Vertex, Inc. Class A Common Stock (VERX)
SERVICES-PREPACKAGED SOFTWARE
Vertex, Inc. Class A Common Stock (VERX) is listed on Nasdaq, where it has traded since July 29, 2020.
- Listed On
- Nasdaq
- Listed Since
- July 29, 2020
- Employees
- 2,000
- Market Cap
- $2.9B
About Vertex, Inc. Class A Common Stock
Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. It provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting, among others. The company derives revenue from software subscriptions.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 220 institutions reported holding VERX, with 74.7 million shares worth $857.0 million in aggregate. The largest reported holder was Vanguard, with 8.8 million shares worth $100.9 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Vanguard | 8,790,584 | $101M | Added 3.44% |
| BlackRock | 6,236,152 | $72M | Added 10.19% |
| Morgan Stanley | 4,132,404 | $47M | Reduced 3.75% |
| Brown Advisory | 3,549,052 | $41M | Added 96.19% |
| Tensile Capital Management | 2,898,563 | $33M | Reduced 14.71% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is VERX?
Vertex, Inc. Class A Common Stock (VERX) is listed on Nasdaq, where it has traded since July 29, 2020.
Who are the largest institutional holders of VERX?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of VERX were Vanguard, BlackRock and Morgan Stanley.
How many institutions own VERX?
220 institutions reported a position in VERX for the quarter ended June 30, 2026, worth $857.0 million in total.
Did institutions buy or sell VERX last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for VERX.
Every reported institutional holder, plus insider and congressional trades in VERX, on SentiSense.