Institutional Ownership
Vertex Inc
CUSIP 92538J106CL AVERXQ1 2026
Institutional Holders
212
13F filers
Shares Held
71.72M
Aggregate institutional
Institutional Value
$848.51M
Q1 2026
Net New Holders
-2
51 new · 53 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions51
Increased72
Decreased68
Sold out53
Institutional Holders
212 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 5.66M | $67.29M | +18.2K | Added |
| 2 | Ubs Group AG | 5.46M | $64.97M | −264.8K | Reduced |
| 3 | Morgan Stanley | 4.29M | $51.05M | +3.37M | Added |
| 4 | Tensile Capital Management LP | 3.40M | $40.41M | −21.4K | Reduced |
| 5 | Jpmorgan Chase & Co | 3.37M | $39.34M | +1.65M | Added |
| 6 | Healthcare Of Ontario Pension Plan Trust Fund | 3.18M | $37.80M | +3.18M | New |
| 7 | Nomura Holdings Inc | 2.62M | $31.17M | −551.7K | Reduced |
| 8 | Goldman Sachs Group Inc | 2.36M | $28.11M | +1.28M | Added |
| 9 | Geneva Capital Management LLC | 2.13M | $25.38M | −575.8K | Reduced |
| 10 | State Street Corp | 1.91M | $22.72M | +61.6K | Added |
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