Vertex, Inc. (VERX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

153,097,143Shares Outstanding

755,648Shares held by institutions

$9,324,696Value of institutional holdings

57.17%Institutional ownership %

12.00%Shares Changed QoQ

215No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 215 institutional investors hold a position in Vertex, Inc. (NASDAQ:VERX).

These investors collectively held 57.2% of the company's total shares outstanding in December 2025, up from 56.1% in September 2025.
Institutional share ownership changed by 12.00% QoQ, while the number of institutional owners saw a decrease of 14.34% YoY.
The latest 13F cycle for Vertex reveals that of 215 total investors, 115 funds grew their exposure, whereas 80 reduced theirs and 20 made no changes.
Collectively, institutional investors increased their stake in Vertex to 87.53Mn shares as of December 2025, a change that is up by 9.38Mn shares quarter on quarter and up 13.50Mn shares year over year.
The top institutional stake in Vertex as of December 31, 2025 belongs to UBS Group AG, which owns 8.58Mn shares, or 5.60% of the company.
Among the most significant buyers of Vertex during December 2025 were UBS Group AG (6.65Mn), NOMURA HOLDINGS INC (3.16Mn), CITIGROUP INC (810.99K), CITADEL ADVISORS LLC (789.42K), CIBC WORLD MARKETS CORP (704.64K).
Leading sellers of Vertex stock in December 2025 included Champlain Investment Partners, LLC (1.31Mn), FRANKLIN RESOURCES INC (1.01Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (869.63K), BROWN CAPITAL MANAGEMENT LLC (692.33K), WELLINGTON MANAGEMENT GROUP LLP (621.41K).
The top 10 institutional holders of Vertex for the quarter ending December 2025 included UBS Group AG (8.58Mn), VANGUARD GROUP INC (8.35Mn), BlackRock, Inc. (5.64Mn), Tensile Capital Management LP (3.42Mn), NOMURA HOLDINGS INC (3.17Mn), Neuberger Berman Group LLC (2.82Mn), BROWN ADVISORY INC (2.78Mn), GENEVA CAPITAL MANAGEMENT LLC (2.71Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (2.70Mn), Conestoga Capital Advisors, LLC (2.51Mn).

215 Institutional Holders

755,648 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
UBS Group AG	31 Dec, 2025	8,578,360	6,646,829	344.12%	$171,309,849.00
VANGUARD GROUP INC	31 Dec, 2025	8,348,597	-38,529	-0.46%	$166,721,483.00
BlackRock, Inc.	31 Dec, 2025	5,641,180	324,665	6.11%	$112,654,364.00
Tensile Capital Management LP	31 Dec, 2025	3,419,994	-384,415	-10.10%	$68,297.00
NOMURA HOLDINGS INC	31 Dec, 2025	3,173,345	3,163,375	31,728.94%	$63,371,700.00
Neuberger Berman Group LLC	31 Dec, 2025	2,820,247	-168,323	-5.63%	$56,320,333.00
BROWN ADVISORY INC	31 Dec, 2025	2,778,876	-302,029	-9.80%	$55,494,153.00
GENEVA CAPITAL MANAGEMENT LLC	31 Dec, 2025	2,710,499	-222,385	-7.58%	$54,128,656.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	2,698,276	-869,626	-24.37%	$53,884,572.00
Conestoga Capital Advisors, LLC	31 Dec, 2025	2,506,653	-36,347	-1.43%	$50,057,860.00
STATE STREET CORP	31 Dec, 2025	1,849,171	136,656	7.98%	$36,927,945.00
Park West Asset Management LLC	31 Dec, 2025	1,833,428	583,428	46.67%	$36,613,557.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,792,864	93,184	5.48%	$35,809,975.00
JPMORGAN CHASE & CO	31 Dec, 2025	1,719,576	-74,494	-4.15%	$34,339,931.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,540,091	-621,410	-28.75%	$30,755,617.00
BARCLAYS PLC	31 Dec, 2025	1,467,371	624,147	74.02%	$29,303,400.00
Legacy Advisors, LLC	31 Dec, 2025	1,343,839	60	0.00%	$26,836,465.00
PRINCIPAL FINANCIAL GROUP INC	31 Dec, 2025	1,335,122	442,173	49.52%	$26,662,386.00
Aberdeen Group plc	31 Dec, 2025	1,221,776	-224,058	-15.50%	$24,398,866.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	1,215,172	360,791	42.23%	$24,266,985.00

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