VERX — Vertex Inc Cl A Institutional Holders · Q3 2026
Who owns Vertex Inc Cl A (VERX)? 6 institutions reported holding $50,501 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Versant Capital Management, Inc ($26,305), GAMMA Investing LLC ($12,557), Farther Finance Advisors, LLC ($9,942).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Versant Capital Management, Inc | $26,305 | 2,233 | Trimmed |
| 2 | GAMMA Investing LLC | $12,557 | 1,066 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $9,942 | 844 | Added |
| 4 | Noble Wealth Management PBC | $1,178 | 100 | Hold |
| 5 | Marquette Asset Management, LLC | $519 | 44 | Hold |
| 6 | MassMutual Private Wealth & Trust, FSB | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30