13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
VERX

VERTEX INC CL A

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

CUSIP 92538j106·232 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.0%
vs prior quarter
13F value held
$716M
65.0% inst. owned
of float
Holders
232
+62 QoQ
filers reporting
Activity
+16 / −6
+918 added · −870 reduced
this quarter
Concentration
13.81%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

232 institutions reported VERX in Q1 2026. UBS Group AG leads at 13.8% of the visible book. +62 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$99M8.3M0.01%Q1 202602
BlackRock, Inc.
CIK 0002012383
$67M5.7M0.00%Q1 202603
Vanguard Portfolio Management
CIK 0002100121
$57M4.8M0.00%Q1 202604
BROWN ADVISORY INC
CIK 0001345929
$55M2.8M0.08%Q4 202505
MORGAN STANLEY
CIK 0000895421
$51M4.3M0.00%Q1 202606
Tensile Capital Management LP
CIK 0001598843
$40M3.4M5.79%Q1 202607
JPMORGAN CHASE & CO
CIK 0000019617
$39M3.4M0.00%Q1 202608
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
CIK 0001535845
$38M3.2M0.06%Q1 202609
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$37M3.1M0.00%Q1 202610
NOMURA HOLDINGS INC
CIK 0001163653
$31M2.6M0.08%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$28M2.4M0.00%Q1 202612
GENEVA CAPITAL MANAGEMENT LLC
CIK 0001009232
$25M2.1M0.54%Q1 202613
STATE STREET CORP
CIK 0000093751
$23M1.9M0.00%Q1 202614
CITADEL ADVISORS LLC
CIK 0001423053
$21M1.1M0.00%Q4 202515
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$21M1.8M0.00%Q1 202616
JENNISON ASSOCIATES LLC
CIK 0000053417
$20M992K0.01%Q4 202517
Legacy Advisors, LLC
CIK 0001720969
$16M1.3M1.88%Q1 202618
BARCLAYS PLC
CIK 0000312069
$16M1.3M0.00%Q1 202619
TimesSquare Capital Management, LLC
CIK 0001313816
$15M766K0.23%Q4 202520
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$15M1.3M0.05%Q1 2026
Page 1 of 12
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