Vertex Inc. Class AVERX
13F holders, Q1 2026 (March 31)222holders +1
52new positions
53sold out
6famous investors
$11.89avg. 13F price*
At the end of Q1 2026, 222 institutions reported holding Vertex Inc. Class A (VERX) in their 13F filings, up 1 from Q4 2025. 52 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($67.3M), UBS Group AG ($65.0M) and Vanguard Portfolio Management LLC ($56.8M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vertex Inc. Class A
- CUSIP
- 92538J106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $83.8M |
| Exits | 53 | $360.8M |
All 13F filers, Q4 2025 → Q1 2026: 20,455,825 shares bought and 24,678,669 shares sold, net −4,222,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 222 holders
| BlackRock, Inc. | 0.00% | Add +0.3% | 5,659,374 | $67.3M |
| UBS Group AG | 0.01% | Reduce -4.6% | 5,464,034 | $65.0M |
| Vanguard Portfolio Management LLC | 0.00% | — | 4,780,681 | $56.8M |
| Morgan Stanley | 0.00% | Add +364.2% | 4,293,247 | $51.0M |
| Tensile Capital Management LP | 5.79% | Reduce -0.6% | 3,398,563 | $40.4M |
| JPMorgan Chase & Co. | 0.00% | Add +96.0% | 3,371,170 | $39.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | New | 3,178,800 | $37.8M |
| Vanguard Capital Management LLC | 0.00% | — | 3,115,457 | $37.0M |
| Nomura Holdings Inc. | 0.26% | Reduce -17.4% | 2,621,641 | $31.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +118.5% | 2,363,972 | $28.1M |
| Geneva Capital Management LLC | 0.54% | Reduce -21.2% | 2,134,691 | $25.4M |
| State Street Corp. | 0.00% | Add +3.3% | 1,910,753 | $22.7M |
| Brown Advisory Inc. | 0.04% | Reduce -34.9% | 1,808,944 | $21.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.2% | 1,771,692 | $21.1M |
| D. E. Shaw & Co. | 0.02% | Add +494.1% | 1,638,922 | $19.5M |
| Legacy Advisors, LLC | 1.88% | Reduce 0.0% | 1,343,779 | $16.0M |
| Barclays PLC | 0.01% | Reduce -10.7% | 1,311,066 | $15.6M |
| William Blair Investment Management, LLC | 0.05% | Add +5.3% | 1,279,170 | $15.2M |
| Divisar Capital Management LLC | 3.62% | Add +378.3% | 1,195,712 | $14.2M |
| Citadel Advisors | 0.01% | Add +18.2% | 1,152,609 | $13.7M |
| Citigroup Inc. | 0.01% | Add +12.4% | 1,150,412 | $13.7M |
| Palisade Capital Management, LP | 0.49% | Add +53.0% | 1,141,948 | $13.6M |
| CIBC Bancorp USA Inc. | 0.02% | — | 1,053,533 | $12.5M |
| Hudson Bay Capital Management LP | 0.08% | New | 1,000,000 | $11.9M |
| Jennison Associates LLC | 0.01% | Reduce -1.0% | 982,230 | $11.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1906.8% | 935,668 | $11.1M |
| Bank of America Corp. | 0.00% | Reduce -4.0% | 932,518 | $11.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -19.8% | 805,861 | $9.6M |
| Jane Street Group, LLC | 0.01% | Reduce -2.6% | 700,648 | $8.3M |
| TimesSquare Capital Management, LLC | 0.14% | Reduce -10.9% | 682,652 | $8.1M |
| Millennium Management | 0.01% | Add +2769.4% | 653,512 | $7.8M |
| Northern Trust Corp. | 0.00% | Add +1.0% | 640,426 | $7.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.7% | 605,909 | $7.2M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -28.8% | 582,427 | $6.9M |
| Freshford Capital Management, LLC | 3.36% | New | 565,547 | $6.7M |
| Banque Pictet & Cie SA | 0.08% | Reduce -32.3% | 553,975 | $6.6M |
| Cypress Point Investment Management LP | 1.50% | Add +136.0% | 535,901 | $6.4M |
| BNP Paribas Financial Markets | 0.00% | Add +0.8% | 511,671 | $6.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 507,367 | $6.0M |
| Hyperion Capital Advisors LP | 2.75% | Reduce -26.1% | 480,000 | $5.7M |
| Gagnon Securities LLC | 1.29% | Add +28.4% | 468,220 | $5.6M |
| New York State Common Retirement Fund | 0.01% | Add +54.2% | 434,848 | $5.2M |
| Brown Capital Management LLC | 0.73% | Reduce -28.8% | 434,579 | $5.2M |
| Counterpoint Mutual Funds LLC | 0.73% | New | 406,757 | $4.8M |
| Voleon Capital Management LP | 0.10% | Add +65.9% | 388,106 | $4.6M |
| FMR LLC | 0.00% | Add +3926.0% | 333,715 | $4.0M |
| Pier Capital, LLC | 0.61% | Add +27.7% | 312,227 | $3.7M |
| Trexquant Investment LP | 0.03% | New | 300,199 | $3.6M |
| MUFG Securities EMEA plc | 0.05% | New | 300,000 | $3.6M |
| Gagnon Advisors, LLC | 2.60% | Add +27.8% | 297,050 | $3.5M |
| Renaissance Technologies | 0.01% | Add +8.1% | 290,500 | $3.5M |
| Marshall Wace, LLP | 0.00% | Add +859.9% | 288,636 | $3.4M |
| Kornitzer Capital Management Inc. | 0.07% | Reduce -0.5% | 267,690 | $3.2M |
| Saba Capital Management, L.P. | 0.10% | No change | 263,474 | $3.1M |
| CenterBook Partners LP | 0.17% | Add +1091.2% | 258,634 | $3.1M |
| Mizuho Markets Americas LLC | 0.09% | Reduce -31.9% | 257,927 | $3.1M |
| XTX Topco Ltd | 0.05% | Add +137.5% | 256,331 | $3.0M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +35.6% | 256,289 | $3.0M |
| North Star Asset Management Inc. | 0.12% | Add +7.9% | 237,875 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 234,801 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +3.3% | 225,837 | $2.7M |
| Tudor Investment Corporation | 0.01% | New | 218,494 | $2.6M |
| Balyasny Asset Management L.P. | 0.01% | New | 214,166 | $2.5M |
| Kennedy Capital Management LLC | 0.05% | Add +51.6% | 206,165 | $2.5M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.33% | No change | 200,000 | $2.4M |
| Nuveen, LLC | 0.00% | Add +27.1% | 177,002 | $2.1M |
| Banco Santander, S.A. | 0.02% | Reduce -5.4% | 174,826 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.2% | 161,440 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -46.2% | 151,895 | $1.8M |
| Swiss National Bank | 0.00% | No change | 144,900 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +275.2% | 141,793 | $1.7M |
| Royce & Associates LP | 0.02% | No change | 136,032 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Add +0.9% | 70,944 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -85.6% | 114,886 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +86.0% | 108,461 | $1.3M |
| Two Sigma Investments, LP | 0.00% | New | 104,888 | $1.2M |
| Palogic Value Management, L.P. | 0.53% | Add +48.1% | 100,000 | $1.2M |
| Fred Alger Management, LLC | 0.01% | Reduce -77.5% | 99,097 | $1.2M |
| Lazard Freres Gestion S.A.S. | 0.02% | Reduce -13.7% | 94,940 | $1.1M |
| Sei Investments Co. | 0.00% | Reduce -35.8% | 89,988 | $1.1M |
| Rhumbline Advisers | 0.00% | Add +2.4% | 87,314 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.7% | 84,589 | $1.0M |
| Twinbeech Capital LP | 0.10% | New | 78,200 | $930K |
| Invesco Ltd. | 0.00% | Add +24.6% | 76,018 | $904K |
| Norris Perne & French LLP | 0.04% | Reduce -72.3% | 71,998 | $856K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.1% | 68,954 | $820K |
| ExodusPoint Capital Management, LP | 0.01% | New | 68,477 | $814K |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 68,267 | $812K |
| AQR Capital Management | 0.00% | New | 67,240 | $799K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -16.1% | 63,611 | $756K |
| Legal & General Group Plc | 0.00% | Reduce -16.5% | 61,993 | $737K |
| Prelude Capital Management, LLC | 0.05% | New | 59,985 | $713K |
| Scalar Gauge Management, LLC | 0.63% | New | 55,000 | $654K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +228.3% | 50,005 | $595K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 48,203 | $573K |
| Handelsbanken Fonder AB | 0.00% | Add +183.8% | 45,700 | $543K |
| Caption Management, LLC | 0.02% | No change | 41,159 | $489K |
| MetLife Investment Management, LLC | 0.00% | Add +3.1% | 40,248 | $479K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +66.8% | 39,048 | $464K |
| Lazard Asset Management LLC | 0.00% | New | 38,577 | $459K |
"% of holder's portfolio" is VERX's weight in each manager's 13F, not the share of Vertex Inc. Class A the manager owns.