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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-2,425-100.0%0$0.00Q4 2025Aug 26, 2026
Newedge Advisors, LlcBuy+323—323$6.45KQ4 2025Feb 18, 2026
Tensile Capital Management LpBuy+3,419,994—3,419,994$68.30KQ4 2025Feb 17, 2026
Nomura Holdings IncBuy+3,173,345—3,173,345$63.37MQ4 2025Feb 17, 2026
Park West Asset Management LlcBuy+1,833,428—1,833,428$36.61MQ4 2025Feb 17, 2026
Wellington Management Group LlpBuy+1,540,091—1,540,091$30.76MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+975,397—975,397$19.48MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+971,666—971,666$19.40MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+799,773—799,773$15.97MQ4 2025Feb 17, 2026
Janus Henderson Group PlcBuy+776,392—776,392$15.50MQ4 2025Feb 17, 2026
Palisade Capital Management, LpBuy+746,357—746,357$14.90MQ4 2025Feb 17, 2026
Northern Trust CorpBuy+634,348—634,348$12.67MQ4 2025Feb 17, 2026
Brown Capital Management LlcBuy+610,332—610,332$12.19MQ4 2025Feb 17, 2026
Fred Alger Management, LlcBuy+439,415—439,415$8.78MQ4 2025Feb 17, 2026
D. E. Shaw & Co., Inc.Buy+275,866—275,866$5.51MQ4 2025Feb 17, 2026
Saba Capital Management, L.P.Buy+263,474—263,474$5.26MQ4 2025Feb 17, 2026
Divisar Capital Management LlcBuy+250,000—250,000$4.99MQ4 2025Feb 17, 2026
Voleon Capital Management LpBuy+233,971—233,971$4.67MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+228,108—228,108$4.56MQ4 2025Feb 17, 2026
Cypress Point Investment Management LpBuy+227,038—227,038$4.54MQ4 2025Feb 17, 2026
Granahan Investment Management, LlcBuy+150,299—150,299$3.00MQ4 2025Feb 17, 2026
Efg International AgBuy+145,763—145,763$2.91MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+132,146—132,146$2.64MQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+107,909—107,909$2.15MQ4 2025Feb 17, 2026
Aquatic Capital Management LlcBuy+97,252—97,252$1.94MQ4 2025Feb 17, 2026
Mirae Asset Global Etfs Holdings Ltd.Buy+75,818—75,818$1.51MQ4 2025Feb 17, 2026
Jain Global LlcBuy+72,293—72,293$1.44MQ4 2025Feb 17, 2026
Price T Rowe Associates IncBuy+70,642—70,642$1.41MQ4 2025Feb 17, 2026
Alliancebernstein L.P.Buy+70,310—70,310$1.40MQ4 2025Feb 17, 2026
Nomura Asset Management International Inc.Buy+69,533—69,533$1.39MQ4 2025Feb 17, 2026
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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.