Vertex, Inc. (VERX) — Institutional Holders, Q2 2026

245 institutional investment managers reported a VERX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← VERX stock profile

VERX in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

BlackRockAdded · +2,201,778 sh+$25.3M
BROWN ADVISORYAdded · +1,740,108 sh+$20.0M
JANE STREET GROUPAdded · +934,896 sh+$10.7M
MARSHALL WACE, LLPAdded · +925,588 sh+$10.6M
WILLIAM BLAIR INVESTMENT MANAGEMENTAdded · +849,202 sh+$9.7M

Biggest sellers

UBS Group AGTrimmed · -3,439,868 sh-$39.5M
JPMORGAN CHASETrimmed · -3,142,126 sh-$36.1M
HEALTHCARE OF ONTARIO PENSION PLAN FUNDTrimmed · -1,691,800 sh-$19.4M
Hudson Bay Capital ManagementSold out · -1,000,000 sh-$11.5M
JENNISON ASSOCIATESSold out · -982,230 sh-$11.3M

VERX 13F holders ranked 1–100 of 245

Institutional investors reporting a position in Vertex, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 13,161,152 sh	13,161,152	$77.8M	<0.01%	+20.1%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 4,984,133 sh	4,984,133	$57.2M	<0.01%	+4.3%
3	Opti Capital Management#3 · 59,500,000 sh	59,500,000	$53.5M	3.27%	-22.5%
4	MORGAN STANLEY#4 · 6,897,404 sh	6,897,404	$49.9M	<0.01%	-2.3%
5	PenderFund Capital Management Ltd.#5 · 50,000,000 sh	50,000,000	$44.8M	5.74%	New
6	BROWN ADVISORY#6 · 3,549,052 sh	3,549,052	$40.7M	0.06%	+96.2%
7	Weiss Asset Management#7 · 41,211,000 sh	41,211,000	$36.9M	0.39%	New
8	VANGUARD CAPITAL MANAGEMENT#8 · 3,173,883 sh	3,173,883	$36.4M	<0.01%	+1.9%
9	Tensile Capital Management#9 · 2,898,563 sh	2,898,563	$33.3M	4.59%	-14.7%
10	JPMORGAN CHASE#10 · 5,876,044 sh	5,876,044	$31.8M	<0.01%	-34.8%
11	WOLVERINE ASSET MANAGEMENT#11 · 31,055,000 sh	31,055,000	$27.8M	0.24%	-46.8%
12	D. E. Shaw#12 · 2,189,827 sh	2,189,827	$25.1M	0.01%	+33.6%
13	AQR Arbitrage#13 · 27,987,000 sh	27,987,000	$25.0M	0.36%	-18.6%
14	WILLIAM BLAIR INVESTMENT MANAGEMENT#14 · 2,128,372 sh	2,128,372	$24.4M	0.07%	+66.4%
15	STATE STREET#15 · 2,060,692 sh	2,060,692	$23.6M	<0.01%	+7.8%
16	UBS Group AG#16 · 2,024,166 sh	2,024,166	$23.2M	<0.01%	-63.0%
17	Jain Global#17 · 25,075,000 sh	25,075,000	$22.5M	0.09%	-16.6%
18	GEODE CAPITAL MANAGEMENT#18 · 1,836,548 sh	1,836,548	$21.1M	<0.01%	+3.7%
19	NOMURA#19 · 1,664,099 sh	1,664,099	$19.1M	0.02%	-36.5%
20	Divisar Capital Management#20 · 1,640,895 sh	1,640,895	$18.8M	4.34%	+37.2%
21	TENOR CAPITAL MANAGEMENT , L.P.#21 · 20,000,000 sh	20,000,000	$18.0M	0.25%	0.0%
22	HEALTHCARE OF ONTARIO PENSION PLAN FUND#22 · 1,487,000 sh	1,487,000	$17.1M	0.02%	-53.2%
23	GOLDMAN SACHS GROUP#23 · 1,483,311 sh	1,483,311	$17.0M	<0.01%	-37.3%
24	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#24 · 1,472,893 sh	1,472,893	$16.9M	<0.01%	+57.4%
25	Legacy Advisors#25 · 1,343,838 sh	1,343,838	$15.4M	—	0.0%
26	NORGES BANK#26 · 1,310,400 sh	1,310,400	$15.0M	<0.01%	—
27	FMR#27 · 4,856,732 sh	4,856,732	$14.0M	<0.01%	+12.9%
28	MARSHALL WACE, LLP#28 · 1,214,224 sh	1,214,224	$13.9M	0.01%	+320.7%
29	GENEVA CAPITAL MANAGEMENT#29 · 1,186,812 sh	1,186,812	$13.6M	0.31%	-44.4%
30	CIBC Bancorp USA#30 · 1,054,021 sh	1,054,021	$12.1M	0.01%	0.0%
31	Freshford Capital Management#31 · 1,047,293 sh	1,047,293	$12.0M	4.11%	+85.2%
32	BANK OF AMERICA#32 · 986,325 sh	986,325	$11.3M	<0.01%	-84.3%
33	SILVERBACK ASSET MANAGEMENT#33 · 12,500,000 sh	12,500,000	$11.2M	1.21%	-16.7%
34	CITIGROUP#34 · 995,967 sh	995,967	$11.2M	<0.01%	-15.1%
35	CYPRESS POINT INVESTMENT MANAGEMENT#35 · 952,212 sh	952,212	$10.9M	1.98%	+77.7%
36	M&G Plc#36 · 12,085,000 sh	12,085,000	$10.8M	0.05%	0.0%
37	PALISADE CAPITAL MANAGEMENT#37 · 5,397,382 sh	5,397,382	$10.6M	0.46%	+372.6%
38	HBK INVESTMENTS L P#38 · 11,000,000 sh	11,000,000	$9.9M	0.10%	-45.0%
39	BARCLAYS PLC#39 · 2,068,511 sh	2,068,511	$9.3M	<0.01%	-7.8%
40	GAGNON SECURITIES#40 · 761,026 sh	761,026	$8.7M	1.68%	+62.5%
41	MACKAY SHIELDS#41 · 9,152,000 sh	9,152,000	$8.2M	—	-0.4%
42	NORTHERN#42 · 707,349 sh	707,349	$8.1M	<0.01%	+10.4%
43	Qube Research & Technologies Ltd#43 · 656,758 sh	656,758	$7.5M	<0.01%	+505.5%
44	Hyperion Capital Advisors#44 · 630,000 sh	630,000	$7.2M	3.26%	+31.2%
45	ZAZOVE ASSOCIATES#45 · 7,860,000 sh	7,860,000	$7.0M	0.57%	-2.9%
46	CITADEL ADVISORS#46 · 576,895 sh	576,895	$6.6M	<0.01%	-49.9%
47	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#47 · 568,797 sh	568,797	$6.5M	0.02%	-29.4%
48	JANE STREET GROUP#48 · 1,635,544 sh	1,635,544	$6.4M	<0.01%	+133.4%
49	BANQUE PICTET & CIE SA#49 · 547,975 sh	547,975	$6.3M	—	-1.1%
50	CHARLES SCHWAB INVESTMENT MANAGEMENT#50 · 532,115 sh	532,115	$6.1M	<0.01%	-12.2%
51	VANGUARD FIDUCIARY#51 · 524,732 sh	524,732	$6.0M	<0.01%	+3.4%
52	SSI INVESTMENT MANAGEMENT#52 · 6,000,000 sh	6,000,000	$5.3M	0.31%	New
53	Verition Fund Management#53 · 5,900,000 sh	5,900,000	$5.3M	<0.01%	New
54	NEW YORK STATE COMMON RETIREMENT FUND#54 · 434,848 sh	434,848	$5.0M	<0.01%	0.0%
55	Voleon Capital Management#55 · 393,508 sh	393,508	$4.5M	0.08%	+1.4%
56	Point72 Asset Management, L.P.#56 · 5,000,000 sh	5,000,000	$4.5M	<0.01%	-66.7%
57	Calamos Advisors#57 · 5,000,000 sh	5,000,000	$4.5M	0.01%	0.0%
58	BROWN CAPITAL MANAGEMENT#58 · 373,824 sh	373,824	$4.3M	0.86%	-14.0%
59	Gagnon Advisors#59 · 361,621 sh	361,621	$4.2M	2.64%	+21.7%
60	ING GROEP NV#60 · 320,000 sh	320,000	$3.7M	0.02%	New
61	Pier Capital#61 · 316,071 sh	316,071	$3.6M	0.48%	+1.2%
62	TWO SIGMA INVESTMENTS#62 · 305,506 sh	305,506	$3.5M	<0.01%	+191.3%
63	Y-Intercept (Hong Kong) Ltd#63 · 303,502 sh	303,502	$3.5M	—	+18.4%
64	Herald Investment Management Ltd#64 · 300,000 sh	300,000	$3.4M	—	+50.0%
65	Quantinno Capital Management#65 · 295,811 sh	295,811	$3.4M	<0.01%	+108.6%
66	TUDOR INVESTMENT ET AL#66 · 278,719 sh	278,719	$3.2M	<0.01%	+27.6%
67	KORNITZER CAPITAL MANAGEMENT#67 · 266,439 sh	266,439	$3.1M	0.06%	-0.5%
68	Saba Capital Management, L.P.#68 · 263,474 sh	263,474	$3.0M	0.08%	0.0%
69	Bank of New York Mellon#69 · 262,982 sh	262,982	$3.0M	<0.01%	+12.0%
70	DIMENSIONAL FUND ADVISORS#70 · 260,369 sh	260,369	$3.0M	<0.01%	-55.3%
71	NORTH STAR ASSET MANAGEMENT#71 · 252,542 sh	252,542	$2.9M	0.11%	+6.2%
72	AMERIPRISE FINANCIAL#72 · 224,387 sh	224,387	$2.6M	<0.01%	+95.3%
73	BNP PARIBAS FINANCIAL MARKETS#73 · 223,834 sh	223,834	$2.6M	<0.01%	-56.3%
74	HSBC PLC#74 · 189,413 sh	189,413	$2.2M	<0.01%	New
75	KENNEDY CAPITAL MANAGEMENT#75 · 189,443 sh	189,443	$2.2M	0.04%	-8.1%
76	XTX Topco Ltd#76 · 187,881 sh	187,881	$2.2M	0.03%	-26.7%
77	Banco Santander, S.A.#77 · 174,826 sh	174,826	$2.0M	0.01%	0.0%
78	Nuveen#78 · 161,804 sh	161,804	$1.9M	<0.01%	-8.6%
79	Corient Private Wealth#79 · 153,840 sh	153,840	$1.8M	<0.01%	New
80	Trexquant Investment#80 · 151,968 sh	151,968	$1.7M	0.01%	-49.4%
81	AQR CAPITAL MANAGEMENT#81 · 149,317 sh	149,317	$1.7M	<0.01%	+122.1%
82	Swiss National Bank#82 · 148,300 sh	148,300	$1.7M	<0.01%	+2.3%
83	SEI INVESTMENTS#83 · 292,962 sh	292,962	$1.7M	<0.01%	+17.7%
84	Whetstone Capital Advisors#84 · 136,118 sh	136,118	$1.6M	0.41%	New
85	SUSQUEHANNA INTERNATIONAL GROUP, LLP#85 · 133,955 sh	133,955	$1.5M	<0.01%	-17.0%
86	MIZUHO MARKETS AMERICAS#86 · 127,927 sh	127,927	$1.5M	0.02%	-50.4%
87	MILLENNIUM MANAGEMENT#87 · 115,583 sh	115,583	$1.3M	<0.01%	-82.3%
88	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#88 · 115,082 sh	115,082	$1.3M	<0.01%	-24.2%
89	ACADIAN ASSET MANAGEMENT#89 · 111,009 sh	111,009	$1.3M	<0.01%	+305.6%
90	Palogic Value Management, L.P.#90 · 110,150 sh	110,150	$1.3M	0.42%	+10.2%
91	PRICE T ROWE ASSOCIATES#91 · 105,664 sh	105,664	$1.2M	<0.01%	+24.9%
92	RHUMBLINE ADVISERS#92 · 99,862 sh	99,862	$1.1M	<0.01%	+14.4%
93	FRED ALGER MANAGEMENT#93 · 97,694 sh	97,694	$1.1M	<0.01%	-1.4%
94	Lazard Freres Gestion S.A.S.#94 · 95,660 sh	95,660	$1.1M	0.02%	+0.8%
95	Engineers Gate Manager#95 · 88,318 sh	88,318	$1.0M	0.01%	+152.3%
96	Squarepoint Ops#96 · 81,665 sh	81,665	$937.5K	<0.01%	New
97	Invesco Ltd.#97 · 81,375 sh	81,375	$934.2K	<0.01%	+7.0%
98	DEUTSCHE BANK AG\#98 · 78,274 sh	78,274	$898.6K	<0.01%	-65.3%
99	Campbell & Investment Adviser#99 · 78,080 sh	78,080	$896.4K	0.05%	New
100	ALLIANCEBERNSTEIN L.P.#100 · 70,631 sh	70,631	$839.8K	<0.01%	-0.4%

Funds that sold out of VERX in Q2 2026 (39)

Held VERX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held VERX in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
READYSTATE ASSET MANAGEMENT16,500,000 sh	16,500,000	$14.4M
Hudson Bay Capital Management1,000,000 sh	1,000,000	$11.9M
JENNISON ASSOCIATES982,230 sh	982,230	$11.7M
TimesSquare Capital Management682,652 sh	682,652	$8.1M
MUFG Securities EMEA plc300,000 sh	300,000	$3.6M
BALYASNY ASSET MANAGEMENT L.P.214,166 sh	214,166	$2.5M
ROYCE & ASSOCIATES136,032 sh	136,032	$1.6M
LINDEN ADVISORS1,500,000 sh	1,500,000	$1.3M
ExodusPoint Capital Management68,477 sh	68,477	$814.2K
SCALAR GAUGE MANAGEMENT55,000 sh	55,000	$654.0K
Universal- Beteiligungs- und Servicegesellschaft mbH50,005 sh	50,005	$594.6K
Dynamic Technology Lab Private Ltd26,498 sh	26,498	$315.1K
Virtu Financial23,982 sh	23,982	$285.0K
AIGEN INVESTMENT MANAGEMENT17,126 sh	17,126	$203.6K
Scientech Research16,152 sh	16,152	$192.0K
AlphaGrep UK Ltd15,000 sh	15,000	$178.3K
GSA CAPITAL PARTNERS LLP14,836 sh	14,836	$176.0K
SG Americas Securities14,142 sh	14,142	$168.0K
LEUCADIA NATIONAL25,070 sh	25,070	$166.0K
DRW Securities12,969 sh	12,969	$154.2K
Quantbot Technologies11,639 sh	11,639	$138.4K
CAXTON ASSOCIATES LLP11,121 sh	11,121	$132.2K
FOX RUN MANAGEMENT, L.L.C.10,851 sh	10,851	$126.6K
OCCUDO QUANTITATIVE STRATEGIES10,150 sh	10,150	$125.6K
ProShare Advisors10,170 sh	10,170	$120.9K
Verdence Capital Advisors10,039 sh	10,039	$119.4K
Bayforest Capital Ltd2,417 sh	2,417	$28.7K
KBC Group NV1,860 sh	1,860	$22.0K
GROUP ONE TRADING, L.P.1,717 sh	1,717	$20.4K
Strategic Advocates1,123 sh	1,123	$13.4K
Owl Creek Wealth Partners580 sh	580	$6.9K
Root Financial Partners350 sh	350	$4.2K
Steward Partners Investment Advisory319 sh	319	$3.8K
MAI Capital Management172 sh	172	$2.0K
Richardson Capital Management136 sh	136	$1.6K
Rachor Investment Advisory Services130 sh	130	$1.5K
Advisory Services Network119 sh	119	$1.4K
Investors Portfolio Services24 sh	24	$309.00
Dunhill Financial1 sh	1	$22.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.