Vertex, Inc. (VERX) — Institutional Holders, Q2 2026 (page 3)
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 201 to 245. 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 201–245 of 245
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | US BANCORP \DE\#201 · 511 sh | 511 | $5.9K | 0.00% | +39.6% |
| 202 | OSAIC#202 · 489 sh | 489 | $5.6K | 0.00% | +1.0% |
| 203 | JONES FINANCIAL COMPANIES LLLP#203 · 430 sh | 430 | $4.9K | 0.00% | -83.6% |
| 204 | Farther Finance Advisors#204 · 304 sh | 304 | $3.5K | — | +7.0% |
| 205 | EverSource Wealth Advisors#205 · 272 sh | 272 | $3.1K | <0.01% | -68.2% |
| 206 | Sterling Capital Management#206 · 256 sh | 256 | $2.9K | — | -43.2% |
| 207 | Mirae Asset Global Investments , Ltd.#207 · 201 sh | 201 | $2.3K | 0.00% | 0.0% |
| 208 | Optiver Holding B.V.#208 · 199 sh | 199 | $2.3K | 0.00% | -53.8% |
| 209 | ROTHSCHILD INVESTMENT#209 · 198 sh | 198 | $2.3K | <0.01% | +150.6% |
| 210 | Bogart Wealth#210 · 170 sh | 170 | $2.0K | <0.01% | 0.0% |
| 211 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#211 · 165 sh | 165 | $1.9K | <0.01% | New |
| 212 | Caitong International Asset Management , Ltd#212 · 156 sh | 156 | $1.8K | <0.01% | -99.1% |
| 213 | Private Wealth Management Group#213 · 100 sh | 100 | $1.1K | — | -72.1% |
| 214 | Noble Wealth Management PBC#214 · 100 sh | 100 | $1.1K | — | 0.0% |
| 215 | Bare Financial Services#215 · 89 sh | 89 | $1.0K | <0.01% | New |
| 216 | Ameritas Advisory Services#216 · 70 sh | 70 | $804.00 | 0.00% | New |
| 217 | Spire Wealth Management#217 · 52 sh | 52 | $600.00 | 0.00% | -84.2% |
| 218 | MassMutual Private Wealth & , FSB#218 · 51 sh | 51 | $585.00 | — | -80.5% |
| 219 | Bell Investment Advisors#219 · 45 sh | 45 | $517.00 | <0.01% | New |
| 220 | Marquette Asset Management#220 · 44 sh | 44 | $506.00 | — | New |
| 221 | SBI Securities , Ltd.#221 · 39 sh | 39 | $448.00 | — | +8.3% |
| 222 | Ronald Blue#222 · 38 sh | 38 | $436.00 | — | 0.0% |
| 223 | Key FInancial#223 · 35 sh | 35 | $402.00 | <0.01% | 0.0% |
| 224 | Cornerstone Planning Group#224 · 36 sh | 36 | $398.00 | — | 0.0% |
| 225 | Clearstead Advisors#225 · 23 sh | 23 | $265.00 | 0.00% | New |
| 226 | CVA Family Office#226 · 22 sh | 22 | $253.00 | 0.00% | -26.7% |
| 227 | Transamerica Financial Advisors#227 · 17 sh | 17 | $195.00 | 0.00% | +112.5% |
| 228 | SJS Investment Consulting#228 · 10 sh | 10 | $115.00 | — | New |
| 229 | Medallion Wealth Advisors#229 · 7 sh | 7 | $80.00 | 0.00% | New |
| 230 | Creative Capital Management Investments#230 · 6 sh | 6 | $69.00 | 0.00% | New |
| 231 | HFM Investment Advisors#231 · 3 sh | 3 | $35.00 | 0.00% | New |
| 232 | JFS WEALTH ADVISORS#232 · 2 sh | 2 | $23.00 | 0.00% | -33.3% |
| 233 | Keating Financial Advisory Services#233 · 2 sh | 2 | $23.00 | 0.00% | -81.8% |
| 234 | DecisionPoint Financial#234 · 1 sh | 1 | $13.00 | 0.00% | New |
| 235 | DiNuzzo Private Wealth#235 · 1 sh | 1 | $12.00 | — | 0.0% |
| 236 | LRI Investments#236 · 1 sh | 1 | $11.00 | 0.00% | New |
| 237 | Hughes Financial Services#237 · 1 sh | 1 | $11.00 | 0.00% | -50.0% |
| 238 | ACTION POINT FINANCIAL PLANNING#238 · 1 sh | 1 | $11.00 | 0.00% | New |
| 239 | NATIONAL BANK OF CANADA#239 · 1 sh | 1 | $11.00 | 0.00% | -99.5% |
| 240 | Capital Advisors, Ltd.#240 · 2 sh | 2 | $0.00 | 0.00% | New |
| 241 | Avion Wealth#241 · 44 sh | 44 | $0.00 | 0.00% | New |
| 242 | Covestor Ltd#242 · 32 sh | 32 | $0.00 | 0.00% | +357.1% |
| 243 | Navigoe#243 · 2 sh | 2 | $0.00 | 0.00% | New |
| 244 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#244 · 82,916 sh | 82,916 | — | — | +21.5% |
| 245 | Elequin Securities#245 · 20 sh | 20 | — | — | +33.3% |
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.