Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in VERX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 8.3M | $98.8M | -3.1% | 5.138% | 0.01% |
| 2 | BlackRock, Inc. | 5.7M | $67.3M | +0.3% | 3.497% | 0.00% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8M | $56.8M | β | 2.954% | 0.00% |
| 4 | MORGAN STANLEY | 4.3M | $51.0M | +364.2% | 2.653% | 0.00% |
| 5 | Tensile Capital Management LP | 3.4M | $40.4M | -0.6% | 2.100% | 5.79% |
| 6 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3.2M | $37.8M | β | 1.964% | 0.06% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | $37.0M | β | 1.925% | 0.00% |
| 8 | NOMURA HOLDINGS INC | 2.6M | $31.2M | -17.4% | 1.620% | 0.10% |
| 9 | GOLDMAN SACHS GROUP INC | 2.4M | $28.1M | +118.5% | 1.461% | 0.00% |
| 10 | GENEVA CAPITAL MANAGEMENT LLC | 2.1M | $25.4M | -21.2% | 1.319% | 0.54% |
| 11 | STATE STREET CORP | 1.9M | $22.7M | +3.3% | 1.181% | 0.00% |
| 12 | BROWN ADVISORY INC | 1.8M | $21.5M | -34.9% | 1.118% | 0.04% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $21.1M | -1.2% | 1.095% | 0.00% |
| 14 | D. E. Shaw & Co., Inc. | 1.6M | $19.5M | +494.1% | 1.013% | 0.02% |
| 15 | Legacy Advisors, LLC | 1.3M | $16.0M | 0.0% | 0.830% | 1.88% |
| 16 | BARCLAYS PLC | 1.3M | $15.6M | -10.7% | 0.810% | 0.01% |
| 17 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.3M | $15.2M | +5.3% | 0.791% | 0.05% |
| 18 | CITADEL ADVISORS LLC | 1.2M | $14.8M | +17.7% | 0.769% | 0.01% |
| 19 | Divisar Capital Management LLC | 1.2M | $14.2M | +378.3% | 0.739% | 3.62% |
| 20 | CITIGROUP INC | 1.2M | $13.7M | +12.4% | 0.711% | 0.01% |
| 21 | PALISADE CAPITAL MANAGEMENT LLC/NJ | 1.1M | $13.6M | +53.0% | 0.706% | 0.45% |
| 22 | CIBC Bancorp USA Inc. | 1.1M | $12.5M | β | 0.651% | 0.02% |
| 23 | Hudson Bay Capital Management LP | 1.0M | $11.9M | β | 0.618% | 0.13% |
| 24 | JENNISON ASSOCIATES LLC | 982K | $11.7M | -1.0% | 0.607% | 0.01% |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 936K | $11.1M | +1906.8% | 0.578% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in VERX β a direct measure of their conviction.
Filings activity in VERX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 214 | 2.3% | 47.50% | 38.82 pp | $944M | 45% |
| Q4 2025 | 219 | 6.4% | 86.32% | 17.32 pp | $1.72B | 17% |
| Q3 2025 | 234 | 13% | 103.64% | 36.34 pp | $2.06B | 26% |
| Q2 2025 | 270 | +4.2% | 139.98% | +15.96 pp | $2.78B | +13% |
| Q1 2025 | 259 | +4.0% | 124.02% | 39.91 pp | $2.46B | 24% |
| Q4 2024 | 249 | +17% | 163.93% | +43.80 pp | $3.26B | +36% |
| Q3 2024 | 213 | +5.4% | 120.13% | +5.73 pp | $2.39B | +5.0% |
| Q2 2024 | 202 | β | 114.40% | β | $2.27B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying VERX stock.
Based on Q1 2026 13F filings, institutional ownership of Vertex, Inc. stands at 47.5%, held across 214 reporting institutions.
UBS Group AG is the largest reported institutional holder of VERX, with approximately 8,313,554 shares worth $0.10B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of VERX, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for VERX is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
59 institutions opened new positions in VERX during Q1 2026, while 64 fully exited. 32 added to existing positions and 122 trimmed.
VERX institutional ownership fell by 38.82 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 50.2% of all reported 13F value in VERX, and the top 25 account for 75.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Vertex, Inc. (VERX) Institutional Ownership