Vertex, Inc. - VERX

Sector: Technology · Industry: Software - Application

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.763B

QoQ value delta ($000)

-$368.2M (-17.28%)

Implied price effect (QoQ)

-19.46%

Total shares

88,269,206

QoQ shares delta

+2,332,175 (+2.71%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
UBS Group AG	171,309	8,578,360	0.03%
VANGUARD GROUP INC	166,721	8,348,597	0.0%
BlackRock, Inc.	112,654	5,641,180	0.0%
Tensile Capital Management LP	68,297	3,419,994	8.85%
NOMURA HOLDINGS INC	63,371	3,173,345	0.08%
Neuberger Berman Group LLC	56,320	2,820,247	0.04%
BROWN ADVISORY INC	55,494	2,778,876	0.08%
GENEVA CAPITAL MANAGEMENT LLC	54,128	2,710,499	1.02%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	53,884	2,698,276	0.02%
Conestoga Capital Advisors, LLC	50,057	2,506,653	0.84%
STATE STREET CORP	36,927	1,849,171	0.0%
Park West Asset Management LLC	36,613	1,833,428	3.04%
GEODE CAPITAL MANAGEMENT, LLC	35,809	1,792,864	0.0%
JPMORGAN CHASE & CO	34,339	1,719,576	0.0%
WELLINGTON MANAGEMENT GROUP LLP	30,755	1,540,091	0.01%
BARCLAYS PLC	29,303	1,467,371	0.01%
Legacy Advisors, LLC	26,836	1,343,839	2.88%
PRINCIPAL FINANCIAL GROUP INC	26,662	1,335,122	0.01%
Aberdeen Group plc	24,398	1,221,776	0.04%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	24,266	1,215,172	0.07%
GOLDMAN SACHS GROUP INC	21,601	1,081,698	0.0%
CITADEL ADVISORS LLC	21,128	1,057,997	0.0%
CITIGROUP INC	20,437	1,023,419	0.01%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	20,071	1,005,095	0.05%
JENNISON ASSOCIATES LLC	19,806	991,820	0.01%