Across its top 20 institutional holders, VERX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 30/100).

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

Smart Money Convergence

VERX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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

CUSIP

92538J106

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.