VERX VERTEX INC
FollowCL A (common), issuer CIK 1806837
214 managers (222 13F filers) reported a position in VERX shares at 2026-03-31, 80,389,011 shares in all. 52 filers opened a position and 54 filers sold out during the quarter.
- Managers
- 214
- 13F filers
- 222
- New
- 52
- Added
- 72
- Reduced
- 69
- Sold out
- 54
- Shares held by filers
- 80,389,011
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
| Owner | Date | Shares | Price | Filing |
|---|---|---|---|---|
| Saha Debanjandirector | 2026-10-07 | +11,199 A | $0 | Form 4 |
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 36 | $492 | <0.01% | new | 13F-HRTimeline |
| Blue Trust, Inc. | 38 | $452 | <0.01% | -1,385 | 13F-HRTimeline |
| SBI Securities Co., Ltd. | 36 | $428 | <0.01% | +21 | 13F-HRTimeline |
| Key Financial Inc | 35 | $416 | <0.01% | 0 | 13F-HRTimeline |
| CVA Family Office, LLC | 30 | $357 | <0.01% | new | 13F-HRTimeline |
| Investors Portfolio Services LLC | 24 | $309 | <0.01% | new | 13F-HRTimeline |
| Elequin Capital, LP | 15 | $178 | <0.01% | -57 | 13F-HRTimeline |
| Keating Financial Advisory Services, In… | 11 | $131 | <0.01% | +10 | 13F-HRTimeline |
| Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso… | 8 | $95 | <0.01% | new | 13F-HRTimelineGroup |
| JFS WEALTH ADVISORS, LLC | 3 | $36 | <0.01% | -13 | 13F-HRTimeline |
| Hughes Financial Services, LLC | 2 | $24 | <0.01% | +1 | 13F-HRTimeline |
| Dunhill Financial, LLC | 1 | $22 | <0.01% | -1 | 13F-HRTimeline |
| DiNuzzo Private Wealth, Inc. | 1 | $12 | <0.01% | -1 | 13F-HRTimeline |
| Covestor Ltd | 7 | $0 | 0% | +3 | 13F-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