Who Owns VERTEX INC (VERX)? -- Institutional Holders (2026-06-30)

Name: VERTEX INC (VERX) Institutional Holders (2026-06-30)
Creator: ko.io

279 institutions reported holding $1.22B of VERTEX INC (VERX) in SEC 13F filings for 2026-06-30. Largest institutional holders: VANGUARD GROUP INC ($100.8M), BlackRock, Inc. ($77.8M), UBS Group AG ($55.9M), Opti Capital Management, LP ($53.5M), MORGAN STANLEY ($49.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	VANGUARD GROUP INC	$100.8M	8.8M	Added
2	BlackRock, Inc.	$77.8M	6.2M	Added
3	UBS Group AG	$55.9M	4.9M	Trimmed
4	Opti Capital Management, LP	$53.5M	0	Trimmed
5	MORGAN STANLEY	$49.9M	4.1M	Trimmed
6	PenderFund Capital Management Ltd.	$44.8M	0	New
7	BROWN ADVISORY INC	$40.7M	3.5M	Added
8	Weiss Asset Management LP	$36.9M	0	New
9	Tensile Capital Management LP	$33.3M	2.9M	Trimmed
10	JPMORGAN CHASE & CO	$31.8M	2.5M	Trimmed
11	WOLVERINE ASSET MANAGEMENT LLC	$27.8M	0	Trimmed
12	D. E. Shaw & Co., Inc.	$25.1M	2.2M	Added
13	AQR Arbitrage LLC	$25.0M	0	Trimmed
14	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$24.4M	2.1M	Added
15	STATE STREET CORP	$23.6M	2.1M	Added
16	Jain Global LLC	$22.5M	0	Trimmed
17	GEODE CAPITAL MANAGEMENT, LLC	$21.1M	1.8M	Added
18	NOMURA HOLDINGS INC	$19.1M	1.7M	Trimmed
19	Divisar Capital Management LLC	$18.8M	1.6M	Added
20	TENOR CAPITAL MANAGEMENT Co., L.P.	$18.0M	0	Hold
21	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$17.1M	1.5M	Trimmed
22	GOLDMAN SACHS GROUP INC	$17.0M	1.5M	Trimmed
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$16.9M	1.5M	Added
24	Legacy Advisors, LLC	$15.4M	1.3M	Added
25	NORGES BANK	$15.0M	1.3M	New

Source: SEC Form 13F filings · as of 2026-06-30