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 Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Tensile Capital Management Lp, Nomura Holdings Inc, Park West Asset Management Llc, Wellington Management Group Llp, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -2,425 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Newedge Advisors, Llc | Buy | +323 | — | 323 | $6.45K | Q4 2025 | Feb 18, 2026 |
| Tensile Capital Management Lp | Buy | +3,419,994 | — | 3,419,994 | $68.30K | Q4 2025 | Feb 17, 2026 |
| Nomura Holdings Inc | Buy | +3,173,345 | — | 3,173,345 | $63.37M | Q4 2025 | Feb 17, 2026 |
| Park West Asset Management Llc | Buy | +1,833,428 | — | 1,833,428 | $36.61M | Q4 2025 | Feb 17, 2026 |
| Wellington Management Group Llp | Buy | +1,540,091 | — | 1,540,091 | $30.76M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +975,397 | — | 975,397 | $19.48M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +971,666 | — | 971,666 | $19.40M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +799,773 | — | 799,773 | $15.97M | Q4 2025 | Feb 17, 2026 |
| Janus Henderson Group Plc | Buy | +776,392 | — | 776,392 | $15.50M | Q4 2025 | Feb 17, 2026 |
| Palisade Capital Management, Lp | Buy | +746,357 | — | 746,357 | $14.90M | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +634,348 | — | 634,348 | $12.67M | Q4 2025 | Feb 17, 2026 |
| Brown Capital Management Llc | Buy | +610,332 | — | 610,332 | $12.19M | Q4 2025 | Feb 17, 2026 |
| Fred Alger Management, Llc | Buy | +439,415 | — | 439,415 | $8.78M | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +275,866 | — | 275,866 | $5.51M | Q4 2025 | Feb 17, 2026 |
| Saba Capital Management, L.P. | Buy | +263,474 | — | 263,474 | $5.26M | Q4 2025 | Feb 17, 2026 |
| Divisar Capital Management Llc | Buy | +250,000 | — | 250,000 | $4.99M | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management Lp | Buy | +233,971 | — | 233,971 | $4.67M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +228,108 | — | 228,108 | $4.56M | Q4 2025 | Feb 17, 2026 |
| Cypress Point Investment Management Lp | Buy | +227,038 | — | 227,038 | $4.54M | Q4 2025 | Feb 17, 2026 |
| Granahan Investment Management, Llc | Buy | +150,299 | — | 150,299 | $3.00M | Q4 2025 | Feb 17, 2026 |
| Efg International Ag | Buy | +145,763 | — | 145,763 | $2.91M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +132,146 | — | 132,146 | $2.64M | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +107,909 | — | 107,909 | $2.15M | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management Llc | Buy | +97,252 | — | 97,252 | $1.94M | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Buy | +75,818 | — | 75,818 | $1.51M | Q4 2025 | Feb 17, 2026 |
| Jain Global Llc | Buy | +72,293 | — | 72,293 | $1.44M | Q4 2025 | Feb 17, 2026 |
| Price T Rowe Associates Inc | Buy | +70,642 | — | 70,642 | $1.41M | Q4 2025 | Feb 17, 2026 |
| Alliancebernstein L.P. | Buy | +70,310 | — | 70,310 | $1.40M | Q4 2025 | Feb 17, 2026 |
| Nomura Asset Management International Inc. | Buy | +69,533 | — | 69,533 | $1.39M | Q4 2025 | Feb 17, 2026 |
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.
Related VERX Institutional Insights
- VERX Overview
- VERX 13F Institutional Holders
- VERX Superinvestors
- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
- Most Sold Technology Stocks By Institutional Investors
- VERX Insider Trading & SEC Form 4 Activity
- VERX Articles
- Top Institutional Investor Stock Rankings