Vertex Inc. Class AVERX
13F holders, Q4 2024 (December 31)253holders +34
46new positions
21sold out
5famous investors
$53.35avg. 13F price*
At the end of Q4 2024, 253 institutions reported holding Vertex Inc. Class A (VERX) in their 13F filings, up 34 from Q3 2024. 46 opened new positions and 21 sold out. The largest holders were Vanguard Group Inc. ($365.9M), BlackRock, Inc. ($336.6M) and Tensile Capital Management LP ($201.1M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vertex Inc. Class A
- CUSIP
- 92538J106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $161.1M |
| Exits | 21 | $63.8M |
All 13F filers, Q3 2024 → Q4 2024: 11,903,918 shares bought and 7,524,122 shares sold, net +4,379,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Vanguard Group Inc. | 0.01% | Add +2.0% | 6,858,981 | $365.9M |
| BlackRock, Inc. | 0.01% | Add +26.0% | 6,310,013 | $336.6M |
| Tensile Capital Management LP | 20.89% | Reduce -7.0% | 3,769,550 | $201.1M |
| Neuberger Berman Group LLC | 0.15% | Add +1.6% | 3,527,604 | $188.2M |
| FMR LLC | 0.01% | Add +25.4% | 2,868,438 | $153.0M |
| Conestoga Capital Advisors, LLC | 1.60% | Reduce -0.8% | 2,261,595 | $120.7M |
| Franklin Resources Inc. | 0.03% | Add +26.0% | 2,129,099 | $113.6M |
| Fred Alger Management, LLC | 0.52% | Reduce -19.0% | 2,060,284 | $109.9M |
| Loomis Sayles & Co. L P | 0.10% | Reduce -2.8% | 1,521,537 | $81.2M |
| Invesco Ltd. | 0.01% | Add +342.5% | 1,513,660 | $80.8M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +39.6% | 1,490,385 | $79.5M |
| Geneva Capital Management LLC | 1.33% | Reduce -0.9% | 1,437,588 | $76.7M |
| Legacy Advisors, LLC | 7.24% | Reduce -35.4% | 1,397,779 | $74.6M |
| State Street Corp. | 0.00% | Add +0.9% | 1,374,032 | $73.3M |
| Fuller & Thaler Asset Management, Inc. | 0.27% | Add +8.8% | 1,337,758 | $71.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.0% | 1,275,117 | $68.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -29.0% | 1,272,129 | $67.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.14% | New | 1,158,849 | $61.8M |
| Ameriprise Financial Inc. | 0.02% | Add +17.6% | 1,149,840 | $61.3M |
| Driehaus Capital Management LLC | 0.47% | Add +5.1% | 1,063,711 | $56.7M |
| Aberdeen Group plc | 0.10% | Add +74.9% | 1,029,177 | $55.0M |
| Lord, Abbett & Co. LLC | 0.18% | Add +8.9% | 1,016,425 | $54.2M |
| TimesSquare Capital Management, LLC | 0.77% | Reduce -40.0% | 992,657 | $53.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +233.7% | 851,127 | $45.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -9.5% | 824,299 | $44.0M |
| Palisade Capital Management, LP | 1.21% | Reduce -33.6% | 750,603 | $40.0M |
| Pembroke Management, LTD | 4.85% | Reduce -11.3% | 729,361 | $38.9M |
| Federated Hermes, Inc. | 0.08% | Add +53.8% | 690,957 | $36.9M |
| Brown Capital Management LLC | 0.85% | Add +26.7% | 689,015 | $36.8M |
| UBS Group AG | 0.01% | Add +37.9% | 680,881 | $36.3M |
| Janus Henderson Group PLC | 0.02% | Reduce -13.7% | 666,436 | $35.6M |
| Aperture Investors, LLC | 4.36% | Reduce -26.0% | 632,698 | $33.8M |
| Morgan Stanley | 0.00% | Reduce -3.1% | 629,504 | $33.6M |
| Silvercrest Asset Management Group LLC | 0.22% | Reduce -1.3% | 620,589 | $33.1M |
| Banque Pictet & Cie SA | 0.32% | Reduce -36.2% | 613,563 | $32.7M |
| Principal Financial Group Inc. | 0.02% | Add +1100.3% | 572,245 | $30.5M |
| Bessemer Group Inc. | 0.05% | Add +4.2% | 561,161 | $29.9M |
| Northern Trust Corp. | 0.00% | Add +5.3% | 558,887 | $29.8M |
| Citadel Advisors | 0.03% | Add +1292.6% | 558,130 | $29.8M |
| Bank of America Corp. | 0.00% | Add +47.8% | 551,620 | $29.4M |
| Premier Fund Managers Ltd | 0.98% | Reduce -0.9% | 519,789 | $27.6M |
| Public Employees Retirement Association of Colorado | 0.11% | Add +21.3% | 510,267 | $27.2M |
| Axiom Investors LLC | 0.20% | Add +6.0% | 503,578 | $26.9M |
| Barclays PLC | 0.01% | Reduce -18.8% | 472,630 | $25.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +64.8% | 459,435 | $24.5M |
| New York State Common Retirement Fund | 0.03% | Reduce -10.4% | 456,434 | $24.4M |
| Jennison Associates LLC | 0.01% | Reduce -3.1% | 455,028 | $24.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +707.5% | 446,951 | $23.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.5% | 438,739 | $23.4M |
| Macquarie Group Ltd. | 0.02% | New | 385,390 | $20.6M |
| Granahan Investment Management, LLC | 0.81% | Reduce -34.0% | 362,598 | $19.3M |
| Kornitzer Capital Management Inc. | 0.36% | No change | 345,257 | $18.4M |
| Next Century Growth Investors LLC | 1.31% | Reduce -35.1% | 326,997 | $17.4M |
| Millennium Management | 0.01% | Add +87.4% | 292,494 | $15.6M |
| Whittier Trust Co. | 0.17% | Add +54.3% | 248,095 | $13.2M |
| First Trust Advisors LP | 0.01% | Reduce -8.5% | 236,034 | $12.6M |
| Bank of New York Mellon Corp | 0.00% | Add +36.3% | 234,274 | $12.5M |
| Banco Santander, S.A. | 0.15% | Reduce -25.2% | 232,000 | $12.4M |
| Scalar Gauge Management, LLC | 5.44% | New | 220,970 | $11.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Add +12.8% | 215,102 | $11.5M |
| Mizuho Markets Americas LLC | 0.21% | Reduce -20.3% | 204,299 | $10.9M |
| Comerica Bank | 0.04% | Reduce -0.5% | 194,337 | $10.4M |
| Westwind Capital | 2.18% | Add +0.2% | 186,852 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.9% | 179,268 | $9.6M |
| Agf Management Ltd. | 0.05% | New | 176,593 | $9.4M |
| Gagnon Securities LLC | 1.89% | Reduce -0.7% | 175,810 | $9.4M |
| Kennedy Capital Management LLC | 0.20% | Reduce -16.9% | 171,048 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +18.6% | 165,521 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | New | 162,947 | $8.7M |
| Tidal Investments LLC | 0.07% | New | 156,994 | $8.4M |
| Pier Capital, LLC | 1.19% | Reduce -32.6% | 155,927 | $8.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +5.0% | 153,985 | $8.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.2% | 132,797 | $7.1M |
| Whittier Trust Co. of Nevada Inc. | 0.17% | Add +57.4% | 126,102 | $6.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +8.1% | 124,144 | $6.6M |
| HERALD INVESTMENT MANAGEMENT Ltd | 1.05% | No change | 120,000 | $6.4M |
| Voya Investment Management LLC | 0.01% | Add +576.7% | 120,038 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.8% | 118,360 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -62.8% | 115,764 | $6.2M |
| Swiss National Bank | 0.00% | Add +7.3% | 115,700 | $6.2M |
| Gagnon Advisors, LLC | 3.95% | No change | 115,594 | $6.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 112,803 | $6.0M |
| Jane Street Group, LLC | 0.01% | Add +100.7% | 108,870 | $5.8M |
| Palogic Value Management, L.P. | 2.18% | Reduce -20.0% | 100,000 | $5.3M |
| BNP Paribas Financial Markets | 0.00% | New | 98,890 | $5.3M |
| Renaissance Technologies | 0.01% | Reduce -69.4% | 94,700 | $5.1M |
| Informed Momentum Co LLC | 0.70% | New | 93,254 | $5.0M |
| Sei Investments Co. | 0.01% | Add +9.4% | 86,284 | $4.6M |
| Rhumbline Advisers | 0.00% | Add +5.2% | 79,675 | $4.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -60.3% | 78,540 | $4.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +6.5% | 78,474 | $4.2M |
| Saba Capital Management, L.P. | 0.10% | Reduce -2.3% | 77,292 | $4.1M |
| Bullseye Asset Management LLC | 1.91% | Add +13.8% | 76,360 | $4.1M |
| Global IMC LLC | 0.71% | New | 73,837 | $3.9M |
| Balyasny Asset Management L.P. | 0.01% | New | 73,616 | $3.9M |
| Legal & General Group Plc | 0.00% | Add +7.4% | 67,461 | $3.6M |
| Empowered Funds, LLC | 0.05% | New | 63,038 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Add +2.4% | 60,571 | $3.2M |
| Triasima Portfolio Management inc. | 0.61% | New | 58,761 | $3.1M |
| Westover Capital Advisors, LLC | 0.65% | Add +1.1% | 55,427 | $3.0M |
"% of holder's portfolio" is VERX's weight in each manager's 13F, not the share of Vertex Inc. Class A the manager owns.