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Of the 10 tracked institutions holding VERX, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +5.1pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, VERX (VERTEX INC) is held with a combined value of $284.23M across 18,585,281 shares. The largest holder is VANGUARD GROUP INC with a position worth $166.72M. Magnetar Financial LLC opened a new position in the most recent quarter. 5 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$284.23M
Total Shares Held
18,585,281
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $166.72M | 0.00% | -0.5% |
| 2 | BlackRock, Inc. | $71.59M | 0.00% | +10.2% |
| 3 | STATE STREET CORP | $23.65M | 0.00% | +7.8% |
| 4 | FMR LLC | $10.49M | 0.00% | +173.8% |
| 5 | CITADEL ADVISORS LLC | $6.62M | 0.00% | -49.9% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $1.71M | 0.00% | +122.1% |
| 7 | MILLENNIUM MANAGEMENT LLC | $1.33M | 0.00% | -82.3% |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.21M | 0.00% | +24.9% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $455.76K | 0.00% | -86.3% |
| 10 | Magnetar Financial LLC | $447.13K | 0.00% | New |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of VERX with a position worth $166.72M, representing 0.00% of their portfolio. In total, 10 institutional investors hold VERX with a combined value of $284.23M.
In the most recent quarter, 1 fund opened a new position in VERX. Additionally, 5 increased their holdings and 4 reduced their positions.
Institutional investors hold $284.23M worth of VERX stock across 10 positions. The largest institutional holder is VANGUARD GROUP INC with $166.72M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For VERX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their VERX positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$13.37
2026-10-16
YTD
-29.7%
18% of 52-week range
