VERTEX INC (VERX): Institutional Ownership
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
15
13F filers
Aggregate Value
$30.9M
Across holders
Last Price
$11.37
2026-06-26
Sector
Information Technology
GICS
Holder activity10 new4 added0 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Hudson Bay Capital Management LP CIK 0001393825 | Hedge Fund | 1.00M | $11.9M | 38.5% | 0.0% | New | — | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 291K | $3.5M | 11.2% | 0.0% | Added | +$258K | Q1 2026 |
| Saba Capital Management, L.P. CIK 0001510281 | Hedge Fund | 263K | $3.1M | 10.1% | 0.1% | Unchanged | +$0 | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 218K | $2.6M | 8.4% | 0.0% | New | — | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 214K | $2.5M | 8.2% | 0.0% | New | — | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 108K | $1.3M | 4.2% | 0.0% | Added | +$596K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 105K | $1.2M | 4.0% | 0.0% | New | — | Q1 2026 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 61K | $1.2M | 4.0% | 0.0% | New | — | Q4 2025 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 99K | $1.2M | 3.8% | 0.0% | Added | +$825K | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 68K | $814K | 2.6% | 0.0% | New | — | Q1 2026 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 28K | $561K | 1.8% | 0.0% | New | — | Q4 2025 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 14K | $499K | 1.6% | 0.0% | New | — | Q2 2025 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 25K | $302K | 1.0% | 0.0% | Added | +$87K | Q1 2026 |
| CAXTON ASSOCIATES LLP CIK 0002051323 | Hedge Fund | 11K | $132K | 0.4% | 0.0% | New | — | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 81 | $963 | 0.0% | 0.0% | New | — | Q1 2026 |
New
Hedge Fund
$11.9M· 38.5% of total· 0.0% port· 1.00M sh· — QoQ· Q1 2026
Added
Hedge Fund
$3.5M· 11.2% of total· 0.0% port· 291K sh· +$258K QoQ· Q1 2026
Unchanged
Hedge Fund
$3.1M· 10.1% of total· 0.1% port· 263K sh· +$0 QoQ· Q1 2026
New
Hedge Fund
$2.6M· 8.4% of total· 0.0% port· 218K sh· — QoQ· Q1 2026
New
Hedge Fund
$2.5M· 8.2% of total· 0.0% port· 214K sh· — QoQ· Q1 2026
Added
Hedge Fund
$1.3M· 4.2% of total· 0.0% port· 108K sh· +$596K QoQ· Q1 2026
New
Hedge Fund
$1.2M· 4.0% of total· 0.0% port· 105K sh· — QoQ· Q1 2026
New
Hedge Fund
$1.2M· 4.0% of total· 0.0% port· 61K sh· — QoQ· Q4 2025
Added
Hedge Fund
$1.2M· 3.8% of total· 0.0% port· 99K sh· +$825K QoQ· Q1 2026
New
Hedge Fund
$814K· 2.6% of total· 0.0% port· 68K sh· — QoQ· Q1 2026
New
Hedge Fund
$561K· 1.8% of total· 0.0% port· 28K sh· — QoQ· Q4 2025
New
Hedge Fund
$499K· 1.6% of total· 0.0% port· 14K sh· — QoQ· Q2 2025
Added
Hedge Fund
$302K· 1.0% of total· 0.0% port· 25K sh· +$87K QoQ· Q1 2026
New
Hedge Fund
$132K· 0.4% of total· 0.0% port· 11K sh· — QoQ· Q1 2026
New
Hedge Fund
$963· 0.0% of total· 0.0% port· 81 sh· — QoQ· Q1 2026