Security record · archived quarter
VERX
Vertex, Inc. · Technology · Software - Application
8Tracked holders
—Δ holders
2.07MShares held
$74.67MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 84 | +2 | 49.59M | $567.46M | +8 | −5 |
| Q1 2026 | 84 | -3 | 53.91M | $639.06M | +12 | −15 |
| Q4 2025 | 86 | +1 | 60.06M | $1.17B | +1 | — |
| Q3 2025 | 15 | -3 | 24.72M | $612.71M | — | −3 |
| Q2 2025 | 15 | +1 | 23.43M | $827.94M | +2 | −1 |
| Q1 2025 | 11 | +1 | 6.22M | $217.69M | +2 | −1 |
| Q4 2024 | 10 | 0 | 4.99M | $266.35M | — | — |
| Q3 2024 | 9 | +1 | 2.20M | $84.64M | +2 | −1 |
| Q2 2024 | 8 | — | 2.07M | $74.67M | — | — |
Who holds it · Q2 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.24M | — | $44.63M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.24M | — | $44.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 377.10K | — | $13.59M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 256.85K | — | $9.26M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 256.85K | — | $9.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Norges Bank ✦ (passive) | 109.21K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 28.64K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 24.79K | — | $893,788 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 21.09K | — | $760,114 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Millennium Management ✦ | 15.61K | — | $562,596 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 159.00K shares, $137,615 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2024 ·
Methodology ·
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