Security record · archived quarter
VERX
Vertex, Inc. · Technology · Software - Application
15Tracked holders
+1Δ holders
23.43MShares held
$827.94MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +9.9% ·
net new positions +6.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
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 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 7.70M | — | $272.01M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 7.70M | — | $272.01M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 7.70M | — | $272.01M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 7.70M | — | $272.01M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 7.70M | — | $272.01M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 5.82M | — | $205.79M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Capital World Investors ✦ | 2.19M | +38.0% | $77.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.57M | — | $55.56M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.57M | — | $55.56M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.57M | — | $55.56M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.57M | — | $55.56M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.57M | — | $55.56M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (passive) | 1.57M | +12.2% | $55.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passive) | 1.54M | +13.8% | $54.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passive) | 1.54M | +13.8% | $54.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Wellington Management ✦ | 1.22M | New | $43.24M | 0.0% | New | 1 | SEC ↗ |
| 34 | Wellington Management ✦ | 1.22M | New | $43.24M | 0.0% | New | 1 | SEC ↗ |
| 35 | Wellington Management ✦ | 1.22M | New | $43.24M | 0.0% | New | 1 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 804.50K | +149.5% | $28.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 804.50K | +149.5% | $28.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Millennium Management ✦ | 393.34K | +410.2% | $13.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Arrowstreet Capital ✦ | 308.44K | +59.0% | $10.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Marshall Wace ✦ | 173.68K | -18.8% | $6.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Marshall Wace ✦ | 173.68K | -18.8% | $6.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Marshall Wace ✦ | 173.68K | -18.8% | $6.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | D. E. Shaw & Co. ✦ | 59.97K | -24.2% | $2.12M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | D. E. Shaw & Co. ✦ | 59.97K | -24.2% | $2.12M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 52.85K | -93.0% | $1.87M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | Two Sigma Investments ✦ | 14.88K | -93.4% | $525,643 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | Renaissance Technologies ✦ | 10.50K | New | $371,018 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $43.24M | 0.0% |
| Wellington Management | $43.24M | 0.0% |
| Wellington Management | $43.24M | 0.0% |
| Renaissance Technologies | $371,018 | 0.0% |
Exited
| AQR Capital Management | $441,266 | was 0.0% |
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 2025 ·
Methodology ·
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