Vertex Inc - Class A (VERX) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

VERX ranks #2671 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

231 institutions disclose a position in VERX, but none treat it as a major bet — even Tensile Capital Management LP, its most concentrated holder, allocates just 4.6% of its own portfolio to it.

Farther Finance Advisors, LLC has added to its VERX position for two straight quarters, increasing it by $6.5K to reach $9.9K today.

GAMMA Investing LLC has trimmed its VERX position for two straight quarters, cutting it by $9.3K while still holding $12.6K.

VERX is up 3.6% today, but institutions show net selling of $4.1M this quarter — a divergence between today's price move and the underlying institutional flow.

VERX posted net income of $3.6M over the trailing twelve months.

• Profitable — net income of $3.6M over the trailing twelve months
• Revenue grew 10.8% year over year
• Net income improved year over year, from -$50.4M to $3.6M
• Generated $165.5M in positive operating cash flow
• Current ratio of 0.98x — below the conventional 1.5x liquidity buffer
• Liabilities run 3.91x equity — a highly leveraged balance sheet worth noting