Vertex Inc. Class AVERX
13F holders, Q2 2025 (June 30)270holders +6
50new positions
43sold out
4famous investors
$35.33avg. 13F price*
At the end of Q2 2025, 270 institutions reported holding Vertex Inc. Class A (VERX) in their 13F filings, up 6 from Q1 2025. 50 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($272.0M), BlackRock, Inc. ($205.8M) and Tensile Capital Management LP ($128.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vertex Inc. Class A
- CUSIP
- 92538J106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $287.2M |
| Exits | 43 | $206.5M |
All 13F filers, Q1 2025 → Q2 2025: 17,538,914 shares bought and 10,267,795 shares sold, net +7,271,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| Vanguard Group Inc. | 0.00% | Add +12.1% | 7,697,983 | $272.0M |
| BlackRock, Inc. | 0.00% | Add +9.8% | 5,823,990 | $205.8M |
| Tensile Capital Management LP | 15.54% | Reduce -0.5% | 3,643,850 | $128.8M |
| Conestoga Capital Advisors, LLC | 1.77% | Add +15.3% | 3,398,435 | $120.1M |
| Neuberger Berman Group LLC | 0.09% | Reduce -2.7% | 3,166,478 | $111.9M |
| Geneva Capital Management LLC | 1.79% | Add +47.7% | 3,017,735 | $106.6M |
| Wasatch Advisors LP | 0.46% | New | 2,498,730 | $88.3M |
| Franklin Resources Inc. | 0.02% | Add +25.1% | 2,361,526 | $83.4M |
| Capital World Investors | 0.01% | Add +38.0% | 2,193,265 | $77.5M |
| Champlain Investment Partners, LLC | 0.42% | New | 1,708,810 | $60.4M |
| Fred Alger Management, LLC | 0.27% | Add +1.0% | 1,690,053 | $59.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.3% | 1,598,865 | $56.5M |
| FMR LLC | 0.00% | Add +12.7% | 1,572,429 | $55.6M |
| State Street Corp. | 0.00% | Add +12.2% | 1,566,238 | $55.3M |
| Geode Capital Management, LLC | 0.00% | Add +13.8% | 1,535,368 | $54.3M |
| Aberdeen Group plc | 0.09% | Reduce -3.4% | 1,460,730 | $52.2M |
| Brown Capital Management LLC | 1.47% | Add +114.8% | 1,428,394 | $50.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.12% | Reduce -7.4% | 1,417,897 | $50.1M |
| Wellington Management Group LLP | 0.01% | New | 1,223,596 | $43.2M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -19.8% | 1,195,140 | $42.2M |
| Ameriprise Financial Inc. | 0.01% | Add +28.7% | 1,086,509 | $38.4M |
| Massachusetts Financial Services Co. | 0.01% | New | 1,077,805 | $38.1M |
| TimesSquare Capital Management, LLC | 0.54% | Add +0.3% | 1,067,825 | $37.7M |
| UBS Group AG | 0.01% | Add +9.7% | 1,005,965 | $35.5M |
| Banque Pictet & Cie SA | 0.35% | Reduce -4.5% | 958,370 | $33.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +5.1% | 954,700 | $33.7M |
| Premier Fund Managers Ltd | 1.16% | Add +28.3% | 923,919 | $31.9M |
| New York State Common Retirement Fund | 0.04% | Add +42.6% | 878,074 | $31.0M |
| Janus Henderson Group PLC | 0.01% | Add +0.0% | 819,287 | $28.9M |
| Citadel Advisors | 0.03% | Add +149.5% | 804,498 | $28.4M |
| Invesco Ltd. | 0.00% | Reduce -38.9% | 782,690 | $27.7M |
| William Blair Investment Management, LLC | 0.07% | Add +4.8% | 761,595 | $26.9M |
| Pembroke Management, LTD | 3.24% | Add +12.4% | 757,522 | $26.8M |
| Artisan Partners Limited Partnership | 0.04% | New | 755,101 | $26.7M |
| Aperture Investors, LLC | 3.42% | Add +11.8% | 720,438 | $25.5M |
| ShawSpring Partners LLC | 3.18% | Add +45.4% | 712,445 | $25.2M |
| Barclays PLC | 0.01% | Add +11.6% | 683,018 | $24.1M |
| Palisade Capital Management, LP | 0.71% | Add +7.7% | 624,621 | $22.1M |
| Principal Financial Group Inc. | 0.01% | Add +13.1% | 617,429 | $21.8M |
| Northern Trust Corp. | 0.00% | Add +10.3% | 615,505 | $21.7M |
| Bessemer Group Inc. | 0.03% | Reduce -16.4% | 580,802 | $20.5M |
| Federated Hermes, Inc. | 0.04% | Reduce -0.1% | 573,365 | $20.3M |
| Silvercrest Asset Management Group LLC | 0.13% | Reduce -12.8% | 550,675 | $19.5M |
| Macquarie Group Ltd. | 0.02% | Reduce -2.9% | 545,122 | $19.3M |
| Jennison Associates LLC | 0.01% | Add +25.8% | 524,707 | $18.5M |
| Public Employees Retirement Association of Colorado | 0.07% | No change | 510,267 | $18.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.2% | 494,230 | $17.5M |
| Rockefeller Capital Management L.P. | 0.04% | Add +32.5% | 454,457 | $16.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.4% | 442,608 | $15.6M |
| Morgan Stanley | 0.00% | Reduce -23.3% | 440,279 | $15.6M |
| Chicago Capital, LLC | 0.38% | Add +14.4% | 432,453 | $15.3M |
| Tidal Investments LLC | 0.09% | Add +34.5% | 400,285 | $14.1M |
| Millennium Management | 0.01% | Add +410.2% | 393,341 | $13.9M |
| Mizuho Markets Americas LLC | 0.41% | Add +23.7% | 355,217 | $12.6M |
| Westwind Capital | 2.45% | Add +1.4% | 339,308 | $12.0M |
| Banco Santander, S.A. | 0.11% | Reduce -3.4% | 338,000 | $11.9M |
| Next Century Growth Investors LLC | 0.90% | Reduce -0.7% | 331,383 | $11.7M |
| Sei Investments Co. | 0.01% | Add +135.9% | 328,088 | $11.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +59.0% | 308,435 | $10.9M |
| Bank of America Corp. | 0.00% | Reduce -57.4% | 285,042 | $10.1M |
| Comerica Bank | 0.04% | Add +22.5% | 276,673 | $9.8M |
| Gagnon Securities LLC | 1.94% | Add +0.5% | 269,846 | $9.5M |
| Kornitzer Capital Management Inc. | 0.19% | Reduce -24.8% | 261,817 | $9.3M |
| Whittier Trust Co. | 0.11% | Add +2.6% | 260,875 | $9.2M |
| Peregrine Capital Management LLC | 0.28% | Add +1.7% | 259,234 | $9.2M |
| Norris Perne & French LLP | 0.62% | Add +7.6% | 252,028 | $8.9M |
| Royal Bank of Canada | 0.00% | Add +29.4% | 234,206 | $8.3M |
| Pier Capital, LLC | 1.25% | Reduce -6.9% | 231,629 | $8.2M |
| BNP Paribas Financial Markets | 0.01% | Add +1414.3% | 229,986 | $8.1M |
| Summit Creek Advisors LLC | 1.01% | Add +117.3% | 205,330 | $7.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +44.2% | 203,615 | $7.2M |
| Bank of New York Mellon Corp | 0.00% | Add +14.7% | 201,797 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.6% | 200,985 | $7.1M |
| Osterweis Capital Management Inc. | 0.41% | Reduce -25.7% | 185,640 | $6.6M |
| Voya Investment Management LLC | 0.01% | Add +3.9% | 176,013 | $6.2M |
| Marshall Wace, LLP | 0.01% | Reduce -18.8% | 173,682 | $6.1M |
| Kennedy Capital Management LLC | 0.14% | Add +1.7% | 166,933 | $5.9M |
| Gagnon Advisors, LLC | 3.84% | No change | 161,813 | $5.7M |
| Jain Global LLC | 0.09% | New | 157,386 | $5.6M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | Add +3.6% | 137,349 | $4.9M |
| North Star Asset Management Inc. | 0.20% | Add +14.4% | 131,952 | $4.7M |
| Nuveen, LLC | 0.00% | Reduce -9.9% | 131,702 | $4.7M |
| Swiss National Bank | 0.00% | Add +0.8% | 130,400 | $4.6M |
| Monashee Investment Management LLC | 2.53% | New | 130,000 | $4.6M |
| Saba Capital Management, L.P. | 0.12% | Add +5.6% | 125,076 | $4.4M |
| Bullseye Asset Management LLC | 1.97% | Add +24.0% | 111,699 | $3.9M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.58% | No change | 110,000 | $3.9M |
| Citigroup Inc. | 0.00% | Add +121.2% | 108,808 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -8.2% | 108,380 | $3.8M |
| EFG Asset Management (North America) Corp. | 0.53% | Add +97.3% | 106,828 | $3.8M |
| LGT Fund Management Co Ltd. | 0.31% | Add +15.6% | 101,360 | $3.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -33.4% | 100,838 | $3.6M |
| Rhumbline Advisers | 0.00% | Add +15.8% | 97,489 | $3.4M |
| Abn Amro Investment Solutions | 0.06% | Add +49.3% | 91,171 | $3.2M |
| Twinbeech Capital LP | 0.07% | New | 90,109 | $3.2M |
| Axiom Investors LLC | 0.03% | Reduce -54.1% | 86,492 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +1.4% | 83,056 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +20.5% | 80,680 | $2.9M |
| Legal & General Group Plc | 0.00% | Add +7.5% | 79,575 | $2.8M |
| Advantage Alpha Capital Partners LP | 0.69% | Reduce -38.8% | 72,882 | $2.6M |
"% of holder's portfolio" is VERX's weight in each manager's 13F, not the share of Vertex Inc. Class A the manager owns.