VERTEX INC - CLASS A (VERX) Institutional Shareholders
VERTEX INC - CLASS A (VERX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $853.38M in VERX holdings during the latest filing period.
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 $78.45M, representing an estimated gain of +9.58% 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, Morgan Stanley, 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
215
Total Reported Value
$853.38M
Largest Holder
Blackrock, Inc.
Largest Position
$71.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| 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 | $78,450,792 | +$6,859,768 | +9.58% | |
| Vanguard Portfolio Management Llc | 0.00% | 4,984,133 | $57,217,847 | $62,700,393 | +$5,482,546 | +9.58% | |
| Morgan Stanley | 0.00% | 4,132,404 | $47,440,011 | $51,985,642 | +$4,545,631 | +9.58% | |
| Brown Advisory Inc | 0.06% | 3,549,052 | $40,743,117 | $44,647,074 | +$3,903,957 | +9.58% | |
| Vanguard Capital Management Llc | 0.00% | 3,173,883 | $36,436,177 | $39,927,448 | +$3,491,271 | +9.58% | |
| Tensile Capital Management Lp | 4.59% | 2,898,563 | $33,275,503 | $36,463,923 | +$3,188,420 | +9.58% | |
| Jpmorgan Chase & Co | 0.00% | 2,528,044 | $28,819,701 | $31,802,794 | +$2,983,093 | +10.35% | |
| D. E. Shaw & Co., Inc. | 0.02% | 2,189,827 | $25,139,214 | $27,548,024 | +$2,408,810 | +9.58% | |
| William Blair Investment Management, Llc | 0.07% | 2,128,372 | $24,433,711 | $26,774,920 | +$2,341,209 | +9.58% | |
| State Street Corp | 0.00% | 2,060,692 | $23,649,024 | $25,923,505 | +$2,274,481 | +9.62% | |
| Ubs Group Ag | 0.00% | 2,024,166 | $23,237,426 | $25,464,008 | +$2,226,582 | +9.58% | |
| Geode Capital Management, Llc | 0.00% | 1,836,548 | $21,087,916 | $23,103,774 | +$2,015,858 | +9.56% | |
| Nomura Holdings Inc | 0.08% | 1,664,099 | $19,103,857 | $20,934,365 | +$1,830,508 | +9.58% | |
| Divisar Capital Management Llc | 4.34% | 1,640,895 | $18,837,475 | $20,642,459 | +$1,804,984 | +9.58% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.02% | 1,487,000 | $17,070,760 | $18,706,460 | +$1,635,700 | +9.58% | |
| Goldman Sachs Group Inc | 0.00% | 1,483,311 | $17,028,410 | $18,660,052 | +$1,631,642 | +9.58% | |
| Arrowstreet Capital, Limited Partnership | 0.01% | 1,472,893 | $16,908,812 | $18,528,994 | +$1,620,182 | +9.58% | |
| Legacy Advisors, Llc | 1.44% | 1,343,838 | $15,427,260 | $16,905,482 | +$1,478,222 | +9.58% | |
| Norges Bank | 0.00% | 1,310,400 | $15,043,392 | $16,484,832 | +$1,441,440 | +9.58% | |
| Marshall Wace, Llp | 0.01% | 1,214,224 | $13,939,292 | $15,274,938 | +$1,335,646 | +9.58% | |
| Geneva Capital Management Llc | 0.31% | 1,186,812 | $13,624,596 | $14,930,095 | +$1,305,499 | +9.58% | |
| Cibc Bancorp Usa Inc. | 0.01% | 1,054,021 | $12,100,161 | $13,259,584 | +$1,159,423 | +9.58% | |
| Freshford Capital Management, Llc | 4.11% | 1,047,293 | $12,022,924 | $13,174,946 | +$1,152,022 | +9.58% | |
| Bank Of America Corp | 0.00% | 986,325 | $11,323,011 | $12,407,969 | +$1,084,958 | +9.58% | |
| Citigroup Inc | 0.01% | 972,967 | $11,169,661 | $12,239,925 | +$1,070,264 | +9.58% | |
| Cypress Point Investment Management Lp | 1.98% | 952,212 | $10,931,394 | $11,978,827 | +$1,047,433 | +9.58% | |
| Fmr Llc | 0.00% | 913,732 | $10,489,640 | $11,494,749 | +$1,005,109 | +9.58% | |
| Gagnon Securities Llc | 1.68% | 761,026 | $8,736,578 | $9,573,707 | +$837,129 | +9.58% | |
| Barclays Plc | 0.00% | 707,511 | $8,122,226 | $8,900,488 | +$778,262 | +9.58% | |
| Northern Trust Corp | 0.00% | 707,349 | $8,120,366 | $8,898,450 | +$778,084 | +9.58% | |
| Qube Research & Technologies Ltd | 0.01% | 656,758 | $7,539,582 | $8,262,016 | +$722,434 | +9.58% | |
| Hyperion Capital Advisors Lp | 3.26% | 630,000 | $7,232,400 | $7,925,400 | +$693,000 | +9.58% | |
| Citadel Advisors Llc | 0.00% | 576,895 | $6,622,755 | $7,257,339 | +$634,584 | +9.58% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.02% | 568,797 | $6,529,789 | $7,155,466 | +$625,677 | +9.58% | |
| Banque Pictet & Cie Sa | 0.06% | 547,975 | $6,290,753 | $6,893,526 | +$602,773 | +9.58% | |
| Palisade Capital Management, Lp | 0.27% | 547,382 | $6,283,945 | $6,886,066 | +$602,121 | +9.58% | |
| Charles Schwab Investment Management Inc | 0.00% | 532,115 | $6,108,680 | $6,694,007 | +$585,327 | +9.58% | |
| Vanguard Fiduciary Trust Co | 0.00% | 524,732 | $6,023,923 | $6,601,129 | +$577,206 | +9.58% | |
| Jane Street Group, Llc | 0.00% | 465,544 | $5,344,445 | $5,856,544 | +$512,099 | +9.58% | |
| New York State Common Retirement Fund | 0.01% | 434,848 | $4,992,055 | $5,470,388 | +$478,333 | +9.58% | |
| Voleon Capital Management Lp | 0.08% | 393,508 | $4,517,472 | $4,950,331 | +$432,859 | +9.58% | |
| Gagnon Advisors, Llc | 2.64% | 361,621 | $4,151,409 | $4,549,192 | +$397,783 | +9.58% | |
| Ing Groep Nv | 0.02% | 320,000 | $3,673,600 | $4,025,600 | +$352,000 | +9.58% | |
| Pier Capital, Llc | 0.48% | 316,071 | $3,628,495 | $3,976,173 | +$347,678 | +9.58% | |
| Two Sigma Investments, Lp | 0.00% | 305,506 | $3,507,209 | $3,843,265 | +$336,056 | +9.58% | |
| Y-Intercept (Hong Kong) Ltd | 0.07% | 303,502 | $3,484,203 | $3,818,055 | +$333,852 | +9.58% | |
| Herald Investment Management Ltd | 0.47% | 300,000 | $3,441,000 | $3,774,000 | +$333,000 | +9.68% | |
| Quantinno Capital Management Lp | 0.00% | 295,811 | $3,395,910 | $3,721,302 | +$325,392 | +9.58% | |
| Tudor Investment Corp Et Al | 0.01% | 278,719 | $3,199,694 | $3,506,285 | +$306,591 | +9.58% | |
| Kornitzer Capital Management Inc | 0.06% | 266,439 | $3,058,720 | $3,351,803 | +$293,083 | +9.58% |
Frequently asked questions about VERX
Who owns the most VERX stock?
The largest holders of VERX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VERTEX INC - CLASS A (VERX).
Is VERX widely held by superinvestors?
Many widely followed stocks like VERX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VERX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.