Vertex Inc. Class AVERX
13F holders, Q3 2025 (September 30)240holders −30
34new positions
61sold out
4famous investors
$24.80avg. 13F price*
At the end of Q3 2025, 240 institutions reported holding Vertex Inc. Class A (VERX) in their 13F filings, down 30 from Q2 2025. 34 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($207.9M), BlackRock, Inc. ($131.8M) and Tensile Capital Management LP ($94.3M). 4 famous investors held it, including Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $147.9M |
| Exits | 61 | $207.4M |
All 13F filers, Q2 2025 → Q3 2025: 16,839,881 shares bought and 16,802,585 shares sold, net +37,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| Vanguard Group Inc. | 0.00% | Add +8.9% | 8,387,126 | $207.9M |
| BlackRock, Inc. | 0.00% | Reduce -8.7% | 5,316,515 | $131.8M |
| Tensile Capital Management LP | 11.78% | Add +4.4% | 3,804,409 | $94.3M |
| Massachusetts Financial Services Co. | 0.03% | Add +231.0% | 3,567,902 | $88.4M |
| Brown Advisory Inc. | 0.10% | New | 3,080,905 | $76.4M |
| Neuberger Berman Group LLC | 0.05% | Reduce -5.6% | 2,988,570 | $74.1M |
| Geneva Capital Management LLC | 1.25% | Reduce -2.8% | 2,932,884 | $72.7M |
| Wasatch Advisors LP | 0.36% | Add +9.2% | 2,728,504 | $67.6M |
| Conestoga Capital Advisors, LLC | 1.01% | Reduce -25.2% | 2,543,000 | $63.0M |
| Wellington Management Group LLP | 0.01% | Add +76.7% | 2,161,501 | $53.6M |
| Champlain Investment Partners, LLC | 0.38% | Add +19.9% | 2,049,490 | $50.8M |
| UBS Group AG | 0.01% | Add +92.0% | 1,931,531 | $47.9M |
| JPMorgan Chase & Co. | 0.00% | Add +12.2% | 1,794,070 | $44.5M |
| State Street Corp. | 0.00% | Add +9.3% | 1,712,515 | $42.5M |
| Geode Capital Management, LLC | 0.00% | Add +10.7% | 1,699,680 | $42.1M |
| Franklin Resources Inc. | 0.01% | Reduce -37.6% | 1,472,958 | $36.5M |
| Aberdeen Group plc | 0.06% | Reduce -1.0% | 1,445,834 | $36.0M |
| Legacy Advisors, LLC | 4.11% | — | 1,343,779 | $33.3M |
| Brown Capital Management LLC | 1.33% | Reduce -8.8% | 1,302,663 | $32.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Reduce -8.2% | 1,301,044 | $32.3M |
| Park West Asset Management LLC | 2.83% | New | 1,250,000 | $31.0M |
| TimesSquare Capital Management, LLC | 0.39% | Add +2.2% | 1,091,262 | $27.1M |
| ShawSpring Partners LLC | 3.99% | Add +51.8% | 1,081,446 | $26.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.4% | 987,265 | $24.5M |
| Morgan Stanley | 0.00% | Add +121.1% | 973,442 | $24.1M |
| Banque Pictet & Cie SA | 0.23% | Reduce -1.5% | 944,070 | $23.4M |
| Principal Financial Group Inc. | 0.01% | Add +44.6% | 892,949 | $22.1M |
| William Blair Investment Management, LLC | 0.05% | Add +12.2% | 854,381 | $21.2M |
| Barclays PLC | 0.01% | Add +23.5% | 843,224 | $20.9M |
| Jennison Associates LLC | 0.01% | Add +56.1% | 819,128 | $20.3M |
| Pembroke Management, LTD | 2.01% | Add +8.0% | 818,053 | $20.3M |
| Janus Henderson Group PLC | 0.01% | Reduce -2.1% | 801,643 | $19.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.9% | 794,644 | $19.7M |
| Aperture Investors, LLC | 2.59% | Add +4.4% | 752,431 | $18.7M |
| Susquehanna International Group, LLP | 0.03% | Add +803.1% | 728,633 | $18.1M |
| Artisan Partners Limited Partnership | 0.03% | Reduce -3.5% | 728,453 | $18.1M |
| Fred Alger Management, LLC | 0.07% | Reduce -58.4% | 702,970 | $17.4M |
| Northern Trust Corp. | 0.00% | Add +4.7% | 644,528 | $16.0M |
| Palisade Capital Management, LP | 0.47% | Reduce -1.0% | 618,133 | $15.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +20.7% | 596,447 | $14.8M |
| Premier Fund Managers Ltd | 0.60% | Reduce -37.9% | 573,357 | $14.6M |
| Bank of America Corp. | 0.00% | Add +95.6% | 557,615 | $13.8M |
| Hyperion Capital Advisors LP | 7.16% | New | 540,000 | $13.4M |
| Public Employees Retirement Association of Colorado | 0.04% | Reduce -8.5% | 466,667 | $11.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.5% | 447,767 | $11.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.1% | 424,285 | $10.5M |
| Tidal Investments LLC | 0.04% | Reduce -1.0% | 396,254 | $9.8M |
| Mizuho Markets Americas LLC | 0.21% | Add +10.6% | 392,927 | $9.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -56.2% | 384,709 | $9.5M |
| Gagnon Securities LLC | 1.88% | Add +40.3% | 378,685 | $9.4M |
| Sei Investments Co. | 0.01% | Add +13.2% | 371,323 | $9.2M |
| BNP Paribas Financial Markets | 0.01% | Add +49.4% | 343,590 | $8.5M |
| Westwind Capital | 1.75% | Reduce -0.7% | 337,013 | $8.4M |
| Jane Street Group, LLC | 0.01% | Add +584.8% | 324,664 | $8.0M |
| Pier Capital, LLC | 1.13% | Add +26.0% | 291,859 | $7.2M |
| Granahan Investment Management, LLC | 0.29% | Add +431.5% | 289,309 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +20.2% | 281,530 | $7.0M |
| Comerica Bank | 0.03% | Reduce -0.5% | 275,371 | $6.8M |
| Kornitzer Capital Management Inc. | 0.13% | Add +2.7% | 268,817 | $6.7M |
| Whittier Trust Co. | 0.08% | Add +1.8% | 265,579 | $6.7M |
| Peregrine Capital Management LLC | 0.19% | Reduce -2.6% | 252,579 | $6.3M |
| Baron Capital (BAMCO) | 0.02% | New | 248,042 | $6.1M |
| Gagnon Advisors, LLC | 3.56% | Add +43.7% | 232,479 | $5.8M |
| Bank of New York Mellon Corp | 0.00% | Add +8.3% | 218,600 | $5.4M |
| Citigroup Inc. | 0.00% | Add +95.2% | 212,434 | $5.3M |
| Norris Perne & French LLP | 0.36% | Reduce -18.2% | 206,136 | $5.1M |
| Saba Capital Management, L.P. | 0.17% | Add +62.7% | 203,474 | $5.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.66% | Add +81.8% | 200,000 | $5.0M |
| North Star Asset Management Inc. | 0.20% | Add +47.8% | 195,015 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 193,519 | $4.8M |
| Summit Creek Advisors LLC | 0.69% | Reduce -7.6% | 189,789 | $4.7M |
| Citadel Advisors | 0.00% | Reduce -76.9% | 185,979 | $4.6M |
| Banco Santander, S.A. | 0.04% | Reduce -47.4% | 177,826 | $4.4M |
| EFG Asset Management (North America) Corp. | 0.48% | Add +39.9% | 149,475 | $3.7M |
| Voya Investment Management LLC | 0.00% | Reduce -18.8% | 142,975 | $3.5M |
| Swiss National Bank | 0.00% | Add +8.9% | 142,000 | $3.5M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +0.4% | 137,913 | $3.5M |
| Kennedy Capital Management LLC | 0.07% | Reduce -19.0% | 135,290 | $3.4M |
| Nuveen, LLC | 0.00% | No change | 131,702 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -39.0% | 124,180 | $3.1M |
| Whetstone Capital Advisors, LLC | 0.78% | New | 113,505 | $2.8M |
| Bullseye Asset Management LLC | 1.45% | No change | 111,699 | $2.8M |
| Royce & Associates LP | 0.03% | Add +56.7% | 110,525 | $2.7M |
| Federated Hermes, Inc. | 0.00% | Reduce -82.3% | 101,360 | $2.5M |
| Rhumbline Advisers | 0.00% | Reduce -2.9% | 94,645 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -13.1% | 94,148 | $2.3M |
| Ivy Lane Capital Management, LLC | 2.61% | New | 94,000 | $2.3M |
| Legal & General Group Plc | 0.00% | Add +3.4% | 82,316 | $2.0M |
| Dark Forest Capital Management LP | 0.08% | New | 81,547 | $2.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -19.8% | 80,893 | $2.0M |
| Quantbot Technologies LP | 0.05% | New | 75,914 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -10.6% | 74,282 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Add +0.6% | 71,209 | $1.8M |
| Macquarie Group Ltd. | 0.00% | Reduce -87.0% | 70,996 | $1.8M |
| Millennium Management | 0.00% | Reduce -82.1% | 70,489 | $1.7M |
| Lazard Freres Gestion S.A.S. | 0.03% | Add +250.0% | 70,000 | $1.7M |
| Advantage Alpha Capital Partners LP | 0.52% | Reduce -5.0% | 69,228 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +8.8% | 68,533 | $1.7M |
| Marshall Wace, LLP | 0.00% | Reduce -60.6% | 68,468 | $1.7M |
| Walleye Trading LLC | 0.03% | New | 67,788 | $1.7M |
"% of holder's portfolio" is VERX's weight in each manager's 13F, not the share of Vertex Inc. Class A the manager owns.