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Disclosery

VERX VERTEX INC

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CL A (common), issuer CIK 1806837

265 managers (271 13F filers) reported a position in VERX shares at 2025-06-30, 84,132,065 shares in all. 51 filers opened a position and 43 filers sold out during the quarter.

Managers
265
13F filers
271
New
51
Added
119
Reduced
74
Sold out
43
Shares held by filers
84,132,065

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
KBC Group NVin group KBC Group NV1,860$66K<0.01%-80813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,727$61K<0.01%-29713F-HRTimelineGroup
Blue Trust, Inc.1,664$58.8K<0.01%+51213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,516$53.6K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,467$51.8K<0.01%+34713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/965$34.1K<0.01%-97,10913F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC946$33.4K<0.01%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC929$32.8K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.901$31K<0.01%new13F-HRTimeline
Versant Capital Management, Inc807$28.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…710$25.1K<0.01%-1113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC709$25.1K<0.01%+10713F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …665$23K<0.01%new13F-HRTimelineGroup
Quarry LP628$22.2K0.01%new13F-HRTimeline
NewEdge Advisors, LLC545$19.3K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC520$18K0.01%new13F-HRTimeline
Larson Financial Group LLC447$15.8K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.447$15.8K<0.01%+10413F-HRTimelineGroup
Parkside Financial Bank & Trust365$12.9K<0.01%+18113F-HRTimeline
MCF Advisors LLC357$12.6K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.332$11.7K<0.01%-313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management330$11.7K<0.01%-4,70013F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.311$11K<0.01%-25013F-HRTimeline
Bogart Wealth, LLC301$10.6K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB295$10.4K<0.01%-8313F-HRTimeline
PRIVATE TRUST CO NA287$10.1K<0.01%+2713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…255$9.01K<0.01%+5513F-HRTimelineGroup
GAMMA Investing LLC224$7.92K<0.01%+7913F-HRTimeline
Hurley Capital, LLC182$6.43K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC175$6K<0.01%-2,16013F-HRTimelineGroup
WPG Advisers, LLC156$5.51K<0.01%-12913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp127$4.49K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC123$4.35K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC127$4K<0.01%+113F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.108$4K<0.01%+1013F-HRTimelineGroup
Geneos Wealth Management Inc.99$3.5K<0.01%-28213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP97$3.35K<0.01%+7513F-HRTimelineGroup
Brooklyn Investment Group76$2.69K<0.01%+1113F-HR/ATimeline
Elequin Capital, LP71$2.51K<0.01%new13F-HRTimeline
ORG Partners LLC67$2.37K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC67$2.37K<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.52$1.84K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC50$1.77K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK47$1.66K<0.01%013F-HRTimelineGroup
Allworth Financial LP45$1.59K<0.01%-3213F-HRTimeline
ROTHSCHILD INVESTMENT LLC40$1.41K<0.01%-1013F-HRTimeline
SIGNATUREFD, LLC38$1.34K<0.01%+1413F-HRTimeline
Key Financial Inc35$1.24K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC29$1.02K<0.01%new13F-HRTimeline
Hemington Wealth Management38$1K<0.01%+2113F-HRTimeline
JFS WEALTH ADVISORS, LLC22$778<0.01%+913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13$460<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC9$318<0.01%new13F-HRTimeline
Fortitude Family Office, LLC8$283<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$213<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC5$176<0.01%+413F-HRTimeline
GPS Wealth Strategies Group, LLC3$118<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$107<0.01%-213F-HRTimeline
HFM Investment Advisors, LLC3$106<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC2$71<0.01%new13F-HRTimeline
True Wealth Design, LLC1$36<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$35<0.01%013F-HRTimeline
Covestor Ltd4$00%-88913F-HRTimelineValue filed as zero, left out of ratios.
SIMPLEX TRADING, LLC2$00%-2,13513F-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