Vertex, Inc. — Institutional Ownership
Which tracked institutions hold VERX, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
26
Funds holding
$276440151
Total value held
Buying
20 added/new · 5 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $67289959 | 5659374 | +18194 | +0.32% |
| 2 | Morgan Stanley | $51046712 | 4293247 | +3368359 | +364.19% |
| 3 | Nomura Holdings Inc | $31171311 | 2621641 | — | NEW BUY |
| 4 | Goldman Sachs Group Inc | $28107627 | 2363972 | +1282274 | +118.54% |
| 5 | State Street Corp | $22718853 | 1910753 | +61582 | +3.33% |
| 6 | Citigroup Inc | $20437677 | 1023419 | +797985 | +353.98% |
| 7 | Barclays Plc | $15588576 | 1311066 | — | NEW BUY |
| 8 | Bank Of America Corp /De/ | $11087639 | 932518 | -39148 | -4.03% |
| 9 | Northern Trust Corp | $7614665 | 640426 | +6078 | +0.96% |
| 10 | Bank Of America Corp /De/ | $4645138 | 5367000 | +1471000 | +37.76% |
| 11 | Blackrock, Inc. | $4587150 | 5300000 | +975000 | +22.54% |
| 12 | Bank Of New York Mellon Corp | $2791784 | 234801 | -11129 | -4.53% |
| 13 | Morgan Stanley | $2393108 | 2765000 | +335000 | +13.79% |
| 14 | Wells Fargo & Company/Mn | $1733277 | 86794 | +32158 | +58.86% |
| 15 | Ameriprise Financial Inc | $1365994 | 114886 | -684887 | -85.64% |
| 16 | Invesco Ltd. | $1218549 | 61019 | +7714 | +14.47% |
| 17 | Sei Investments Co | $1070034 | 89988 | — | NEW BUY |
| 18 | Barclays Plc | $808510 | 932000 | — | NEW BUY |
| 19 | Janus Henderson Group Plc | $439696 | 37027 | — | NEW BUY |
| 20 | Sei Investments Co | $137615 | 159000 | — | NEW BUY |
| 21 | Prudential Financial Inc | $128293 | 10790 | — | NEW BUY |
| 22 | Citigroup Inc | $21776 | 23000 | — | Held |
| 23 | Fifth Third Bancorp | $14966 | 1259 | +95 | +8.16% |
| 24 | Pnc Financial Services Group, Inc. | $11890 | 1000 | -7257 | -87.89% |
| 25 | Royal Bank Of Canada | $5000 | 452 | — | NEW BUY |
| 26 | Us Bancorp \De\ | $4352 | 366 | -347 | -48.67% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.