VERTEX INC (VERX) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling VERX?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for VERTEX INC, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on VERX?

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

Is institutional money flowing into VERX?

115 institutional investors hold VERTEX INC (VERX). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about VERX?

Track institutional sentiment and conviction scores for VERTEX INC (VERX) including Smart Money Verdict and position changes on HoldingsIntel.

VERTEX INC

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

CL A

VERX (VERTEX INC) is held by 115 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($166.7M), UBS Group AG ($114.4M), BlackRock, Inc. ($112.7M). Net institutional sentiment: Mixed.

115

Holders

Avg rating(9 Elite)

$1.3B

Total Value

45% (139)

Fund Consensus

57 buying - 71 selling

Smart Money Verdict- Q4 2025View all

55Mixed MomentumSplit Signals

Held by 115 funds

9 elite

Who's Trading

ActivistArthur C. Young4.4%Apr 2, 2026

Activist

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANGUARD GROUP INC	Decreased	8.3M(-0.5%)	$166.7M	0.0%	-59.16%	0
UBS Group AG	Increased	5.7M(+196.6%)	$114.4M	0.0%	-39.50%	48
BlackRock, Inc.	Increased	5.6M(+6.1%)	$112.7M	0.0%	-70.48%	32
NOMURA HOLDINGS INC	Increased	3.2M(+317x)	$63.4M	0.1%	-26.97%	48
Neuberger Berman Group LLC	Decreased	2.8M(-5.6%)	$56.3M	0.0%	-45.91%	0
BROWN ADVISORY INC	Decreased	2.8M(-9.8%)	$55.5M	0.1%	-42.36%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	2.7M(-24.4%)	$53.9M	0.0%	-47.99%	0
STATE STREET CORP	Increased	1.8M(+8.0%)	$36.9M	0.0%	-54.64%	31
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.8M(+5.5%)	$35.8M	0.0%	-51.35%	31
JPMORGAN CHASE & CO	Decreased	1.7M(-4.2%)	$34.3M	0.0%	-68.65%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	1.5M(-28.8%)	$30.8M	0.0%	-52.07%	0
BARCLAYS PLC	Increased	1.5M(+74.0%)	$29.3M	0.0%	-47.14%	43
PRINCIPAL FINANCIAL GROUP INC	Increased	1.3M(+49.5%)	$26.7M	0.0%	-57.58%	40
Aberdeen Group plc	Decreased	1.2M(-15.5%)	$24.4M	0.0%	-63.28%	0
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	1.2M(+42.2%)	$24.3M	0.1%	-51.42%	38
GOLDMAN SACHS GROUP INC	Increased	1.1M(+154.9%)	$21.6M	0.0%	-53.33%	46
CITIGROUP INC	Increased	1M(+381.8%)	$20.4M	0.0%	-36.36%	46
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	1M(-22.8%)	$20.1M	0.1%	-69.99%	0
JENNISON ASSOCIATES LLC	Increased	991,820(+21.1%)	$19.8M	0.0%	-51.21%	34
CITADEL ADVISORS LLC	Increased	975,397(+424.5%)	$19.5M	0.0%	-39.23%	46
BANK OF AMERICA CORP /DE/	Increased	971,666(+74.3%)	$19.4M	0.0%	-51.72%	43
MORGAN STANLEY	Decreased	924,888(-5.0%)	$18.5M	0.0%	-51.86%	0
BANQUE PICTET & CIE SA	Decreased	818,645(-13.3%)	$16.3M	0.1%	-58.72%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	818,245(-17.1%)	$16.3M	0.0%	-48.77%	0
AMERIPRISE FINANCIAL INC	Increased	799,773(+0.7%)	$16M	0.0%	-59.33%	28
JANUS HENDERSON GROUP PLC	Decreased	776,392(-3.1%)	$15.5M	0.0%	-37.51%	0
Champlain Investment Partners, LLC	Decreased	739,673(-63.9%)	$14.8M	0.1%	-55.61%	0
JANE STREET GROUP, LLC	Increased	719,118(+121.5%)	$14.4M	0.0%	-37.30%	45
CIBC WORLD MARKETS CORP	Increased	704,642(+8689.4%)	$14.1M	0.1%	-27.84%	45
NORTHERN TRUST CORP	Decreased	634,348(-1.6%)	$12.7M	0.0%	-55.29%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	610,064(+2.3%)	$12.2M	0.0%	-49.36%	29
BNP PARIBAS FINANCIAL MARKETS	Increased	507,605(+47.7%)	$10.1M	0.0%	-48.34%	38
FRANKLIN RESOURCES INC	Decreased	464,155(-68.5%)	$9.3M	0.0%	-60.47%	0
FRED ALGER MANAGEMENT, LLC	Decreased	439,415(-37.5%)	$8.8M	0.0%	-34.02%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	282,431(+127.4%)	$5.6M	0.0%	-44.66%	44
NEW YORK STATE COMMON RETIREMENT FUND	Decreased	282,075(-26.7%)	$5.6M	0.0%	-49.79%	0
D. E. Shaw & Co., Inc.	Increased	275,866(+3305.8%)	$5.5M	0.0%	-28.53%	44
RENAISSANCE TECHNOLOGIES LLC	New	268,800	$5.4M	0.0%	-26.91%	37
Saba Capital Management, L.P.	Increased	263,474(+29.5%)	$5.3M	0.2%	-57.07%	41
COMERICA BANK	Decreased	258,019(-6.3%)	$5.2M	0.0%	-46.40%	0
Bank of New York Mellon Corp	Increased	245,930(+12.5%)	$4.9M	0.0%	-58.85%	30
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	228,108(-68.7%)	$4.6M	0.0%	-44.22%	0
DEUTSCHE BANK AG\	Increased	218,694(+330.5%)	$4.4M	0.0%	-37.57%	43
Banco Santander, S.A.	Increased	184,826(+3.9%)	$3.7M	0.0%	-58.52%	28
Swiss National Bank	Increased	144,900(+2.0%)	$2.9M	0.0%	-46.77%	27
SEI INVESTMENTS CO	Decreased	140,172(-62.3%)	$2.8M	0.0%	-55.72%	0
Nuveen, LLC	Increased	139,291(+5.8%)	$2.8M	0.0%	-57.82%	28
ROYCE & ASSOCIATES LP	Increased	136,032(+23.1%)	$2.7M	0.0%	-46.01%	32
ROYAL BANK OF CANADA	Decreased	132,146(-53.1%)	$2.6M	0.0%	-65.06%	0
VOYA INVESTMENT MANAGEMENT LLC	Decreased	125,919(-11.9%)	$2.5M	0.0%	-67.99%	0
XTX Topco Ltd	Increased	107,909(+436.3%)	$2.2M	0.1%	-35.83%	42
ENVESTNET ASSET MANAGEMENT INC	Decreased	88,519(-54.3%)	$1.8M	0.0%	-41.50%	0
Baird Financial Group, Inc.	Decreased	87,178(-7.4%)	$1.7M	0.0%	-59.60%	0
WELLS FARGO & COMPANY/MN	Increased	86,794(+58.9%)	$1.7M	0.0%	-50.95%	37
RHUMBLINE ADVISERS	Decreased	85,269(-9.9%)	$1.7M	0.0%	-59.68%	0
Squarepoint Ops LLC	New	82,188	$1.6M	0.0%	-26.91%	36
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	75,818(+2.1%)	$1.5M	0.0%	-60.21%	26
Legal & General Group Plc	Decreased	74,204(-9.8%)	$1.5M	0.0%	-44.61%	0
Jain Global LLC	Increased	72,293(+131.3%)	$1.4M	0.0%	-44.30%	41
ALLIANCEBERNSTEIN L.P.	Decreased	70,310(-1.3%)	$1.4M	0.0%	-59.48%	0
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	New	69,533	$1.4M	0.0%	-26.91%	35
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	68,790(+0.4%)	$1.4M	0.0%	-39.60%	25
Holocene Advisors, LP	Increased	61,468(+37.8%)	$1.2M	0.0%	-38.82%	33
Invesco Ltd.	Increased	61,019(+14.5%)	$1.2M	0.0%	-66.37%	29
Qube Research & Technologies Ltd	New	58,311	$1.2M	0.0%	-26.91%	35
FEDERATED HERMES, INC.	Decreased	51,049(-49.6%)	$1M	0.0%	-65.46%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	46,626(-23.6%)	$931,121	0.0%	-67.39%	0
Caption Management, LLC	Unchanged	41,159	$821,945	0.0%	-42.36%	0
MetLife Investment Management, LLC	Unchanged	39,030	$779,429	0.0%	-60.29%	0
Quantinno Capital Management LP	New	37,787	$754,606	0.0%	-26.91%	34
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	35,313(-0.9%)	$705,201	0.0%	-56.66%	0
MARSHALL WACE, LLP	Decreased	30,068(-56.1%)	$600,458	0.0%	-58.82%	0
Creative Planning	New	28,585	$570,842	0.0%	-26.91%	34
INTECH INVESTMENT MANAGEMENT LLC	Increased	28,474(+2.1%)	$568,626	0.0%	-63.22%	25
Cetera Investment Advisers	Decreased	28,336(-22.3%)	$565,870	0.0%	-45.67%	0
Verition Fund Management LLC	Decreased	28,105(-54.5%)	$561,257	0.0%	-63.79%	0
GLENMEDE TRUST CO NA	Increased	23,975(+18.0%)	$478,780	0.0%	-45.02%	28
Zurcher Kantonalbank (Zurich Cantonalbank)	Increased	23,411(+79.2%)	$467,518	0.0%	-47.62%	37
MILLENNIUM MANAGEMENT LLC	Decreased	22,775(-67.7%)	$454,817	0.0%	-59.64%	0
STATE OF WISCONSIN INVESTMENT BOARD	Increased	20,877(+16.4%)	$416,914	0.0%	-55.97%	28
Arizona State Retirement System	Decreased	20,447(-5.5%)	$408,327	0.0%	-33.21%	0
Police & Firemen's Retirement System of New Jersey	Unchanged	18,002	$359,500	0.0%	-67.29%	0
Pathstone Holdings, LLC	Increased	17,662(+4.7%)	$352,710	0.0%	-44.81%	25
LPL Financial LLC	Decreased	17,214(-38.2%)	$343,764	0.0%	-46.85%	0
KLP KAPITALFORVALTNING AS	Increased	15,700(+6.8%)	$313,529	0.0%	-69.14%	25
Universal- Beteiligungs- und Servicegesellschaft mbH	Decreased	15,234(-43.0%)	$304,223	0.0%	-72.23%	0
Russell Investments Group, Ltd.	Decreased	14,935(-33.9%)	$298,250	0.0%	-52.67%	0
VIRGINIA RETIREMENT SYSTEMS ET Al	New	13,100	$261,607	0.0%	-26.91%	32
ProShare Advisors LLC	Increased	12,799(+15.0%)	$255,597	0.0%	-61.99%	27
CANADA PENSION PLAN INVESTMENT BOARD	New	10,500	$209,685	0.0%	-26.91%	32
Pictet Asset Management Holding SA	Unchanged	10,363	$206,949	0.0%	-63.62%	0
FMR LLC	Increased	8,289(+344.4%)	$165,531	0.0%	-45.75%	25
PNC FINANCIAL SERVICES GROUP, INC.	Increased	8,257(+3088.0%)	$164,892	0.0%	-28.67%	36
WHITTIER TRUST CO	Decreased	6,565(-97.5%)	$130,184	0.0%	-64.65%	0
Walleye Trading LLC	Decreased	4,524(-93.3%)	$90,344	0.0%	-42.36%	0
ASSETMARK, INC	Increased	4,180(+49.1%)	$83,475	0.0%	-52.72%	30
Empowered Funds, LLC	New	2,271	$45,352	0.0%	-26.91%	28
FIFTH THIRD BANCORP	Decreased	1,164(-28.8%)	$23,245	0.0%	-46.79%	0
OSAIC HOLDINGS, INC.	Decreased	863(-82.4%)	$17,231	0.0%	-58.34%	0
Steward Partners Investment Advisory, LLC	Decreased	784(-13.8%)	$15,656	0.0%	-68.85%	0
US BANCORP \DE\	Decreased	713(-35.5%)	$14,239	0.0%	-54.96%	0
Rockefeller Capital Management L.P.	Decreased	656(-99.8%)	$13,100	0.0%	-64.78%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	493(+163x)	$9,846	0.0%	-27.03%	19
BANK OF MONTREAL /CAN/	Decreased	401(-2.4%)	$8,008	0.0%	-58.82%	0
Optiver Holding B.V.	Decreased	324(-19.4%)	$6,470	0.0%	-58.53%	0
NewEdge Advisors, LLC	Decreased	323(-32.3%)	$6,450	0.0%	-61.26%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	New	276	$6,238	0.0%	-26.91%	24
Allworth Financial LP	Increased	272(+145.1%)	$5,432	0.0%	-39.56%	17
Mirae Asset Global Investments Co., Ltd.	Increased	261(+20.3%)	$5,212	0.0%	-55.22%	12
Farther Finance Advisors, LLC	Increased	235(+261.5%)	$4,693	0.0%	-40.39%	24
CIBC Private Wealth Group LLC	Decreased	195(-38.1%)	$3,894	0.0%	-56.09%	0
JONES FINANCIAL COMPANIES LLLP	Increased	163(+3.2%)	$3,255	0.0%	-52.69%	9
PRICE T ROWE ASSOCIATES INC /MD/	Increased	70,642(+24.8%)	$1,411	0.0%	-64.40%	14
NISA INVESTMENT ADVISORS, LLC	Decreased	53(-92.3%)	$1,058	0.0%	-60.14%	0
BNP Paribas Asset Management Holding S.A.	Increased	969(+35.9%)	$19	0.0%	-51.55%	10
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$174	0.0%	-21.14%	0
TEACHER RETIREMENT SYSTEM OF TEXAS	Exited	0(-100.0%)	$235,381	0.0%	-43.55%	0
Engineers Gate Manager LP	Exited	0(-100.0%)	$479,711	0.0%	-41.93%	0
KEYBANK NATIONAL ASSOCIATION/OH	Exited	0(-100.0%)	$291,580	0.0%	-38.82%	0
WASATCH ADVISORS LP	Exited	0(-100.0%)	$67.6M	0.0%	-40.61%	0
HUNTINGTON NATIONAL BANK	Exited	0(-100.0%)	$1,165	0.0%	-62.24%	0
Tidal Investments LLC	Exited	0(-100.0%)	$9.8M	0.0%	-52.47%	0
CI INVESTMENTS INC.	Exited	0(-100.0%)	$3	0.0%	-43.50%	0
PRUDENTIAL FINANCIAL INC	Exited	0(-100.0%)	$201,295	0.0%	-42.81%	0
VICTORY CAPITAL MANAGEMENT INC	Exited	0(-100.0%)	$207,096	0.0%	-45.08%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$3,619	0.0%	-21.14%	0
STIFEL FINANCIAL CORP	Exited	0(-100.0%)	$210,986	0.0%	-43.66%	0
MACQUARIE GROUP LTD	Exited	0(-100.0%)	$1.8M	0.0%	-57.89%	0
PEAK6 LLC	Exited	0(-100.0%)	$510,153	0.0%	-21.14%	0
Artisan Partners Limited Partnership	Exited	0(-100.0%)	$18.1M	0.0%	-41.93%	0
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$341	0.0%	-21.15%	0
TRUIST FINANCIAL CORP	Exited	0(-100.0%)	$253,825	0.0%	-7.71%	0
Bank Julius Baer & Co. Ltd, Zurich	Exited	0(-100.0%)	$2M	0.0%	-48.08%	0
TWO SIGMA ADVISERS, LP	Exited	0(-100.0%)	$337,144	0.0%	-35.74%	0
LAZARD ASSET MANAGEMENT LLC	Exited	0(-100.0%)	$13,858	0.0%	-41.05%	0
Jefferies Financial Group Inc.	Exited	0(-100.0%)	$342,424	0.0%	-50.44%	0
BAMCO INC /NY/	Exited	0(-100.0%)	$6.1M	0.0%	-21.14%	0
Federation des caisses Desjardins du Quebec	Exited	0(-100.0%)	$107,117	0.0%	-21.14%	0
B. Metzler seel. Sohn & Co. AG	Exited	0(-100.0%)	$881,656	0.0%	-40.23%	0

VERTEX INC

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