VERX Vertex, Inc.
Vertex, Inc. (VERX) Institutional Ownership
What the institutions did with VERX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 6.2M | 8.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.0M | 6.6% |
| MORGAN STANLEY | 4.1M | 5.5% |
| BROWN ADVISORY INC | 3.5M | 4.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | 4.2% |
| Tensile Capital Management LP | 2.9M | 3.9% |
| JPMORGAN CHASE & CO | 2.5M | 3.4% |
| D. E. Shaw & Co., Inc. | 2.2M | 2.9% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.1M | 2.8% |
| STATE STREET CORP | 2.1M | 2.7% |
| UBS Group AG | 2.0M | 2.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8M | 2.4% |
| NOMURA HOLDINGS INC | 1.7M | 2.2% |
| Divisar Capital Management LLC | 1.6M | 2.2% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.5M | 2.0% |
| GOLDMAN SACHS GROUP INC | 1.5M | 2.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | 2.0% |
| Legacy Advisors, LLC | 1.3M | 1.8% |
| NORGES BANK | 1.3M | 1.7% |
| MARSHALL WACE, LLP | 1.2M | 1.6% |
| GENEVA CAPITAL MANAGEMENT LLC | 1.2M | 1.6% |
| CIBC Bancorp USA Inc. | 1.1M | 1.4% |
| Freshford Capital Management, LLC | 1.0M | 1.4% |
| BANK OF AMERICA CORP /DE/ | 986.3K | 1.3% |
| CITIGROUP INC | 973.0K | 1.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| UBS Group AG | Reduced | 5.5M | 2.0M | -3.4M |
| BROWN ADVISORY INC | Increased | 1.8M | 3.5M | +1.7M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | 3.2M | 1.5M | -1.7M |
| Hudson Bay Capital Management LP | Sold Out | 1.0M | 0 | -1.0M |
| JENNISON ASSOCIATES LLC | Sold Out | 982.2K | 0 | -982.2K |
| NOMURA HOLDINGS INC | Reduced | 2.6M | 1.7M | -957.5K |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | 2.1M | 1.2M | -947.9K |
| MARSHALL WACE, LLP | Increased | 288.6K | 1.2M | +925.6K |
| GOLDMAN SACHS GROUP INC | Reduced | 2.4M | 1.5M | -880.7K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Increased | 1.3M | 2.1M | +849.2K |
| JPMORGAN CHASE & CO | Reduced | 3.4M | 2.5M | -843.1K |
| TimesSquare Capital Management, LLC | Sold Out | 682.7K | 0 | -682.7K |
| BARCLAYS PLC | Reduced | 1.3M | 707.5K | -603.6K |
| PALISADE CAPITAL MANAGEMENT, LP | Reduced | 1.1M | 547.4K | -594.6K |
| FMR LLC | Increased | 333.7K | 913.7K | +580.0K |
| BlackRock, Inc. | Increased | 5.7M | 6.2M | +576.8K |
| CITADEL ADVISORS LLC | Reduced | 1.2M | 576.9K | -575.7K |
| D. E. Shaw & Co., Inc. | Increased | 1.6M | 2.2M | +550.9K |
| Qube Research & Technologies Ltd | Increased | 108.5K | 656.8K | +548.3K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 653.5K | 115.6K | -537.9K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 935.7K | 1.5M | +537.2K |
| Tensile Capital Management LP | Reduced | 3.4M | 2.9M | -500.0K |
| Freshford Capital Management, LLC | Increased | 565.5K | 1.0M | +481.7K |
| Divisar Capital Management LLC | Increased | 1.2M | 1.6M | +445.2K |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | Increased | 535.9K | 952.2K | +416.3K |
| Counterpoint Mutual Funds LLC | Reduced | 406.8K | 48.6K | -358.2K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 582.4K | 260.4K | -322.1K |
| ING GROEP NV | New | 0 | 320.0K | +320.0K |
| MUFG Securities EMEA plc | Sold Out | 300.0K | 0 | -300.0K |
| GAGNON SECURITIES LLC | Increased | 468.2K | 761.0K | +292.8K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 511.7K | 223.8K | -287.8K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 290.5K | 39.7K | -250.8K |
| CenterBook Partners LP | Reduced | 258.6K | 21.1K | -237.5K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 805.9K | 568.8K | -237.1K |
| JANE STREET GROUP, LLC | Reduced | 700.6K | 465.5K | -235.1K |
| Balyasny Asset Management L.P. | Sold Out | 214.2K | 0 | -214.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 4.8M | 5.0M | +203.5K |
| TWO SIGMA INVESTMENTS, LP | Increased | 104.9K | 305.5K | +200.6K |
| Allianz Asset Management GmbH | New | 0 | 190.0K | +190.0K |
| HSBC HOLDINGS PLC | New | 0 | 189.4K | +189.4K |
| CITIGROUP INC | Reduced | 1.2M | 973.0K | -177.4K |
| MORGAN STANLEY | Reduced | 4.3M | 4.1M | -160.8K |
| Quantinno Capital Management LP | Increased | 141.8K | 295.8K | +154.0K |
| Corient Private Wealth LP | New | 0 | 153.8K | +153.8K |
| Hyperion Capital Advisors LP | Increased | 480.0K | 630.0K | +150.0K |
| STATE STREET CORP | Increased | 1.9M | 2.1M | +149.9K |
| Trexquant Investment LP | Reduced | 300.2K | 152.0K | -148.2K |
| DEUTSCHE BANK AG\ | Reduced | 225.8K | 78.3K | -147.6K |
| Whetstone Capital Advisors, LLC | New | 0 | 136.1K | +136.1K |
| ROYCE & ASSOCIATES LP | Sold Out | 136.0K | 0 | -136.0K |
| MIZUHO MARKETS AMERICAS LLC | Reduced | 257.9K | 127.9K | -130.0K |
| Palogic Value Management, L.P. | Increased | 100.0K | 220.3K | +120.3K |
| AMERIPRISE FINANCIAL INC | Increased | 114.9K | 224.4K | +109.5K |
| HERALD INVESTMENT MANAGEMENT Ltd | Increased | 200.0K | 300.0K | +100.0K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 27.4K | 111.0K | +83.6K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 67.2K | 149.3K | +82.1K |
| Squarepoint Ops LLC | New | 0 | 81.7K | +81.7K |
| Campbell & CO Investment Adviser LLC | New | 0 | 78.1K | +78.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | 605.9K | 532.1K | -73.8K |
| NORRIS PERNE & FRENCH LLP/MI | Sold Out | 72.0K | 0 | -72.0K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.