Who owns Vertex, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VERX from SEC Form 13F filings across 229 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 229 institutions disclosed 74.9M shares of Vertex, Inc. worth $859.2M — about 46.4% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
229
13F holders
$859.2M
value, 2026 filers
46.4%
of shares outstanding (74.9M sh)
49
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VERX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.2M | $71.6M | 0.0% | 3.9% | +10.2% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.0M | $57.2M | 0.0% | 3.1% | +4.3% |
| 3 | MORGAN STANLEY | 4.1M | $47.4M | 0.0% | 2.6% | -3.7% |
| 4 | BROWN ADVISORY INC | 3.5M | $40.7M | 0.1% | 2.2% | +96.2% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $36.4M | 0.0% | 2% | +1.9% |
| 6 | Tensile Capital Management LP | 2.9M | $33.3M | 4.6% | 1.8% | -14.7% |
| 7 | JPMORGAN CHASE & CO | 2.5M | $28.8M | 0.0% | 1.6% | -25.0% |
| 8 | D. E. Shaw & Co., Inc. | 2.2M | $25.1M | 0.0% | 1.4% | +33.6% |
| 9 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.1M | $24.4M | 0.1% | 1.3% | +66.4% |
| 10 | STATE STREET CORP | 2.1M | $23.6M | 0.0% | 1.3% | +7.8% |
| 11 | UBS Group AG | 2.0M | $23.2M | 0.0% | 1.3% | -63.0% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $21.1M | 0.0% | 1.1% | +3.7% |
| 13 | NOMURA HOLDINGS INC | 1.7M | $19.1M | 0.0% | 1% | -36.5% |
| 14 | Divisar Capital Management LLC | 1.6M | $18.8M | 4.3% | 1% | +37.2% |
| 15 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.5M | $17.1M | 0.0% | 0.9% | -53.2% |
| 16 | GOLDMAN SACHS GROUP INC | 1.5M | $17.0M | 0.0% | 0.9% | -37.3% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | $16.9M | 0.0% | 0.9% | +57.4% |
| 18 | Legacy Advisors, LLC | 1.3M | $15.4M | 1.4% | 0.8% | 0.0% |
| 19 | NORGES BANKNEW | 1.3M | $15.0M | 0.0% | 0.8% | new |
| 20 | MARSHALL WACE, LLP | 1.2M | $13.9M | 0.0% | 0.8% | +320.7% |
| 21 | GENEVA CAPITAL MANAGEMENT LLC | 1.2M | $13.6M | 0.3% | 0.7% | -44.4% |
| 22 | CIBC Bancorp USA Inc. | 1.1M | $12.1M | 0.0% | 0.7% | 0.0% |
| 23 | Freshford Capital Management, LLC | 1.0M | $12.0M | 4.1% | 0.6% | +85.2% |
| 24 | BANK OF AMERICA CORP /DE/ | 986,325 | $11.3M | 0.0% | 0.6% | +5.8% |
| 25 | CITIGROUP INC | 972,967 | $11.2M | 0.0% | 0.6% | -15.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.