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Disclosery

VERX VERTEX INC

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CL A (common), issuer CIK 1806837

237 managers (240 13F filers) reported a position in VERX shares at 2025-09-30, 85,430,856 shares in all. 34 filers opened a position and 61 filers sold out during the quarter.

Managers
237
13F filers
240
New
34
Added
86
Reduced
95
Sold out
61
Shares held by filers
85,430,856

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Spire Wealth Managementin group Spire Wealth Management330$8.18K<0.01%013F-HRTimelineGroup
T. Rowe Price Investment Management, In…303$8K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.315$7.81K<0.01%-1713F-HRTimelineGroup
Bogart Wealth, LLC301$7.46K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…259$6.42K<0.01%-8,10613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…210$5.21K<0.01%-4513F-HRTimelineGroup
CWM, LLCin group CWM, LLC191$5K<0.01%+6413F-HRTimelineGroup
Hurley Capital, LLC182$4.51K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP158$3.94K<0.01%+6113F-HRTimelineGroup
Sterling Capital Management LLC158$3.92K<0.01%-30,45413F-HRTimeline
MATHER GROUP, LLC.146$3.62K<0.01%new13F-HRTimeline
Quarry LP142$3.52K<0.01%-48613F-HRTimeline
Stephens Consulting, LLC133$3.3K<0.01%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.107$3K<0.01%-113F-HRTimelineGroup
Allworth Financial LP111$2.75K<0.01%+6613F-HRTimeline
Farther Finance Advisors, LLC65$1.61K<0.01%-213F-HRTimeline
GAMMA Investing LLC58$1.44K<0.01%-16613F-HRTimeline
Private Wealth Management Group, LLC47$1.17K<0.01%-313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK47$1.17K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC43$1.07K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB41$1.02K<0.01%-25413F-HRTimeline
SIGNATUREFD, LLC39$967<0.01%+113F-HRTimeline
SBI Securities Co., Ltd.37$917<0.01%-1513F-HRTimeline
Key Financial Inc35$859<0.01%013F-HRTimeline
Versant Capital Management, Inc26$645<0.01%-78113F-HRTimeline
JFS WEALTH ADVISORS, LLC12$298<0.01%-1013F-HRTimeline
ORG Partners LLC9$223<0.01%-5813F-HRTimeline
Wealthspire Advisors, LLC7$174<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.4$100<0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC3$83<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3$74<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.2$52<0.01%-413F-HRTimeline
Bay Harbor Wealth Management, LLC1$24<0.01%-413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.16$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
Covestor Ltd4$00%013F-HRTimelineValue filed as zero, left out of ratios.
Cloud Capital Management, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Hemington Wealth Management3$00%-3513F-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