VERXVertex, Inc.

$13.57

Who owns VERX

218 institutions reported holding VERX for 2026Q1, more than the 218 a quarter earlier.

218

Institutions reporting a position · as of 2026Q1 · up from 218 the quarter before

Shares held by institutions
80.3M

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

Reported value
$954M

Reported value · at 2026-03-31 prices, not today's

Opened vs closed
52 / 57

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

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
23
New positions
52
Positions exited
57
Added to
73
Reduced
63
Institutional ownership by quarter, 2020Q3 to 2026Q1
QuarterFilersSharesReported value
2026Q121880.3M$954M
2025Q421884.3M$1.68B
2025Q323885.2M$2.11B
2025Q226283.9M$2.96B
2025Q125778.0M$2.73B
2024Q424873.6M$3.93B
2024Q321469.0M$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
2022Q28026.0M$295M
Largest reported holders, 2026Q1
HolderShares% of companyValue
VANGUARD GROUP INC8.5Mn/a$101M
BlackRock Inc.5.7Mn/a$67M
UBS Group AG5.5Mn/a$65M
MORGAN STANLEY4.3Mn/a$51M
Tensile Capital Management LP3.4Mn/a$40M
JPMORGAN CHASE & CO3.4Mn/a$39M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND3.2Mn/a$38M
NOMURA HOLDINGS INC2.6Mn/a$31M
GOLDMAN SACHS GROUP INC2.4Mn/a$28M
GENEVA CAPITAL MANAGEMENT LLC2.1Mn/a$25M

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.

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