VERXVertex, Inc.

$12.95-49% 1Y

Who owns VERX

226 institutions reported holding VERX for 2026Q2, more than the 219 a quarter earlier.

226

Institutions reporting a position · as of 2026Q2 · up from 219 the quarter before

Shares held by institutions
74.7M

Shares held by institutions · long US equity positions only, as reported on Form 13F

Reported value
$857M

Reported value · at Jun 30, 2026 prices, not today's

Opened vs closed
46 / 41

Opened vs closed · new positions against positions exited in the latest quarter

Details›
Reporting quarter2026-06-30
2026Q2
Quarters on record
24
New positions
46
Positions exited
41
Added to
81
Reduced
68
Shares sold shortsettled Sep 15, 2026
5.4M
Short interestof shares outstanding
3.4%
Days to coverat the average daily volume
3.8
Change in the short positionsince the Aug 31, 2026 count
+7.5%
Institutional ownership by quarter, 2020Q3 to 2026Q2
QuarterFilersSharesReported value
2026Q222674.7M$857M
2026Q121980.4M$955M
2025Q421884.3M$1.68B
2025Q323885.2M$2.11B
2025Q226283.9M$2.96B
2025Q125778.0M$2.73B
2024Q424873.6M$3.93B
2024Q321569.0M$2.66B
2024Q220067.7M$2.44B
2024Q117355.6M$1.76B
2023Q414153.0M$1.43B
2023Q311745.0M$1.04B
2023Q211943.0M$838M
2023Q112738.3M$792M
2022Q410134.5M$500M
2022Q38132.4M$444M
Largest reported holders, 2026Q2
HolderShares% of companyValue
VANGUARD GROUP INC8.8Mn/a$101M
BlackRock Inc.6.2Mn/a$72M
MORGAN STANLEY4.1Mn/a$47M
BROWN ADVISORY INC3.5Mn/a$41M
Tensile Capital Management LP2.9Mn/a$33M
JPMORGAN CHASE & CO2.5Mn/a$29M
D. E. Shaw & Co., INC.2.2Mn/a$25M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2.1Mn/a$24M
STATE STREET CORP2.1Mn/a$24M
UBS Group AG2.0Mn/a$23M
Short interest by settlement date, Aug 29, 2025 to Sep 15, 2026
SettlementShares shortOf shares outstandingDays to cover
Sep 15, 20265.4M3.4%3.8
Aug 31, 20265.1M3.2%3.8
Aug 14, 20265.2M3.3%1.6
Jul 31, 20266.8M4.3%3.0
Jul 15, 20267.0M4.4%4.3
Jun 30, 20268.4M5.3%4.1
Jun 15, 20268.0M5.1%5.2
May 29, 20266.9M4.4%5.0
May 15, 20267.1M4.5%4.0
Apr 30, 20268.1M5.1%6.7
Apr 15, 20268.9M5.6%9.3
Mar 31, 20269.3M5.9%5.6

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold. The short position is FINRA's consolidated count for each twice-monthly settlement date, as a share of shares outstanding.

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