Vertex Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Wolverine Asset Management LLC

DECREASED

Shares17,884,000 from 31,055,000

Change-13,171,000 (-42%)

Value$15.9M (-$11.9M)

Filed 2026-11-02

AGF Management LTD

NEW

Shares10,000,000

Change+10,000,000

Value$8.9M

Filed 2026-11-03

Mackay Shields LLC

DECREASED

Shares9,048,000 from 9,152,000

Change-104,000 (-1%)

Value$8.1M (-$138.3K)

Filed 2026-10-13

Jefferies Financial Group Inc.

NEW

Shares1,000,000

Change+1,000,000

Value$894.1K

Filed 2026-11-05

M&G Plc

CLOSED

Shares0 from 12,085,000

Change-12,085,000 (-100%)

Value$0 (-$10.8M)

Filed 2026-11-04

Calamos Advisors LLC

CLOSED

Shares0 from 5,000,000

Change-5,000,000 (-100%)

Value$0 (-$4.5M)

Filed 2026-11-02

Citigroup Inc

CLOSED

Shares0 from 23,000

Change-23,000 (-100%)

Value$0 (-$20.5K)

Filed 2026-11-04

Opti Capital Management, LP

N/A

Shares— from 59,500,000

Change-59,500,000 (-100%)

Value—

PenderFund Capital Management Ltd.

N/A

Shares— from 50,000,000

Change-50,000,000 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 41,211,000

Change-41,211,000 (-100%)

Value—

AQR Arbitrage LLC

N/A

Shares— from 27,987,000

Change-27,987,000 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 25,075,000

Change-25,075,000 (-100%)

Value—

Tenor Capital Management Co., L.P.

N/A

Shares— from 20,000,000

Change-20,000,000 (-100%)

Value—

Silverback Asset Management LLC

N/A

Shares— from 12,500,000

Change-12,500,000 (-100%)

Value—

HBK Investments L P

N/A

Shares— from 11,000,000

Change-11,000,000 (-100%)

Value—

Zazove Associates LLC

N/A

Shares— from 7,860,000

Change-7,860,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 6,925,000

Change-6,925,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 6,000,000

Change-6,000,000 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 5,900,000

Change-5,900,000 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 4,850,000

Change-4,850,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,943,000

Change-3,943,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,348,000

Change-3,348,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,765,000

Change-2,765,000 (-100%)

Value—

Barclays PLC

N/A

Shares— from 1,361,000

Change-1,361,000 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 1,170,000

Change-1,170,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 159,000

Change-159,000 (-100%)

Value—

	Status
Wolverine Asset Management LLC	DECREASED	17,884,000	31,055,000	-13,171,000	-42%	$27.8M	$15.9M	-$11.9M	2026-11-02
AGF Management LTD	NEW	10,000,000	—	+10,000,000	—	—	$8.9M	—	2026-11-03
Mackay Shields LLC	DECREASED	9,048,000	9,152,000	-104,000	-1%	$8.2M	$8.1M	-$138.3K	2026-10-13
Jefferies Financial Group Inc.	NEW	1,000,000	—	+1,000,000	—	—	$894.1K	—	2026-11-05
M&G Plc	CLOSED	0	12,085,000	-12,085,000	-100%	$10.8M	$0	-$10.8M	2026-11-04
Calamos Advisors LLC	CLOSED	0	5,000,000	-5,000,000	-100%	$4.5M	$0	-$4.5M	2026-11-02
Citigroup Inc	CLOSED	0	23,000	-23,000	-100%	$20.5K	$0	-$20.5K	2026-11-04
Opti Capital Management, LP	N/A	—	59,500,000	-59,500,000	-100%	$53.5M	—	—	—
PenderFund Capital Management Ltd.	N/A	—	50,000,000	-50,000,000	-100%	$44.8M	—	—	—
Weiss Asset Management LP	N/A	—	41,211,000	-41,211,000	-100%	$36.9M	—	—	—
AQR Arbitrage LLC	N/A	—	27,987,000	-27,987,000	-100%	$25.0M	—	—	—
Jain Global LLC	N/A	—	25,075,000	-25,075,000	-100%	$22.5M	—	—	—
Tenor Capital Management Co., L.P.	N/A	—	20,000,000	-20,000,000	-100%	$18.0M	—	—	—
Silverback Asset Management LLC	N/A	—	12,500,000	-12,500,000	-100%	$11.2M	—	—	—
HBK Investments L P	N/A	—	11,000,000	-11,000,000	-100%	$9.9M	—	—	—
Zazove Associates LLC	N/A	—	7,860,000	-7,860,000	-100%	$7.0M	—	—	—
BlackRock, Inc.	N/A	—	6,925,000	-6,925,000	-100%	$6.2M	—	—	—
SSI Investment Management LLC	N/A	—	6,000,000	-6,000,000	-100%	$5.3M	—	—	—
Verition Fund Management LLC	N/A	—	5,900,000	-5,900,000	-100%	$5.3M	—	—	—
Point72 Asset Management, L.P.	N/A	—	5,000,000	-5,000,000	-100%	$4.5M	—	—	—
Palisade Capital Management, LP	N/A	—	4,850,000	-4,850,000	-100%	$4.3M	—	—	—
FMR LLC	N/A	—	3,943,000	-3,943,000	-100%	$3.5M	—	—	—
JPMorgan Chase & Co	N/A	—	3,348,000	-3,348,000	-100%	$3.0M	—	—	—
Morgan Stanley	N/A	—	2,765,000	-2,765,000	-100%	$2.5M	—	—	—
Barclays PLC	N/A	—	1,361,000	-1,361,000	-100%	$1.2M	—	—	—
Jane Street Group, LLC	N/A	—	1,170,000	-1,170,000	-100%	$1.0M	—	—	—
SEI Investments Co	N/A	—	159,000	-159,000	-100%	$141.7K	—	—	—

Showing 27 of 27 institutions