InvestorLens

VERX — VERTEX INC

Public company

Sign in to save4 tracked investors reported this
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
42
Institutional Conviction
Net distribution · 0 buying vs 0 selling last quarter
36
Macro Tailwind
No Macro Health score published yet
—
Why? — Evidence & Confidence ▾

No tracked investor changed their VERX position last quarter.

Supporting evidence
  • +4 tracked investors reported holding VERX at their latest filing
Contradicting evidence — always shown
  • −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 7/25/2026.

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 $35M. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in VERX

50
/100
Mixed Activity
Added / Increased0
Reduced0
Exited0

No recent activity recorded.

Crowded Trade Score™

How many top investors track VERX

27
/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
Other
66% of tracked value
Institutions
4
tracked investors
Total Reported
$38.2M
combined 13F value
Sectors2
  • Other65.9%
  • Hedge Funds34.1%
Other(3)
65.9%
Hedge Funds(1)
34.1%

Tracked investors reporting VERX

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    1.2M
    Value
    $14.8M
    % Portfolio
    0.00%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    15M
    Value
    $13M
    % Portfolio
    0.02%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    218.5K
    Value
    $2.6M
    % Portfolio
    0.00%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    653.5K
    Value
    $7.8M
    % Portfolio
    0.00%

Recent activity

  • No recent activity.

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 $35M.
Did institutional ownership of VERX increase or decrease?
Across recent 13F filings, tracked investors recorded 0 new positions, 0 increased, 0 reduced, and 0 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.