VERX

Vertex INC - Class A

-$758.7M

Net Activity

Institutions Holding

219

Popularity Rank

#2666

Avg Weight

0.14%

Total Value

$993.2M

Ownership Trend

219 institutions currently hold VERX, with 124 net buyers and 123 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

123

Net Buying Institutions

124

Key Holders

Key Holders

Top 5 by Value

UG
UBS Group AG
$98.8M
BI
BlackRock, Inc.
$67.3M
VP
Vanguard Portfolio Management LLC
$56.8M
MS
Morgan Stanley
$51.0M
TC
Tensile Capital Management LP
$40.4M

Top 5 by Conviction

TC
Tensile Capital Management LP
5.79%
DC
Divisar Capital Management LLC
3.62%
FC
Freshford Capital Management, LLC
3.36%
HC
Hyperion Capital Advisors LP
2.75%
GA
Gagnon Advisors, LLC
2.60%
View all 219 holding institutions

Quarterly Activity

Recent Activity

+$500.8M

Total Buy Value

$1.1B

Total Sell Value

New buy52
Trim69
Add72
Sold out54

124

Net Buyers

123

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VERTEX INC - CLASS A (VERX)?
Major stakeholders currently include UBS Group AG ($98.8M), BlackRock, Inc. ($67.3M), Vanguard Portfolio Management LLC ($56.8M). Based on the latest 13F filings, there are a total of 219 tracked investment funds and institutions maintaining positions in VERX.
What is the overall institutional sentiment toward VERX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $758.7M, driven by 124 managers accumulating shares while 123 reduced their exposure.
Which institutions have been selling or reducing their VERX positions?
In the latest period, 69 funds trimmed their holdings, and 54 managers completely exited their positions. The aggregate reported sell value was $1.1B.
Are there any notable investors adding VERX to their portfolios?
Yes, buying activity remains notable. 52 institutions opened new positions in {ticker}, and 72 existing holders added to their shares. The total reported buy value for the quarter amounted to $500.8M.

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