How many institutional investors hold VERX?

4 tracked institutional investors disclosed a position in VERX (VERTEX INC) in their most recent 13F filing.

Who is the largest institutional holder of VERX?

Ken Griffin, Citadel Advisors, holds the largest disclosed position in VERX, valued at $38M.

Where does this VERX ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

VERX — VERTEX INC

Name: VERTEX INC (VERX) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying VERX?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Strong distribution · 0 buying vs 1 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their VERX position last quarter, 0 bought and 1 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 46/100 in a Overheat regime).

Supporting evidence

+4 tracked investors reported holding VERX at their latest filing

Contradicting evidence — always shown

−1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 10/21/2026.

About VERTEX INC (VERX)

VERTEX INC (VERX) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $38M. Across recent filings, tracked investors recorded 1 new positions, 0 increased, 1 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in VERX

/100

Institutional Distribution

Added / Increased1

Reduced1

Exited2

BearishBullish

Crowded Trade Score™

How many top investors track VERX

/100

Emerging Interest

4investors

A small number of top investors own this.

UndiscoveredCrowded

151015+

VERX Ownership Composition

How VERTEX INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Macro

58% of tracked value

Institutions

tracked investors

Total Reported

$31.6M

combined 13F value

Macro57.9%
Multi-Strategy / Quant42.1%

Macro(1)

57.9%

Multi-Strategy / Quant(3)

42.1%

Tracked investors currently reporting VERX

1 tracked investor has since exited this position — listed separately below.

Investor	Firm	Shares	Market value	% of portfolio	As of
Ken Griffin	Citadel Advisors	651.1K	$7.5M	0.00%	Jun 30, 2026
Paul Tudor Jones	Tudor Investment Corp	36.8K	$18.3M	0.03%	Jun 30, 2026
Izzy Englander	Millennium Management	115.6K	$1.3M	0.00%	Jun 30, 2026
Steve Cohen	Point72 Asset Management	5M	$4.5M	0.00%	Jun 30, 2026

Ken GriffinJun 30, 2026
Citadel Advisors
Shares
651.1K
Value
$7.5M
% Portfolio
0.00%
Paul Tudor JonesJun 30, 2026
Tudor Investment Corp
Shares
36.8K
Value
$18.3M
% Portfolio
0.03%
Izzy EnglanderJun 30, 2026
Millennium Management
Shares
115.6K
Value
$1.3M
% Portfolio
0.00%
Steve CohenJun 30, 2026
Point72 Asset Management
Shares
5M
Value
$4.5M
% Portfolio
0.00%

Previously held VERX

These investors reported VERX in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

Investor	Firm	Last reported shares	Value then	Last held
Howard Marks	Oaktree Capital Management	6.5M	$6.2M	Dec 31, 2025

Recent activity

Investor	Action	Δ %	Current value	Filing date
Izzy Englander	Sold	-100.00%	$0	Feb 17, 2026
Howard Marks	New	—	$7.4M	Nov 13, 2025
Howard Marks	Reduced	-10.25%	$6.2M	Feb 17, 2026
Howard Marks	Sold	-100.00%	$0	May 20, 2026

Izzy Englander
Sold
$0(-100.00%)Feb 17, 2026
Howard Marks
New
$7.4MNov 13, 2025
Howard Marks
Reduced
$6.2M(-10.25%)Feb 17, 2026
Howard Marks
Sold
$0(-100.00%)May 20, 2026

Frequently asked questions

How many institutional investors hold VERX?: 4 tracked institutional investors disclosed a position in VERX (VERTEX INC) in their most recent 13F filing.
Who is the largest institutional holder of VERX?: Ken Griffin, Citadel Advisors, holds the largest disclosed position in VERX, valued at $38M.
Did institutional ownership of VERX increase or decrease?: Across recent 13F filings, tracked investors recorded 1 new positions, 0 increased, 1 reduced, and 2 fully exited VERX.
Where does this VERX ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.