Vertex, Inc. (VERX) Ownership
VERX ownership summary
as of October 18, 2026- Institutions
- 95.0% of shares outstanding
- Insiders
- 7.00% of shares outstanding
- Shares outstanding
- 80.1M
- Float
- 70.9M shares available to trade
- Short interest
- 6.23% 4.9M shares short
- Days to cover
- 3.45 short interest down 10.4% vs prior month
- Institutions 95.03%
- Insiders 7.00%
VERX top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 3.84% | 6.2M | $83.4M | +576,778 (+10.2%) | June 30, 2026 |
| 2 | Vanguard Portfolio Management, LLC | 3.07% | 5.0M | $66.6M | +203,452 (+4.3%) | June 30, 2026 |
| 3 | Morgan Stanley - Brokerage Accounts | 2.55% | 4.1M | $55.3M | −160,843 (−3.7%) | June 30, 2026 |
| 4 | Brown Advisory Holdings Inc | 2.19% | 3.5M | $47.5M | +1.7M (+96.2%) | June 30, 2026 |
| 5 | Vanguard Capital Management, LLC | 1.96% | 3.2M | $42.4M | +58,426 (+1.9%) | June 30, 2026 |
| 6 | Tensile Capital Management LP | 1.79% | 2.9M | $38.8M | −500,000 (−14.7%) | June 30, 2026 |
| 7 | JPMorgan Chase & Co | 1.56% | 2.5M | $33.8M | −843,126 (−25.0%) | June 30, 2026 |
| 8 | D. E. Shaw & Co LP | 1.35% | 2.2M | $29.3M | +550,905 (+33.6%) | June 30, 2026 |
| 9 | William Blair Investment Management, LLC | 1.31% | 2.1M | $28.5M | +849,202 (+66.4%) | June 30, 2026 |
| 10 | State Street Corp | 1.27% | 2.1M | $27.6M | +149,939 (+7.8%) | June 30, 2026 |
| 11 | UBS Group AG | 1.25% | 2.0M | $27.1M | −3.4M (−63.0%) | June 30, 2026 |
| 12 | Geode Capital Management, LLC | 1.13% | 1.8M | $24.6M | +64,856 (+3.7%) | June 30, 2026 |
| 13 | Nomura Holdings Inc | 1.03% | 1.7M | $22.2M | −957,542 (−36.5%) | June 30, 2026 |
| 14 | Divisar Capital Management, LLC | 1.01% | 1.6M | $21.9M | +445,183 (+37.2%) | June 30, 2026 |
| 15 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.92% | 1.5M | $19.9M | −1.7M (−53.2%) | June 30, 2026 |
| 16 | The Goldman Sachs Group Inc | 0.91% | 1.5M | $19.8M | −880,661 (−37.3%) | June 30, 2026 |
| 17 | Arrowstreet Capital Limited Partnership | 0.91% | 1.5M | $19.7M | +537,225 (+57.4%) | June 30, 2026 |
| 18 | Legacy Advisors, LLC | 0.83% | 1.3M | $18.0M | +59 (+0.0%) | June 30, 2026 |
| 19 | NORGES BANK | 0.81% | 1.3M | $17.5M | +1.3M (0.0%) | June 30, 2026 |
| 20 | Marshall Wace Asset Management Ltd | 0.75% | 1.2M | $16.2M | +925,588 (+320.7%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 7.4M shares and 7 cut 8.5M.
VERX top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 1.39% | 2.3M | $30.2M | — | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 1.17% | 1.9M | $25.3M | −21,824 (−1.1%) | September 30, 2026 |
| 3 | Vanguard Information Technology ETF | 1.14% | 1.8M | $24.7M | +4,275 (+0.2%) | September 30, 2026 |
| 4 | Vanguard Small Cap Index | 1.06% | 1.7M | $22.9M | +64,145 (+3.9%) | September 30, 2026 |
| 5 | Fidelity Enhanced Small Cap Core ETF | 0.75% | 1.2M | $16.2M | +2,538 (+0.2%) | September 30, 2026 |
| 6 | Vanguard MStar Small Cap Growth Indx Inv | 0.59% | 953K | $12.7M | +7,359 (+0.8%) | September 30, 2026 |
| 7 | Fidelity Small Cap Index | 0.49% | 797K | $10.7M | +6,752 (+0.9%) | July 31, 2026 |
| 8 | iShares Russell 2000 Growth ETF | 0.42% | 679K | $9.1M | −859 (−0.1%) | September 30, 2026 |
| 9 | JPMorgan Small Cap Growth A | 0.38% | 612K | $8.2M | −18,039 (−2.9%) | August 31, 2026 |
| 10 | Principal SmallCap Growth I Instl | 0.36% | 583K | $7.8M | −571 (−0.1%) | September 30, 2026 |
| 11 | Brown Advisory Small-Cap Growth Inv | 0.34% | 551K | $7.4M | −27,159 (−4.7%) | September 30, 2026 |
| 12 | Brown Advisory US SmlrComs Dollar B Acc | 0.32% | 513K | $6.9M | — | August 31, 2026 |
| 13 | Virtus KAR Mid-Cap Growth A | 0.28% | 455K | $6.1M | −48,519 (−9.6%) | June 30, 2026 |
| 14 | Vanguard Russell 2000 ETF | 0.26% | 423K | $5.7M | +4,714 (+1.1%) | September 30, 2026 |
| 15 | Schwab US Small-Cap ETF™ | 0.24% | 397K | $5.3M | +261 (+0.1%) | September 30, 2026 |
| 16 | Fidelity Extended Market Index | 0.23% | 373K | $5.0M | −13,822 (−3.6%) | August 31, 2026 |
| 17 | iShares Expanded Tech-Software Sect ETF | 0.22% | 363K | $4.9M | +3,425 (+1.0%) | September 30, 2026 |
| 18 | State StreetSPDRS&PSftwr&SvcsETF | 0.18% | 292K | $3.9M | −3,603 (−1.2%) | September 30, 2026 |
| 19 | Brown Capital Mgmt Small Co Inv | 0.17% | 276K | $3.7M | −28,307 (−9.3%) | June 30, 2026 |
| 20 | Buffalo Small Cap Growth | 0.14% | 229K | $3.1M | — | June 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
VERX insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-23 | Ro Khanna | Buy | $13.06 | — | — |
| 2026-02-20 | Eric C Andersen | Buy | $12.91 | 40,000 | $516,400 |
| 2026-02-17 | Jeffrey Westphal | Buy | $12.53 | 150,000 | $1.9M |
| 2026-02-13 | Jeffrey Westphal | Buy | $13.08 | 247,740 | $3.2M |
| 2026-02-05 | Ro Khanna | Sell | $14.95 | — | — |
| 2026-01-23 | Ro Khanna | Buy | $19.70 | — | — |
| 2025-10-07 | Ro Khanna | Buy | $24.80 | — | — |
| 2025-09-29 | Ro Khanna | Buy | $25.40 | — | — |
| 2025-09-05 | Ro Khanna | Sell | $24.04 | — | — |
| 2025-08-26 | Ro Khanna | Sell | $24.87 | — | — |
| 2025-08-04 | Ro Khanna | Buy | $33.10 | — | — |
| 2025-06-24 | Item Second Irr. Trust Fbo Ann | Sell | $35.24 | 14,425 | $508,337 |
| 2025-06-23 | Item Second Irr. Trust Fbo Ann | Sell | $35.00 | 510 | $17,850 |
| 2025-06-23 | Ro Khanna | Buy | $34.99 | — | — |
| 2025-06-20 | Item Second Irr. Trust Fbo Ann | Sell | $35.12 | 8,832 | $310,180 |
| 2025-06-18 | Item Second Irr. Trust Fbo Ann | Sell | $35.93 | 157,874 | $5.7M |
| 2025-06-17 | Item Second Irr. Trust Fbo Ann | Sell | $37.16 | 145,111 | $5.4M |
| 2025-06-16 | Item Second Irr. Trust Fbo Ann | Sell | $36.87 | 78,248 | $2.9M |
| 2025-06-09 | Jeffrey Westphal | Sell | $38.45 | 3,000,000 | $115.4M |
| 2025-05-28 | Ro Khanna | Sell | $39.54 | — | — |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
VERX shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns VERX
Institutional investors own 95.0% of Vertex's shares and insiders 7.00%. The largest holder is BlackRock Inc with 3.84% of the shares (6.2M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 7 reduced their stake in the latest filings. Short interest is 6.23% of the float, or 3.45 days of average trading volume. The share count rose 44.7% since 2018.
Related: VERX analyst forecast, VERX key metrics. See the VERX stock overview for the latest quote and news.
VERX ownership FAQ
Who owns the most Vertex stock?
The largest shareholders of Vertex are BlackRock Inc (3.84%), Vanguard Portfolio Management, LLC (3.07%), Morgan Stanley - Brokerage Accounts (2.55%), Brown Advisory Holdings Inc (2.19%), Vanguard Capital Management, LLC (1.96%).
What percentage of Vertex is owned by institutions?
Institutions hold 95.0% of Vertex's shares outstanding; insiders hold 7.00%.
Which funds own Vertex?
The largest fund holders of Vertex are Vanguard MStar Total Stk Mkt Idx Invest (1.39%), iShares Russell 2000 ETF (1.17%), Vanguard Information Technology ETF (1.14%), Vanguard Small Cap Index (1.06%), Fidelity Enhanced Small Cap Core ETF (0.75%).
What is Vertex's short interest?
4.9M shares of Vertex were sold short, 6.23% of the float; at the average daily volume it would take 3.45 days to cover.
Are insiders buying or selling Vertex?
Of the latest 20 reported insider transactions in Vertex (since May 28, 2025), 9 were purchases and 11 were sales.
How many shares of Vertex are outstanding?
Vertex has 80.1M shares outstanding, of which 70.9M are in the public float.