VERTEX INC (VERX) is held by 123 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q2 2026.

Are institutions buying or selling VERX?

In Q2 2026, 71 institutions opened or increased positions in VERTEX INC while 52 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on VERX?

HoldingsIntel scores VERTEX INC across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 3 of the 4 carrying data for VERX. In Q2 2026, the institutional leg showed net inflows: 71 buying versus 52 selling.

How many hedge funds hold VERX?

123 institutional investors report holding VERTEX INC (VERX) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into VERX?

As of Q2 2026, tracked institutions in VERTEX INC show 71 buyers versus 52 sellers — net inflows.

VERTEX INC

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

123

Holders

(8 Elite)

$685.6M

Total Value

58% (123)

Consensus

71 buying - 52 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Held by 123 funds

8 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders Oct 9, 2026 · Activists May 12, 2026 · Congress none

InsiderSDSaha DebanjanVest 11K shOct 7, 2026

InsiderTWThompson Stefanie WestphalVest 16K shJun 10, 2026

InsiderACANDERSEN ERIC C.Vest 16K shJun 10, 2026

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	Action
BlackRock, Inc.	Increased	6.2M(+10.2%)	$71.6M	0.0%	-71.83%	33
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	5M(+4.3%)	$57.2M	0.0%	-10.76%	31
MORGAN STANLEY	Decreased	4.1M(-3.8%)	$47.4M	0.0%	-28.20%	0
BROWN ADVISORY INC	Increased	3.5M(+96.2%)	$40.7M	0.1%	-30.28%	47
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	3.2M(+1.9%)	$36.4M	0.0%	-11.19%	29
JPMORGAN CHASE & CO	Decreased	2.5M(-25.0%)	$28.8M	0.0%	-49.34%	0
DED. E. Shaw & Co., Inc.	Increased	2.2M(+33.6%)	$25.1M	0.0%	-11.19%	37
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	2.1M(+66.4%)	$24.4M	0.1%	-41.74%	42
STATE STREET CORP	Increased	2.1M(+7.8%)	$23.6M	0.0%	-57.17%	31
UBS Group AG	Decreased	2M(-63.0%)	$23.2M	0.0%	-46.49%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.8M(+3.7%)	$21.1M	0.0%	-56.00%	30
NOMURA HOLDINGS INC	Decreased	1.7M(-36.5%)	$19.1M	0.0%	-35.40%	0
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	Decreased	1.5M(-53.2%)	$17.1M	0.0%	-11.54%	0
GOLDMAN SACHS GROUP INC	Decreased	1.5M(-37.3%)	$17M	0.0%	-41.92%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Increased	1.5M(+57.4%)	$16.9M	0.0%	-10.35%	40
MWMARSHALL WACE, LLP	Increased	1.2M(+320.7%)	$13.9M	0.0%	+1.58%	45
CIBC Bancorp USA Inc.	Increased	1.1M(+0.1%)	$12.1M	0.0%	-11.53%	28
BANK OF AMERICA CORP /DE/	Increased	986,325(+5.8%)	$11.3M	0.0%	-55.80%	29
CITIGROUP INC	Decreased	972,967(-15.4%)	$11.2M	0.0%	-41.35%	0
FMR LLC	Increased	913,732(+173.8%)	$10.5M	0.0%	+1.60%	45

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

VERTEX INC

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