VERTEX INC - CLASS A (VERX) Institutional Ownership Changes & 13F Activity

VERTEX INC - CLASS A (VERX) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, ShawSpring Partners, Viking Global Investors, and Tiger Global Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy21,700290,500$3,454,045
Q4 2025Renaissance Technologies LLCBuy258,300268,800$5,367,936
Q3 2025ShawSpring PartnersBuy369,0011,081,446$26,809,046
Q2 2025ShawSpring PartnersBuy222,283712,445$25,174,244
Q2 2025Renaissance Technologies LLCSell-84,20010,500$371,018
Q1 2025ShawSpring PartnersBuy490,162490,162$17,160,572
Q4 2024Renaissance Technologies LLCSell-214,80094,700$5,052,245
Q3 2024Renaissance Technologies LLCSell-67,600309,500$11,918,845
Q2 2024Renaissance Technologies LLCBuy100,300377,100$13,594,455
Q1 2024Renaissance Technologies LLCSell-65,900276,800$8,791
Q4 2023Renaissance Technologies LLCBuy62,300342,700$9,232
Q3 2023Renaissance Technologies LLCBuy51,800280,400$6,477
Q2 2023Renaissance Technologies LLCBuy66,400228,600$4,458
Q1 2023Renaissance Technologies LLCBuy46,400162,200$3,356
Q4 2022Renaissance Technologies LLCBuy7,800115,800$1,680
Q3 2022Renaissance Technologies LLCBuy6,700108,000$1,476
Q2 2022Renaissance Technologies LLCSell-15,900101,300$1,148
Q1 2022Renaissance Technologies LLCBuy67,000117,200$1,798
Q4 2021Renaissance Technologies LLCBuy18,70050,200$797
Q3 2021Renaissance Technologies LLCBuy31,50031,500$605
Q3 2020Viking Global InvestorsBuy2,031,6392,031,639$46,728
Q3 2020Tiger Global ManagementBuy325,000325,000$7,475

Frequently asked questions about VERX activity

  • Which institutional owners are buying VERX?

    Institutional owners buying VERX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in VERX activity?

    "Buy" means an investor increased their reported position in VERX compared to the prior reporting period. This reflects growing exposure to VERTEX INC - CLASS A (VERX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VERX increasing?

    Institutional interest in VERX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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