Stock Ownership/VERX

VERTEX INC (VERX): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in VERX · Information Technology. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
19
13F filers
Aggregate Value
$87.0M
Across holders
Last Price
$13.68
2026-08-24
Sector
Information Technology
GICS
Quarterly fund activity13 increased5 reduced3 exited
Full exits: Hudson Bay Capital Management LP, CAXTON ASSOCIATES LLP, BALYASNY ASSET MANAGEMENT LLC
Institutional Holders of VERX
↗
19 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
SHAW D E & CO INC
CIK 0001009207
Hedge Fund2.19M$25.1M28.9%0.0%Added$-10.6MQ2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
Hedge Fund1.47M$16.9M19.4%0.0%Added+$6.2MQ2 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund1.21M$13.9M16.0%0.0%Added+$7.6MQ2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund657K$7.5M8.7%0.0%Added+$6.3MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund577K$6.6M7.6%0.0%Reduced$-15.9MQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund306K$3.5M4.0%0.0%Added+$2.3MQ2 2026
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
Hedge Fund279K$3.2M3.7%0.0%Added+$691KQ2 2026
Saba Capital Management, L.P.
CIK 0001510281
Hedge Fund263K$3.0M3.5%0.1%Unchanged+$0Q2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund149K$1.7M2.0%0.0%Added$-2.8MQ2 2026
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
Hedge Fund116K$1.3M1.5%0.0%Reduced$-6.2MQ2 2026
SHAW D E & CO INCAdded
Hedge Fund
$25.1M· 28.9% of total· 0.0% port· 2.19M sh· $-10.6M QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded
Hedge Fund
$16.9M· 19.4% of total· 0.0% port· 1.47M sh· +$6.2M QoQ· Q2 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$13.9M· 16.0% of total· 0.0% port· 1.21M sh· +$7.6M QoQ· Q2 2026
Qube Research & Technologies LtdAdded
Hedge Fund
$7.5M· 8.7% of total· 0.0% port· 657K sh· +$6.3M QoQ· Q2 2026
CITADEL ADVISORS LLCReduced
Hedge Fund
$6.6M· 7.6% of total· 0.0% port· 577K sh· $-15.9M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$3.5M· 4.0% of total· 0.0% port· 306K sh· +$2.3M QoQ· Q2 2026
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$3.2M· 3.7% of total· 0.0% port· 279K sh· +$691K QoQ· Q2 2026
Saba Capital Management, L.P.Unchanged
Hedge Fund
$3.0M· 3.5% of total· 0.1% port· 263K sh· +$0 QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$1.7M· 2.0% of total· 0.0% port· 149K sh· $-2.8M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$1.3M· 1.5% of total· 0.0% port· 116K sh· $-6.2M QoQ· Q2 2026
FRED ALGER MANAGEMENT, LLCReduced
Hedge Fund
$1.1M· 1.3% of total· 0.0% port· 98K sh· $-16K QoQ· Q2 2026
Squarepoint Ops LLCAdded
Hedge Fund
$938K· 1.1% of total· 0.0% port· 82K sh· — QoQ· Q2 2026
Sculptor Capital LPAdded
Hedge Fund
$680K· 0.8% of total· 0.0% port· 59K sh· — QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCReduced
Hedge Fund
$456K· 0.5% of total· 0.0% port· 40K sh· $-2.9M QoQ· Q2 2026
Magnetar Financial LLCAdded
Hedge Fund
$447K· 0.5% of total· 0.0% port· 39K sh· — QoQ· Q2 2026
Woodline Partners LPAdded
Hedge Fund
$203K· 0.2% of total· 0.0% port· 18K sh· — QoQ· Q2 2026
CAPSTONE INVESTMENT ADVISORS, LLCAdded
Hedge Fund
$181K· 0.2% of total· 0.0% port· 16K sh· +$59K QoQ· Q2 2026
Fulcrum Asset Management LLPAdded
Hedge Fund
$22K· 0.0% of total· 0.0% port· 2K sh· +$433 QoQ· Q2 2026
Rockefeller Capital Management L.P.Reduced
Hedge Fund
$9K· 0.0% of total· 0.0% port· 823 sh· $-7K QoQ· Q2 2026
1–10 of 19
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