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Disclosery

VERX VERTEX INC

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CL A (common), issuer CIK 1806837

260 managers (265 13F filers) reported a position in VERX shares at 2025-03-31, 78,146,362 shares in all. 61 filers opened a position and 51 filers sold out during the quarter.

Managers
260
13F filers
265
New
61
Added
105
Reduced
73
Sold out
51
Shares held by filers
78,146,362

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ARMSTRONG ADVISORY GROUP, INC946$50.5K<0.01%013F-HRTimeline
Blue Trust, Inc.1,152$40.3K<0.01%+7913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,120$39.2K<0.01%+1313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,115$39K<0.01%new13F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC929$32.5K0.01%013F-HRTimeline
Covestor Ltd893$31K0.02%+84413F-HRTimeline
Versant Capital Management, Inc807$28.3K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…721$25.2K<0.01%013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…641$22K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC602$21.1K<0.01%+39413F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.561$19.6K<0.01%-1,337,19713F-HRTimeline
NewEdge Advisors, LLC545$19.1K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.514$18K<0.01%new13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD400$14K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.381$13.3K<0.01%+22813F-HRTimeline
MassMutual Private Wealth & Trust, FSB378$13.2K<0.01%new13F-HRTimeline
MCF Advisors LLC357$12.5K<0.01%+3113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.343$12K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.335$11.8K<0.01%+14013F-HRTimelineGroup
Clearstead Advisors, LLC334$11.7K<0.01%new13F-HRTimeline
Bogart Wealth, LLC301$10.5K<0.01%+17013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$10.5K0.01%-45013F-HRTimeline
SUMMIT SECURITIES GROUP LLC299$10.5K0.01%new13F-HRTimeline
WPG Advisers, LLC285$9.98K0.01%-313F-HRTimeline
PRIVATE TRUST CO NA260$9.1K<0.01%+2813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…200$7K<0.01%+1313F-HRTimelineGroup
Parkside Financial Bank & Trust184$6.44K<0.01%-4413F-HRTimeline
MATHER GROUP, LLC.182$6.37K<0.01%013F-HRTimeline
Hurley Capital, LLC182$6.37K<0.01%013F-HRTimeline
GAMMA Investing LLC145$5.08K<0.01%-13413F-HR/ATimeline
Accredited Wealth Management, LLC129$4.52K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…123$4.31K<0.01%-19013F-HRTimelineGroup
CWM, LLCin group CWM, LLC126$4K<0.01%+6513F-HRTimelineGroup
Allworth Financial LP77$3.04K<0.01%+3113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.98$3K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC66$2.38K<0.01%013F-HRTimeline
Brooklyn Investment Group65$2.28K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.52$1.82K<0.01%-1013F-HRTimeline
ROTHSCHILD INVESTMENT LLC50$1.75K<0.01%-1013F-HRTimeline
SVB WEALTH LLC50$1.75K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK47$1.65K<0.01%-23113F-HRTimelineGroup
Continuum Advisory, LLC45$1.57K<0.01%new13F-HRTimeline
Key Financial Inc35$1.23K<0.01%013F-HRTimeline
Park Place Capital Corp32$1.12K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC24$840<0.01%-513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22$782<0.01%-1813F-HR/ATimelineGroup
Lindbrook Capital, LLC21$735<0.01%013F-HRTimeline
Stephens Consulting, LLC20$701<0.01%new13F-HRTimeline
Amundiin group Amundi16$573<0.01%new13F-HRTimelineGroup
Sandy Spring Bank15$526<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC13$456<0.01%-1013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$211<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$176<0.01%013F-HRTimeline
Global Financial Private Client, LLC4$140<0.01%+213F-HRTimeline
GPS Wealth Strategies Group, LLC3$117<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$35<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$35<0.01%013F-HRTimeline
Fairman Group, LLC6,129$00%013F-HRTimelineValue filed as zero, left out of ratios.
Hemington Wealth Management17$00%+113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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