Vertex Inc. Class AVERX
13F holders, Q1 2025 (March 31)264holders +11
61new positions
51sold out
4famous investors
$35.01avg. 13F price*
At the end of Q1 2025, 264 institutions reported holding Vertex Inc. Class A (VERX) in their 13F filings, up 11 from Q4 2024. 61 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($240.4M), BlackRock, Inc. ($185.8M) and Tensile Capital Management LP ($128.2M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vertex Inc. Class A
- CUSIP
- 92538J106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $269.6M |
| Exits | 51 | $118.0M |
All 13F filers, Q4 2024 → Q1 2025: 15,108,139 shares bought and 10,808,253 shares sold, net +4,299,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| Vanguard Group Inc. | 0.00% | Add +0.1% | 6,866,041 | $240.4M |
| BlackRock, Inc. | 0.00% | Reduce -15.9% | 5,306,587 | $185.8M |
| Tensile Capital Management LP | 16.35% | Reduce -2.9% | 3,660,474 | $128.2M |
| Neuberger Berman Group LLC | 0.10% | Reduce -7.7% | 3,255,703 | $114.0M |
| Conestoga Capital Advisors, LLC | 1.56% | Add +30.3% | 2,947,740 | $103.2M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +63.0% | 2,429,416 | $85.1M |
| Geneva Capital Management LLC | 1.34% | Add +42.1% | 2,043,205 | $71.5M |
| Franklin Resources Inc. | 0.02% | Reduce -11.3% | 1,887,860 | $66.1M |
| Fred Alger Management, LLC | 0.33% | Reduce -18.8% | 1,672,623 | $58.6M |
| JPMorgan Chase & Co. | 0.00% | Add +27.3% | 1,619,380 | $56.7M |
| Capital World Investors | 0.01% | New | 1,588,928 | $55.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.13% | Add +32.2% | 1,531,939 | $53.6M |
| Loomis Sayles & Co. L P | 0.08% | Reduce -2.1% | 1,490,160 | $52.2M |
| Aberdeen Group plc | 0.10% | Add +46.9% | 1,511,846 | $52.1M |
| State Street Corp. | 0.00% | Add +1.6% | 1,396,384 | $48.9M |
| FMR LLC | 0.00% | Reduce -51.4% | 1,394,894 | $48.8M |
| Geode Capital Management, LLC | 0.00% | Add +5.8% | 1,349,606 | $47.3M |
| Legacy Advisors, LLC | 4.77% | Reduce -5.3% | 1,323,779 | $46.3M |
| Invesco Ltd. | 0.01% | Reduce -15.3% | 1,281,786 | $44.9M |
| TimesSquare Capital Management, LLC | 0.60% | Add +7.3% | 1,064,773 | $37.3M |
| Banque Pictet & Cie SA | 0.38% | Add +63.5% | 1,003,470 | $35.1M |
| UBS Group AG | 0.01% | Add +34.7% | 917,295 | $32.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +10.2% | 908,529 | $31.8M |
| Hood River Capital Management LLC | 0.54% | New | 901,873 | $31.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -26.6% | 844,425 | $29.6M |
| Janus Henderson Group PLC | 0.02% | Add +22.9% | 819,279 | $29.1M |
| Fiera Capital Corp | 0.10% | New | 782,599 | $27.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -11.0% | 757,871 | $26.5M |
| Premier Fund Managers Ltd | 0.96% | Add +38.5% | 720,073 | $25.6M |
| William Blair Investment Management, LLC | 0.07% | New | 726,949 | $25.5M |
| Bessemer Group Inc. | 0.04% | Add +23.8% | 694,702 | $24.3M |
| Pembroke Management, LTD | 3.44% | Reduce -7.6% | 673,992 | $23.6M |
| Bank of America Corp. | 0.00% | Add +21.2% | 668,442 | $23.4M |
| Brown Capital Management LLC | 0.70% | Reduce -3.5% | 664,845 | $23.3M |
| Aperture Investors, LLC | 3.43% | Add +1.8% | 644,215 | $22.6M |
| Silvercrest Asset Management Group LLC | 0.16% | Add +1.8% | 631,811 | $22.1M |
| New York State Common Retirement Fund | 0.03% | Add +34.9% | 615,930 | $21.6M |
| Barclays PLC | 0.01% | Add +29.5% | 611,974 | $21.4M |
| Schonfeld Strategic Advisors LLC | 0.14% | New | 580,525 | $20.3M |
| Palisade Capital Management, LP | 0.67% | Reduce -22.7% | 579,945 | $20.3M |
| Federated Hermes, Inc. | 0.04% | Reduce -16.9% | 573,978 | $20.1M |
| Morgan Stanley | 0.00% | Reduce -8.8% | 573,971 | $20.1M |
| Macquarie Group Ltd. | 0.02% | Add +45.6% | 561,185 | $19.6M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 558,231 | $19.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.6% | 546,006 | $19.1M |
| Public Employees Retirement Association of Colorado | 0.08% | No change | 510,267 | $17.9M |
| ShawSpring Partners LLC | 2.36% | New | 490,162 | $17.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.4% | 432,810 | $15.2M |
| Jennison Associates LLC | 0.01% | Reduce -8.3% | 417,237 | $14.6M |
| Chicago Capital, LLC | 0.37% | New | 378,104 | $13.2M |
| Lord, Abbett & Co. LLC | 0.05% | Reduce -63.2% | 373,650 | $13.1M |
| Granahan Investment Management, LLC | 0.63% | Reduce -0.5% | 360,949 | $12.6M |
| Banco Santander, S.A. | 0.14% | Add +50.9% | 350,000 | $12.3M |
| Kornitzer Capital Management Inc. | 0.25% | Add +0.8% | 347,957 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.0% | 344,665 | $12.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +110.5% | 343,048 | $12.0M |
| Westwind Capital | 2.91% | Add +79.0% | 334,502 | $11.7M |
| Next Century Growth Investors LLC | 1.04% | Add +2.1% | 333,845 | $11.7M |
| Citadel Advisors | 0.01% | Reduce -42.2% | 322,470 | $11.3M |
| Tidal Investments LLC | 0.09% | Add +89.6% | 297,631 | $10.4M |
| Mizuho Markets Americas LLC | 0.22% | Add +40.5% | 287,117 | $10.1M |
| Gagnon Securities LLC | 2.07% | Add +52.8% | 268,620 | $9.4M |
| Peregrine Capital Management LLC | 0.30% | New | 254,894 | $8.9M |
| Whittier Trust Co. | 0.12% | Add +2.5% | 254,262 | $8.9M |
| Osterweis Capital Management Inc. | 0.59% | New | 249,760 | $8.7M |
| Pier Capital, LLC | 1.46% | Add +59.6% | 248,791 | $8.7M |
| Norris Perne & French LLP | 0.62% | New | 234,292 | $8.2M |
| Comerica Bank | 0.03% | Add +16.2% | 225,865 | $7.9M |
| Two Sigma Investments, LP | 0.02% | Add +595.5% | 225,578 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.4% | 224,762 | $7.9M |
| Marshall Wace, LLP | 0.01% | New | 213,821 | $7.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -56.6% | 194,051 | $6.8M |
| Axiom Investors LLC | 0.06% | Reduce -62.5% | 188,640 | $6.6M |
| Scalar Gauge Management, LLC | 3.91% | Reduce -17.4% | 182,554 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +36.3% | 180,978 | $6.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -24.9% | 175,985 | $6.2M |
| Voya Investment Management LLC | 0.01% | Add +41.2% | 169,468 | $5.9M |
| Kennedy Capital Management LLC | 0.14% | Reduce -4.0% | 164,142 | $5.7M |
| Gagnon Advisors, LLC | 4.00% | Add +40.0% | 161,813 | $5.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -29.7% | 151,284 | $5.4M |
| Nuveen, LLC | 0.00% | — | 146,251 | $5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -14.7% | 141,206 | $4.9M |
| Sei Investments Co. | 0.01% | Add +61.2% | 139,097 | $4.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +9.3% | 135,705 | $4.8M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Add +5.1% | 132,565 | $4.6M |
| Swiss National Bank | 0.00% | Add +11.8% | 129,300 | $4.5M |
| First Trust Advisors LP | 0.00% | Reduce -49.0% | 120,377 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +247.4% | 119,435 | $4.2M |
| Advantage Alpha Capital Partners LP | 1.02% | New | 119,053 | $4.2M |
| Melqart Asset Management (UK) Ltd | 0.56% | New | 118,566 | $4.2M |
| Saba Capital Management, L.P. | 0.11% | Add +53.2% | 118,435 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.3% | 118,054 | $4.1M |
| Trexquant Investment LP | 0.05% | New | 117,970 | $4.1M |
| North Star Asset Management Inc. | 0.18% | New | 115,374 | $4.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.72% | Reduce -8.3% | 110,000 | $3.8M |
| Squarepoint Ops LLC | 0.01% | Add +26.1% | 99,073 | $3.5M |
| Bank of Montreal | 0.00% | New | 98,074 | $3.4M |
| Victory Capital Management Inc. | 0.00% | Add +122.4% | 96,672 | $3.4M |
| PDT Partners, LLC | 0.24% | Add +258.6% | 96,465 | $3.4M |
| Summit Creek Advisors LLC | 0.48% | New | 94,484 | $3.3M |
"% of holder's portfolio" is VERX's weight in each manager's 13F, not the share of Vertex Inc. Class A the manager owns.