Security record
VERX
Vertex, Inc. · Technology · Software - Application
85Tracked holders
+3Δ holders
49.78MShares held
$569.64MReported value
+9New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +3.7% ·
share flow -9.7% ·
net new positions +4.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 | — |
| 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 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 6.24M | +10.2% | $71.59M | 0.0% | ▲ Add | 5 | SEC ↗ ×16 |
| 2 | Morgan Stanley ✦ | 4.13M | -3.8% | $47.44M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 3 | Brown Advisory Inc | 3.55M | +96.2% | $40.74M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Vanguard Capital Management Llc | 3.17M | +1.9% | $36.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 2.53M | -25.0% | $28.82M | 0.0% | ▼ Trim | 4 | SEC ↗ ×10 |
| 6 | D. E. Shaw & Co. ✦ | 2.19M | +33.6% | $25.14M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (passive) | 2.06M | +7.8% | $23.65M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | UBS Group AG | 2.02M | -63.0% | $23.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 9 | Geode Capital Management ✦ (passive) | 1.84M | +3.7% | $21.09M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 10 | Nomura Holdings Inc | 1.66M | -36.5% | $19.10M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Healthcare Of Ontario Pension Plan… | 1.49M | -53.2% | $17.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 1.48M | -37.2% | $17.03M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 13 | Arrowstreet Capital ✦ | 1.47M | +57.4% | $16.91M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 14 | Norges Bank ✦ (passive) | 1.31M | New | $15.04M | 0.0% | New | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 1.21M | +320.7% | $13.94M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 16 | CIBC Bancorp USA Inc. | 1.05M | +0.1% | $12.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 986.33K | +5.8% | $11.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Citigroup Inc | 972.97K | -15.4% | $11.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Fidelity (FMR) ✦ | 913.73K | +173.8% | $10.49M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 20 | Barclays Plc | 707.51K | -46.0% | $8.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 21 | Northern Trust Corp | 707.35K | +10.4% | $8.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Qube Research & Technologies Ltd | 656.76K | +505.5% | $7.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 576.89K | -50.0% | $6.62M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 24 | Kayne Anderson Rudnick Investment… | 568.80K | -29.4% | $6.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Charles Schwab Investment… | 532.12K | -12.2% | $6.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 465.54K | -33.6% | $5.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 27 | New York State Common Retirement… | 434.85K | 0.0% | $4.99M | 0.0% | Held | 3 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 305.51K | +191.3% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 295.81K | +108.6% | $3.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Tudor Investment Corp Et Al | 278.72K | +27.6% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 262.98K | +12.0% | $3.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 32 | Dimensional Fund Advisors Lp | 260.37K | -55.3% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 33 | Ameriprise Financial Inc | 224.39K | +95.3% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Bnp Paribas Financial Markets | 223.83K | -56.2% | $2.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Hsbc Holdings Plc | 189.41K | New | $2.18M | 0.0% | New | 1 | SEC ↗ |
| 36 | Allianz Asset Management GmbH | 190.03K | New | $2.18M | 0.0% | New | 1 | SEC ↗ |
| 37 | Nuveen, LLC | 161.80K | -8.6% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 38 | Corient Private Wealth LP | 153.84K | New | $1.77M | 0.0% | New | 1 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 149.32K | +122.1% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 40 | Swiss National Bank | 148.30K | +2.4% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Sei Investments Co | 292.96K | +17.7% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | Susquehanna International Group, Llp | 133.96K | -17.0% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Millennium Management ✦ | 115.58K | -82.3% | $1.33M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 115.08K | -24.2% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 45 | T. Rowe Price ✦ | 105.66K | +24.9% | $1.21M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 46 | Rhumbline Advisers | 99.86K | +14.4% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Squarepoint Ops LLC | 81.67K | New | $937,514 | 0.0% | New | 1 | SEC ↗ |
| 48 | Invesco Ltd. | 81.38K | +7.0% | $934,185 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 49 | Deutsche Bank Ag\ | 78.27K | -65.3% | $898,585 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | Alliancebernstein L.P. | 70.63K | -0.4% | $839,803 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 69.53K | +167.7% | $798,153 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 52 | Envestnet Asset Management Inc | 66.06K | -4.2% | $758,415 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Legal & General Group Plc | 64.22K | +3.6% | $737,224 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 54 | State Of Wisconsin Investment Board | 62.58K | +63.2% | $718,372 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Creative Planning | 62.23K | +95.4% | $714,424 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 62.22K | -2.2% | $714,026 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | Victory Capital Management Inc | 51.72K | New | $593,700 | 0.0% | New | 1 | SEC ↗ |
| 58 | Cibc World Market Inc. | 42.20K | New | $484,456 | 0.0% | New | 1 | SEC ↗ |
| 59 | Lazard Asset Management Llc | 41.23K | +6.9% | $473,378 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Renaissance Technologies ✦ | 39.70K | -86.3% | $455,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Franklin Resources Inc | 38.60K | New | $443,139 | 0.0% | New | 1 | SEC ↗ |
| 62 | Manufacturers Life Insurance… | 31.35K | +0.6% | $359,887 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Cetera Investment Advisers | 29.95K | -12.3% | $343,792 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Russell Investments Group, Ltd. | 23.70K | +123.2% | $272,133 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Mercer Global Advisors Inc /Adv | 20.78K | -2.1% | $238,566 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Zurcher Kantonalbank (Zurich… | 16.70K | -57.2% | $191,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Capstone Investment Advisors, Llc | 15.72K | +48.0% | $180,523 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | American Century Companies Inc | 15.05K | New | $172,740 | 0.0% | New | 1 | SEC ↗ |
| 69 | Voya Investment Management Llc | 14.60K | +25.3% | $167,574 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Pictet Asset Management Holding SA | 12.99K | 0.0% | $149,171 | 0.0% | Held | 3 | SEC ↗ |
| 71 | Prudential Financial Inc | 11.97K | +10.9% | $137,416 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Federated Hermes, Inc. | 10.22K | 0.0% | $117,303 | 0.0% | Held | 3 | SEC ↗ |
| 73 | LPL Financial LLC | 10.04K | -7.9% | $115,248 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Royal Bank Of Canada | 2.58K | +470.6% | $29,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 75 | Simplex Trading, Llc | 1.48K | +473.9% | $16,933 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | BNP Paribas Asset Management… | 1.05K | -14.5% | $12,008 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Fifth Third Bancorp | 977 | -22.4% | $11,220 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 823 | -4.5% | $9,448 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 79 | Pnc Financial Services Group, Inc. | 622 | -37.8% | $7,141 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 80 | Us Bancorp \De\ | 511 | +39.6% | $5,867 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 489 | +1.0% | $5,613 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 82 | Jones Financial Companies Lllp | 430 | -83.6% | $4,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Mirae Asset Global Investments Co.… | 201 | 0.0% | $2,307 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Optiver Holding B.V. | 199 | -53.8% | $2,285 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | National Bank Of Canada /Fi/ | 1 | -99.5% | $11 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $15.04M | 0.0% |
| Hsbc Holdings Plc | $2.18M | 0.0% |
| Allianz Asset Management GmbH | $2.18M | 0.0% |
| Corient Private Wealth LP | $1.77M | 0.0% |
| Squarepoint Ops LLC | $937,514 | 0.0% |
| Victory Capital Management Inc | $593,700 | 0.0% |
| Cibc World Market Inc. | $484,456 | 0.0% |
| Franklin Resources Inc | $443,139 | 0.0% |
| American Century Companies Inc | $172,740 | 0.0% |
Exited
| Jennison Associates Llc | $11.68M | was 0.0% |
| Balyasny Asset Management L.P. | $2.55M | was 0.0% |
| Universal- Beteiligungs- und… | $594,560 | was 0.0% |
| ProShare Advisors LLC | $120,921 | was 0.0% |
| Group One Trading Llc | $20,415 | 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 2026 ·
Methodology ·
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