Skip to content
Disclosery

VERX VERTEX INC

Follow

CL A (common), issuer CIK 1806837

250 managers (255 13F filers) reported a position in VERX shares at 2024-12-31, 73,853,956 shares in all. 46 filers opened a position and 22 filers sold out during the quarter.

Managers
250
13F filers
255
New
46
Added
94
Reduced
78
Sold out
22
Shares held by filers
73,853,956

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
US BANCORP \DE\in group US BANCORP \DE\1,076$57.4K<0.01%-1,96213F-HRTimelineGroup
Blue Trust, Inc.1,073$57.2K<0.01%-1,18613F-HR/ATimeline
SIMPLEX TRADING, LLC1,036$55K<0.01%+98913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC946$50.5K<0.01%new13F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC929$49.6K0.01%-1,26013F-HRTimeline
Plato Investment Management Ltd766$41K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC750$40K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…721$38.5K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC545$29.1K<0.01%+15413F-HRTimeline
MCF Advisors LLC326$17.4K<0.01%-20813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT323$17.2K<0.01%-30713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…313$16.7K<0.01%+27913F-HRTimelineGroup
WPG Advisers, LLC288$15.4K0.01%13F-HRTimeline
GAMMA Investing LLC279$14.9K<0.01%+11013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK278$14.8K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA232$12.4K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust228$12.2K<0.01%-2413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC208$11.1K<0.01%+4713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.195$10.3K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…187$9.98K<0.01%+1913F-HRTimelineGroup
MATHER GROUP, LLC.182$9.71K<0.01%new13F-HRTimeline
Hurley Capital, LLC182$9.34K0.01%13F-HRTimeline
Geneos Wealth Management Inc.153$8.16K<0.01%+4413F-HRTimeline
Bogart Wealth, LLC131$6.99K<0.01%013F-HRTimeline
Arax Advisory Partners71$3.79K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC66$3.52K<0.01%-55813F-HRTimeline
Brooklyn Investment Group65$3.47K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.62$3.31K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$3.2K<0.01%+1013F-HRTimeline
CWM, LLCin group CWM, LLC61$3K<0.01%+2113F-HRTimelineGroup
Covestor Ltd49$3K<0.01%+3213F-HRTimeline
Allworth Financial LP46$2.6K<0.01%+1013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP40$2.13K<0.01%013F-HRTimelineGroup
Key Financial Inc35$1.87K<0.01%013F-HRTimeline
SIGNATUREFD, LLC29$1.55K<0.01%+513F-HRTimeline
Hexagon Capital Partners LLC25$1.33K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC23$1.23K<0.01%013F-HRTimeline
Lindbrook Capital, LLC21$1.12K<0.01%+313F-HRTimeline
CVA Family Office, LLC15$800<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$321<0.01%013F-HRTimeline
Parallel Advisors, LLC6$320<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5$267<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.5$267<0.01%-113F-HRTimeline
GPS Wealth Strategies Group, LLC3$178<0.01%013F-HRTimeline
IFP Advisors, Inc0$160<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Global Financial Private Client, LLC2$107<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$53<0.01%13F-HRTimeline
West Oak Capital, LLC2$1<0.01%013F-HR/ATimeline
Hemington Wealth Management16$00%+813F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount 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