L3VLUP
ProSign in

VERX in the 13F filings

Vertex Inc · CUSIP 92538J106

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
10,783,785
combined, among listed positions
Reported value
$215m
combined, at the quarter end

Among the 92 comparable managers: 9 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,290,572.

Managers listing VERX in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
Neuberger Berman Group LLC2,820,247$56munder 0.1%Trimmed-168,32327 Oct 2026 (the filing on sec.gov)
MFS Investment Management2,698,276$54munder 0.1%Trimmed-869,62622 Jan 2026 (the filing on sec.gov)
Wellington Management Group LLP1,540,091$31munder 0.1%Trimmed-621,41017 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC975,397$19munder 0.1%Added+789,41817 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd776,392$16munder 0.1%Trimmed-25,25117 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC719,118$14munder 0.1%Added+394,45412 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.275,866$5.5munder 0.1%Added+267,76617 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC268,800$5.4munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP228,108$4.6munder 0.1%Trimmed-500,52517 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC82,188$1.6munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc70,642$1.4munder 0.1%Added+14,03717 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP70,310$1.4munder 0.1%Trimmed-89917 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP61,468$1.2munder 0.1%Added+16,84817 Feb 2026 (the filing on sec.gov)
Invesco Ltd61,019$1.2munder 0.1%Added+7,71419 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP46,626$931kunder 0.1%Trimmed-14,40013 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP30,068$600kunder 0.1%Trimmed-38,40013 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC28,105$561kunder 0.1%Trimmed-33,70613 Feb 2026 (the filing on sec.gov)
Millennium Management LLC22,775$455kunder 0.1%Trimmed-47,71417 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)8,289$166kunder 0.1%Added+6,42417 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q2 2024 to 1 in Q1 2026

Tracked managers listing it, at least.

02468202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
VERX by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20207$96mn.a.n.a.
Q4 20205$230mn.a.n.a.
Q1 20212$73mn.a.n.a.
Q2 20213$139mn.a.n.a.
Q3 20213$75mn.a.n.a.
Q4 20212$59mn.a.n.a.
Q1 20221$51mn.a.n.a.
Q2 20221$37mn.a.n.a.
Q3 20221$50mn.a.n.a.
Q4 20221$57mn.a.n.a.
Q1 20233$94mn.a.n.a.
Q2 20233$89mn.a.n.a.
Q3 20231$92mn.a.n.a.
Q4 20233$107m21
Q1 20242$115m11
Q2 20241$126m01
Q3 20243$153m21
Q4 20244$228m23
Q1 20255$222m41
Q2 20255$246m33
Q3 20253$181m13
Q4 20252$110m913
Q1 20261$12m199

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 →