VERTEX INC - CLASS A VERX
$12.85
+2.6% 52w: $10.58 – $36.40
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data10.5823.4936.40
Jun 20, 2025 Jul 2, 2026
Institutional holders
219
-2 QoQ
13F value
$954.6M
-43.4% QoQ
Smart-money holders
16
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
145.3×
$44.9M calls / $309K puts
Institutional value by quarter
Number of holders
Who owns VERX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 5.7M | $67.3M | 0.0% | +0.3% |
| UBS Group AG | Bank broker | 5.5M | $65.0M | 0.0% | -4.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 4.8M | $56.8M | 0.0% | — |
| MORGAN STANLEY | Bank broker | 4.3M | $51.0M | 0.0% | +364.2% |
| Tensile Capital Management LP ★3 | Fundamental concentrated | 3.4M | $40.4M | 5.8% | -0.6% |
| JPMORGAN CHASE & CO | Bank broker | 3.4M | $39.3M | 0.0% | +96.0% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 3.2M | $37.8M | 0.1% | New |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.1M | $37.0M | 0.0% | — |
| NOMURA HOLDINGS INC | Bank broker | 2.6M | $31.2M | 0.3% | -17.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.4M | $28.1M | 0.0% | +118.5% |
| GENEVA CAPITAL MANAGEMENT LLC | Other | 2.1M | $25.4M | 0.5% | -21.2% |
| STATE STREET CORP | Index provider | 1.9M | $22.7M | 0.0% | +3.3% |
| BROWN ADVISORY INC | Diversified mechanical | 1.8M | $21.5M | 0.0% | -34.9% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.8M | $21.1M | 0.0% | -1.2% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 1.6M | $19.5M | 0.0% | +494.1% |
| Legacy Advisors, LLC | Wealth advisor | 1.3M | $16.0M | 1.9% | 0.0% |
| BARCLAYS PLC | Bank broker | 1.3M | $15.6M | 0.0% | -10.7% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 1.3M | $15.2M | 0.1% | +5.3% |
| Divisar Capital Management LLC ★3 | Fundamental concentrated | 1.2M | $14.2M | 3.6% | +378.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 1.2M | $13.7M | 0.0% | +18.2% |
| CITIGROUP INC | Bank broker | 1.2M | $13.7M | 0.0% | +12.4% |
| PALISADE CAPITAL MANAGEMENT, LP | Other | 1.1M | $13.6M | 0.5% | +53.0% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 1.1M | $12.5M | 0.0% | — |
| Hudson Bay Capital Management LP | Multistrat pod | 1.0M | $11.9M | 0.1% | New |
| JENNISON ASSOCIATES LLC | Other | 982.2K | $11.7M | 0.0% | -1.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 935.7K | $11.1M | 0.0% | +1906.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 932.5K | $11.1M | 0.0% | -4.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 805.9K | $9.6M | 0.0% | -19.8% |
| JANE STREET GROUP, LLC | Market maker | 700.6K | $8.3M | 0.0% | -2.6% |
| TimesSquare Capital Management, LLC | Other | 682.7K | $8.1M | 0.1% | -10.9% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 653.5K | $7.8M | 0.0% | +2769.4% |
| NORTHERN TRUST CORP | Index provider | 640.4K | $7.6M | 0.0% | +1.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 605.9K | $7.2M | 0.0% | -0.7% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 582.4K | $6.9M | 0.0% | -28.8% |
| Freshford Capital Management, LLC ★2 | Fundamental concentrated | 565.5K | $6.7M | 3.4% | New |
| BANQUE PICTET & CIE SA | Other | 554.0K | $6.6M | 0.1% | -32.3% |
| CYPRESS POINT INVESTMENT MANAGEMENT LP ★3 | Fundamental concentrated | 535.9K | $6.4M | 1.5% | +136.0% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 511.7K | $6.1M | 0.0% | +0.8% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 507.4K | $6.0M | 0.0% | — |
| Hyperion Capital Advisors LP ★2 | Fundamental diversified | 480.0K | $5.7M | 2.7% | -26.2% |
| GAGNON SECURITIES LLC ★2 | Fundamental diversified | 468.2K | $5.6M | 1.3% | +28.4% |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 434.8K | $5.2M | 0.0% | +54.2% |
| BROWN CAPITAL MANAGEMENT LLC ★2 | Fundamental diversified | 434.6K | $5.2M | 0.7% | -28.8% |
| Counterpoint Mutual Funds LLC | Quant stat arb | 406.8K | $4.8M | 0.7% | New |
| Voleon Capital Management LP | Quant stat arb | 388.1K | $4.6M | 0.1% | +65.9% |
| FMR LLC | Long only active | 333.7K | $4.0M | 0.0% | +3926.0% |
| Pier Capital, LLC | Other | 312.2K | $3.7M | 0.6% | +27.7% |
| Trexquant Investment LP | Diversified mechanical | 300.2K | $3.6M | 0.0% | New |
| MUFG Securities EMEA plc | Other | 300.0K | $3.6M | 0.1% | New |
| Gagnon Advisors, LLC ★3 | Fundamental concentrated | 297.1K | $3.5M | 2.6% | +27.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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