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Disclosery

VERX VERTEX INC

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CL A (common), issuer CIK 1806837

219 managers (229 13F filers) reported a position in VERX shares at 2026-06-30, 74,859,573 shares in all. 45 filers opened a position and 38 filers sold out during the quarter.

Managers
219
13F filers
229
New
45
Added
86
Reduced
70
Sold out
38
Shares held by filers
74,859,573

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

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Saha Debanjandirector2026-10-07+11,199 A$0Form 4

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
CVA Family Office, LLC22$253<0.01%-813F-HRTimeline
Elequin Capital, LP20$230<0.01%+513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…17$195<0.01%+913F-HRTimelineGroup
SJS Investment Consulting Inc.10$115<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC7$80<0.01%new13F-HRTimeline
Creative Capital Management Investments…6$69<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC3$35<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC2$23<0.01%-113F-HRTimeline
Keating Financial Advisory Services, In…2$23<0.01%-913F-HRTimeline
DecisionPoint Financial, LLC1$13<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.1$12<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1$11<0.01%-21713F-HRTimelineGroup
LRI Investments, LLC1$11<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$11<0.01%-113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1$11<0.01%new13F-HRTimeline
Avion Wealth44$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd32$00%+2513F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC2$00%new13F-HRTimelineValue filed as zero, left out of ratios.

Events

  • Saha Debanjan acquired 11,199 VERX shares on 2026-10-07, Form 4 filed 2026-10-09. 0002156092-26-000005

    Accepted , ingested