Who owns Vertex, Inc.?
Institutional ownership of VERX from SEC Form 13F filings across 162 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.
162
13F holders
$668.8M
value, 2026 filers
36.1%
of shares outstanding (58.5M sh)
35
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% | 3.8% | +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% | 2.5% | -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% | -49.1% |
| 6 | JPMORGAN CHASE & CO | 2.5M | $28.8M | 0.0% | 1.6% | -25.0% |
| 7 | D. E. Shaw & Co., Inc. | 2.2M | $25.1M | 0.0% | 1.3% | +33.6% |
| 8 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.1M | $24.4M | 0.1% | 1.3% | +66.4% |
| 9 | UBS Group AG | 2.0M | $23.2M | 0.0% | 1.2% | -63.0% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $21.1M | 0.0% | 1.1% | +3.7% |
| 11 | NOMURA HOLDINGS INC | 1.7M | $19.1M | 0.0% | 1% | -36.5% |
| 12 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.5M | $17.1M | 0.0% | 0.9% | -53.2% |
| 13 | GOLDMAN SACHS GROUP INC | 1.5M | $17.0M | 0.0% | 0.9% | -37.3% |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | $16.9M | 0.0% | 0.9% | +57.4% |
| 15 | Legacy Advisors, LLC | 1.3M | $15.4M | 1.4% | 0.8% | 0.0% |
| 16 | NORGES BANKNEW | 1.3M | $15.0M | 0.0% | 0.8% | new |
| 17 | MARSHALL WACE, LLP | 1.2M | $13.9M | 0.0% | 0.7% | +320.7% |
| 18 | CIBC Bancorp USA Inc. | 1.1M | $12.1M | 0.0% | 0.6% | 0.0% |
| 19 | BANK OF AMERICA CORP /DE/ | 986,325 | $11.3M | 0.0% | 0.6% | +5.8% |
| 20 | CITIGROUP INC | 972,967 | $11.2M | 0.0% | 0.6% | -15.4% |
| 21 | FMR LLC | 913,732 | $10.5M | 0.0% | 0.6% | +173.8% |
| 22 | BARCLAYS PLC | 707,511 | $8.1M | 0.0% | 0.4% | -46.0% |
| 23 | NORTHERN TRUST CORP | 707,349 | $8.1M | 0.0% | 0.4% | +10.4% |
| 24 | Qube Research & Technologies Ltd | 656,758 | $7.5M | 0.0% | 0.4% | +505.5% |
| 25 | CITADEL ADVISORS LLC | 576,895 | $6.6M | 0.0% | 0.4% | -49.9% |
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.