Vertex, Inc. (VERX) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Vertex, Inc. (NASDAQ:VERX) is held by 5 institutional firms.

• The collective stake of institutional investors in Vertex moved to 0.0% in December 2025, a shift down from the 42.4% reported for September 2025.
• Institutional share ownership changed by 47.36% QoQ, while the number of institutional owners saw a decrease of 98.01% YoY.
• Among the 5 institutional holders of Vertex, 4 added to their stakes while 1 trimmed their positions and 0 held steady.
• The total number of shares held by institutions in Vertex increased to 53.95K as of December 2025, a net change of up by 17.34K shares quarter on quarter, and down 73.98Mn shares year over year.
• As of December 31, 2025, SG Americas Securities, LLC held Vertex's largest shareholding position with over 34.31K shares, representing 0.02% of total outstanding shares.
• Among the most significant buyers of Vertex during December 2025 were SG Americas Securities, LLC (21.80K), Versant Capital Management, Inc (2.45K), GAMMA Investing LLC (604), MassMutual Private Wealth & Trust, FSB (152).
• Leading sellers of Vertex stock in December 2025 included Diversified Trust Co (7.67K).
• The top 5 institutional holders of Vertex for the quarter ending December 2025 included SG Americas Securities, LLC (34.31K), Diversified Trust Co (16.30K), Versant Capital Management, Inc (2.48K), GAMMA Investing LLC (662), MassMutual Private Wealth & Trust, FSB (193).