KING OF PRUSSIA, PA
VERTEX, INC.VERX— Latest position per institution from SEC 13F filings
15
Institutional holders
78.06M
Total shares held
1.18B
Estimated value
3.90M
Avg. position size
DLD ASSET MANAGEMENT, LP
CIK 1578299
Shares
8.50M
Value
10.22M
Filed
Jun 30, 2025
VANGUARD GROUP INC
CIK 102909
Shares
8.35M
Value
166.72M
Filed
Dec 31, 2025
UBS GROUP AG
CIK 1610520
Shares
8.31M
Value
98.85M
Filed
Mar 31, 2026
BLACKROCK, INC.
CIK 2012383
Shares
5.66M
Value
67.29M
Filed
Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
4.78M
Value
56.84M
Filed
Mar 31, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
4.66M
Value
168.13M
Filed
Jun 30, 2024
MORGAN STANLEY
CIK 895421
Shares
4.29M
Value
51.05M
Filed
Mar 31, 2026
TENSILE CAPITAL MANAGEMENT LP
CIK 1598843
Shares
3.40M
Value
40.41M
Filed
Mar 31, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
CIK 1535845
Shares
3.18M
Value
37.80M
Filed
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
3.12M
Value
37.04M
Filed
Mar 31, 2026
NEUBERGER BERMAN GROUP LLC
CIK 1465109
Shares
2.82M
Value
56.32M
Filed
Dec 31, 2025
WASATCH ADVISORS LP
CIK 814133
Shares
2.73M
Value
67.64M
Filed
Sep 30, 2025
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 912938
Shares
2.70M
Value
53.88M
Filed
Dec 31, 2025
NOMURA HOLDINGS INC
CIK 1163653
Shares
2.62M
Value
31.17M
Filed
Mar 31, 2026
CONESTOGA CAPITAL ADVISORS, LLC
CIK 1163744
Shares
2.51M
Value
50.06M
Filed
Dec 31, 2025
GOLDMAN SACHS GROUP INC
CIK 886982
Shares
2.36M
Value
28.11M
Filed
Mar 31, 2026
CAPITAL WORLD INVESTORS
CIK 1422849
Shares
2.19M
Value
77.50M
Filed
Jun 30, 2025
GENEVA CAPITAL MANAGEMENT LLC
CIK 1009232
Shares
2.13M
Value
25.38M
Filed
Mar 31, 2026
STATE STREET CORP
CIK 93751
Shares
1.91M
Value
22.72M
Filed
Mar 31, 2026
PARK WEST ASSET MANAGEMENT LLC
CIK 1386928
Shares
1.83M
Value
36.61M
Filed
Dec 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | DLD ASSET MANAGEMENT, LP | 1578299 | 8.50M | 10.22M | Jun 30, 2025 |
| 2 | VANGUARD GROUP INC | 102909 | 8.35M | 166.72M | Dec 31, 2025 |
| 3 | UBS GROUP AG | 1610520 | 8.31M | 98.85M | Mar 31, 2026 |
| 4 | BLACKROCK, INC. | 2012383 | 5.66M | 67.29M | Mar 31, 2026 |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 4.78M | 56.84M | Mar 31, 2026 |
| 6 | BLACKROCK FINANCE, INC. | 1364742 | 4.66M | 168.13M | Jun 30, 2024 |
| 7 | MORGAN STANLEY | 895421 | 4.29M | 51.05M | Mar 31, 2026 |
| 8 | TENSILE CAPITAL MANAGEMENT LP | 1598843 | 3.40M | 40.41M | Mar 31, 2026 |
| 9 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1535845 | 3.18M | 37.80M | Mar 31, 2026 |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 3.12M | 37.04M | Mar 31, 2026 |
| 11 | NEUBERGER BERMAN GROUP LLC | 1465109 | 2.82M | 56.32M | Dec 31, 2025 |
| 12 | WASATCH ADVISORS LP | 814133 | 2.73M | 67.64M | Sep 30, 2025 |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 912938 | 2.70M | 53.88M | Dec 31, 2025 |
| 14 | NOMURA HOLDINGS INC | 1163653 | 2.62M | 31.17M | Mar 31, 2026 |
| 15 | CONESTOGA CAPITAL ADVISORS, LLC | 1163744 | 2.51M | 50.06M | Dec 31, 2025 |
| 16 | GOLDMAN SACHS GROUP INC | 886982 | 2.36M | 28.11M | Mar 31, 2026 |
| 17 | CAPITAL WORLD INVESTORS | 1422849 | 2.19M | 77.50M | Jun 30, 2025 |
| 18 | GENEVA CAPITAL MANAGEMENT LLC | 1009232 | 2.13M | 25.38M | Mar 31, 2026 |
| 19 | STATE STREET CORP | 93751 | 1.91M | 22.72M | Mar 31, 2026 |
| 20 | PARK WEST ASSET MANAGEMENT LLC | 1386928 | 1.83M | 36.61M | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.