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Disclosery

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
VANGUARD GROUP INCin group VANGUARD GROUP INC8,348,597$167M<0.01%-38,52913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,011,271$120M+3,955,560Timeline
BlackRock, Inc.in group BlackRock, Inc.5,641,180$113M<0.01%+324,66513F-HRTimelineGroup
Tensile Capital Management LP3,419,994$68.3M8.85%-384,41513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding3,242,878$64.8M+3,232,908Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,820,247$56.3M0.04%-168,32313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC2,778,876$55.5M0.08%-302,02913F-HRTimelineGroup
GENEVA CAPITAL MANAGEMENT LLC2,710,499$54.1M1.02%-222,38513F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…2,698,276$53.9M0.02%-869,62613F-HRTimelineGroup
Conestoga Capital Advisors, LLC2,506,653$50.1M0.84%-36,34713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,849,171$36.9M<0.01%+136,65613F-HRTimelineGroup
Park West Asset Management LLC1,833,428$36.6M3.08%+583,42813F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,792,864$35.8M<0.01%+93,18413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,719,576$34.3M<0.01%-74,49413F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,540,091$30.8M0.01%-621,41013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,467,371$29.3M0.01%+624,14713F-HRTimelineGroup
Legacy Advisors, LLC1,343,839$26.8M2.88%+6013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC1,335,122$26.7M0.01%+442,17313F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc1,221,776$24.4M0.04%-224,05813F-HRTimelineGroup
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,215,172$24.3M0.07%+360,79113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,081,698$21.6M<0.01%+657,41313F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC1,023,419$20.4M0.01%+810,98513F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,005,095$20.1M0.05%-295,94913F-HRTimeline
JENNISON ASSOCIATES LLC991,820$19.8M0.01%+172,69213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC975,397$19.5M0.01%+789,41813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/971,666$19.4M<0.01%+414,05113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY924,888$18.5M<0.01%-48,55413F-HR/ATimelineGroup
BANQUE PICTET & CIE SA818,645$16.3M0.16%-125,42513F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP818,245$16.3M<0.01%-169,02013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC799,773$16M<0.01%+5,12913F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson776,392$15.5M0.01%-25,25113F-HRTimelineGroup
TimesSquare Capital Management, LLC766,222$15.3M0.23%-325,04013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP746,357$14.9M0.44%+128,22413F-HRTimeline
Champlain Investment Partners, LLC739,673$14.8M0.15%-1,309,81713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC719,118$14.4M0.02%+394,45413F-HRTimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding704,837$14.1M+704,522Timeline
Hyperion Capital Advisors LP650,000$13M6.35%+110,00013F-HRTimeline
Pembroke Management, LTD648,097$12.9M1.34%-169,95613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP634,348$12.7M<0.01%-10,18013F-HRTimelineGroup
BROWN CAPITAL MANAGEMENT LLC610,332$12.2M1%-692,33113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co610,064$12.2M<0.01%+13,61713F-HRTimelineGroup
GAGNON SECURITIES LLCgroup of 2 filers holding597,122$11.9M-14,042Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS507,605$10.1M0.01%+164,01513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources464,155$9.27M<0.01%-1,008,80313F-HRTimelineGroup
Premier Fund Managers Ltd453,303$9.08M0.52%-120,05413F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC439,415$8.78M0.03%-263,55513F-HRTimelineGroup
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC378,927$7.57M0.16%-14,00013F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND282,075$5.63M0.01%-102,63413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.275,866$5.51M<0.01%+267,76613F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS268,985$5.37M0.11%+16813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC268,800$5.37M0.01%new13F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.263,474$5.26M0.18%+60,00013F-HRTimelineGroup
NORRIS PERNE & FRENCH LLP/MI259,854$5.19M0.34%+53,71813F-HRTimeline
COMERICA BANK258,019$5.15M0.02%-17,35213F-HRTimeline
Divisar Capital Management LLC250,000$4.99M1.4%new13F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC249,227$4.98M0.15%-3,35213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp245,930$4.91M<0.01%+27,33013F-HRTimelineGroup
Pier Capital, LLC244,568$4.88M0.78%-47,29113F-HRTimeline
Voleon Capital Management LP233,971$4.67M0.1%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…228,108$4.56M0.01%-500,52513F-HRTimelineGroup
CYPRESS POINT INVESTMENT MANAGEMENT LP227,038$4.54M0.98%13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC220,477$4.4M0.18%+25,46213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\218,694$4.37M<0.01%+167,89113F-HRTimelineGroup
HERALD INVESTMENT MANAGEMENT Ltd200,000$3.99M0.52%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd189,019$3.77M0.08%+138,22513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.184,826$3.69M0.03%+7,00013F-HRTimelineGroup
Roubaix Capital, LLC184,446$3.68M1.57%new13F-HRTimeline
Edgestream Partners, L.P.166,326$3.32M0.09%new13F-HRTimeline
Granahan Investment Management, LLC150,299$3M0.13%-139,01013F-HRTimeline
EFG International AGin group EFG International AG145,763$2.91M0.06%13F-HRTimelineGroup
Swiss National Bank144,900$2.89M<0.01%+2,90013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO140,172$2.8M<0.01%-231,15113F-HRTimelineGroup
Nuveen, LLCin group TIAA139,291$2.78M<0.01%+7,58913F-HRTimelineGroup
ROYCE & ASSOCIATES LP136,032$2.72M0.03%+25,50713F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC135,998$2.72M0.06%+70813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA132,146$2.64M<0.01%-149,38413F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC125,919$2.51M<0.01%-17,05613F-HRTimelineGroup
Lazard Freres Gestion S.A.S.110,000$2.2M0.04%+40,00013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd107,909$2.15M0.06%+87,78613F-HRTimelineGroup
Campbell & CO Investment Adviser LLC103,665$2.07M0.1%+86,86613F-HRTimeline
Aquatic Capital Management LLC97,252$1.94M0.06%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,519$1.77M<0.01%-105,00013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.87,178$1.74M<0.01%-6,97013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN86,794$1.73M<0.01%+32,15813F-HRTimelineGroup
Bullseye Asset Management LLC85,286$1.7M0.92%-26,41313F-HRTimeline
RHUMBLINE ADVISERS85,269$1.7M<0.01%-9,37613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC82,188$1.64M<0.01%new13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding76,079$1.52M+1,580Timeline
Legal & General Group Plcin group Legal & General Group Plc74,204$1.48M<0.01%-8,11213F-HRTimelineGroup
Jain Global LLC72,293$1.44M0.01%+41,03513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/70,642$1.41M<0.01%+14,03713F-HRTimeline
ALLIANCEBERNSTEIN L.P.70,310$1.4M<0.01%-89913F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…68,790$1.37M<0.01%+25713F-HRTimeline
Palogic Value Management, L.P.67,500$1.35M0.58%+7,50013F-HRTimeline
Holocene Advisors, LP61,468$1.23M<0.01%+16,84813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.61,019$1.22M<0.01%+7,71413F-HRTimelineGroup
Qube Research & Technologies Ltd58,311$1.16M<0.01%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.51,049$1.02M<0.01%-50,31113F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …46,626$931K<0.01%-14,40013F-HRTimelineGroup
Sciencast Management LP43,180$862K0.12%new13F-HRTimeline
Caption Management, LLC41,159$822K0.04%013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…40,964$818K0.01%-3,52013F-HRTimeline
Headlands Technologies LLC40,129$801K0.07%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…39,030$779K<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP37,787$755K<0.01%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …35,313$705K<0.01%-33413F-HRTimelineGroup
SG Americas Securities, LLC34,315$685K<0.01%+21,80413F-HRTimeline
Bank Pictet & Cie (Europe) AG31,350$626K0.01%-17,07513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP30,068$600K<0.01%-38,40013F-HRTimelineGroup
Sterling Investment Advisors, Ltd.29,470$589K0.11%013F-HRTimeline
Creative Planningin group Creative Planning28,585$571K<0.01%new13F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC28,474$569K0.01%+59513F-HRTimeline
Cetera Investment Advisers28,336$566K<0.01%-8,14613F-HRTimeline
Verition Fund Management LLC28,105$561K<0.01%-33,70613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA23,975$479K<0.01%13F-HRTimelineGroup
Fieldview Capital Management, LLC23,566$471K0.08%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…23,411$468K<0.01%+10,34813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC22,916$457K<0.01%-14,07513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,775$455K<0.01%-47,71413F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …8,276$441K0.02%013F-HRTimelineGroup
CenterBook Partners LP21,712$434K0.02%-21,00813F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP21,492$429K0.02%-60,05513F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD20,877$417K<0.01%+2,94913F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM20,447$408K<0.01%-1,19413F-HRTimeline
DKRT Investments Corp.20,000$399K0.11%-10,00013F-HRTimeline
VARCOV Co.19,578$391K0.15%13F-HRTimeline
Police & Firemen's Retirement System of…18,002$360K<0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,662$353K<0.01%+78413F-HRTimelineGroup
LPL Financial LLC17,214$344K<0.01%-10,64213F-HRTimeline
DIVERSIFIED TRUST CO16,304$326K0.01%-7,67113F-HRTimeline
Handelsbanken Fonder AB16,100$322K<0.01%+1,50013F-HRTimeline
Chicago Capital, LLC16,013$320K0.01%new13F-HRTimeline
KLP KAPITALFORVALTNING AS15,700$314K<0.01%+1,00013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …15,234$304K<0.01%-11,48613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14,935$298K<0.01%-7,66313F-HRTimelineGroup
Atom Investors LP14,067$281K0.02%+3,99013F-HRTimeline
INCEPTIONR LLC13,662$273K0.08%new13F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al13,100$262K<0.01%new13F-HRTimeline
ProShare Advisors LLC12,799$256K<0.01%+1,67313F-HRTimeline
State of Wyoming12,132$242K0.03%+5,66613F-HRTimeline
SUMMITRY LLC11,412$228K0.01%+1,74813F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD10,500$210K<0.01%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…10,363$207K<0.01%013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,114$202K<0.01%-2,16613F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC8,578$170K<0.01%-129,33513F-HRTimeline
FMR LLCin group FMR LLC8,289$166K<0.01%+6,42413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,257$165K<0.01%+7,99813F-HRTimelineGroup
AlphaQuest LLC7,908$158K0.01%-2,82413F-HRTimeline
MeadowBrook Investment Advisors LLC7,390$148K0.13%-21013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co7,311$146K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO6,565$130K<0.01%-259,01413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…6,386$128K<0.01%-460,28113F-HRTimeline
Fairman Group, LLC6,129$122K0.1%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,436$109K<0.01%013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,263$105K<0.01%013F-HRTimelineGroup
Walleye Trading LLCin group Walleye Capital LLC4,524$90.3K<0.01%-63,26413F-HRTimelineGroup
PALLADIEM, LLC4,370$87.5K0.08%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,180$83.5K<0.01%+1,37613F-HRTimelineGroup
Advisors Asset Management, Inc.3,320$66.3K<0.01%+89513F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,156$63K<0.01%+10713F-HRTimelineGroup
Versant Capital Management, Inc2,475$49.4K0.01%+2,44913F-HRTimeline
Strategic Advocates LLC2,448$49K0.01%-4,38113F-HRTimeline
AMALGAMATED BANK2,204$44K<0.01%+32013F-HRTimeline
Fulcrum Asset Management LLP1,929$38.6K0.01%013F-HR/ATimeline
KBC Group NVin group KBC Group NV1,860$37K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,603$32K<0.01%new13F-HRTimeline
Blue Trust, Inc.1,423$28.4K<0.01%-24113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,164$23.2K<0.01%-47013F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …969$19K<0.01%+25613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.863$17.2K<0.01%-4,03713F-HRTimelineGroup
Steward Partners Investment Advisory, L…784$15.7K<0.01%-12513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\713$14.2K<0.01%-39213F-HRTimelineGroup
GAMMA Investing LLC662$13.2K<0.01%+60413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…656$13.1K<0.01%-447,11113F-HR/ATimelineGroup
Larson Financial Group LLC597$11.9K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust546$10.9K<0.01%+18313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…493$9.85K<0.01%+49013F-HR/ATimelineGroup
Sterling Capital Management LLC451$9.01K<0.01%+29313F-HRTimeline
Arax Advisory Partners435$8.69K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/401$8.01K<0.01%-1013F-HRTimelineGroup
T. Rowe Price Investment Management, In…303$7K<0.01%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management330$6.59K<0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.324$6.47K<0.01%-7813F-HRTimelineGroup
NewEdge Advisors, LLC323$6.45K<0.01%-15413F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC276$6.24K<0.01%new13F-HRTimeline
Bogart Wealth, LLC301$6.01K<0.01%013F-HRTimeline
Allworth Financial LP272$5.43K<0.01%+16113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…270$5.39K<0.01%+6013F-HRTimelineGroup
CWM, LLCin group CWM, LLC261$5K<0.01%+7013F-HRTimelineGroup
Farther Finance Advisors, LLC235$4.69K<0.01%+17013F-HRTimeline
MassMutual Private Wealth & Trust, FSB193$3.85K<0.01%+15213F-HRTimeline
Hurley Capital, LLC182$3.63K<0.01%013F-HRTimeline
SIGNATUREFD, LLC170$3.4K<0.01%+13113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP163$3.25K<0.01%+513F-HRTimelineGroup
Rachor Investment Advisory Services, LLC100$2K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC97$1.94K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…82$1.64K<0.01%new13F-HRTimeline
Elequin Capital, LP72$1.44K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC55$1.1K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC53$1.06K<0.01%-63213F-HRTimeline

Events

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

    Accepted , ingested