4 institutions reported holding $115,488 of Vertex Inc (VERX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Versant Capital Management, Inc ($98,774), GAMMA Investing LLC ($14,981), Noble Wealth Management PBC ($1,148), MassMutual Private Wealth & Trust, FSB ($585). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Versant Capital Management, Inc | $98,774 | 8,604 | Added |
| 2 | GAMMA Investing LLC | $14,981 | 1,305 | Trimmed |
| 3 | Noble Wealth Management PBC | $1,148 | 100 | Hold |
| 4 | MassMutual Private Wealth & Trust, FSB | $585 | 51 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30