VERTEX INC - CLASS A (VERX) Institutional Ownership

VERX is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.45M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Renaissance Technologies LLC, which reported ownership valued at approximately $3.45M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Renaissance Technologies LLC's VERX position is now estimated to be worth approximately $3.17M, representing an estimated loss of -8.16% since the filing period.

Major shareholders tracked on this page include Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward VERTEX INC - CLASS A (VERX).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$3,454,045290,500
Q4 20251$5,367,936268,800
Q3 20251$26,809,0461,081,446
Q2 20252$25,545,262722,945
Q1 20251$17,160,572490,162
Q4 20241$5,052,24594,700
Q3 20241$11,918,845309,500
Q2 20241$13,594,455377,100
Q1 20241$8,791276,800
Q4 20231$9,232342,700
Q3 20231$6,477280,400
Q2 20231$4,458228,600