Vertex Inc. Class AVERX
13F holders, Q4 2025 (December 31)221holders −19
31new positions
54sold out
4famous investors
$19.97avg. 13F price*
At the end of Q4 2025, 221 institutions reported holding Vertex Inc. Class A (VERX) in their 13F filings, down 19 from Q3 2025. 31 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($166.7M), UBS Group AG ($114.4M) and BlackRock, Inc. ($112.7M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $31.4M |
| Exits | 54 | $185.3M |
All 13F filers, Q3 2025 → Q4 2025: 16,109,422 shares bought and 18,103,845 shares sold, net −1,994,423 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 8,348,597 | $166.7M |
| UBS Group AG | 0.02% | Add +196.6% | 5,728,840 | $114.4M |
| BlackRock, Inc. | 0.00% | Add +6.1% | 5,641,180 | $112.7M |
| Tensile Capital Management LP | 8.85% | Reduce -10.1% | 3,419,994 | $68.3M |
| Nomura Holdings Inc. | 0.18% | Add +31728.9% | 3,173,345 | $63.4M |
| Neuberger Berman Group LLC | 0.04% | Reduce -5.6% | 2,820,247 | $56.3M |
| Brown Advisory Inc. | 0.08% | Reduce -9.8% | 2,778,876 | $55.5M |
| Geneva Capital Management LLC | 1.02% | Reduce -7.6% | 2,710,499 | $54.1M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -24.4% | 2,698,276 | $53.9M |
| Conestoga Capital Advisors, LLC | 0.84% | Reduce -1.4% | 2,506,653 | $50.1M |
| State Street Corp. | 0.00% | Add +8.0% | 1,849,171 | $36.9M |
| Park West Asset Management LLC | 3.08% | Add +46.7% | 1,833,428 | $36.6M |
| Geode Capital Management, LLC | 0.00% | Add +5.5% | 1,792,864 | $35.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 1,719,576 | $34.3M |
| Wellington Management Group LLP | 0.01% | Reduce -28.8% | 1,540,091 | $30.8M |
| Barclays PLC | 0.01% | Add +74.0% | 1,467,371 | $29.3M |
| Legacy Advisors, LLC | 2.88% | Add +0.0% | 1,343,839 | $26.8M |
| Principal Financial Group Inc. | 0.01% | Add +49.5% | 1,335,122 | $26.7M |
| Aberdeen Group plc | 0.04% | Reduce -15.5% | 1,221,776 | $24.4M |
| William Blair Investment Management, LLC | 0.07% | Add +42.2% | 1,215,172 | $24.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +154.9% | 1,081,698 | $21.6M |
| Citigroup Inc. | 0.01% | Add +381.8% | 1,023,419 | $20.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -22.8% | 1,005,095 | $20.1M |
| Jennison Associates LLC | 0.01% | Add +21.1% | 991,820 | $19.8M |
| Citadel Advisors | 0.01% | Add +424.5% | 975,397 | $19.5M |
| Bank of America Corp. | 0.00% | Add +74.3% | 971,666 | $19.4M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 924,888 | $18.5M |
| Banque Pictet & Cie SA | 0.16% | Reduce -13.3% | 818,645 | $16.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -17.1% | 818,245 | $16.3M |
| Ameriprise Financial Inc. | 0.00% | Add +0.7% | 799,773 | $16.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -3.1% | 776,392 | $15.5M |
| TimesSquare Capital Management, LLC | 0.23% | Reduce -29.8% | 766,222 | $15.3M |
| Palisade Capital Management, LP | 0.50% | Add +20.7% | 746,357 | $14.9M |
| Champlain Investment Partners, LLC | 0.15% | Reduce -63.9% | 739,673 | $14.8M |
| Jane Street Group, LLC | 0.02% | Add +121.5% | 719,118 | $14.4M |
| Cibc World Markets Corp. | 0.07% | — | 704,642 | $14.1M |
| Hyperion Capital Advisors LP | 6.35% | Add +20.4% | 650,000 | $13.0M |
| Pembroke Management, LTD | 1.34% | Reduce -20.8% | 648,097 | $12.9M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 634,348 | $12.7M |
| Brown Capital Management LLC | 1.00% | Reduce -53.1% | 610,332 | $12.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.3% | 610,064 | $12.2M |
| BNP Paribas Financial Markets | 0.01% | Add +47.7% | 507,605 | $10.1M |
| Franklin Resources Inc. | 0.00% | Reduce -68.5% | 464,155 | $9.3M |
| Premier Fund Managers Ltd | 0.52% | Reduce -20.9% | 453,303 | $9.1M |
| Fred Alger Management, LLC | 0.03% | Reduce -37.5% | 439,415 | $8.8M |
| Mizuho Markets Americas LLC | 0.16% | Reduce -3.6% | 378,927 | $7.6M |
| Gagnon Securities LLC | 1.50% | Reduce -3.7% | 364,643 | $7.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +127.4% | 282,431 | $5.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -26.7% | 282,075 | $5.6M |
| D. E. Shaw & Co. | 0.00% | Add +3305.8% | 275,866 | $5.5M |
| Kornitzer Capital Management Inc. | 0.11% | Add +0.1% | 268,985 | $5.4M |
| Renaissance Technologies | 0.01% | New | 268,800 | $5.4M |
| Saba Capital Management, L.P. | 0.18% | Add +29.5% | 263,474 | $5.3M |
| Norris Perne & French LLP | 0.34% | Add +26.1% | 259,854 | $5.2M |
| Comerica Bank | 0.02% | Reduce -6.3% | 258,019 | $5.2M |
| Divisar Capital Management LLC | 1.40% | New | 250,000 | $5.0M |
| Peregrine Capital Management LLC | 0.15% | Reduce -1.3% | 249,227 | $5.0M |
| Bank of New York Mellon Corp | 0.00% | Add +12.5% | 245,930 | $4.9M |
| Pier Capital, LLC | 0.78% | Reduce -16.2% | 244,568 | $4.9M |
| Voleon Capital Management LP | 0.10% | New | 233,971 | $4.7M |
| Gagnon Advisors, LLC | 2.95% | No change | 232,479 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -68.7% | 228,108 | $4.6M |
| Cypress Point Investment Management LP | 0.98% | — | 227,038 | $4.5M |
| North Star Asset Management Inc. | 0.18% | Add +13.1% | 220,477 | $4.4M |
| Deutsche Bank AG | 0.00% | Add +330.5% | 218,694 | $4.4M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.52% | No change | 200,000 | $4.0M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +272.1% | 189,019 | $3.8M |
| Banco Santander, S.A. | 0.03% | Add +3.9% | 184,826 | $3.7M |
| Roubaix Capital, LLC | 1.57% | New | 184,446 | $3.7M |
| Edgestream Partners, L.P. | 0.09% | New | 166,326 | $3.3M |
| Granahan Investment Management, LLC | 0.13% | Reduce -48.0% | 150,299 | $3.0M |
| EFG International AG | 0.06% | — | 145,763 | $2.9M |
| Swiss National Bank | 0.00% | Add +2.0% | 144,900 | $2.9M |
| Sei Investments Co. | 0.00% | Reduce -62.3% | 140,172 | $2.8M |
| Nuveen, LLC | 0.00% | Add +5.8% | 139,291 | $2.8M |
| Royce & Associates LP | 0.03% | Add +23.1% | 136,032 | $2.7M |
| Kennedy Capital Management LLC | 0.06% | Add +0.5% | 135,998 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -53.1% | 132,146 | $2.6M |
| Voya Investment Management LLC | 0.00% | Reduce -11.9% | 125,919 | $2.5M |
| Lazard Freres Gestion S.A.S. | 0.04% | Add +57.1% | 110,000 | $2.2M |
| XTX Topco Ltd | 0.06% | Add +436.3% | 107,909 | $2.2M |
| Campbell & CO Investment Adviser LLC | 0.10% | Add +517.1% | 103,665 | $2.1M |
| Aquatic Capital Management LLC | 0.06% | New | 97,252 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -54.3% | 88,519 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.4% | 87,178 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +58.9% | 86,794 | $1.7M |
| Bullseye Asset Management LLC | 0.92% | Reduce -23.6% | 85,286 | $1.7M |
| Rhumbline Advisers | 0.00% | Reduce -9.9% | 85,269 | $1.7M |
| Squarepoint Ops LLC | 0.00% | New | 82,188 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.1% | 75,818 | $1.5M |
| Legal & General Group Plc | 0.00% | Reduce -9.8% | 74,204 | $1.5M |
| Jain Global LLC | 0.01% | Add +131.3% | 72,293 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +24.8% | 70,642 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.3% | 70,310 | $1.4M |
| Nomura Asset Management International Inc. | 0.00% | — | 69,533 | $1.4M |
| California State Teachers Retirement System | 0.00% | Add +0.4% | 68,790 | $1.4M |
| Palogic Value Management, L.P. | 0.58% | Add +12.5% | 67,500 | $1.3M |
| Holocene Advisors, LP | 0.00% | Add +37.8% | 61,468 | $1.2M |
| Invesco Ltd. | 0.00% | Add +14.5% | 61,019 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | New | 58,311 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Reduce -49.6% | 51,049 | $1.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -23.6% | 46,626 | $931K |
| Sciencast Management LP | 0.12% | New | 43,180 | $862K |
| Caption Management, LLC | 0.04% | No change | 41,159 | $822K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.9% | 40,964 | $818K |
| Headlands Technologies LLC | 0.07% | New | 40,129 | $801K |
| MetLife Investment Management, LLC | 0.00% | No change | 39,030 | $779K |
| Quantinno Capital Management LP | 0.00% | New | 37,787 | $755K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.9% | 35,313 | $705K |
| SG Americas Securities, LLC | 0.00% | Add +174.3% | 34,315 | $685K |
| Bank Pictet & Cie (Europe) AG | 0.01% | Reduce -35.3% | 31,350 | $626K |
| Marshall Wace, LLP | 0.00% | Reduce -56.1% | 30,068 | $600K |
| Sterling Investment Advisors, Ltd. | 0.11% | No change | 29,470 | $589K |
| Creative Planning | 0.00% | New | 28,585 | $571K |
| Intech Investment Management LLC | 0.01% | Add +2.1% | 28,474 | $569K |
| Cetera Investment Advisers | 0.00% | Reduce -22.3% | 28,336 | $566K |
| Verition Fund Management LLC | 0.00% | Reduce -54.5% | 28,105 | $561K |
| Glenmede Trust Co. NA | 0.00% | — | 23,975 | $479K |
| Fieldview Capital Management, LLC | 0.08% | New | 23,566 | $471K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +79.2% | 23,411 | $468K |
| Bessemer Group Inc. | 0.00% | Reduce -38.0% | 22,916 | $457K |
| Millennium Management | 0.00% | Reduce -67.7% | 22,775 | $455K |
| Harvest Fund Management Co., Ltd | 0.02% | No change | 8,276 | $441K |
| CenterBook Partners LP | 0.02% | Reduce -49.2% | 21,712 | $434K |
| Dark Forest Capital Management LP | 0.02% | Reduce -73.6% | 21,492 | $429K |
| State of Wisconsin Investment Board | 0.00% | Add +16.4% | 20,877 | $417K |
| Arizona State Retirement System | 0.00% | Reduce -5.5% | 20,447 | $408K |
| DKRT Investments Corp. | 0.11% | Reduce -33.3% | 20,000 | $399K |
| VARCOV Co. | 0.15% | — | 19,578 | $391K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 18,002 | $360K |
| Pathstone Holdings, LLC | 0.00% | Add +4.7% | 17,662 | $353K |
| LPL Financial LLC | 0.00% | Reduce -38.2% | 17,214 | $344K |
| Diversified Trust Co. | 0.01% | Reduce -32.0% | 16,304 | $326K |
| Handelsbanken Fonder AB | 0.00% | Add +10.3% | 16,100 | $322K |
| Chicago Capital, LLC | 0.01% | New | 16,013 | $320K |
| KLP Kapitalforvaltning As | 0.00% | Add +6.8% | 15,700 | $314K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -43.0% | 15,234 | $304K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -33.9% | 14,935 | $298K |
| Atom Investors LP | 0.02% | Add +39.6% | 14,067 | $281K |
| Inceptionr LLC | 0.08% | New | 13,662 | $273K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 13,100 | $262K |
| ProShare Advisors LLC | 0.00% | Add +15.0% | 12,799 | $256K |
| State of Wyoming | 0.03% | Add +87.6% | 12,132 | $242K |
| Summitry LLC | 0.01% | Add +18.1% | 11,412 | $228K |
| Canada Pension Plan Investment Board | 0.00% | New | 10,500 | $210K |
| Pictet Asset Management Holding SA | 0.00% | No change | 10,363 | $207K |
| Natixis Advisors, LLC | 0.00% | Reduce -17.6% | 10,114 | $202K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -93.8% | 8,578 | $170K |
| FMR LLC | 0.00% | Add +344.4% | 8,289 | $166K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3088.0% | 8,257 | $165K |
| AlphaQuest LLC | 0.01% | Reduce -26.3% | 7,908 | $158K |
| MeadowBrook Investment Advisors LLC | 0.13% | Reduce -2.8% | 7,390 | $148K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 7,311 | $146K |
| Whittier Trust Co. | 0.00% | Reduce -97.5% | 6,565 | $130K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -98.6% | 6,386 | $128K |
| Fairman Group, LLC | 0.10% | No change | 6,129 | $122K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,436 | $109K |
| Johnson Financial Group, Inc. | 0.00% | No change | 5,263 | $105K |
| Walleye Trading LLC | 0.00% | Reduce -93.3% | 4,524 | $90K |
| Palladiem, LLC | 0.08% | — | 4,370 | $88K |
| Assetmark, Inc. | 0.00% | Add +49.1% | 4,180 | $83K |
| Advisors Asset Management, Inc. | 0.00% | Add +36.9% | 3,320 | $66K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +3.5% | 3,156 | $63K |
| Versant Capital Management, Inc | 0.01% | Add +9419.2% | 2,475 | $49K |
| Strategic Advocates LLC | 0.01% | Reduce -64.2% | 2,448 | $49K |
| Amalgamated Bank | 0.00% | Add +17.0% | 2,204 | $44K |
| Fulcrum Asset Management LLP | 0.01% | No change | 1,929 | $39K |
| KBC Group NV | 0.00% | No change | 1,860 | $37K |
| Global Retirement Partners, LLC | 0.00% | New | 1,603 | $32K |
| Blue Trust, Inc. | 0.00% | Reduce -14.5% | 1,423 | $28K |
| Fifth Third Bancorp | 0.00% | Reduce -28.8% | 1,164 | $23K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +35.9% | 969 | $19K |
| Osaic Holdings, Inc. | 0.00% | Reduce -82.4% | 863 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.8% | 784 | $16K |
| US Bancorp \de | 0.00% | Reduce -35.5% | 713 | $14K |
| GAMMA Investing LLC | 0.00% | Add +1041.4% | 662 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -99.8% | 656 | $13K |
| Larson Financial Group LLC | 0.00% | New | 597 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Add +50.4% | 546 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16333.3% | 493 | $10K |
| Sterling Capital Management LLC | 0.00% | Add +185.4% | 451 | $9K |
| Arax Advisory Partners | 0.00% | New | 435 | $9K |
| Bank of Montreal | 0.00% | Reduce -2.4% | 401 | $8K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 303 | $7K |
| Spire Wealth Management | 0.00% | No change | 330 | $7K |
| Optiver Holding B.V. | 0.00% | Reduce -19.4% | 324 | $6K |
| NewEdge Advisors, LLC | 0.00% | Reduce -32.3% | 323 | $6K |
| Los Angeles Capital Management LLC | 0.00% | New | 276 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 301 | $6K |
| Allworth Financial LP | 0.00% | Add +145.1% | 272 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +28.6% | 270 | $5K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +20.3% | 261 | $5K |
| Cwm, LLC | 0.00% | Add +36.6% | 261 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +261.5% | 235 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -38.1% | 195 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +370.7% | 193 | $4K |
| Hurley Capital, LLC | 0.00% | No change | 182 | $4K |
| Signaturefd, LLC | 0.00% | Add +335.9% | 170 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +3.2% | 163 | $3K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 100 | $2K |
| Rothschild Investment LLC | 0.00% | New | 97 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 82 | $2K |
| Elequin Capital, LP | 0.00% | New | 72 | $1K |
| SageView Advisory Group, LLC | 0.00% | New | 55 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -92.3% | 53 | $1K |
| Key Financial Inc | 0.00% | No change | 35 | $699 |
| Smartleaf Asset Management LLC | 0.00% | New | 32 | $641 |
| Optima Capital LLC | 0.00% | New | 25 | $499 |
| Bare Financial Services, Inc | 0.00% | New | 21 | $419 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 21 | $419 |
| JFS Wealth Advisors, LLC | 0.00% | Add +33.3% | 16 | $320 |
| Root Financial Partners, LLC | 0.00% | Reduce -62.8% | 16 | $320 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -59.5% | 15 | $300 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -98.5% | 5 | $100 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 2 | $40 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $37 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -75.0% | 1 | $20 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $20 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1 | $20 |
| Hantz Financial Services, Inc. | 0.00% | No change | 16 | $0 |
| Covestor Ltd | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is VERX's weight in each manager's 13F, not the share of Vertex Inc. Class A the manager owns.