Vertex VERX Institutional Ownership

Vertex, Inc. (NASDAQ:VERX) has 230 institutional investors with active 13F positions as of June 2026.

• Their combined ownership stood at 93.9% of outstanding shares in June 2026, down from 101.8% in March 2026.
• They decreased total shares held in Vertex by -1.75% from last quarter, and the number of investors in VERX decreased 14.18% annually.
• During the quarter, 136 of these 230 funds increased positions in VERX, 69 reduced exposure, and 25 held steady.
• In total, institutional investors held 75.2Mn shares in Vertex as of June 2026, down by 1.34Mn shares quarter on quarter, and down 15.98Mn shares year over year.
• BlackRock, Inc. leads ownership in VERX with 6.24Mn shares as of June 30, 2026, equal to 7.79% of outstanding shares.
• The largest buyers of Vertex for the quarter ending June 2026 were BROWN ADVISORY INC (1.74Mn), NORGES BANK (1.31Mn), MARSHALL WACE, LLP (925.59K), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (849.2K), FMR LLC (580.02K).
• The largest sellers of Vertex for the quarter ending June 2026 were UBS Group AG (3.44Mn), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (1.69Mn), Nomura Holdings Inc (957.54K), GENEVA CAPITAL MANAGEMENT LLC (947.88K), Goldman Sachs Group Inc (880.66K).
• Vertex's 10 largest shareholders as of June 2026 include BlackRock, Inc. (6.24Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.98Mn), Morgan Stanley (4.13Mn), BROWN ADVISORY INC (3.55Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.17Mn), Tensile Capital Management LP (2.9Mn), Jpmorgan Chase & Co (2.53Mn), D. E. Shaw & Co., Inc. (2.19Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (2.13Mn), State Street Corp (2.06Mn) per Business Quant data.