Vertex VERX Institutional Ownership

NASDAQ VERX

$13.77 -0.01 (-0.07%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

230 Institutions

Increased 136 59.1%

Unchanged 25 10.9%

Reduced 69 30.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

46.61%

▼-3.49 pp QoQ

Shares Held by Institutions

75.20Mn

of 161.34Mn outstanding

▼-1.75% QoQ

Shares Outstanding

161.34Mn

86.14Mn held outside 13F filers

Institutional Investors

230

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

-1.34Mn

distributed since last quarter

Value of Holdings

$1.04Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Vertex, Inc. (NASDAQ:VERX) appears in 230 institutional 13F filings for the quarter ending June 2026.

These investors held 46.6% of outstanding shares in June 2026, down from 50.1% in March 2026.
They decreased total shares held in Vertex by -1.75% from the prior quarter, while the number of investors in VERX decreased 14.18% year over year.
During the quarter, 136 of these 230 funds increased positions in VERX, 69 reduced exposure, and 25 held steady.
The aggregate institutional position in Vertex amounted to 75.2Mn shares as of June 2026, down by 1.34Mn shares quarter on quarter, and down 22.05Mn shares year over year.
As of June 30, 2026, the biggest holder of Vertex is BlackRock, Inc. at 6.24Mn shares, representing 3.87% of shares outstanding.
Leading buyers of Vertex shares 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).
According to Business Quant data, leading holders of VERX for June 2026 are 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).

Form 13F Holdings

230 Institutional Holders

Report period 30 Jun, 2026

Total shares held 75.20Mn

Of outstanding 46.61%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	6,236,152	3.87%	▲576,778	+10.19%	$71.59Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,984,133	3.09%	▲203,452	+4.26%	$57.22Mn
3	Morgan Stanley	0000895421	4,132,404	2.56%	▼160,843	-3.75%	$47.44Mn
4	BROWN ADVISORY INC	0001345929	3,549,052	2.20%	▲1,740,108	+96.19%	$40.74Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,173,883	1.97%	▲58,426	+1.88%	$36.44Mn
6	Tensile Capital Management LP	0001598843	2,898,563	1.80%	▼500,000	-14.71%	$33.28Mn
7	Jpmorgan Chase & Co	0000019617	2,528,044	1.57%	▼843,126	-25.01%	$28.82Mn
8	D. E. Shaw & Co., Inc.	0001009207	2,189,827	1.36%	▲550,905	+33.61%	$25.14Mn
9	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	2,128,372	1.32%	▲849,202	+66.39%	$24.43Mn
10	State Street Corp	0000093751	2,060,692	1.28%	▲149,939	+7.85%	$23.65Mn
11	UBS Group AG	0001610520	2,024,166	1.25%	▼3,439,868	-62.95%	$23.24Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,836,548	1.14%	▲64,856	+3.66%	$21.09Mn
13	Nomura Holdings Inc	0001163653	1,664,099	1.03%	▼957,542	-36.52%	$19.10Mn
14	Divisar Capital Management LLC	0001645721	1,640,895	1.02%	▲445,183	+37.23%	$18.84Mn
15	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0001535845	1,487,000	0.92%	▼1,691,800	-53.22%	$17.07Mn
16	Goldman Sachs Group Inc	0000886982	1,483,311	0.92%	▼880,661	-37.25%	$17.03Mn
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	1,472,893	0.91%	▲537,225	+57.42%	$16.91Mn
18	Legacy Advisors, LLC	0001720969	1,343,838	0.83%	▲59	+0.00%	$15.43Mn
19	NORGES BANK	0001374170	1,310,400	0.81%	▲1,310,400	0.00%	$15.04Mn
20	MARSHALL WACE, LLP	0001318757	1,214,224	0.75%	▲925,588	+320.68%	$13.94Mn

Showing 1 to 20 of 230 holders