VERX Institutional Ownership & Shareholders
VERTEX INC - CLASS A (VERX) is currently held by 226 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $912.04M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of VERX tracked by InsiderSet, reporting ownership valued at approximately $71.59M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $98.72M, representing an estimated gain of +37.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed VERX value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Neuberger Berman Group Llc, and several other long-term asset managers with concentrated positions in VERTEX INC - CLASS A (VERX).
This page ranks the largest institutional VERX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
226
Total Reported Value
$912.04M
Largest Holder
Blackrock, Inc.
Largest Position
$71.59M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 6,236,152 | $71,591,024 | $98,718,286 | +$27,127,262 | +37.89% | |
| Vanguard Portfolio Management Llc | 0.00% | 4,984,133 | $57,217,847 | $78,898,825 | +$21,680,978 | +37.89% | |
| Neuberger Berman Group Llc | 0.04% | 2,820,247 | $56,320,333 | $44,644,510 | -$11,675,823 | -20.73% | |
| Morgan Stanley | 0.00% | 4,132,404 | $47,440,011 | $65,415,955 | +$17,975,944 | +37.89% | |
| Brown Advisory Inc | 0.06% | 3,549,052 | $40,743,117 | $56,181,493 | +$15,438,376 | +37.89% | |
| Vanguard Capital Management Llc | 0.00% | 3,173,883 | $36,436,177 | $50,242,568 | +$13,806,391 | +37.89% | |
| Tensile Capital Management Lp | 4.59% | 2,898,563 | $33,275,503 | $45,884,252 | +$12,608,749 | +37.89% | |
| Jpmorgan Chase & Co | 0.00% | 2,528,044 | $28,819,701 | $40,018,937 | +$11,199,236 | +38.86% | |
| D. E. Shaw & Co., Inc. | 0.02% | 2,189,827 | $25,139,214 | $34,664,961 | +$9,525,747 | +37.89% | |
| William Blair Investment Management, Llc | 0.07% | 2,128,372 | $24,433,711 | $33,692,129 | +$9,258,418 | +37.89% | |
| State Street Corp | 0.00% | 2,060,692 | $23,649,024 | $32,620,754 | +$8,971,730 | +37.94% | |
| Ubs Group Ag | 0.00% | 2,024,166 | $23,237,426 | $32,042,548 | +$8,805,122 | +37.89% | |
| Geode Capital Management, Llc | 0.00% | 1,836,548 | $21,087,916 | $29,072,555 | +$7,984,639 | +37.86% | |
| Nomura Holdings Inc | 0.08% | 1,664,099 | $19,103,857 | $26,342,687 | +$7,238,830 | +37.89% | |
| Divisar Capital Management Llc | 4.34% | 1,640,895 | $18,837,475 | $25,975,368 | +$7,137,893 | +37.89% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.02% | 1,487,000 | $17,070,760 | $23,539,210 | +$6,468,450 | +37.89% | |
| Goldman Sachs Group Inc | 0.00% | 1,483,311 | $17,028,410 | $23,480,813 | +$6,452,403 | +37.89% | |
| Arrowstreet Capital, Limited Partnership | 0.01% | 1,472,893 | $16,908,812 | $23,315,896 | +$6,407,084 | +37.89% | |
| Legacy Advisors, Llc | 1.51% | 1,343,905 | $15,831,201 | $21,274,016 | +$5,442,815 | +34.38% | |
| Norges Bank | 0.00% | 1,310,400 | $15,043,392 | $20,743,632 | +$5,700,240 | +37.89% | |
| Marshall Wace, Llp | 0.01% | 1,214,224 | $13,939,292 | $19,221,166 | +$5,281,874 | +37.89% | |
| Geneva Capital Management Llc | 0.31% | 1,186,812 | $13,624,596 | $18,787,234 | +$5,162,638 | +37.89% | |
| Cibc Bancorp Usa Inc. | 0.01% | 1,054,021 | $12,100,161 | $16,685,152 | +$4,584,991 | +37.89% | |
| Freshford Capital Management, Llc | 4.11% | 1,047,293 | $12,022,924 | $16,578,648 | +$4,555,724 | +37.89% | |
| Bank Of America Corp | 0.00% | 986,325 | $11,323,011 | $15,613,525 | +$4,290,514 | +37.89% | |
| Citigroup Inc | 0.01% | 972,967 | $11,169,661 | $15,402,068 | +$4,232,407 | +37.89% | |
| Cypress Point Investment Management Lp | 1.98% | 952,212 | $10,931,394 | $15,073,516 | +$4,142,122 | +37.89% | |
| Fmr Llc | 0.00% | 913,732 | $10,489,640 | $14,464,378 | +$3,974,738 | +37.89% | |
| Gagnon Securities Llc | 1.68% | 761,026 | $8,736,578 | $12,047,042 | +$3,310,464 | +37.89% | |
| Barclays Plc | 0.00% | 707,511 | $8,122,226 | $11,199,899 | +$3,077,673 | +37.89% | |
| Northern Trust Corp | 0.00% | 707,349 | $8,120,366 | $11,197,335 | +$3,076,969 | +37.89% | |
| Qube Research & Technologies Ltd | 0.01% | 656,758 | $7,539,582 | $10,396,479 | +$2,856,897 | +37.89% | |
| Hyperion Capital Advisors Lp | 3.26% | 630,000 | $7,232,400 | $9,972,900 | +$2,740,500 | +37.89% | |
| Citadel Advisors Llc | 0.00% | 576,895 | $6,622,755 | $9,132,248 | +$2,509,493 | +37.89% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.02% | 568,797 | $6,529,789 | $9,004,057 | +$2,474,268 | +37.89% | |
| Banque Pictet & Cie Sa | 0.06% | 545,925 | $6,430,997 | $8,641,993 | +$2,210,996 | +34.38% | |
| Palisade Capital Management, Lp | 0.27% | 547,382 | $6,283,945 | $8,665,057 | +$2,381,112 | +37.89% | |
| Charles Schwab Investment Management Inc | 0.00% | 532,115 | $6,108,680 | $8,423,380 | +$2,314,700 | +37.89% | |
| Vanguard Fiduciary Trust Co | 0.00% | 524,732 | $6,023,923 | $8,306,508 | +$2,282,585 | +37.89% | |
| Jane Street Group, Llc | 0.00% | 465,544 | $5,344,445 | $7,369,562 | +$2,025,117 | +37.89% | |
| New York State Common Retirement Fund | 0.01% | 434,848 | $4,992,055 | $6,883,644 | +$1,891,589 | +37.89% | |
| Voleon Capital Management Lp | 0.08% | 393,508 | $4,517,472 | $6,229,232 | +$1,711,760 | +37.89% | |
| Gagnon Advisors, Llc | 2.64% | 361,621 | $4,151,409 | $5,724,460 | +$1,573,051 | +37.89% | |
| Ing Groep Nv | 0.02% | 320,000 | $3,673,600 | $5,065,600 | +$1,392,000 | +37.89% | |
| Pier Capital, Llc | 0.48% | 316,071 | $3,628,495 | $5,003,404 | +$1,374,909 | +37.89% | |
| Two Sigma Investments, Lp | 0.00% | 305,506 | $3,507,209 | $4,836,160 | +$1,328,951 | +37.89% | |
| Quantinno Capital Management Lp | 0.00% | 295,811 | $3,395,910 | $4,682,688 | +$1,286,778 | +37.89% | |
| Tudor Investment Corp Et Al | 0.01% | 278,719 | $3,199,694 | $4,412,122 | +$1,212,428 | +37.89% | |
| Kornitzer Capital Management Inc | 0.06% | 266,439 | $3,058,720 | $4,217,729 | +$1,159,009 | +37.89% | |
| Saba Capital Management, L.P. | 0.09% | 263,474 | $3,024,682 | $4,170,793 | +$1,146,111 | +37.89% |
Frequently asked questions about VERX
Who are the largest institutional holders of VERX?
The largest institutional holders of VERX reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Neuberger Berman Group Llc, Morgan Stanley, and Brown Advisory Inc. InsiderSet ranks institutional holders by their latest reported VERX position.
What is VERX institutional ownership?
This page tracks VERX positions reported by institutional investment managers through SEC Form 13F. VERTEX INC - CLASS A (VERX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VERX?
InsiderSet currently tracks 226 institutional managers reporting VERX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VERX shareholders.
How much VERX stock do institutions own?
Institutional investment managers disclosed approximately $912.04M in VERX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VERX institutional ownership last updated?
The latest VERX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VERX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VERX position after the reporting date.
Are institutions buying or selling VERX?
Institutional buying and selling can be analyzed by comparing VERX positions across consecutive 13F reporting periods. InsiderSet's VERX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VERX ownership changes.
How has VERX institutional ownership changed over time?
InsiderSet tracks VERX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.