VERX

Vertex Inc - Class A$13.16 0.00%
Information TechnologyUSCUSIP 92538J106· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
55
+4 QoQ
13F Value (tracked)
$460.2M
Insider Net · 180d
$6.2M
3↑ 1↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)20 adding · 10 trimming
Insider net (180d)+$6.2M

Price & smart-money activity

$13.16 0.00%5Y -36.0%
$6.02$19.95$33.88$47.82$61.75202120222023202420252026111516812131610913141020933123427202226533619553823433743344850342259461561483569434945147
Hover for who · click for detailEnd-of-day closing prices52w $10.80 – $41.87
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Use VERX data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns VERX

This stock page is the Follow view. The Build view lets your agent query VERX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VERX"
Ask your agent
Use Arkolith to show who owns VERX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

55 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1VANGUARD GROUP INC
$166.7M
8.3M
−0.5%
Reduced · −39K sh
Q4 2025
2BlackRock, Inc.
$67.3M
5.7M
+0.3%
Added · +18K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$56.8M
4.8M
New
+4.8M sh
Q1 2026
4GENEVA CAPITAL MANAGEMENT LLC
$25.4M
2.1M
−21%
Reduced · −576K sh
Q1 2026
5STATE STREET CORP
$22.7M
1.9M
+3.3%
Added · +62K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$21.1M
1.8M
−1.2%
Reduced · −21K sh
Q1 2026
7WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$15.2M
1.3M
+5.3%
Added · +64K sh
Q1 2026
8CITADEL ADVISORS LLC
$13.7M
1.2M
+18%
Added · +177K sh
Q1 2026
9PALISADE CAPITAL MANAGEMENT, LP
$13.6M
1.1M
+53%
Added · +396K sh
Q1 2026
10Hudson Bay Capital Management LP
$11.9M
1.0M
New
+1.0M sh
Q1 2026
11KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$9.6M
806K
−20%
Reduced · −199K sh
Q1 2026
12BANQUE PICTET & CIE SA
$6.6M
554K
−32%
Reduced · −265K sh
Q1 2026
13VANGUARD FIDUCIARY TRUST CO
$6.0M
507K
New
+507K sh
Q1 2026
14FMR LLC
$4.0M
334K
40×
Added · +325K sh
Q1 2026
15Trexquant Investment LP
$3.6M
300K
New
+300K sh
Q1 2026
16CenterBook Partners LP
$3.1M
259K
12×
Added · +237K sh
Q1 2026
17Y-Intercept (Hong Kong) Ltd
$3.0M
256K
+36%
Added · +67K sh
Q1 2026
18TUDOR INVESTMENT CORP ET AL
$2.6M
218K
New
+218K sh
Q1 2026
19Banco Santander, S.A.
$2.1M
175K
−5.4%
Reduced · −10K sh
Q1 2026
20Universal- Beteiligungs- und Servicegesellschaft mbH
$595K
50K
+228%
Added · +35K sh
Q1 2026
21Caption Management, LLC
$489K
41K
Held
Q1 2026
22MetLife Investment Management, LLC
$479K
40K
+3.1%
Added · +1K sh
Q1 2026
23Zurcher Kantonalbank (Zurich Cantonalbank)
$464K
39K
+67%
Added · +16K sh
Q1 2026
24Engineers Gate Manager LP
$416K
35K
New
+35K sh
Q1 2026
25Bank Pictet & Cie (Europe) AG
$373K
31K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
9
funds
Added
11
funds
Reduced
10
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$6.4M
3 insiders
Sells · 180d
$151K
1 insiders
Net
$6.2M
5 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Jun 10, 2026Stamm John RichardDirectorGrant (A)16K$0
Jun 10, 2026ANDERSEN ERIC C.DirectorGrant (A)16K$0
Jun 10, 2026Mendola Mark JDirectorGrant (A)16K$0
Jun 10, 2026Thompson Stefanie WestphalDirector, 10% OwnerGrant (A)16K$0
Mar 9, 2026ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerSell (P)10K$151K
Feb 24, 2026DeStefano DavidDirectorOption exercise (M)109K$0
Feb 24, 2026DeStefano DavidDirectorTax withholding (F)52K$689K
Feb 24, 2026DeStefano DavidDirectorOption exercise (M)109K$0
Feb 23, 2026DeStefano DavidDirectorTax withholding (F)47K$567K
Feb 23, 2026Young Christopher DavidPresident and CEO, DirectorBuy (P)60K$731K
Feb 23, 2026DeStefano DavidDirectorOption exercise (M)101K$0
Feb 23, 2026DeStefano DavidDirectorOption exercise (M)101K$0

Institutional ownership over time

151 funds+96 since Q2 2022
090179Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $808.2M

Share classes

Class13F holdersValue held
VERXthis pagecommon152 funds$975.0M
VERX 0.75 05/01/29SDBCV22 funds$193.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own VERX also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT63 funds$23.0B
ELI LILLY & COLLY62 funds$5.4B
APPLE INCAAPL61 funds$25.0B
AMAZON.COM INCAMZN61 funds$20.1B
ALPHABET INC-CL AGOOGL61 funds$14.5B
VISA INC-CLASS A SHARESV61 funds$4.8B
COSTCO WHOLESALE CORPCOST61 funds$3.5B
NVIDIA CORPNVDA60 funds$33.9B
META PLATFORMS INC-CLASS AMETA60 funds$10.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B60 funds$4.3B
NETFLIX INCNFLX60 funds$2.8B
SERVICENOW INCNOW60 funds$1.8B

Ranked by how many of VERX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VERX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.