DOSSIER · 13F Holders · Q2 2026Technology · Services-Prepackaged Software
VERX

VERTEX INC

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

CUSIP 92538J106·Services-Prepackaged Software·245 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$599M
visible holders
Holders
245
filers reporting
Concentration
11.94%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

245 institutions reported VERX in Q2 2026. BlackRock, Inc. leads at 11.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$72M6.2M0.00%Q2 2026
02
Vanguard Portfolio Management
CIK 0002100121· Index
$57M5.0M0.00%Q2 2026
03
UBS Group AG
CIK 0001610520
$56M4.9M0.01%Q2 2026
04
BROWN ADVISORY INC
CIK 0001345929
$55M2.8M0.08%Q4 2025
05
MORGAN STANLEY
CIK 0000895421
$47M4.1M0.00%Q2 2026
06
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$36M3.2M0.00%Q2 2026
07
Tensile Capital Management LP
CIK 0001598843
$33M2.9M4.59%Q2 2026
08
JPMORGAN CHASE & CO
CIK 0000019617
$29M2.5M0.00%Q2 2026
09
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$24M2.1M0.07%Q2 2026
10
STATE STREET CORP
CIK 0000093751
$24M2.1M0.00%Q2 2026
11
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$21M1.8M0.00%Q2 2026
12
NOMURA HOLDINGS INC
CIK 0001163653
$19M1.7M0.02%Q2 2026
13
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
CIK 0001535845
$17M1.5M0.02%Q2 2026
14
GOLDMAN SACHS GROUP INC
CIK 0000886982
$17M1.5M0.00%Q2 2026
15
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$17M1.5M0.01%Q2 2026
16
Legacy Advisors, LLC
CIK 0001720969
$15M1.3M1.44%Q2 2026
17
TimesSquare Capital Management, LLC
CIK 0001313816
$15M766K0.23%Q4 2025
18
NORGES BANK
CIK 0001374170· Sovereign
$15M1.3M0.00%Q2 2026
19
Divisar Capital Management LLC
CIK 0001645721
$14M1.2M3.62%Q1 2026
20
MARSHALL WACE, LLP
CIK 0001318757
$14M1.2M0.01%Q2 2026
Page 1 of 13
225 more holders available. Log in →
Insiders at VERTEX INC
Gayton Bradley MDestefano DavidWestphal JeffreyYoung Christopher DavidItem Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001Stamm John RichardRadcliffe Amanda WestphalThompson Stefanie Westphal