Vertex Inc. Class AVERX
13F holders, Q2 2026 (June 30)229holders +7
44new positions
38sold out
6famous investors
$11.48avg. 13F price*
At the end of Q2 2026, 229 institutions reported holding Vertex Inc. Class A (VERX) in their 13F filings, up 7 from Q1 2026. 44 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($71.6M), Vanguard Portfolio Management LLC ($57.2M) and Morgan Stanley ($47.4M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $18.5M |
| Exits | 38 | $45.0M |
All 13F filers, Q1 2026 → Q2 2026: 11,714,441 shares bought and 18,535,212 shares sold, net −6,820,771 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 229 holders
| BlackRock, Inc. | 0.00% | Add +10.2% | 6,236,152 | $71.6M |
| Vanguard Portfolio Management LLC | 0.00% | Add +4.3% | 4,984,133 | $57.2M |
| Morgan Stanley | 0.00% | Reduce -3.8% | 4,132,404 | $47.4M |
| Brown Advisory Inc. | 0.06% | Add +96.2% | 3,549,052 | $40.7M |
| Vanguard Capital Management LLC | 0.00% | Add +1.9% | 3,173,883 | $36.4M |
| Tensile Capital Management LP | 4.59% | Reduce -14.7% | 2,898,563 | $33.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.0% | 2,528,044 | $28.8M |
| D. E. Shaw & Co. | 0.02% | Add +33.6% | 2,189,827 | $25.1M |
| William Blair Investment Management, LLC | 0.07% | Add +66.4% | 2,128,372 | $24.4M |
| State Street Corp. | 0.00% | Add +7.8% | 2,060,692 | $23.6M |
| UBS Group AG | 0.00% | Reduce -63.0% | 2,024,166 | $23.2M |
| Geode Capital Management, LLC | 0.00% | Add +3.7% | 1,836,548 | $21.1M |
| Nomura Holdings Inc. | 0.08% | Reduce -36.5% | 1,664,099 | $19.1M |
| Divisar Capital Management LLC | 4.34% | Add +37.2% | 1,640,895 | $18.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -53.2% | 1,487,000 | $17.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.3% | 1,483,311 | $17.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +57.4% | 1,472,893 | $16.9M |
| Legacy Advisors, LLC | 1.44% | Add +0.0% | 1,343,838 | $15.4M |
| Norges Bank | 0.00% | — | 1,310,400 | $15.0M |
| Marshall Wace, LLP | 0.01% | Add +320.7% | 1,214,224 | $13.9M |
| Geneva Capital Management LLC | 0.31% | Reduce -44.4% | 1,186,812 | $13.6M |
| CIBC Bancorp USA Inc. | 0.01% | Add +0.1% | 1,054,021 | $12.1M |
| Freshford Capital Management, LLC | 4.11% | Add +85.2% | 1,047,293 | $12.0M |
| Bank of America Corp. | 0.00% | Add +5.8% | 986,325 | $11.3M |
| Citigroup Inc. | 0.01% | Reduce -15.4% | 972,967 | $11.2M |
| Cypress Point Investment Management LP | 1.98% | Add +77.7% | 952,212 | $10.9M |
| FMR LLC | 0.00% | Add +173.8% | 913,732 | $10.5M |
| Gagnon Securities LLC | 1.68% | Add +62.5% | 761,026 | $8.7M |
| Barclays PLC | 0.00% | Reduce -46.0% | 707,511 | $8.1M |
| Northern Trust Corp. | 0.00% | Add +10.4% | 707,349 | $8.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +505.5% | 656,758 | $7.5M |
| Hyperion Capital Advisors LP | 3.26% | Add +31.3% | 630,000 | $7.2M |
| Citadel Advisors | 0.00% | Reduce -50.0% | 576,895 | $6.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -29.4% | 568,797 | $6.5M |
| Banque Pictet & Cie SA | 0.06% | Reduce -1.1% | 547,975 | $6.3M |
| Palisade Capital Management, LP | 0.30% | Reduce -52.1% | 547,382 | $6.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -12.2% | 532,115 | $6.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.4% | 524,732 | $6.0M |
| Jane Street Group, LLC | 0.00% | Reduce -33.6% | 465,544 | $5.3M |
| New York State Common Retirement Fund | 0.01% | No change | 434,848 | $5.0M |
| Voleon Capital Management LP | 0.08% | Add +1.4% | 393,508 | $4.5M |
| Brown Capital Management LLC | 0.86% | Reduce -14.0% | 373,824 | $4.3M |
| Gagnon Advisors, LLC | 2.64% | Add +21.7% | 361,621 | $4.2M |
| ING Groep NV | 0.02% | New | 320,000 | $3.7M |
| Pier Capital, LLC | 0.48% | Add +1.2% | 316,071 | $3.6M |
| Two Sigma Investments, LP | 0.00% | Add +191.3% | 305,506 | $3.5M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +18.4% | 303,502 | $3.5M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.47% | Add +50.0% | 300,000 | $3.4M |
| Quantinno Capital Management LP | 0.00% | Add +108.6% | 295,811 | $3.4M |
| Tudor Investment Corporation | 0.01% | Add +27.6% | 278,719 | $3.2M |
| Kornitzer Capital Management Inc. | 0.06% | Reduce -0.5% | 266,439 | $3.1M |
| Saba Capital Management, L.P. | 0.09% | No change | 263,474 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +12.0% | 262,982 | $3.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -55.3% | 260,369 | $3.0M |
| North Star Asset Management Inc. | 0.11% | Add +6.2% | 252,542 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +95.3% | 224,387 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -56.3% | 223,834 | $2.6M |
| HSBC Holdings PLC | 0.00% | New | 189,413 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | New | 190,027 | $2.2M |
| Kennedy Capital Management LLC | 0.04% | Reduce -8.1% | 189,443 | $2.2M |
| XTX Topco Ltd | 0.03% | Reduce -26.7% | 187,881 | $2.2M |
| Banco Santander, S.A. | 0.01% | No change | 174,826 | $2.0M |
| Nuveen, LLC | 0.00% | Reduce -8.6% | 161,804 | $1.9M |
| Corient Private Wealth LP | 0.00% | New | 153,840 | $1.8M |
| Trexquant Investment LP | 0.01% | Reduce -49.4% | 151,968 | $1.7M |
| AQR Capital Management | 0.00% | Add +122.1% | 149,317 | $1.7M |
| Swiss National Bank | 0.00% | Add +2.4% | 148,300 | $1.7M |
| Whetstone Capital Advisors, LLC | 0.41% | New | 136,118 | $1.6M |
| Sei Investments Co. | 0.00% | Add +48.9% | 133,962 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.0% | 133,955 | $1.5M |
| Mizuho Markets Americas LLC | 0.03% | Reduce -50.4% | 127,927 | $1.5M |
| Millennium Management | 0.00% | Reduce -82.3% | 115,583 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -24.2% | 115,082 | $1.3M |
| Acadian Asset Management LLC | 0.00% | Add +305.6% | 111,009 | $1.3M |
| Palogic Value Management, L.P. | 0.45% | Add +10.2% | 110,150 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +24.9% | 105,664 | $1.2M |
| Rhumbline Advisers | 0.00% | Add +14.4% | 99,862 | $1.1M |
| Fred Alger Management, LLC | 0.00% | Reduce -1.4% | 97,694 | $1.1M |
| Lazard Freres Gestion S.A.S. | 0.02% | Add +0.8% | 95,660 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Add +152.3% | 88,318 | $1.0M |
| California State Teachers Retirement System | 0.00% | Add +21.5% | 82,916 | $952K |
| Squarepoint Ops LLC | 0.00% | New | 81,665 | $938K |
| Invesco Ltd. | 0.00% | Add +7.0% | 81,375 | $934K |
| Deutsche Bank AG | 0.00% | Reduce -65.3% | 78,274 | $899K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 78,080 | $896K |
| Alliancebernstein L.P. | 0.00% | Reduce -0.4% | 70,631 | $840K |
| Wells Fargo & Company | 0.00% | Add +167.7% | 69,526 | $798K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.2% | 66,064 | $758K |
| Legal & General Group Plc | 0.00% | Add +3.6% | 64,218 | $737K |
| State of Wisconsin Investment Board | 0.00% | Add +63.2% | 62,576 | $718K |
| Creative Planning | 0.00% | Add +95.4% | 62,232 | $714K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.2% | 62,218 | $714K |
| Sculptor Capital LP | 0.01% | New | 59,200 | $680K |
| VARCOV Co. | 0.24% | Add +105.4% | 54,328 | $624K |
| Victory Capital Management Inc. | 0.00% | New | 51,716 | $594K |
| Counterpoint Mutual Funds LLC | 0.06% | Reduce -88.1% | 48,583 | $558K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 48,203 | $553K |
| Allstate Corp. | 0.01% | New | 47,636 | $547K |
| Twinbeech Capital LP | 0.10% | Reduce -41.0% | 46,150 | $530K |
| Cibc World Market Inc. | 0.00% | New | 42,200 | $484K |
| MetLife Investment Management, LLC | 0.00% | Add +4.7% | 42,120 | $484K |
| Lazard Asset Management LLC | 0.00% | Add +6.9% | 41,235 | $473K |
| Caption Management, LLC | 0.02% | No change | 41,159 | $473K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +211.4% | 40,800 | $468K |
| Renaissance Technologies | 0.00% | Reduce -86.3% | 39,700 | $456K |
| Dark Forest Capital Management LP | 0.03% | Add +244.8% | 39,270 | $451K |
| Magnetar Financial LLC | 0.00% | New | 38,949 | $447K |
| Franklin Resources Inc. | 0.00% | New | 38,601 | $443K |
| Jupiter Topco LLC | 0.00% | — | 37,027 | $425K |
| Los Angeles Capital Management LLC | 0.00% | Add +11926.5% | 33,193 | $381K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 31,350 | $360K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.6% | 31,349 | $360K |
| DKRT Investments Corp. | 0.08% | No change | 30,000 | $344K |
| Cetera Investment Advisers | 0.00% | Reduce -12.3% | 29,947 | $344K |
| Sterling Investment Advisors, Ltd. | 0.06% | No change | 29,470 | $338K |
| Handelsbanken Fonder AB | 0.00% | Reduce -37.6% | 28,500 | $327K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 28,346 | $325K |
| Headlands Technologies LLC | 0.03% | Reduce -22.8% | 27,575 | $317K |
| Mirabella Financial Services LLP | 0.03% | New | 26,902 | $309K |
| Chicago Capital, LLC | 0.01% | Reduce -3.0% | 25,528 | $293K |
| Aquatic Capital Management LLC | 0.01% | New | 24,181 | $278K |
| Russell Investments Group, Ltd. | 0.00% | Add +123.2% | 23,705 | $272K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +22.4% | 22,027 | $253K |
| Stoneridge Investment Partners LLC | 0.16% | New | 18,947 | $245K |
| CenterBook Partners LP | 0.01% | Reduce -91.8% | 21,118 | $242K |
| Quadrature Capital Ltd | 0.00% | Add +24.4% | 20,920 | $240K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.1% | 20,781 | $239K |
| Arizona State Retirement System | 0.00% | Add +1.0% | 20,394 | $234K |
| Intech Investment Management LLC | 0.00% | Reduce -0.6% | 19,527 | $224K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -10.5% | 18,580 | $213K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 17,968 | $206K |
| Woodline Partners LP | 0.00% | New | 17,666 | $203K |
| Pathstone Holdings, LLC | 0.00% | Add +6.3% | 17,560 | $202K |
| Two Sigma Securities, LLC | 0.02% | New | 17,229 | $198K |
| Meridian Wealth Partners, LLC | 0.02% | Reduce -9.0% | 16,785 | $193K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -57.2% | 16,705 | $192K |
| Glenmede Trust Co. NA | 0.00% | Add +21.6% | 16,578 | $190K |
| Capstone Investment Advisors, LLC | 0.00% | Add +48.0% | 15,725 | $181K |
| KLP Kapitalforvaltning As | 0.00% | No change | 15,700 | $180K |
| American Century Companies Inc. | 0.00% | New | 15,047 | $173K |
| Voya Investment Management LLC | 0.00% | Add +25.3% | 14,597 | $168K |
| Axq Capital, LP | 0.02% | New | 14,444 | $166K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 13,319 | $153K |
| Pictet Asset Management Holding SA | 0.00% | No change | 12,994 | $149K |
| Prudential Financial Inc. | 0.00% | Add +10.9% | 11,970 | $137K |
| Summitry LLC | 0.00% | Add +0.6% | 11,456 | $132K |
| Olympiad Research LP | 0.26% | New | 10,693 | $123K |
| Prelude Capital Management, LLC | 0.01% | Reduce -82.2% | 10,664 | $122K |
| Savant Capital, LLC | 0.00% | New | 10,520 | $121K |
| Federated Hermes, Inc. | 0.00% | No change | 10,218 | $117K |
| LPL Financial LLC | 0.00% | Reduce -7.9% | 10,039 | $115K |
| Associated Banc-Corp | 0.00% | New | 10,000 | $115K |
| Versant Capital Management, Inc | 0.01% | Add +74.8% | 8,604 | $99K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 7,311 | $84K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +163.3% | 7,135 | $82K |
| Natixis | 0.00% | No change | 7,000 | $80K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +21.6% | 6,609 | $76K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,386 | $73K |
| Fairman Group, LLC | 0.06% | No change | 6,129 | $70K |
| State of Wyoming | 0.01% | Reduce -58.3% | 5,382 | $62K |
| Palladiem, LLC | 0.05% | No change | 4,370 | $50K |
| Bessemer Group Inc. | 0.00% | Add +33.2% | 4,004 | $47K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -2.7% | 3,198 | $37K |
| Whittier Trust Co. | 0.00% | Reduce -12.2% | 2,264 | $29K |
| Royal Bank of Canada | 0.00% | Add +470.6% | 2,579 | $29K |
| Parallel Advisors, LLC | 0.00% | Add +87.3% | 2,337 | $27K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 2,190 | $25K |
| Nisa Investment Advisors, LLC | 0.00% | Add +468.9% | 2,048 | $24K |
| Fulcrum Asset Management LLP | 0.00% | Add +2.0% | 1,967 | $22K |
| Allworth Financial LP | 0.00% | Add +66.6% | 1,548 | $18K |
| Global Retirement Partners, LLC | 0.00% | — | 1,521 | $17K |
| Simplex Trading, LLC | 0.00% | Add +473.9% | 1,475 | $17K |
| Huntington National Bank | 0.00% | New | 1,406 | $16K |
| GAMMA Investing LLC | 0.00% | Reduce -29.0% | 1,305 | $15K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -14.5% | 1,046 | $12K |
| Fifth Third Bancorp | 0.00% | Reduce -22.4% | 977 | $11K |
| Nykredit A/S | 0.00% | — | 946 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.5% | 869 | $10K |
| Signaturefd, LLC | 0.00% | Add +51.2% | 859 | $10K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.5% | 823 | $9K |
| Arax Advisory Partners | 0.00% | New | 681 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.8% | 622 | $7K |
| Larson Financial Group LLC | 0.00% | Add +36.3% | 597 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -50.9% | 511 | $7K |
| Quarry LP | 0.00% | New | 575 | $7K |
| US Bancorp \de | 0.00% | Add +39.6% | 511 | $6K |
| Osaic Holdings, Inc. | 0.00% | Add +1.0% | 489 | $6K |
| Jones Financial Companies LLLP | 0.00% | Reduce -83.6% | 430 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.0% | 304 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -14.5% | 272 | $3K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.2% | 256 | $3K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 201 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -53.8% | 199 | $2K |
| Rothschild Investment LLC | 0.00% | Add +150.6% | 198 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 170 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 165 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.1% | 156 | $2K |
| Noble Wealth Management PBC | 0.00% | No change | 100 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -72.1% | 100 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 89 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 70 | $804 |
| Spire Wealth Management | 0.00% | Reduce -84.2% | 52 | $600 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -80.5% | 51 | $585 |
| Bell Investment Advisors, Inc | 0.00% | New | 45 | $517 |
| Marquette Asset Management, LLC | 0.00% | New | 44 | $506 |
| SBI Securities Co., Ltd. | 0.00% | Add +8.3% | 39 | $448 |
| Blue Trust, Inc. | 0.00% | No change | 38 | $436 |
| Key Financial Inc | 0.00% | No change | 35 | $402 |
| Cornerstone Planning Group LLC | 0.00% | No change | 36 | $398 |
| Clearstead Advisors, LLC | 0.00% | New | 23 | $265 |
| CVA Family Office, LLC | 0.00% | Reduce -26.7% | 22 | $253 |
| Elequin Capital, LP | 0.00% | Add +33.3% | 20 | $230 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +112.5% | 17 | $195 |
| SJS Investment Consulting Inc. | 0.00% | New | 10 | $115 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 7 | $80 |
| Creative Capital Management Investments LLC | 0.00% | New | 6 | $69 |
| HFM Investment Advisors, LLC | 0.00% | New | 3 | $35 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $23 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -81.8% | 2 | $23 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $13 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $12 |
| National Bank of Canada | 0.00% | Reduce -99.5% | 1 | $11 |
| LRI Investments, LLC | 0.00% | New | 1 | $11 |
| Hughes Financial Services, LLC | 0.00% | Reduce -50.0% | 1 | $11 |
| Fiduciary Financial Advisors | 0.00% | New | 1 | $11 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 2 | $0 |
| Avion Wealth | 0.00% | New | 44 | $0 |
| Covestor Ltd | 0.00% | Add +357.1% | 32 | $0 |
| Navigoe, LLC | 0.00% | New | 2 | $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.