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 |
| State of Wisconsin Investment Board | 0.00% | Add +83.7% | 38,341 | $456K |
| Janus Henderson Group PLC | 0.00% | Reduce -95.2% | 37,027 | $440K |
| Headlands Technologies LLC | 0.05% | Reduce -11.0% | 35,732 | $425K |
| Engineers Gate Manager LP | 0.01% | New | 34,999 | $416K |
| Cetera Investment Advisers | 0.00% | Add +20.5% | 34,150 | $406K |
| Creative Planning | 0.00% | Add +11.4% | 31,855 | $379K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 31,350 | $373K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -11.8% | 31,160 | $370K |
| DKRT Investments Corp. | 0.09% | Add +50.0% | 30,000 | $357K |
| Sterling Investment Advisors, Ltd. | 0.06% | No change | 29,470 | $350K |
| Vanguard Global Advisers, LLC | 0.00% | — | 28,346 | $337K |
| Acadian Asset Management LLC | 0.00% | New | 27,369 | $325K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 26,498 | $315K |
| VARCOV Co. | 0.12% | Add +35.1% | 26,455 | $315K |
| Chicago Capital, LLC | 0.01% | Add +64.4% | 26,328 | $313K |
| Wells Fargo & Company | 0.00% | Reduce -70.1% | 25,973 | $309K |
| Virtu Financial LLC | 0.01% | New | 23,982 | $285K |
| Mercer Global Advisors Inc. | 0.00% | New | 21,235 | $252K |
| Harbor Capital Advisors, Inc. | 0.02% | New | 20,769 | $247K |
| Arizona State Retirement System | 0.00% | Reduce -1.3% | 20,189 | $240K |
| Intech Investment Management LLC | 0.00% | Reduce -31.0% | 19,645 | $234K |
| Brooklyn Investment Group | 0.01% | New | 19,102 | $227K |
| Meridian Wealth Partners, LLC | 0.03% | New | 18,453 | $219K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 18,002 | $214K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 17,968 | $214K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +350020.0% | 17,506 | $208K |
| Aigen Investment Management, LP | 0.05% | New | 17,126 | $204K |
| Quadrature Capital Ltd | 0.00% | New | 16,822 | $200K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.5% | 16,521 | $196K |
| Scientech Research LLC | 0.16% | New | 16,152 | $192K |
| KLP Kapitalforvaltning As | 0.00% | No change | 15,700 | $187K |
| AlphaGrep UK Ltd | 0.05% | New | 15,000 | $178K |
| Gsa Capital Partners LLP | 0.01% | New | 14,836 | $176K |
| SG Americas Securities, LLC | 0.00% | Reduce -58.8% | 14,142 | $168K |
| Glenmede Trust Co. NA | 0.00% | Reduce -43.1% | 13,631 | $162K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | No change | 13,100 | $156K |
| Jefferies Financial Group Inc. | 0.00% | New | 13,070 | $155K |
| Pictet Asset Management Holding SA | 0.00% | Add +25.4% | 12,994 | $154K |
| DRW Securities, LLC | 0.01% | New | 12,969 | $154K |
| State of Wyoming | 0.02% | Add +6.4% | 12,906 | $153K |
| Voya Investment Management LLC | 0.00% | Reduce -90.8% | 11,651 | $139K |
| Quantbot Technologies LP | 0.01% | New | 11,639 | $138K |
| Summitry LLC | 0.00% | Reduce -0.2% | 11,392 | $135K |
| Dark Forest Capital Management LP | 0.01% | Reduce -47.0% | 11,389 | $135K |
| Caxton Associates LLP | 0.00% | New | 11,121 | $132K |
| LPL Financial LLC | 0.00% | Reduce -36.7% | 10,896 | $130K |
| Prudential Financial Inc. | 0.00% | New | 10,790 | $128K |
| Fox Run Management, L.L.C. | 0.02% | New | 10,851 | $127K |
| Capstone Investment Advisors, LLC | 0.00% | New | 10,623 | $126K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -28.9% | 10,621 | $126K |
| Occudo Quantitative Strategies LP | 0.01% | New | 10,150 | $126K |
| Federated Hermes, Inc. | 0.00% | Reduce -80.0% | 10,218 | $121K |
| ProShare Advisors LLC | 0.00% | Reduce -20.5% | 10,170 | $121K |
| Verdence Capital Advisors LLC | 0.01% | New | 10,039 | $119K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 7,311 | $87K |
| Natixis | 0.00% | New | 7,000 | $83K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,386 | $76K |
| Fairman Group, LLC | 0.06% | No change | 6,129 | $73K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,436 | $65K |
| Versant Capital Management, Inc | 0.01% | Add +98.8% | 4,921 | $59K |
| Palladiem, LLC | 0.05% | No change | 4,370 | $49K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.0% | 3,287 | $39K |
| Bessemer Group Inc. | 0.00% | Reduce -86.9% | 3,007 | $36K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -14.1% | 2,710 | $32K |
| Whittier Trust Co. | 0.00% | Reduce -60.8% | 2,577 | $31K |
| Jones Financial Companies LLLP | 0.00% | Add +1505.5% | 2,617 | $30K |
| Cwm, LLC | 0.00% | Add +831.8% | 2,432 | $29K |
| Bayforest Capital Ltd | 0.03% | New | 2,417 | $29K |
| Fulcrum Asset Management LLP | 0.00% | No change | 1,929 | $23K |
| KBC Group NV | 0.00% | No change | 1,860 | $22K |
| GAMMA Investing LLC | 0.00% | Add +177.5% | 1,837 | $22K |
| Group One Trading LLC | 0.00% | New | 1,717 | $20K |
| Fifth Third Bancorp | 0.00% | Add +8.2% | 1,259 | $15K |
| Parallel Advisors, LLC | 0.00% | New | 1,248 | $15K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +26.2% | 1,223 | $15K |
| Strategic Advocates LLC | 0.06% | Reduce -54.1% | 1,123 | $13K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -87.9% | 1,040 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -87.9% | 1,000 | $12K |
| Allworth Financial LP | 0.00% | Add +241.5% | 929 | $11K |
| Rockefeller Capital Management L.P. | 0.00% | Add +31.4% | 862 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +50.9% | 824 | $10K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 580 | $7K |
| Signaturefd, LLC | 0.00% | Add +234.1% | 568 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.9% | 484 | $6K |
| Sterling Capital Management LLC | 0.00% | No change | 451 | $5K |
| Larson Financial Group LLC | 0.00% | Reduce -26.6% | 438 | $5K |
| Optiver Holding B.V. | 0.00% | Add +33.0% | 431 | $5K |
| Royal Bank of Canada | 0.00% | Reduce -99.7% | 452 | $5K |
| US Bancorp \de | 0.00% | Reduce -48.7% | 366 | $4K |
| Nisa Investment Advisors, LLC | 0.00% | Add +579.3% | 360 | $4K |
| Private Wealth Management Group, LLC | 0.00% | New | 359 | $4K |
| Root Financial Partners, LLC | 0.00% | Add +2087.5% | 350 | $4K |
| Spire Wealth Management | 0.00% | No change | 330 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -59.3% | 319 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +17.8% | 318 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.9% | 284 | $3K |
| Los Angeles Capital Management LLC | 0.00% | No change | 276 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +35.8% | 262 | $3K |
| Simplex Trading, LLC | 0.00% | New | 257 | $3K |
| National Bank of Canada | 0.00% | New | 218 | $3K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -23.0% | 201 | $2K |
| MAI Capital Management | 0.00% | New | 172 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -43.5% | 170 | $2K |
| Richardson Capital Management LLC | 0.00% | New | 136 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +30.0% | 130 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 119 | $1K |
| Noble Wealth Management PBC | 0.00% | New | 100 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -18.6% | 79 | $939 |
| Cornerstone Planning Group LLC | 0.00% | New | 36 | $492 |
| Blue Trust, Inc. | 0.00% | Reduce -97.3% | 38 | $452 |
| SBI Securities Co., Ltd. | 0.00% | Add +140.0% | 36 | $428 |
| Key Financial Inc | 0.00% | No change | 35 | $416 |
| CVA Family Office, LLC | 0.00% | New | 30 | $357 |
| Investors Portfolio Services LLC | 0.00% | New | 24 | $309 |
| Elequin Capital, LP | 0.00% | Reduce -79.2% | 15 | $178 |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1000.0% | 11 | $131 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 8 | $95 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -81.3% | 3 | $36 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 2 | $24 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $22 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -50.0% | 1 | $12 |
| Covestor Ltd | 0.00% | Add +75.0% | 7 | $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.