Security record · archived quarter
VERX
Vertex, Inc. · Technology · Software - Application
86Tracked holders
+1Δ holders
60.06MShares held
$1.17BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +1.2% ·
share flow -0.2% ·
net new positions +1.2%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 85 | +3 | 49.78M | $569.64M | +9 | −5 |
| Q1 2026 | 84 | -3 | 53.91M | $639.06M | +12 | −15 |
| Q4 2025 | 86 | +1 | 60.06M | $1.17B | +1 | n/a |
| Q3 2025 | 15 | -3 | 24.72M | $612.71M | n/a | −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 | n/a | n/a |
| Q3 2024 | 9 | +1 | 2.20M | $84.64M | +2 | −1 |
| Q2 2024 | 8 | n/a | 2.07M | $74.67M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 8.35M | -0.5% | $166.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | UBS Group AG | 5.73M | n/a | $114.40M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (passive) | 5.64M | +6.1% | $112.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 4 | Nomura Holdings Inc | 3.17M | n/a | $63.37M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Neuberger Berman Group LLC | 2.82M | n/a | $56.32M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Brown Advisory Inc | 2.78M | n/a | $55.49M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 7 | Massachusetts Financial Services Co… | 2.70M | n/a | $53.88M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | State Street Global Advisors ✦ (passive) | 1.85M | +8.0% | $36.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 1.79M | +5.5% | $35.81M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 1.72M | -52.1% | $34.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 11 | Wellington Management ✦ | 1.54M | -28.8% | $30.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 12 | Barclays Plc | 1.47M | n/a | $29.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Principal Financial Group Inc | 1.34M | n/a | $26.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Aberdeen Group plc | 1.22M | n/a | $24.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Goldman Sachs Group ✦ | 1.08M | +154.9% | $21.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Citigroup Inc | 1.02M | n/a | $20.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Kayne Anderson Rudnick Investment… | 1.01M | n/a | $20.07M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 18 | Jennison Associates Llc | 991.82K | n/a | $19.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Citadel Advisors ✦ | 975.40K | +424.5% | $19.48M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 20 | Bank Of America Corp /De/ | 971.67K | n/a | $19.40M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 21 | Morgan Stanley ✦ | 924.89K | -5.0% | $18.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 22 | Dimensional Fund Advisors Lp | 818.25K | n/a | $16.34M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Ameriprise Financial Inc | 799.77K | n/a | $15.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Janus Henderson Group Plc | 776.39K | n/a | $15.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Jane Street Group, Llc | 719.12K | n/a | $14.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Northern Trust Corp | 634.35K | n/a | $12.67M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 27 | Charles Schwab Investment… | 610.06K | n/a | $12.18M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 507.61K | n/a | $10.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Franklin Resources Inc | 464.15K | n/a | $9.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | New York State Common Retirement… | 1.80M | n/a | $7.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | UBS AM, a distinct business unit of… | 282.43K | n/a | $5.64M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 32 | D. E. Shaw & Co. ✦ | 275.87K | +3305.8% | $5.51M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 268.80K | New | $5.37M | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 245.93K | n/a | $4.91M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 35 | Susquehanna International Group, Llp | 228.11K | n/a | $4.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Deutsche Bank Ag\ | 218.69K | n/a | $4.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Sei Investments Co | 299.17K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Swiss National Bank | 144.90K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Nuveen, LLC | 139.29K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Royal Bank Of Canada | 132.15K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | Voya Investment Management Llc | 125.92K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Envestnet Asset Management Inc | 88.52K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 87.18K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Wells Fargo & Company/Mn | 86.79K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 45 | Rhumbline Advisers | 85.27K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Squarepoint Ops LLC | 82.19K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 75.82K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Legal & General Group Plc | 74.20K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | T. Rowe Price ✦ | 70.64K | +24.8% | $1.41M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 50 | Alliancebernstein L.P. | 70.31K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Nomura Asset Management… | 69.53K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | California State Teachers… | 68.79K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Holocene Advisors, LP | 61.47K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Invesco Ltd. | 61.02K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 55 | Qube Research & Technologies Ltd | 58.31K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Federated Hermes, Inc. | 51.05K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Arrowstreet Capital ✦ | 46.63K | -23.6% | $931,121 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 37.79K | n/a | $754,606 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Manufacturers Life Insurance… | 35.31K | n/a | $705,201 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Marshall Wace ✦ | 30.07K | -56.1% | $600,458 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Creative Planning | 28.59K | n/a | $570,842 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Cetera Investment Advisers | 28.34K | n/a | $565,870 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Zurcher Kantonalbank (Zurich… | 23.41K | n/a | $467,518 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Millennium Management ✦ | 22.77K | -67.7% | $454,817 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 65 | State Of Wisconsin Investment Board | 20.88K | n/a | $416,914 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | LPL Financial LLC | 17.21K | n/a | $343,764 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Universal- Beteiligungs- und… | 15.23K | n/a | $304,223 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 14.94K | n/a | $298,250 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 69 | ProShare Advisors LLC | 12.80K | n/a | $255,597 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Canada Pension Plan Investment Board | 10.50K | n/a | $209,685 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Pictet Asset Management Holding SA | 10.36K | n/a | $206,949 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Fidelity (FMR) ✦ | 8.29K | +344.4% | $165,531 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 73 | Pnc Financial Services Group, Inc. | 8.26K | n/a | $164,892 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 74 | Walleye Trading LLC | 4.52K | n/a | $90,344 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Assetmark, Inc | 4.18K | n/a | $83,475 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Fifth Third Bancorp | 1.16K | n/a | $23,245 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | BNP Paribas Asset Management… | 969 | n/a | $19,000 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Osaic Holdings, Inc. | 863 | n/a | $17,231 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Us Bancorp \De\ | 713 | n/a | $14,239 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 80 | Rockefeller Capital Management L.P. | 656 | n/a | $13,100 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Northwestern Mutual Wealth… | 493 | n/a | $9,846 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 401 | n/a | $8,008 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 83 | Optiver Holding B.V. | 324 | n/a | $6,470 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Mirae Asset Global Investments Co.… | 261 | n/a | $5,212 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Cwm, Llc | 261 | n/a | $5,000 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Jones Financial Companies Lllp | 163 | n/a | $3,255 | 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
| Renaissance Technologies | $5.37M | 0.0% |
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: Q4 2025 ·
Methodology ·
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