Who owns Vertex (VERX)
Which tracked institutional funds hold VERX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VERX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
43 tracked funds added or opened VERX while 49 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VERX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes VERX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VERX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 215 tracked filers holding VERX, 125 increased or opened the position and 119 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VERX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- NORGES BANK$15M
- ING GROEP NV$4M
- HSBC HOLDINGS PLC$2M
- Corient Private Wealth LP$2M
- Whetstone Capital Advisors, LLC$2M
- Squarepoint Ops LLC$938K
Full exits 12
- Hudson Bay Capital Management LP$12M
- JENNISON ASSOCIATES LLC$12M
- TimesSquare Capital Management, LLC$8M
- MUFG Securities EMEA plc$4M
- BALYASNY ASSET MANAGEMENT L.P.$3M
- ROYCE & ASSOCIATES LP$2M
Largest adds
- BROWN ADVISORY INC$19M
- MARSHALL WACE, LLP$11M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$9M
- FMR LLC$7M
- Qube Research & Technologies Ltd$6M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6M
Largest trims
- UBS Group AG$42M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$21M
- NOMURA HOLDINGS INC$12M
- GENEVA CAPITAL MANAGEMENT LLC$12M
- GOLDMAN SACHS GROUP INC$11M
- JPMORGAN CHASE & CO$11M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,236,152 | $72M | 8.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,984,133 | $57M | 6.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 4,132,404 | $47M | 5.6% | 2026-Q2 |
| BROWN ADVISORY INC added | 3,549,052 | $41M | 4.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,173,883 | $36M | 4.3% | 2026-Q2 |
| Tensile Capital Management LP trimmed | 2,898,563 | $33M | 4.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,528,044 | $29M | 3.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 2,189,827 | $25M | 3.0% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 2,128,372 | $24M | 2.9% | 2026-Q2 |
| STATE STREET CORP added | 2,060,692 | $24M | 2.8% | 2026-Q2 |
| UBS Group AG trimmed | 2,024,166 | $23M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,836,548 | $21M | 2.5% | 2026-Q2 |
| NOMURA HOLDINGS INC trimmed | 1,664,099 | $19M | 2.3% | 2026-Q2 |
| Divisar Capital Management LLC added | 1,640,895 | $19M | 2.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 1,487,000 | $17M | 2.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,483,311 | $17M | 2.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,472,893 | $17M | 2.0% | 2026-Q2 |
| Legacy Advisors, LLC added | 1,343,838 | $15M | 1.8% | 2026-Q2 |
| NORGES BANK added | 1,310,400 | $15M | 1.8% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,214,224 | $14M | 1.7% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 1,186,812 | $14M | 1.6% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 1,054,021 | $12M | 1.4% | 2026-Q2 |
| Freshford Capital Management, LLC added | 1,047,293 | $12M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 986,325 | $11M | 1.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 972,967 | $11M | 1.3% | 2026-Q2 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP added | 952,212 | $11M | 1.3% | 2026-Q2 |
| FMR LLC added | 913,732 | $10M | 1.2% | 2026-Q2 |
| GAGNON SECURITIES LLC added | 761,026 | $9M | 1.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 707,511 | $8M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 707,349 | $8M | 1.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 656,758 | $8M | 0.9% | 2026-Q2 |
| Hyperion Capital Advisors LP added | 630,000 | $7M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 576,895 | $7M | 0.8% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 568,797 | $7M | 0.8% | 2026-Q2 |
| BANQUE PICTET & CIE SA trimmed | 547,975 | $6M | 0.7% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 547,382 | $6M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 532,115 | $6M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 524,732 | $6M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 465,544 | $5M | 0.6% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 434,848 | $5M | 0.6% | 2026-Q2 |
| Voleon Capital Management LP added | 393,508 | $5M | 0.5% | 2026-Q2 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 373,824 | $4M | 0.5% | 2026-Q2 |
| Gagnon Advisors, LLC added | 361,621 | $4M | 0.5% | 2026-Q2 |
| ING GROEP NV new | 320,000 | $4M | 0.4% | 2026-Q2 |
| Pier Capital, LLC added | 316,071 | $4M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 305,506 | $4M | 0.4% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 303,502 | $3M | 0.4% | 2026-Q2 |
| HERALD INVESTMENT MANAGEMENT Ltd added | 300,000 | $3M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 295,811 | $3M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 278,719 | $3M | 0.4% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 266,439 | $3M | 0.4% | 2026-Q2 |
| Saba Capital Management, L.P. | 263,474 | $3M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 262,982 | $3M | 0.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 260,369 | $3M | 0.4% | 2026-Q2 |
| NORTH STAR ASSET MANAGEMENT INC added | 252,542 | $3M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 224,387 | $3M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 223,834 | $3M | 0.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 189,443 | $2M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 189,413 | $2M | 0.3% | 2026-Q2 |
| XTX Topco Ltd trimmed | 187,881 | $2M | 0.3% | 2026-Q2 |
| Banco Santander, S.A. | 174,826 | $2M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 161,804 | $2M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP new | 153,840 | $2M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 151,968 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 149,317 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 148,300 | $2M | 0.2% | 2026-Q2 |
| Whetstone Capital Advisors, LLC added | 136,118 | $2M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 133,962 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 133,955 | $2M | 0.2% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 127,927 | $1M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 115,583 | $1M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 115,082 | $1M | 0.2% | 2026-Q2 |
| Palogic Value Management, L.P. added | 110,150 | $1M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 105,664 | $1M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 99,862 | $1M | 0.1% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC trimmed | 97,694 | $1M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 88,318 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 82,916 | $952K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 81,665 | $938K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 81,375 | $934K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 78,274 | $899K | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC trimmed | 78,080 | $896K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 70,631 | $840K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 69,526 | $798K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 66,064 | $758K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 64,218 | $737K | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 62,576 | $718K | 0.1% | 2026-Q2 |
| Creative Planning added | 62,232 | $714K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 62,218 | $714K | 0.1% | 2026-Q2 |
| Sculptor Capital LP new | 59,200 | $680K | 0.1% | 2026-Q2 |
| VARCOV Co. added | 54,328 | $624K | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 51,716 | $594K | 0.1% | 2026-Q2 |
| Counterpoint Mutual Funds LLC trimmed | 48,583 | $558K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 48,203 | $553K | 0.1% | 2026-Q2 |
| ALLSTATE CORP new | 47,636 | $547K | 0.1% | 2026-Q2 |
| TWINBEECH CAPITAL LP trimmed | 46,150 | $530K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. new | 42,200 | $484K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 42,120 | $484K | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 41,235 | $473K | 0.1% | 2026-Q2 |
| Caption Management, LLC | 41,159 | $473K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.