Vertex, Inc.

VERXNASDAQ

$12.29+0.01 (+0.08% today)

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

Vertex, Inc. price and activity chart data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (-51.1%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
BlackRock, Inc.	23.66%	$71.6M	0.00%	Not reported
Vanguard Portfolio Management LLC	18.91%	$57.2M	0.00%	Not reported
Morgan Stanley	15.68%	$47.4M	0.00%	Not reported
Brown Advisory Inc	13.46%	$40.7M	0.06%	Not reported
Vanguard Capital Management LLC	12.04%	$36.4M	0.00%	Not reported
Tensile Capital Management LP	11.00%	$33.3M	4.59%	Reduce 14.71%
JPMorgan Chase & Co	9.59%	$28.8M	0.00%	Not reported
D. E. Shaw & Co., Inc.	8.31%	$25.1M	0.01%	Not reported
William Blair Investment Management, LLC	8.07%	$24.4M	0.07%	Add 66.39%
State Street Corp	7.82%	$23.6M	0.00%	Not reported
UBS Group AG	7.68%	$23.2M	0.00%	Not reported
Geode Capital Management, LLC	6.97%	$21.1M	0.00%	Not reported
Nomura Holdings Inc	6.31%	$19.1M	0.02%	Reduce 36.52%
Divisar Capital Management LLC	6.23%	$18.8M	4.34%	Add 37.23%
Healthcare of Ontario Pension Plan Trust Fund	5.64%	$17.1M	0.02%	Reduce 53.22%
Goldman Sachs Group Inc	5.63%	$17M	0.00%	Not reported
Arrowstreet Capital, Limited Partnership	5.59%	$16.9M	0.01%	Not reported
Legacy Advisors, LLC	5.10%	$15.4M	1.44%	Not reported
Norges Bank	4.97%	$15M	0.00%	Not reported
Marshall Wace, LLP	4.61%	$13.9M	0.01%	Not reported
Geneva Capital Management LLC	4.50%	$13.6M	0.31%	Reduce 44.40%
Freshford Capital Management, LLC	3.97%	$12M	4.11%	Add 85.18%
Bank of America Corp	3.74%	$11.3M	0.00%	Not reported
Citigroup Inc	3.69%	$11.2M	0.00%	Not reported
Cypress Point Investment Management LP	3.61%	$10.9M	1.98%	Add 77.68%
FMR LLC	3.47%	$10.5M	0.00%	Not reported
Gagnon Securities LLC	2.89%	$8.74M	1.68%	Add 62.54%
Barclays PLC	2.68%	$8.12M	0.00%	Not reported
Northern Trust Corp	2.68%	$8.12M	0.00%	Not reported
Qube Research & Technologies Ltd	2.49%	$7.54M	0.01%	Not reported
Hyperion Capital Advisors LP	2.39%	$7.23M	3.26%	Add 31.25%
Citadel Advisors LLC	2.19%	$6.62M	0.00%	Not reported
Kayne Anderson Rudnick Investment Management LLC	2.16%	$6.53M	0.02%	Reduce 29.42%
Banque Pictet & Cie SA	2.08%	$6.29M	0.04%	Reduce 1.08%
Palisade Capital Management, LP	2.08%	$6.28M	0.27%	Reduce 52.07%
Charles Schwab Investment Management Inc	2.02%	$6.11M	0.00%	Not reported
Vanguard Fiduciary Trust Co	1.99%	$6.02M	0.00%	Not reported
Jane Street Group, LLC	1.77%	$5.34M	0.00%	Not reported
New York State Common Retirement Fund	1.65%	$4.99M	0.01%	Not reported
Voleon Capital Management LP	1.49%	$4.52M	0.08%	Add 1.39%
Brown Capital Management LLC	1.42%	$4.29M	0.86%	Reduce 13.98%
Gagnon Advisors, LLC	1.37%	$4.15M	2.64%	Add 21.74%
ING Groep NV	1.21%	$3.67M	0.02%	New Not reported
Pier Capital, LLC	1.20%	$3.63M	0.48%	Add 1.23%
Two Sigma Investments, LP	1.16%	$3.51M	0.00%	Not reported
Y-Intercept (Hong Kong) Ltd	1.15%	$3.48M	0.07%	Not reported
HERALD INVESTMENT MANAGEMENT Ltd	1.14%	$3.44M	0.47%	Add 50.00%
Quantinno Capital Management LP	1.12%	$3.4M	0.00%	Add 108.62%
Tudor Investment Corp Et Al	1.06%	$3.2M	0.00%	Not reported
Kornitzer Capital Management Inc	1.01%	$3.06M	0.06%	Reduce 0.47%

50 of 217 holders

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