Filing Flows › Vertex (VERX) › Who owns the stock
Who owns Vertex (VERX) stock
224 funds reported Vertex (VERX) shares in their latest 13F filings, worth $989M in all. The largest holder is Vanguard Group ($167M). Last quarter 118 funds added to their stakes and 101 cut them.
Largest holders (13F)
| Fund | Shares | Value | Change | Quarter |
|---|---|---|---|---|
| Vanguard Group | 8,348,597 | $167M | decrease | 2025-12-31 |
| BlackRock | 6,236,152 | $71.6M | increase | 2026-06-30 |
| Vanguard Portfolio Management LLC | 4,984,133 | $57.2M | increase | 2026-06-30 |
| Morgan Stanley | 4,132,404 | $47.4M | decrease | 2026-06-30 |
| Brown Advisory | 3,549,052 | $40.7M | increase | 2026-06-30 |
| Vanguard Capital Management LLC | 3,173,883 | $36.4M | increase | 2026-06-30 |
| Tensile Capital Management LP | 2,898,563 | $33.3M | decrease | 2026-06-30 |
| D. E. Shaw | 2,189,827 | $25.1M | increase | 2026-06-30 |
| William Blair Investment Management, LLC | 2,128,372 | $24.4M | increase | 2026-06-30 |
| State Street | 2,060,692 | $23.6M | increase | 2026-06-30 |
| UBS Group AG | 2,024,166 | $23.2M | decrease | 2026-06-30 |
| Geode Capital Management, LLC | 1,836,548 | $21.1M | increase | 2026-06-30 |
| Nomura Holdings | 1,664,099 | $19.1M | decrease | 2026-06-30 |
| Divisar Capital Management LLC | 1,640,895 | $18.8M | increase | 2026-06-30 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,487,000 | $17.1M | decrease | 2026-06-30 |
Vertex's latest quarter
Vertex, Q3 2026: revenue $213M (+11% year over year), operating margin 0.1%, net loss $46.6M, operating cash flow $53.3M. The chart follows the revenue to costs, profit and cash.
Questions
Who owns the most VERX stock?
By the latest 13F filings: Vanguard Group ($167M); BlackRock ($71.6M); Vanguard Portfolio Management LLC ($57.2M); Morgan Stanley ($47.4M); Brown Advisory ($40.7M).
What is the short interest in VERX?
5,489,414 shares were sold short at the 2026-10-15 settlement, 12.71% of the float.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.