VERTEX INC (VERX) is held by 117 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling VERX?

In Q1 2026, 68 institutions opened or increased positions in VERTEX INC while 62 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on VERX?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for VERTEX INC.

How many hedge funds hold VERX?

117 institutional investors report holding VERTEX INC (VERX) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into VERX?

As of Q1 2026, tracked institutions in VERTEX INC show 68 buyers versus 62 sellers — net inflows.

VERTEX INC

VERX·92538J106·US·Common Stock·Technology - Software - Application-13D/G

117

Holders

Avg rating(27 Elite)

$754.9M

Total Value

52% (137)

Fund Consensus

68 buying - 62 selling

Smart Money Verdict

View all

Held by 117 funds

27 elite

Who's Trading

InsiderDDDeStefano DavidSell $82KMay 28, 2026

Activist

Morgan Stanley5.3%May 12, 2026

ActivistVPVanguard Portfolio Management6.2%Apr 29, 2026

ActivistACArthur C. Young4.4%Apr 2, 2026

Activist

The Vanguard Group0.0%Mar 27, 2026

InsiderI2ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001Buy $150KMar 9, 2026

InsiderYDYoung Christopher DavidBuy $731KFeb 23, 2026

InsiderACANDERSEN ERIC C.Buy $516KFeb 20, 2026

InsiderWJWestphal JeffreyBuy $1.9MFeb 17, 2026

InsiderWJWestphal JeffreyBuy $3.2MFeb 13, 2026

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	5.7M(+0.3%)	$67.3M	0.0%	-74.98%	30
UBS Group AG	Decreased	5.5M(-4.6%)	$65M	0.0%	-48.84%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	4.8M	$56.8M	0.0%	-15.44%	41
MORGAN STANLEY	Increased	4.3M(+364.2%)	$51M	0.0%	-31.36%	47
JPMORGAN CHASE & CO	Increased	3.4M(+96.0%)	$39.3M	0.0%	-60.05%	46
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	New	3.2M	$37.8M	0.1%	-15.44%	40
VAVANGUARD CAPITAL MANAGEMENT LLC	New	3.1M	$37M	0.0%	-15.44%	40
NOMURA HOLDINGS INC	Decreased	2.6M(-17.4%)	$31.2M	0.1%	-38.24%	0
GOLDMAN SACHS GROUP INC	Increased	2.4M(+118.5%)	$28.1M	0.0%	-44.47%	46
STATE STREET CORP	Increased	1.9M(+3.3%)	$22.7M	0.0%	-60.95%	29
BROWN ADVISORY INC	Decreased	1.8M(-34.9%)	$21.5M	0.0%	-51.26%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1.8M(-1.2%)	$21.1M	0.0%	-58.86%	0
DED. E. Shaw & Co., Inc.	Increased	1.6M(+494.1%)	$19.5M	0.0%	-20.76%	46
BARCLAYS PLC	Decreased	1.3M(-10.7%)	$15.6M	0.0%	-55.30%	0
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	1.3M(+5.3%)	$15.2M	0.1%	-57.84%	30
CITADEL ADVISORS LLC	Increased	1.2M(+18.2%)	$13.7M	0.0%	-45.32%	33
CITIGROUP INC	Increased	1.2M(+12.4%)	$13.7M	0.0%	-43.93%	31
CIBC Bancorp USA Inc.	Increased	1.1M(+4802.2%)	$12.5M	0.0%	-16.69%	45
Hudson Bay Capital Management LP	New	1M	$11.9M	0.0%	-15.44%	39
JENNISON ASSOCIATES LLC	Decreased	982,230(-1.0%)	$11.7M	0.0%	-58.74%	0