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VERX VERTEX INC

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CL A (common), issuer CIK 1806837

216 managers (221 13F filers) reported a position in VERX shares at 2025-12-31, 84,380,684 shares in all. 31 filers opened a position and 55 filers sold out during the quarter.

Managers
216
13F filers
221
New
31
Added
78
Reduced
81
Sold out
55
Shares held by filers
84,380,684

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Key Financial Inc35$699<0.01%013F-HRTimeline
Smartleaf Asset Management LLC32$641<0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC25$499<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21$419<0.01%new13F-HRTimeline
Bare Financial Services, Inc21$419<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC16$320<0.01%+413F-HRTimeline
Root Financial Partners, LLC16$320<0.01%-2713F-HRTimeline
SBI Securities Co., Ltd.15$300<0.01%-2213F-HRTimeline
Caitong International Asset Management …5$100<0.01%-33413F-HR/ATimeline
DiNuzzo Private Wealth, Inc.2$40<0.01%013F-HRTimeline
Dunhill Financial, LLC2$37<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.1$20<0.01%-313F-HRTimeline
Hughes Financial Services, LLC1$20<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…1$20<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.16$00%013F-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.

Events

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

    Accepted , ingested