Vertex, Inc. Class A

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

VERX (Vertex, Inc. Class A) is held by 119 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($71.6M), VANGUARD PORTFOLIO MANAGEMENT LLC ($57.2M), MORGAN STANLEY ($47.4M). Net institutional sentiment: Mixed.

119

Holders

(11 Elite)

$680.2M

Total Value

57% (119)

Consensus

68 buying - 51 selling

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

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)84

Activist (13D/13G)30

Congressional (STOCK Act)32

Holder Quality

84

★★★★★

Elite

74

★★★★

Strong

12

★★★

Solid

50

★★

Below

43

★

Weak

Held by 119 funds

11 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Jun 12, 2026 · Activists May 12, 2026 · Congress none

InsiderTWThompson Stefanie WestphalVest 16K shJun 10, 2026

InsiderACANDERSEN ERIC C.Vest 16K shJun 10, 2026

InsiderSRStamm John RichardVest 16K shJun 10, 2026

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Top Holders

Top Holders (119)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	6.2M(+10.2%)	$71.6M	0.0%	-70.50%	33
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	5M(+4.3%)	$57.2M	0.0%	-6.55%	31
MORGAN STANLEY	Decreased	4.1M(-3.8%)	$47.4M	0.0%	-24.82%	0
BROWN ADVISORY INC	Increased	3.5M(+96.2%)	$40.7M	0.1%	-27.00%	47
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	3.2M(+1.9%)	$36.4M	0.0%	-7.01%	29
JPMORGAN CHASE & CO	Decreased	2.5M(-25.0%)	$28.8M	0.0%	-46.95%	0
DED. E. Shaw & Co., Inc.	Increased	2.2M(+33.6%)	$25.1M	0.0%	-7.00%	37
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Increased	2.1M(+66.4%)	$24.4M	0.1%	-38.99%	42
STATE STREET CORP	Increased	2.1M(+7.8%)	$23.6M	0.0%	-55.15%	31
UBS Group AG	Decreased	2M(-63.0%)	$23.2M	0.0%	-43.97%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.8M(+3.7%)	$21.1M	0.0%	-53.93%	30
NOMURA HOLDINGS INC	Decreased	1.7M(-36.5%)	$19.1M	0.0%	-32.36%	0
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	Decreased	1.5M(-53.2%)	$17.1M	0.0%	-7.38%	0
GOLDMAN SACHS GROUP INC	Decreased	1.5M(-37.3%)	$17M	0.0%	-39.18%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Increased	1.5M(+57.4%)	$16.9M	0.0%	-6.13%	40
MWMARSHALL WACE, LLP	Increased	1.2M(+320.7%)	$13.9M	0.0%	+6.36%	45
CIBC Bancorp USA Inc.	Increased	1.1M(+0.1%)	$12.1M	0.0%	-7.37%	28
BANK OF AMERICA CORP /DE/	Increased	986,325(+5.8%)	$11.3M	0.0%	-53.72%	29
CITIGROUP INC	Decreased	972,967(-15.4%)	$11.2M	0.0%	-38.59%	0
FMR LLC	Increased	913,732(+173.8%)	$10.5M	0.0%	+6.39%	45

Showing 1-20 of 129

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VERXVertex, Inc. Class A

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