# VERTEX INC (VERX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VERX/

- Reporting holders: 6
- Reported value: $50.5K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $26.3K | 2,233 | 0.0% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $12.6K | 1,066 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.9K | 844 | 0.0% | 10 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $1.2K | 100 | 0.0% | 3 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $519 | 44 | 0.0% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $0 | 0 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $50.5K |
| Q2 2026 | 231 | $943.1M |
| Q1 2026 | 220 | $1.0B |
| Q4 2025 | 221 | $1.8B |
| Q3 2025 | 237 | $2.3B |
| Q2 2025 | 271 | $3.1B |
| Q1 2025 | 265 | $2.9B |
| Q4 2024 | 256 | $4.1B |
| Q3 2024 | 221 | $2.9B |
| Q2 2024 | 208 | $2.7B |
| Q1 2024 | 179 | $1.9B |
| Q4 2023 | 145 | $1.5B |