13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
VERX 0.75 05/01/29

VERTEX INC

24 institutions still hold VERTEX INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92538JAB2·24 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.4%
vs prior quarter
13F value held
$267M
50.0% inst. owned
of float
Holders
24
+74 QoQ
filers reporting
Activity
+29 / −57
+935 added · −823 reduced
this quarter
Concentration
25.15%
Opti Capital Management, LP #1
top holder share
AI Holders Summary · Q1 2026

24 institutions reported VERX 0.75 05/01/29 in Q1 2026. Opti Capital Management, LP leads at 25.2% of the visible book. +74 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Opti Capital Management, LP
CIK 0001738654
$67M76.7M4.85%Q1 202602
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$51M58.4M0.49%Q1 202603
Jain Global LLC
CIK 0002024579
$26M30.1M0.11%Q1 202604
TENOR CAPITAL MANAGEMENT Co., L.P.
CIK 0001346554
$18M20.0M0.27%Q1 202605
HBK INVESTMENTS L P
CIK 0001011443
$17M20.0M0.18%Q1 202606
SILVERBACK ASSET MANAGEMENT LLC
CIK 0001278960
$13M15.0M1.87%Q1 202607
Point72 Asset Management, L.P.
CIK 0001603466
$13M15.0M0.02%Q1 202608
M&G Plc
CIK 0001802539
$10M12.1M0.05%Q1 202609
MACKAY SHIELDS LLC
CIK 0000061227
$8M9.2M0.29%Q1 202610
ZAZOVE ASSOCIATES LLC
CIK 0001009012
$8M8.1M0.66%Q4 202511
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$7M7.5M0.29%Q4 202512
JPMORGAN CHASE & CO
CIK 0000019617
$5M5.6M0.00%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M5.4M0.00%Q1 202614
BlackRock, Inc.
CIK 0002012383
$5M5.3M0.00%Q1 202615
Calamos Advisors LLC
CIK 0001316507
$4M5.0M0.02%Q1 202616
FMR LLC
CIK 0000315066
$3M4.0M0.00%Q1 202617
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M3.0M0.00%Q1 202618
MORGAN STANLEY
CIK 0000895421
$2M2.8M0.00%Q1 202619
LINDEN ADVISORS LP
CIK 0001279396
$1M1.5M0.01%Q1 202620
BARCLAYS PLC
CIK 0000312069
$808,510932K0.00%Q1 2026
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