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

VERX ranks #2672 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

230 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.

David Shaw has added to its VERX position for two straight quarters, increasing it by $19.6M to reach $25.1M today.

UBS Group AG has trimmed its VERX position for two straight quarters, cutting it by $115.4M while still holding $55.9M.

VERX is down 2.3% today, and institutions have been net sellers of $4.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

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