Vertex, Inc. — Institutional Ownership
Which tracked institutions hold VERX, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
29
Funds holding
$331719248
Total value held
Buying
21 added/new · 8 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $77761199 | 13161152 | +2201778 | +20.09% |
| 2 | Ubs Group Ag | $55949916 | 4873686 | +4873686 | NEW BUY |
| 3 | Morgan Stanley | $49903626 | 6897404 | -160843 | -2.28% |
| 4 | Jpmorgan Chase & Co | $31806050 | 5876044 | -3142126 | -34.84% |
| 5 | State Street Corp | $23649024 | 2060692 | +149939 | +7.85% |
| 6 | Nomura Holdings Inc | $19103857 | 1664099 | -957542 | -36.52% |
| 7 | Goldman Sachs Group Inc | $17028410 | 1483311 | -880661 | -37.25% |
| 8 | Bank Of America Corp /De/ | $11323011 | 986325 | +53807 | +5.77% |
| 9 | Citigroup Inc | $11190154 | 995967 | -50452 | -4.82% |
| 10 | Barclays Plc | $9341873 | 2068511 | -174555 | -7.78% |
| 11 | Northern Trust Corp | $8120366 | 707349 | +66923 | +10.45% |
| 12 | Ing Groep Nv | $3673600 | 320000 | +320000 | NEW BUY |
| 13 | Bank Of New York Mellon Corp | $3019032 | 262982 | +28181 | +12.00% |
| 14 | Ameriprise Financial Inc | $2575962 | 224387 | +224387 | NEW BUY |
| 15 | Banco Santander, S.A. | $2007002 | 174826 | +174826 | NEW BUY |
| 16 | Sei Investments Co | $1679491 | 292962 | +43974 | +17.66% |
| 17 | Invesco Ltd. | $934185 | 81375 | +81375 | NEW BUY |
| 18 | Wells Fargo & Company/Mn | $798153 | 69526 | +43553 | +167.69% |
| 19 | Allstate Corp | $546861 | 47636 | +47636 | NEW BUY |
| 20 | Franklin Resources Inc | $443139 | 38601 | +38601 | NEW BUY |
| 21 | Janus Henderson Group Plc | $439696 | 37027 | +37027 | NEW BUY |
| 22 | Prudential Financial Inc | $137416 | 11970 | +1180 | +10.94% |
| 23 | Federated Hermes, Inc. | $117303 | 10218 | +10218 | NEW BUY |
| 24 | Associated Banc-Corp | $114800 | 10000 | +10000 | NEW BUY |
| 25 | Royal Bank Of Canada | $29000 | 2579 | +2127 | +470.58% |
| 26 | Fifth Third Bancorp | $11220 | 977 | -282 | -22.40% |
| 27 | Pnc Financial Services Group, Inc. | $7141 | 622 | -378 | -37.80% |
| 28 | Us Bancorp \De\ | $5867 | 511 | +145 | +39.62% |
| 29 | Zions Bancorporation, National Association /Ut/ | $1894 | 165 | +165 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.