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Disclosery

VERX VERTEX INC

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CL A (common), issuer CIK 1806837

218 managers (228 13F filers) reported a position in VERX shares at 2026-06-30, 74,669,358 shares in all. 45 filers opened a position and 38 filers sold out during the quarter.

Managers
218
13F filers
228
New
45
Added
85
Reduced
70
Sold out
38
Shares held by filers
74,669,358

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 7 filers holding8,790,584$101M+292,562Timeline
BlackRock, Inc.in group BlackRock, Inc.6,236,152$71.6M<0.01%+576,77813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,132,404$47.4M<0.01%-160,84313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC3,549,052$40.7M0.06%+1,740,10813F-HRTimelineGroup
Tensile Capital Management LP2,898,563$33.3M4.59%-500,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,528,044$28.8M<0.01%-843,12613F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,189,827$25.1M0.02%+550,90513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,139,248$24.6M-3,476,681Timeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2,128,372$24.4M0.07%+849,20213F-HRTimeline
STATE STREET CORPin group STATE STREET CORP2,060,692$23.6M<0.01%+149,93913F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,836,548$21.1M<0.01%+64,85613F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD1,664,099$19.1M0.08%-957,54213F-HRTimelineGroup
Divisar Capital Management LLC1,640,895$18.8M4.34%+445,18313F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,487,000$17.1M0.02%-1,691,80013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,483,311$17M<0.01%-880,66113F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …1,472,893$16.9M0.01%+537,22513F-HRTimelineGroup
Legacy Advisors, LLC1,343,838$15.4M1.44%+5913F-HRTimeline
NORGES BANK1,310,400$15M<0.01%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,214,224$13.9M0.01%+925,58813F-HRTimelineGroup
GENEVA CAPITAL MANAGEMENT LLC1,186,812$13.6M0.31%-947,87913F-HRTimeline
GAGNON SECURITIES LLCgroup of 2 filers holding1,122,647$12.9M+357,377Timeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.1,054,021$12.1M0.01%+48813F-HRTimelineGroup
Freshford Capital Management, LLCin group Freshford Capital Management,…1,047,293$12M4.11%+481,74613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/986,325$11.3M<0.01%+53,80713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC972,967$11.2M0.01%-177,44513F-HRTimelineGroup
CYPRESS POINT INVESTMENT MANAGEMENT LP952,212$10.9M1.98%+416,31113F-HRTimeline
FMR LLCin group FMR LLC913,732$10.5M<0.01%+580,01713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC707,511$8.12M<0.01%-603,55513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP707,349$8.12M<0.01%+66,92313F-HRTimelineGroup
Qube Research & Technologies Ltd656,758$7.54M0.01%+548,29713F-HRTimeline
Hyperion Capital Advisors LP630,000$7.23M3.26%+150,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC576,895$6.62M<0.01%-575,71413F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…568,797$6.53M0.02%-237,06413F-HRTimeline
BANQUE PICTET & CIE SA547,975$6.29M0.06%-6,00013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP547,382$6.28M0.27%-594,56613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co532,115$6.11M<0.01%-73,79413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC465,544$5.34M<0.01%-235,10413F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND434,848$4.99M0.01%013F-HRTimeline
Voleon Capital Management LP393,508$4.52M0.08%+5,40213F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC373,824$4.29M0.86%-60,75513F-HRTimeline
ING GROEP NV320,000$3.67M0.02%new13F-HRTimeline
Pier Capital, LLC316,071$3.63M0.48%+3,84413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP305,506$3.51M<0.01%+200,61813F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd303,502$3.48M0.07%+47,21313F-HRTimeline
HERALD INVESTMENT MANAGEMENT Ltd300,000$3.44M0.47%+100,00013F-HRTimeline
Quantinno Capital Management LP295,811$3.4M<0.01%+154,01813F-HRTimeline
TUDOR INVESTMENT CORP ET AL278,719$3.2M0.01%+60,22513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS266,439$3.06M0.06%-1,25113F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.263,474$3.02M0.09%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp262,982$3.02M<0.01%+28,18113F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP260,369$2.99M<0.01%-322,05813F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC252,542$2.9M0.11%+14,66713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC224,387$2.58M<0.01%+109,50113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS223,834$2.57M<0.01%-287,83713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC189,413$2.18M<0.01%new13F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC189,443$2.17M0.04%-16,72213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd187,881$2.16M0.03%-68,45013F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.174,826$2.01M0.01%013F-HRTimelineGroup
Nuveen, LLCin group TIAA161,804$1.86M<0.01%-15,19813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP153,840$1.77M<0.01%new13F-HR/ATimelineGroup
Trexquant Investment LP151,968$1.74M0.01%-148,23113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC149,317$1.71M<0.01%+82,07713F-HRTimelineGroup
Swiss National Bank148,300$1.7M<0.01%+3,40013F-HRTimeline
Whetstone Capital Advisors, LLC136,118$1.56M0.41%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO133,962$1.54M<0.01%+43,97413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…133,955$1.54M<0.01%-27,48513F-HRTimelineGroup
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC127,927$1.47M0.03%-130,00013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC115,583$1.33M<0.01%-537,92913F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC111,009$1.27M<0.01%+83,64013F-HRTimelineGroup
Palogic Value Management, L.P.110,150$1.26M0.45%+10,15013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/105,664$1.21M<0.01%+21,07513F-HRTimeline
RHUMBLINE ADVISERS99,862$1.15M<0.01%+12,54813F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC97,694$1.12M<0.01%-1,40313F-HRTimelineGroup
Lazard Freres Gestion S.A.S.95,660$1.1M0.02%+72013F-HRTimeline
Engineers Gate Manager LP88,318$1.01M0.01%+53,31913F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…82,916$952K<0.01%+14,64913F-HR/ATimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC81,665$938K<0.01%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.81,375$934K<0.01%+5,35713F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\78,274$899K<0.01%-147,56313F-HRTimelineGroup
Campbell & CO Investment Adviser LLC78,080$896K0.05%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.70,631$840K<0.01%-31313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,526$798K<0.01%+43,55313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,064$758K<0.01%-2,89013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc64,218$737K<0.01%+2,22513F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD62,576$718K<0.01%+24,23513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding62,419$716K-1,393Timeline
Creative Planningin group Creative Planning62,232$714K<0.01%+30,37713F-HRTimelineGroup
Sculptor Capital LPin group Sculptor Capital LP59,200$680K0.01%new13F-HRTimelineGroup
VARCOV Co.54,328$624K0.24%+27,87313F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC51,716$594K<0.01%new13F-HRTimeline
Counterpoint Mutual Funds LLC48,583$558K0.06%-358,17413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP47,636$547K0.01%new13F-HRTimelineGroup
TWINBEECH CAPITAL LP46,150$530K0.1%-32,05013F-HRTimeline
CIBC WORLD MARKET INC.42,200$484K<0.01%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…42,120$484K<0.01%+1,87213F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC41,235$473K<0.01%+2,65813F-HRTimelineGroup
Caption Management, LLC41,159$473K0.02%013F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al40,800$468K<0.01%+27,70013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC39,700$456K<0.01%-250,80013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP39,270$451K0.03%+27,88113F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC38,949$447K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources38,601$443K<0.01%new13F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson37,027$425K<0.01%13F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC33,193$381K<0.01%+32,91713F-HRTimeline
Bank Pictet & Cie (Europe) AG31,350$360K0.01%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …31,349$360K<0.01%+18913F-HRTimelineGroup
DKRT Investments Corp.30,000$344K0.08%013F-HRTimeline
Cetera Investment Advisers29,947$344K<0.01%-4,20313F-HRTimeline
Sterling Investment Advisors, Ltd.29,470$338K0.06%013F-HRTimeline
Handelsbanken Fonder AB28,500$327K<0.01%-17,20013F-HRTimeline
Headlands Technologies LLC27,575$317K0.03%-8,15713F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP26,902$309K0.03%new13F-HRTimeline
Chicago Capital, LLC25,528$293K0.01%-80013F-HRTimeline
Aquatic Capital Management LLC24,181$278K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…23,705$272K<0.01%+13,08413F-HRTimelineGroup
Police & Firemen's Retirement System of…22,027$253K<0.01%+4,02513F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC18,947$245K0.16%new13F-HRTimeline
CenterBook Partners LP21,118$242K0.01%-237,51613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd20,920$240K<0.01%+4,09813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV20,781$239K<0.01%-45413F-HR/ATimeline
ARIZONA STATE RETIREMENT SYSTEM20,394$234K<0.01%+20513F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC19,527$224K<0.01%-11813F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.18,580$213K0.01%-2,18913F-HRTimeline
Woodline Partners LP17,666$203K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,560$202K<0.01%+1,03913F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC17,229$198K0.02%new13F-HRTimeline
Meridian Wealth Partners, LLC16,785$193K0.02%-1,66813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…16,705$192K<0.01%-22,34313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,578$190K<0.01%+2,94713F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…15,725$181K<0.01%+5,10213F-HRTimelineGroup
KLP KAPITALFORVALTNING AS15,700$180K<0.01%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC15,047$173K<0.01%new13F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC14,597$168K<0.01%+2,94613F-HRTimelineGroup
AXQ CAPITAL, LP14,444$166K0.02%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…12,994$149K<0.01%013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC11,970$137K<0.01%+1,18013F-HRTimelineGroup
SUMMITRY LLC11,456$132K<0.01%+6413F-HRTimeline
Olympiad Research LP10,693$123K0.26%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC10,664$122K0.01%-49,32113F-HRTimeline
Savant Capital, LLC10,520$121K<0.01%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.10,218$117K<0.01%013F-HRTimelineGroup
LPL Financial LLC10,039$115K<0.01%-85713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp10,000$115K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc8,604$98.8K0.01%+3,68313F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co7,311$84K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,135$81.9K<0.01%+4,42513F-HRTimelineGroup
NATIXISin group Natixis Investment Managers7,000$80.4K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding6,679$76.7K+1,243Timeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…6,386$73K<0.01%013F-HRTimeline
Fairman Group, LLC6,129$70.4K0.06%013F-HRTimeline
State of Wyoming5,382$61.8K0.01%-7,52413F-HRTimeline
PALLADIEM, LLC4,370$50.2K0.05%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,004$47K<0.01%+99713F-HRTimelineGroup
Advisors Asset Management, Inc.3,198$36.7K<0.01%-8913F-HRTimeline
WHITTIER TRUST CO2,264$29.1K<0.01%-31313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,579$29K<0.01%+2,12713F-HRTimelineGroup
Parallel Advisors, LLC2,337$26.8K<0.01%+1,08913F-HRTimeline
Federation des caisses Desjardins du Qu…2,190$25.1K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,048$23.5K<0.01%+1,68813F-HRTimeline
Fulcrum Asset Management LLP1,967$22.4K<0.01%+3813F-HRTimeline
Allworth Financial LP1,548$17.8K<0.01%+61913F-HRTimeline
Global Retirement Partners, LLC1,521$17.5K<0.01%13F-HRTimeline
SIMPLEX TRADING, LLC1,475$16.9K<0.01%+1,21813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,406$16.1K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC1,305$15K<0.01%-53213F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,046$12K<0.01%-17713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…977$11.2K<0.01%-28213F-HRTimelineGroup
Nykredit A/Sin group Nykredit A/S946$10.9K<0.01%13F-HRTimelineGroup
SIGNATUREFD, LLC859$9.86K<0.01%+29113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…823$9.45K<0.01%-3913F-HRTimelineGroup
Arax Advisory Partners681$7.82K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC681$7.81K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…622$7.14K<0.01%-37813F-HRTimelineGroup
Larson Financial Group LLC597$6.85K<0.01%+15913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC511$6.85K<0.01%-52913F-HRTimeline
Quarry LP575$6.6K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\511$5.87K<0.01%+14513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.489$5.61K<0.01%+513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP430$4.89K<0.01%-2,18713F-HRTimelineGroup
Farther Finance Advisors, LLC304$3.49K<0.01%+2013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…272$3.12K<0.01%-4613F-HRTimelineGroup
Sterling Capital Management LLC256$2.94K<0.01%-19513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.199$2.29K<0.01%-23213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC198$2.27K<0.01%+11913F-HRTimeline
Bogart Wealth, LLC170$1.95K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…165$1.89K<0.01%new13F-HRTimeline
Caitong International Asset Management …156$1.79K<0.01%-17,35013F-HRTimeline
Private Wealth Management Group, LLC100$1.15K<0.01%-25913F-HRTimeline
Noble Wealth Management PBC100$1.15K<0.01%013F-HRTimeline
Bare Financial Services, Inc89$1.02K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management52$600<0.01%-27813F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB51$585<0.01%-21113F-HRTimeline
Bell Investment Advisors, Inc45$517<0.01%new13F-HRTimeline
Marquette Asset Management, LLC44$506<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.39$448<0.01%+313F-HRTimeline
Blue Trust, Inc.38$436<0.01%013F-HRTimeline
Key Financial Inc35$402<0.01%013F-HRTimeline
Cornerstone Planning Group LLC36$398<0.01%013F-HRTimeline
Clearstead Advisors, LLC23$265<0.01%new13F-HRTimeline
CVA Family Office, LLC22$253<0.01%-813F-HRTimeline