management, LTD | 3.46% | Add +255.3% | 927,129 | $29.4M |
| Janus Henderson Group PLC | 0.01% | Reduce -1.2% | 849,154 | $27.0M |
| Fuller & Thaler Asset Management, Inc. | 0.11% | New | 826,280 | $26.2M |
| Aperture Investors, LLC | 3.33% | Add +76.9% | 818,225 | $26.0M |
| Granahan Investment Management, LLC | 0.82% | Add +11.4% | 739,303 | $23.5M |
| William Blair Investment Management, LLC | 0.06% | Reduce -45.8% | 724,037 | $23.0M |
| Silvercrest Asset Management Group LLC | 0.15% | Add +13.6% | 712,926 | $22.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +29.8% | 627,585 | $19.9M |
| Geode Capital Management, LLC | 0.00% | Add +4.3% | 540,932 | $17.2M |
| Vista Equity Partners Management, LLC | 0.40% | Reduce -9.2% | 473,960 | $15.1M |
| Susquehanna International Group, LLP | 0.02% | New | 456,292 | $14.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +390.3% | 453,344 | $14.4M |
| Pier Capital, LLC | 1.75% | Add +3.4% | 400,912 | $12.7M |
| Axiom Investors LLC | 0.11% | Add +16.1% | 398,873 | $12.7M |
| Bank of America Corp. | 0.00% | Reduce -19.5% | 388,359 | $12.3M |
| State Street Corp. | 0.00% | Add +3.1% | 380,661 | $12.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | New | 379,180 | $12.0M |
| Aberdeen Group plc | 0.02% | New | 377,912 | $12.0M |
| Millennium Management | 0.01% | Add +20.3% | 346,544 | $11.0M |
| Kornitzer Capital Management Inc. | 0.20% | No change | 345,257 | $11.0M |
| Morgan Stanley | 0.00% | Reduce -31.8% | 329,576 | $10.5M |
| New York State Common Retirement Fund | 0.01% | Add +3.4% | 329,379 | $10.5M |
| Two Sigma Advisers, LP | 0.02% | Add +11.4% | 318,400 | $10.1M |
| Citadel Advisors | 0.01% | Add +170.6% | 309,539 | $9.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +91.7% | 309,078 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 305,675 | $9.7M |
| Principal Financial Group Inc. | 0.01% | Add +25.6% | 293,760 | $9.3M |
| Cubist Systematic Strategies, LLC | 0.10% | Add +687.0% | 287,919 | $9.1M |
| First Trust Advisors LP | 0.01% | Reduce -7.1% | 279,725 | $8.9M |
| Renaissance Technologies | 0.01% | Reduce -19.2% | 276,800 | $8.8M |
| Invesco Ltd. | 0.00% | Reduce -1.6% | 275,263 | $8.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.9% | 257,795 | $8.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.06% | Add +65.4% | 253,000 | $8.0M |
| Bessemer Group Inc. | 0.01% | Add +8.0% | 248,738 | $7.9M |
| Kennedy Capital Management LLC | 0.16% | Reduce -36.0% | 245,141 | $7.8M |
| Comerica Bank | 0.03% | Add +12.1% | 230,848 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.0% | 225,487 | $7.2M |
| G2 Investment Partners Management LLC | 1.89% | Reduce -13.6% | 223,553 | $7.1M |
| Gagnon Securities LLC | 1.64% | Add +120.4% | 218,234 | $6.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -15.5% | 208,667 | $6.6M |
| Two Sigma Investments, LP | 0.02% | Reduce -20.5% | 208,040 | $6.6M |
| Macquarie Group Ltd. | 0.01% | Add +53.7% | 207,798 | $6.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.2% | 182,257 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +9.5% | 178,937 | $5.7M |
| Sculptor Capital LP | 0.15% | New | 151,078 | $4.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -7.7% | 147,802 | $4.7M |
| Banque Pictet & Cie SA | 0.05% | New | 145,659 | $4.6M |
| Hillsdale Investment Management Inc. | 0.36% | Add +8.6% | 142,682 | $4.5M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -43.1% | 141,021 | $4.5M |
| Palogic Value Management, L.P. | 1.93% | Reduce -20.0% | 140,000 | $4.4M |
| Citigroup Inc. | 0.00% | Add +417.7% | 131,754 | $4.2M |
| Meridian Wealth Partners, LLC | 0.72% | Reduce -0.5% | 125,291 | $4.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.62% | No change | 120,000 | $3.8M |
| Gagnon Advisors, LLC | 3.19% | Add +100.0% | 115,594 | $3.7M |
| Swiss National Bank | 0.00% | Add +5.4% | 101,200 | $3.2M |
| Weiss Asset Management LP | 0.19% | New | 100,000 | $3.2M |
| Norges Bank | 0.00% | Reduce -56.9% | 95,300 | $3.0M |
| Quadrature Capital Ltd | 0.05% | Add +24.7% | 92,167 | $2.9M |
| Jefferies Financial Group Inc. | 0.06% | New | 85,397 | $2.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 73,764 | $2.3M |
| Hudson Bay Capital Management LP | 0.02% | New | 65,000 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -14.1% | 61,418 | $2.0M |
| Barclays PLC | 0.00% | Add +205.8% | 61,293 | $1.9M |
| Credit Suisse AG/ | 0.00% | Add +1.5% | 58,978 | $1.9M |
| Bullseye Asset Management LLC | 0.86% | Add +27.7% | 57,571 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 56,967 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +1.1% | 51,624 | $1.6M |
| Legal & General Group Plc | 0.00% | Add +4.2% | 50,069 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -45.6% | 48,339 | $1.5M |
| Boothbay Fund Management, LLC | 0.05% | Reduce -17.6% | 46,300 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +6.3% | 46,115 | $1.5M |
| Sei Investments Co. | 0.00% | Reduce -11.9% | 44,636 | $1.4M |
| Keebeck Wealth Management | 0.21% | Add +42.1% | 44,101 | $1.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +13.9% | 68,036 | $1.3M |
| Engineers Gate Manager LP | 0.04% | Add +27.7% | 42,097 | $1.3M |
| Algert Global LLC | 0.05% | Add +18.9% | 37,530 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -22.8% | 37,485 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 36,791 | $1.2M |
| Jump Financial, LLC | 0.03% | Reduce -48.9% | 36,767 | $1.2M |
| Royce & Associates LP | 0.01% | Add +59.1% | 35,000 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -34.7% | 34,230 | $1.1M |
| Sterling Investment Advisors, Ltd. | 0.30% | No change | 33,067 | $1.1M |
| Marshall Wace, LLP | 0.00% | New | 29,961 | $952K |
| Squarepoint Ops LLC | 0.00% | New | 26,504 | $842K |
| Moody National Bank Trust Division | 0.06% | Add +34.6% | 25,369 | $806K |
| Eisler Capital (US) LLC | 0.25% | New | 23,357 | $742K |
| Cannon Global Investment Management, LLC | 1.81% | New | 21,200 | $673K |
| Glenmede Trust Co. NA | 0.00% | Add +15.6% | 20,192 | $641K |
| Toth Financial Advisory Corp. | 0.08% | New | 19,780 | $628K |
| Capital CS Group, LLC | 0.62% | New | 19,403 | $616K |
| Quantbot Technologies LP | 0.03% | Reduce -50.5% | 18,833 | $598K |
| Occudo Quantitative Strategies LP | 0.10% | New | 18,062 | $574K |
| Allianz Asset Management GmbH | 0.00% | No change | 17,296 | $549K |
| Cetera Investment Advisers | 0.00% | New | 16,836 | $535K |
| Harbor Capital Advisors, Inc. | 0.07% | New | 16,721 | $531K |
| Alpha DNA Investment Management LLC | 0.28% | New | 16,172 | $514K |
| RiverPark Advisors, LLC | 0.40% | Add +361.3% | 15,309 | $486K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 15,300 | $486K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.3% | 14,979 | $476K |
| Ellsworth Advisors, LLC | 0.14% | New | 15,018 | $471K |
| Arizona State Retirement System | 0.00% | Add +3.4% | 14,092 | $448K |
| Point72 Asset Management | 0.00% | Add +821.4% | 12,900 | $410K |
| Harbour Capital Advisors, LLC | 0.10% | Reduce -6.5% | 12,560 | $403K |
| Vident Advisory, LLC | 0.01% | Add +25.8% | 12,513 | $397K |
| Polymer Capital Management (HK) LTD | 0.08% | New | 10,594 | $336K |
| Petrus Trust Company, LTA | 0.03% | New | 10,243 | $325K |
| Bayesian Capital Management, LP | 0.03% | New | 10,100 | $321K |
| Raymond James & Associates | 0.00% | Add +4.6% | 10,068 | $320K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -96.5% | 9,630 | $306K |
| Bantamac Capital, LLC | 0.17% | New | 9,421 | $299K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -15.3% | 9,306 | $296K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,953 | $284K |
| UBS Group AG | 0.00% | Reduce -13.3% | 7,689 | $244K |
| Lombard Odier Asset Management (USA) Corp | 0.04% | New | 7,667 | $244K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 7,492 | $238K |
| Simplex Trading, LLC | 0.01% | Add +2016.0% | 7,406 | $235K |
| CTC Alternative Strategies, Ltd. | 0.14% | New | 7,300 | $232K |
| Fox Run Management, L.L.C. | 0.05% | New | 7,258 | $231K |
| Wilmington Savings Fund Society, FSB | 0.01% | — | 7,000 | $222K |
| Verition Fund Management LLC | 0.00% | Reduce -53.6% | 6,809 | $216K |
| Quadrant Private Wealth Management, LLC | 0.05% | Reduce -12.7% | 6,717 | $213K |
| Handelsbanken Fonder AB | 0.00% | New | 6,700 | $213K |
| Verdence Capital Advisors LLC | 0.02% | New | 6,702 | $213K |
| F/m Investments LLC | 0.14% | New | 6,578 | $209K |
| Lazard Asset Management LLC | 0.00% | New | 6,053 | $192K |
| Wells Fargo & Company | 0.00% | Add +147.3% | 5,890 | $187K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 5,256 | $167K |
| SG Americas Securities, LLC | 0.00% | New | 5,237 | $166K |
| Sandia Investment Management LP | 0.16% | New | 5,000 | $159K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +37.3% | 3,668 | $116K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -97.5% | 3,467 | $110K |
| Danske Bank A/S | 0.00% | — | 2,900 | $92K |
| Arcadia Investment Management Corp. | 0.02% | Reduce -0.4% | 2,786 | $88K |
| Deutsche Bank AG | 0.00% | Reduce -56.0% | 1,923 | $61K |
| Fifth Third Bancorp | 0.00% | Add +10.3% | 1,668 | $53K |
| MCF Advisors LLC | 0.00% | Reduce -3.6% | 1,509 | $48K |
| State of Wyoming | 0.01% | Add +9.8% | 1,505 | $48K |
| Rhumbline Advisers | 0.00% | No change | 1,218 | $39K |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.1% | 1,093 | $35K |
| US Bancorp \de | 0.00% | No change | 1,060 | $34K |
| Headlands Technologies LLC | 0.01% | New | 651 | $21K |
| Quarry LP | 0.01% | New | 446 | $14K |
| FMR LLC | 0.00% | Reduce -7.0% | 397 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | New | 320 | $10K |
| Macroview Investment Management LLC | 0.01% | New | 253 | $8K |
| NewEdge Advisors, LLC | 0.00% | No change | 193 | $6K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 186 | $6K |
| Private Trust Co. NA | 0.00% | Add +68.5% | 187 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | Add +50.0% | 165 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 161 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 131 | $4K |
| Key Financial Inc | 0.00% | No change | 35 | $1K |
| Avior Wealth Management, LLC | 0.00% | New | 26 | $825 |
| Signaturefd, LLC | 0.00% | Add +166.7% | 24 | $762 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 12 | $382 |
| Lindbrook Capital, LLC | 0.00% | New | 11 | $349 |
| TFC Financial Management, Inc. | 0.00% | No change | 8 | $255 |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $191 |
| Allworth Financial LP | 0.00% | No change | 5 | $159 |
| Quent Capital, LLC | 0.00% | No change | 4 | $127 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 3 | $106 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -33.3% | 2 | $64 |
"% of holder's portfolio" is VERX's weight in each manager's 13F, not the share of Vertex Inc. Class A the manager owns.