13F Insight
DOSSIER · 13F Holders · Q2 2026
VERX 0.75 05/01/29

VERTEX INC

25 institutions still hold VERTEX INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92538JAB2·25 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$307M
visible holders
Holders
25
filers reporting
Concentration
17.46%
Opti Capital Management, LP #1
top holder share
AI Holders Summary · Q2 2026

25 institutions reported VERX 0.75 05/01/29 in Q2 2026. Opti Capital Management, LP leads at 17.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Opti Capital Management, LP
CIK 0001738654
$54M59.5M3.27%Q2 202602
PenderFund Capital Management Ltd.
CIK 0001706164
$45M50.0M5.74%Q2 202603
Weiss Asset Management LP
CIK 0001357550
$37M41.2M0.39%Q2 202604
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$28M31.1M0.24%Q2 202605
Jain Global LLC
CIK 0002024579
$26M30.1M0.11%Q1 202606
TENOR CAPITAL MANAGEMENT Co., L.P.
CIK 0001346554
$18M20.0M0.25%Q2 202607
Point72 Asset Management, L.P.
CIK 0001603466
$13M15.0M0.02%Q1 202608
SILVERBACK ASSET MANAGEMENT LLC
CIK 0001278960
$11M12.5M1.21%Q2 202609
M&G Plc
CIK 0001802539
$11M12.1M0.05%Q2 202610
HBK INVESTMENTS L P
CIK 0001011443
$10M11.0M0.10%Q2 202611
MACKAY SHIELDS LLC
CIK 0000061227
$8M9.2M0.27%Q2 202612
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$7M7.5M0.29%Q4 202513
ZAZOVE ASSOCIATES LLC
CIK 0001009012
$7M7.9M0.58%Q2 202614
BlackRock, Inc.
CIK 0002012383
$6M6.9M0.00%Q2 202615
SSI INVESTMENT MANAGEMENT LLC
CIK 0000938487
$5M6.0M0.31%Q2 202616
Verition Fund Management LLC
CIK 0001454027
$5M5.9M0.03%Q2 202617
Calamos Advisors LLC
CIK 0001316507
$4M5.0M0.01%Q2 202618
PALISADE CAPITAL MANAGEMENT, LP
CIK 0001009006
$4M4.8M0.19%Q2 202619
FMR LLC
CIK 0000315066
$4M3.9M0.00%Q2 202620
JPMORGAN CHASE & CO
CIK 0000019617
$3M3.3M0.00%Q2 2026
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