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Vertex Inc (VERX)

CUSIP: 92538J106 | NYSE | Technology · Software - Application | Mid Cap | 611 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Legacy Advisors, LLC1,343,905
1.5% of portfolio›$15.8M
Citigroup Inc976,094
0.0% of portfolio›$11.5M
Banque Pictet & CIE SA545,925
0.0% of portfolio›$6.4M
Dimensional Fund Advisors LP263,266
0.0% of portfolio›$3.1M
Y-Intercept (Hong Kong) Ltd233,668
0.1% of portfolio›$2.8M
Brown Capital Management LLC124,022
0.3% of portfolio›$1.5M
Lazard Freres Gestion S.A.S.95,660
0.0% of portfolio›$1.1K
Edmp, Inc.94,892
0.9% of portfolio›$1.1M
CenterBook Partners LP75,419
0.0% of portfolio›$888.4K
Creative Planning73,382
0.0% of portfolio›$864.4K
Inspire Investing, LLC55,135
0.0% of portfolio›$649.5K
Virginia Retirement Systems ET Al40,800
0.0% of portfolio›$480.6K
Chicago Capital, LLC40,394
0.0% of portfolio›$475.8K
Bank Pictet & Cie (Europe) AG37,850
0.0% of portfolio›$445.9K
Kornitzer Capital Management Inc35,708
0.0% of portfolio›$420.6K
Fulcrum Asset Management LLP34,173
0.0% of portfolio›$381.0K
Sterling Investment Advisors, Ltd.29,470
0.1% of portfolio›$347.2K
StoneRidge PMG Advisors, LLC24,866
0.0% of portfolio›$293
M Holdings Securities, Inc.24,238
0.0% of portfolio›$384
Achmea Investment Management B.V.20,995
0.0% of portfolio›$247.5K
Arizona State Retirement System20,762
0.0% of portfolio›$244.6K
Vise Technologies, Inc.20,633
0.0% of portfolio›$243.1K
Harbor Capital Advisors, Inc.19,309
0.0% of portfolio›$227
Radnor Capital Management, LLC17,775
0.0% of portfolio›$209.4K
Strs Ohio17,200
0.0% of portfolio›$202.6K
Olympiad Research LP15,485
0.2% of portfolio›$182.4K
Caitong International Asset Management Co., Ltd13,930
0.0% of portfolio›$164.1K
Pictet Asset Management Holding SA12,994
0.0% of portfolio›$153.1K
Verdence Capital Advisors LLC10,889
0.0% of portfolio›$128.3K
Fairman Group, LLC6,129
0.1% of portfolio›$72.2K
Mirae Asset Global Investments Co., Ltd.5,733
0.0% of portfolio›$67.5K
State of Wyoming5,036
0.0% of portfolio›$59.3K
Sterling Capital Management LLC2,410
0.0% of portfolio›$28.4K
Versant Capital Management, Inc2,233
0.0% of portfolio›$26.3K
Nisa Investment Advisors, LLC1,945
0.0% of portfolio›$22.9K
DekaBank Deutsche Girozentrale1,813
0.0% of portfolio›$21
Parallel Advisors, LLC1,649
0.0% of portfolio›$19.4K
Gamma Investing LLC1,066
0.0% of portfolio›$12.6K
Farther Finance Advisors, LLC844
0.0% of portfolio›$9.9K
Signaturefd, LLC622
0.0% of portfolio›$7.3K
Larson Financial Group LLC574
0.0% of portfolio›$6.8K
SJS Investment Consulting Inc.529
0.0% of portfolio›$6.2K
EverSource Wealth Advisors, LLC335
0.0% of portfolio›$3.9K
Owl Creek Wealth Partners LLC180
0.0% of portfolio›$2.1K
SBI Securities Co., Ltd.179
0.0% of portfolio›$2.1K
Root Financial Partners, LLC129
0.0% of portfolio›$1.5K
Bfsg, LLC106
0.0% of portfolio›$1.2K
Noble Wealth Management PBC100
0.0% of portfolio›$1.2K
Private Wealth Management Group, LLC100
0.0% of portfolio›$1.2K
Essential Partners LLC89
0.0% of portfolio›$1.0K
Spire Wealth Management52
0.0% of portfolio›$616
Bell Investment Advisors, Inc45
0.0% of portfolio›$531
Bare Financial Services, Inc44
0.0% of portfolio›$518
Marquette Asset Management, LLC44
0.0% of portfolio›$519
Key FInancial Inc35
0.0% of portfolio›$412
Covestor Ltd16
0.0% of portfolio›$0
Creative Capital Management Investments LLC6
0.0% of portfolio›$71
JFS Wealth Advisors, LLC2
0.0% of portfolio›$24
Fortitude Family Office, LLC2
0.0% of portfolio›$24
Capital Advisors, Ltd. LLC2
0.0% of portfolio›$0
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$12
DiNuzzo Private Wealth, Inc.1
0.0% of portfolio›$12
DecisionPoint Financial, LLC1
0.0% of portfolio›$13
Signature Resources Capital Management, LLC1
0.0% of portfolio›$12
MassMutual Private Wealth & Trust, FSB0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Legacy Advisors, LLC
1,343,905$15.8M1.5%ETFLowPlymouth Meeting, PA2026-10-19
Citigroup Inc
976,094$11.5M0.0%CoreMediumNew York, NY2026-11-04
Banque Pictet & CIE SA
545,925$6.4M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Dimensional Fund Advisors LP
263,266$3.1M0.0%IndexLowAustin, TX2026-11-04
Y-Intercept (Hong Kong) Ltd
233,668$2.8M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Brown Capital Management LLC
124,022$1.5M0.3%Agg GrowthLowBaltimore, MD2026-10-27
Lazard Freres Gestion S.A.S.
95,660$1.1K0.0%GrowthLowParis, India2026-11-03
Edmp, Inc.
94,892$1.1M0.9%YieldLowLutz, FL2026-10-22
CenterBook Partners LP
75,419$888.4K0.0%ValueVery HighGreenwich, CT2026-11-02
Creative Planning
73,382$864.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Inspire Investing, LLC
55,135$649.5K0.0%GARPHighMeridian, ID2026-10-22
Virginia Retirement Systems ET Al
40,800$480.6K0.0%CoreMediumRichmond, VA2026-10-28
Chicago Capital, LLC
40,394$475.8K0.0%GrowthLowChicago, IL2026-10-13
Bank Pictet & Cie (Europe) AG
37,850$445.9K0.0%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
Kornitzer Capital Management Inc
35,708$420.6K0.0%CoreLowShawnee Mission, KS2026-11-03
Fulcrum Asset Management LLP
34,173$381.0K0.0%CoreMediumLondon, United Kingdom2026-11-04
Sterling Investment Advisors, Ltd.
29,470$347.2K0.1%GrowthLowBerwyn, PA2026-10-27
StoneRidge PMG Advisors, LLC
24,866$2930.0%N/AN/ARadnor, PA2026-11-04
M Holdings Securities, Inc.
24,238$3840.0%ETFHighPortland, OR2026-11-03
Achmea Investment Management B.V.
20,995$247.5K0.0%CoreMediumZeist, Philippines2026-10-30
Arizona State Retirement System
20,762$244.6K0.0%IndexVery LowPhoenix, AZ2026-11-03
Vise Technologies, Inc.
20,633$243.1K0.0%IndexLowNew York, NY2026-10-29
Harbor Capital Advisors, Inc.
19,309$2270.0%ValueHighChicago, IL2026-10-22
Radnor Capital Management, LLC
17,775$209.4K0.0%CoreLowWayne, PA2026-10-23
Strs Ohio
17,200$202.6K0.0%CoreMediumColumbus, OH2026-10-30
Olympiad Research LP
15,485$182.4K0.2%Deep ValueVery HighStamford, CT2026-11-04
Caitong International Asset Management Co., Ltd
13,930$164.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Pictet Asset Management Holding SA
12,994$153.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Verdence Capital Advisors LLC
10,889$128.3K0.0%CoreMediumHunt Valley, MD2026-10-26
Fairman Group, LLC
6,129$72.2K0.1%ETFLowChesterbrook, PA2026-10-26
Mirae Asset Global Investments Co., Ltd.
5,733$67.5K0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Wyoming
5,036$59.3K0.0%ValueHighCheyenne, WY2026-10-28
Sterling Capital Management LLC
2,410$28.4K0.0%GARPMediumCharlotte, NC2026-10-22
Versant Capital Management, Inc
2,233$26.3K0.0%GARPLowPhoenix, AZ2026-10-02
Nisa Investment Advisors, LLC
1,945$22.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
DekaBank Deutsche Girozentrale
1,813$210.0%CoreLowFrankfurt, Hong Kong2026-10-27
Parallel Advisors, LLC
1,649$19.4K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
1,066$12.6K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
844$9.9K0.0%IndexLowSan Francisco, CA2026-10-08
Signaturefd, LLC
622$7.3K0.0%IndexLowAtlanta, GA2026-10-23
Larson Financial Group LLC
574$6.8K0.0%GrowthLowSt Louis, MO2026-11-05
SJS Investment Consulting Inc.
529$6.2K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
335$3.9K0.0%CoreMediumBirmingham, AL2026-11-04
Owl Creek Wealth Partners LLC
180$2.1K0.0%IndexLowGreenwood Village, CO2026-10-20
SBI Securities Co., Ltd.
179$2.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Root Financial Partners, LLC
129$1.5K0.0%ETFMediumEncinitas, CA2026-10-21
Bfsg, LLC
106$1.2K0.0%CoreLowIrvine, CA2026-10-30
Noble Wealth Management PBC
100$1.2K0.0%YieldMediumGreenwood Village, CO2026-10-01
Private Wealth Management Group, LLC
100$1.2K0.0%ETFLowPrinceton, NJ2026-10-19
Essential Partners LLC
89$1.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Spire Wealth Management
52$6160.0%GrowthMediumMclean, VA2026-10-30
Bell Investment Advisors, Inc
45$5310.0%ETFVery LowOrinda, CA2026-10-29
Bare Financial Services, Inc
44$5180.0%ETFVery LowGap, PA2026-11-04
Marquette Asset Management, LLC
44$5190.0%ETFVery LowMinneapolis, MN2026-10-09
Key FInancial Inc
35$4120.0%ETFLowWest Chester, PA2026-11-02
Covestor Ltd
16$00.0%ValueHighLondon, United Kingdom2026-10-30
Creative Capital Management Investments LLC
6$710.0%ETFLowSan Diego, CA2026-10-28
JFS Wealth Advisors, LLC
2$240.0%ETFVery LowHermitage, PA2026-11-03
Fortitude Family Office, LLC
2$240.0%ETFMediumScottsdale, AZ2026-10-14
Capital Advisors, Ltd. LLC
2$00.0%ETFLowShaker Heights, OH2026-10-27
Bay Harbor Wealth Management, LLC
1$120.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
1$120.0%ETFLowBeaver, PA2026-10-16
DecisionPoint Financial, LLC
1$130.0%ETFVery LowMesa, AZ2026-10-27
Signature Resources Capital Management, LLC
1$120.0%ETFLowNewport Beach, CA2026-10-16
MassMutual Private Wealth & Trust, FSB
0$00.0%CoreLowSpringfield, MA2026-10-05