VERX in the 13F filings
Vertex Inc · CUSIP 92538J106
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 12 Aug 2025
- Managers listing it
- 5
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 4 listed it in both
- Shares listed
- 6,955,834
- combined, among listed positions
- Reported value
- $246m
- combined, at the quarter end
Among the 95 comparable managers: 3 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +614,934.
Managers listing VERX in Q2 2025
5 of 5 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 3,166,478 | $112m | 0.09% | Trimmed | -89,225 | 27 Oct 2026 (the filing on sec.gov) |
| Capital World Investors | 2,193,265 | $77m | under 0.1% | Added | +604,337 | 13 Aug 2025 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 819,287 | $29m | under 0.1% | Added | +8 | 14 Aug 2025 (the filing on sec.gov) |
| Artisan Partners LP | 755,101 | $27m | under 0.1% | New | new | 12 Aug 2025 (the filing on sec.gov) |
| PDT Partners LLC | 21,703 | $767k | under 0.1% | Trimmed | -74,762 | 14 Aug 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Artisan Partners LPnew position · 755,101 shares now+755,101
- Capital World Investorsexisting position · 2,193,265 shares now+604,337
- Janus Henderson Group Ltdexisting position · 819,287 shares now+8
Reductions
- Neuberger Berman Group LLCexisting position · 3,166,478 shares now-89,225
- PDT Partners LLCexisting position · 21,703 shares now-74,762
New positions and exits
New (1)
Exited (1)
- Schonfeld Strategic Advisors LLCwas $20m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2020 | 7 | $96m | n.a. | n.a. |
| Q4 2020 | 5 | $230m | n.a. | n.a. |
| Q1 2021 | 2 | $73m | n.a. | n.a. |
| Q2 2021 | 3 | $139m | n.a. | n.a. |
| Q3 2021 | 3 | $75m | n.a. | n.a. |
| Q4 2021 | 2 | $59m | n.a. | n.a. |
| Q1 2022 | 1 | $51m | n.a. | n.a. |
| Q2 2022 | 1 | $37m | n.a. | n.a. |
| Q3 2022 | 1 | $50m | n.a. | n.a. |
| Q4 2022 | 1 | $57m | n.a. | n.a. |
| Q1 2023 | 3 | $94m | n.a. | n.a. |
| Q2 2023 | 3 | $89m | n.a. | n.a. |
| Q3 2023 | 1 | $92m | n.a. | n.a. |
| Q4 2023 | 3 | $107m | 2 | 1 |
| Q1 2024 | 2 | $115m | 1 | 1 |
| Q2 2024 | 1 | $126m | 0 | 1 |
| Q3 2024 | 3 | $153m | 2 | 1 |
| Q4 2024 | 4 | $228m | 2 | 3 |
| Q1 2025 | 5 | $222m | 4 | 1 |
| Q2 2025 | 5 | $246m | 3 | 3 |
| Q3 2025 | 3 | $181m | 1 | 3 |
| Q4 2025 | 2 | $110m | 9 | 13 |
| Q1 2026 | 1 | $12m | 19 | 9 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
VERX and GOOGL →VERX and AMZN →VERX and MSFT →Choose a stock to compare with VERX →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own VERX, latest filings →Back to the 13F Explorer →