Vertex, Inc. (VERX) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
VERX 13F holders ranked 101–200 of 245
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | WELLS FARGO & COMPANY#101 · 69,526 sh | 69,526 | $798.2K | <0.01% | -97.7% |
| 102 | ENVESTNET ASSET MANAGEMENT#102 · 66,064 sh | 66,064 | $758.4K | <0.01% | -4.2% |
| 103 | Legal & General Group Plc#103 · 64,218 sh | 64,218 | $737.2K | <0.01% | +3.6% |
| 104 | STATE OF WISCONSIN INVESTMENT BOARD#104 · 62,576 sh | 62,576 | $718.4K | <0.01% | +63.2% |
| 105 | Creative Planning#105 · 62,232 sh | 62,232 | $714.4K | <0.01% | +95.4% |
| 106 | MIRAE ASSET GLOBAL ETFS Ltd.#106 · 62,218 sh | 62,218 | $714.0K | <0.01% | -2.2% |
| 107 | Sculptor Capital#107 · 59,200 sh | 59,200 | $679.6K | <0.01% | New |
| 108 | VARCOV#108 · 54,328 sh | 54,328 | $623.7K | 0.24% | +105.4% |
| 109 | VICTORY CAPITAL MANAGEMENT#109 · 51,716 sh | 51,716 | $593.7K | <0.01% | New |
| 110 | Counterpoint Mutual Funds#110 · 48,583 sh | 48,583 | $557.7K | — | -88.1% |
| 111 | VANGUARD ASSET MANAGEMENT, Ltd#111 · 48,203 sh | 48,203 | $553.4K | <0.01% | 0.0% |
| 112 | ALLSTATE#112 · 47,636 sh | 47,636 | $546.9K | <0.01% | New |
| 113 | TWINBEECH CAPITAL#113 · 46,150 sh | 46,150 | $529.8K | 0.10% | -41.0% |
| 114 | CIBC WORLD MARKET#114 · 42,200 sh | 42,200 | $484.5K | <0.01% | New |
| 115 | MetLife Investment Management#115 · 42,120 sh | 42,120 | $483.5K | <0.01% | +4.7% |
| 116 | LAZARD ASSET MANAGEMENT#116 · 41,235 sh | 41,235 | $473.4K | <0.01% | +6.9% |
| 117 | Caption Management#117 · 41,159 sh | 41,159 | $472.5K | <0.01% | 0.0% |
| 118 | VIRGINIA RETIREMENT SYSTEMS ET Al#118 · 40,800 sh | 40,800 | $468.4K | <0.01% | +211.5% |
| 119 | RENAISSANCE TECHNOLOGIES#119 · 39,700 sh | 39,700 | $455.8K | <0.01% | -86.3% |
| 120 | DARK FOREST CAPITAL MANAGEMENT#120 · 39,270 sh | 39,270 | $450.8K | 0.03% | +244.8% |
| 121 | Magnetar Financial#121 · 38,949 sh | 38,949 | $447.1K | <0.01% | New |
| 122 | FRANKLIN RESOURCES#122 · 38,601 sh | 38,601 | $443.1K | <0.01% | New |
| 123 | Jupiter Topco#123 · 37,027 sh | 37,027 | $424.9K | <0.01% | — |
| 124 | LOS ANGELES CAPITAL MANAGEMENT#124 · 33,193 sh | 33,193 | $381.1K | <0.01% | New |
| 125 | Pictet & Cie (Europe) SA#125 · 31,350 sh | 31,350 | $359.9K | — | 0.0% |
| 126 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#126 · 31,349 sh | 31,349 | $359.9K | <0.01% | +0.6% |
| 127 | DKRT Investments#127 · 30,000 sh | 30,000 | $344.4K | 0.08% | 0.0% |
| 128 | Cetera Investment Advisers#128 · 29,947 sh | 29,947 | $343.8K | <0.01% | -12.3% |
| 129 | Sterling Investment Advisors, Ltd.#129 · 29,470 sh | 29,470 | $338.3K | 0.06% | 0.0% |
| 130 | Handelsbanken Fonder AB#130 · 28,500 sh | 28,500 | $327.0K | <0.01% | -37.6% |
| 131 | Vanguard Global Advisers#131 · 28,346 sh | 28,346 | $325.4K | <0.01% | 0.0% |
| 132 | Headlands Technologies#132 · 27,575 sh | 27,575 | $316.6K | 0.03% | -22.8% |
| 133 | MIRABELLA FINANCIAL SERVICES LLP#133 · 26,902 sh | 26,902 | $308.8K | 0.03% | New |
| 134 | Chicago Capital#134 · 25,528 sh | 25,528 | $293.1K | — | -3.0% |
| 135 | Aquatic Capital Management#135 · 24,181 sh | 24,181 | $277.6K | <0.01% | New |
| 136 | Russell Investments Group, Ltd.#136 · 23,705 sh | 23,705 | $272.1K | <0.01% | +123.2% |
| 137 | Police & Firemen's Retirement System of New Jersey#137 · 22,027 sh | 22,027 | $252.9K | <0.01% | +22.4% |
| 138 | STONERIDGE INVESTMENT PARTNERS#138 · 18,947 sh | 18,947 | $245.0K | 0.16% | New |
| 139 | CenterBook Partners#139 · 21,118 sh | 21,118 | $242.4K | 0.01% | -91.8% |
| 140 | Quadrature Capital Ltd#140 · 20,920 sh | 20,920 | $240.2K | <0.01% | +24.4% |
| 141 | MERCER GLOBAL ADVISORS#141 · 20,781 sh | 20,781 | $238.6K | <0.01% | -2.1% |
| 142 | Arizona State Retirement System#142 · 20,394 sh | 20,394 | $234.1K | <0.01% | +1.0% |
| 143 | INTECH INVESTMENT MANAGEMENT#143 · 19,527 sh | 19,527 | $224.2K | <0.01% | -0.6% |
| 144 | HARBOR CAPITAL ADVISORS#144 · 18,580 sh | 18,580 | $213.0K | — | -10.5% |
| 145 | Vanguard Investments Australia, Ltd.#145 · 17,968 sh | 17,968 | $206.3K | <0.01% | 0.0% |
| 146 | Woodline Partners#146 · 17,666 sh | 17,666 | $202.8K | <0.01% | New |
| 147 | Pathstone#147 · 17,560 sh | 17,560 | $201.6K | <0.01% | +6.3% |
| 148 | TWO SIGMA SECURITIES#148 · 17,229 sh | 17,229 | $197.8K | 0.02% | New |
| 149 | Meridian Wealth Partners#149 · 16,785 sh | 16,785 | $192.7K | 0.02% | -9.0% |
| 150 | Zurcher Kantonalbank (Zurich Cantonalbank)#150 · 16,705 sh | 16,705 | $191.8K | <0.01% | -57.2% |
| 151 | GLENMEDE NA#151 · 16,578 sh | 16,578 | $190.3K | <0.01% | +21.6% |
| 152 | CAPSTONE INVESTMENT ADVISORS#152 · 15,725 sh | 15,725 | $180.5K | <0.01% | +48.0% |
| 153 | KLP KAPITALFORVALTNING AS#153 · 15,700 sh | 15,700 | $180.2K | <0.01% | 0.0% |
| 154 | AMERICAN CENTURY COMPANIES#154 · 15,047 sh | 15,047 | $172.7K | <0.01% | New |
| 155 | VOYA INVESTMENT MANAGEMENT#155 · 14,597 sh | 14,597 | $167.6K | <0.01% | +25.3% |
| 156 | AXQ CAPITAL#156 · 14,444 sh | 14,444 | $165.8K | 0.02% | New |
| 157 | Vanguard Personalized Indexing Management#157 · 13,319 sh | 13,319 | $152.9K | <0.01% | New |
| 158 | Pictet Asset Management Holding SA#158 · 12,994 sh | 12,994 | $149.2K | <0.01% | 0.0% |
| 159 | PRUDENTIAL FINANCIAL#159 · 11,970 sh | 11,970 | $137.4K | <0.01% | +10.9% |
| 160 | SUMMITRY#160 · 11,456 sh | 11,456 | $131.5K | <0.01% | +0.6% |
| 161 | Olympiad Research#161 · 10,693 sh | 10,693 | $122.8K | 0.26% | New |
| 162 | PRELUDE CAPITAL MANAGEMENT#162 · 10,664 sh | 10,664 | $122.4K | <0.01% | -82.2% |
| 163 | Savant Capital#163 · 10,520 sh | 10,520 | $120.9K | <0.01% | New |
| 164 | FEDERATED HERMES#164 · 10,218 sh | 10,218 | $117.3K | <0.01% | 0.0% |
| 165 | LPL Financial#165 · 10,039 sh | 10,039 | $115.2K | 0.00% | -7.9% |
| 166 | ASSOCIATED BANC#166 · 10,000 sh | 10,000 | $114.8K | <0.01% | New |
| 167 | Versant Capital Management#167 · 8,604 sh | 8,604 | $98.8K | — | +74.8% |
| 168 | GREAT WEST LIFE ASSURANCE#168 · 7,311 sh | 7,311 | $84.0K | <0.01% | 0.0% |
| 169 | Tower Research Capital (TRC)#169 · 7,135 sh | 7,135 | $81.9K | <0.01% | +163.3% |
| 170 | NATIXIS#170 · 7,000 sh | 7,000 | $80.4K | <0.01% | 0.0% |
| 171 | Ameritas Investment Partners#171 · 6,609 sh | 6,609 | $75.9K | <0.01% | +21.6% |
| 172 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#172 · 6,386 sh | 6,386 | $73.0K | <0.01% | 0.0% |
| 173 | Fairman Group#173 · 6,129 sh | 6,129 | $70.4K | — | 0.0% |
| 174 | State of Wyoming#174 · 5,382 sh | 5,382 | $61.8K | <0.01% | -58.3% |
| 175 | PALLADIEM#175 · 4,370 sh | 4,370 | $50.2K | 0.05% | 0.0% |
| 176 | BESSEMER GROUP#176 · 4,004 sh | 4,004 | $47.0K | <0.01% | +33.2% |
| 177 | Advisors Asset Management#177 · 3,198 sh | 3,198 | $36.7K | <0.01% | -2.7% |
| 178 | WHITTIER#178 · 2,264 sh | 2,264 | $29.1K | <0.01% | -12.1% |
| 179 | ROYAL BANK OF CANADA#179 · 2,579 sh | 2,579 | $29.0K | 0.00% | +470.6% |
| 180 | Parallel Advisors#180 · 2,337 sh | 2,337 | $26.8K | <0.01% | +87.3% |
| 181 | Federation des caisses Desjardins du Quebec#181 · 2,190 sh | 2,190 | $25.1K | <0.01% | New |
| 182 | NISA INVESTMENT ADVISORS#182 · 2,048 sh | 2,048 | $23.5K | — | +468.9% |
| 183 | Fulcrum Asset Management LLP#183 · 1,967 sh | 1,967 | $22.4K | <0.01% | +2.0% |
| 184 | Parkside Financial Bank#184 · 1,738 sh | 1,738 | $19.9K | — | +110.9% |
| 185 | Allworth Financial#185 · 1,548 sh | 1,548 | $17.8K | <0.01% | +66.6% |
| 186 | Global Retirement Partners#186 · 1,521 sh | 1,521 | $17.5K | <0.01% | — |
| 187 | SIMPLEX TRADING#187 · 1,475 sh | 1,475 | $16.9K | 0.00% | +473.9% |
| 188 | HUNTINGTON NATIONAL BANK#188 · 1,406 sh | 1,406 | $16.1K | <0.01% | New |
| 189 | GAMMA Investing#189 · 1,305 sh | 1,305 | $15.0K | — | -29.0% |
| 190 | BNP Paribas Asset Management Holding S.A.#190 · 1,046 sh | 1,046 | $12.0K | 0.00% | -14.5% |
| 191 | FIFTH THIRD BANCORP#191 · 977 sh | 977 | $11.2K | 0.00% | -22.4% |
| 192 | Nykredit A/S#192 · 946 sh | 946 | $10.9K | 0.00% | — |
| 193 | SIGNATUREFD#193 · 859 sh | 859 | $9.9K | — | +51.2% |
| 194 | Rockefeller Capital Management L.P.#194 · 823 sh | 823 | $9.4K | 0.00% | -4.5% |
| 195 | SRS Capital Advisors#195 · 681 sh | 681 | $7.8K | <0.01% | New |
| 196 | Integrated Wealth Concepts#196 · 681 sh | 681 | $7.8K | 0.00% | New |
| 197 | PNC FINANCIAL SERVICES GROUP#197 · 622 sh | 622 | $7.1K | 0.00% | -37.8% |
| 198 | Larson Financial Group#198 · 597 sh | 597 | $6.9K | <0.01% | +36.3% |
| 199 | WHITTIER OF NEVADA#199 · 511 sh | 511 | $6.8K | <0.01% | -50.9% |
| 200 | Quarry#200 · 575 sh | 575 | $6.6K | <0.01% | New |
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.