$VERX

$14.80 -$0.37 (2.44%) Close

$VERX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 26.4M shares outstanding

Who owns VERX?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 124.0%

BlackRock, Inc. 23.7% · UBS Group AG 7.7%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

228

+6 vs last qtr

Net shares bought

−5.7M

by institutions in Q2 2026

New / sold out

48 / 42

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Brown Advisory Inc +1.7M
Norges Bank NEW +1.3M

Biggest sellers in Q2 2026

UBS Group AG −3.4M
Healthcare Of Ontario Pension Plan Trust Fund −1.7M

Who is planning to sell?

Notices of proposed sale, last 12 months

$82.4K

1 notice from 1 person

Shares covered

6.5K

0.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

David DeStefano Director $82.4K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Vertex, Inc..

How patient are the owners?

Institutional shares by how long they've been held

5+ years48% 3–5 years11% 1–3 years16% Under 1 year25%

Quarterly turnover

19.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting VERX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	6.2M	23.66%	+576.8K (+10.2%)	≤2021	0.0%
Shares held by quarter Peak holding6.3M (Q4'24) Change over 8 quarters+1.2M Share of the company23.660% BlackRock, Inc.'s full portfolio →
UG UBS Group AG	2.0M	7.68%	−3.4M (−63.0%)	≤2021	0.0%
Shares held by quarter Peak holding5.7M (Q4'25) Change over 8 quarters+1.5M Share of the company7.680% UBS Group AG's full portfolio →

BlackRock, Inc.

6.2M

% of company

23.66%

Change vs last qtr

+576.8K (+10.2%)

Held since

≤2021

UBS Group AG

2.0M

% of company

7.68%

Change vs last qtr

−3.4M (−63.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Vertex, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting VERX on Form N-PORT; together they hold 88.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$25.9M	2.3M	8.56%	0.00%	June 30, 2026
VI Vanguard Information Technology Index Fund Vanguard World Fund	$24.6M	1.8M	6.98%	0.01%	May 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$25.9M

% of company

8.56%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Information Technology Index Fund

Vanguard World Fund

Position value

$24.6M

% of company

6.98%

% of the fund

0.01%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Vertex, Inc. and how much of the fund the position is.

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