Vertex, Inc. (VERX) Institutional Ownership & Insider Trading
228 institutions reported holding Vertex, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 6 insider trades on Form 4 since 2025-10-01.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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- Market cap
- 2.5B
- P/E TTM
- —
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 4 Nov, in 11 days
Institutions · all 13F filers
quarter to 30 Jun 2026 · filers in both quarters228 institutions held 46.0% of the shares. Across filers that reported both quarters, shares held changed -8.7%.
Largest moves, shares (millions)
Institutional flow by quarter
net shares added or trimmed, millions · filers in both quarters| Quarter | Holders | Shares held, M | Change | Increased | New | Decreased | Closed |
|---|---|---|---|---|---|---|---|
| Jun 26 | 228 | 75 | -8.7% | 79 | 39 | 67 | 33 |
| Mar 26 | 219 | 80 | -5.7% | 68 | 50 | 59 | 49 |
| Dec 25 | 220 | 84 | -4.4% | 73 | 26 | 79 | 49 |
| Sep 25 | 237 | 87 | +1.9% | 79 | 28 | 89 | 55 |
| Jun 25 | 269 | 84 | +9.0% | 110 | 48 | 70 | 36 |
| Mar 25 | 262 | 78 | +5.7% | 98 | 56 | 69 | 48 |
| Dec 24 | 248 | 74 | +3.6% | 90 | 42 | 71 | 17 |
| Sep 24 | 215 | 69 | +0.1% | 79 | 35 | 58 | 22 |
Vertex, Inc. — questions
- Who owns Vertex, Inc. stock?
- 228 institutions reported Vertex, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (3.8%), VANGUARD PORTFOLIO MANAGEMENT LLC (3.1%), MORGAN STANLEY (2.5%).
- Are Vertex, Inc. insiders buying or selling?
- 6 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.
Every figure on this page comes from Vertex, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.