KING OF PRUSSIA, PA
VERTEX, INC.VERX— Latest position per institution from SEC 13F filings
15
Institutional holders
75.05M
Total shares held
1.12B
Estimated value
3.75M
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
BLACKROCK, INC.
CIK 2012383
Shares
6.24M
Value
71.59M
Filed
Jun 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
4.98M
Value
57.22M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
4.87M
Value
55.95M
Filed
Jun 30, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
4.66M
Value
168.13M
Filed
Jun 30, 2024
MORGAN STANLEY
CIK 895421
Shares
4.13M
Value
47.44M
Filed
Jun 30, 2026
BROWN ADVISORY INC
CIK 1345929
Shares
3.55M
Value
40.74M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
3.17M
Value
36.44M
Filed
Jun 30, 2026
TENSILE CAPITAL MANAGEMENT LP
CIK 1598843
Shares
2.90M
Value
33.28M
Filed
Jun 30, 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
JPMORGAN CHASE & CO
CIK 19617
Shares
2.53M
Value
28.82M
Filed
Jun 30, 2026
CONESTOGA CAPITAL ADVISORS, LLC
CIK 1163744
Shares
2.51M
Value
50.06M
Filed
Dec 31, 2025
CAPITAL WORLD INVESTORS
CIK 1422849
Shares
2.19M
Value
77.50M
Filed
Jun 30, 2025
D. E. SHAW & CO., INC.
CIK 1009207
Shares
2.19M
Value
25.14M
Filed
Jun 30, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 1644956
Shares
2.13M
Value
24.43M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
2.06M
Value
23.65M
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
1.84M
Value
21.09M
Filed
Jun 30, 2026
| # | 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 | BLACKROCK, INC. | 2012383 | 6.24M | 71.59M | Jun 30, 2026 |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 4.98M | 57.22M | Jun 30, 2026 |
| 5 | UBS GROUP AG | 1610520 | 4.87M | 55.95M | Jun 30, 2026 |
| 6 | BLACKROCK FINANCE, INC. | 1364742 | 4.66M | 168.13M | Jun 30, 2024 |
| 7 | MORGAN STANLEY | 895421 | 4.13M | 47.44M | Jun 30, 2026 |
| 8 | BROWN ADVISORY INC | 1345929 | 3.55M | 40.74M | Jun 30, 2026 |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 3.17M | 36.44M | Jun 30, 2026 |
| 10 | TENSILE CAPITAL MANAGEMENT LP | 1598843 | 2.90M | 33.28M | Jun 30, 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 | JPMORGAN CHASE & CO | 19617 | 2.53M | 28.82M | Jun 30, 2026 |
| 15 | CONESTOGA CAPITAL ADVISORS, LLC | 1163744 | 2.51M | 50.06M | Dec 31, 2025 |
| 16 | CAPITAL WORLD INVESTORS | 1422849 | 2.19M | 77.50M | Jun 30, 2025 |
| 17 | D. E. SHAW & CO., INC. | 1009207 | 2.19M | 25.14M | Jun 30, 2026 |
| 18 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | 2.13M | 24.43M | Jun 30, 2026 |
| 19 | STATE STREET CORP | 93751 | 2.06M | 23.65M | Jun 30, 2026 |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 1.84M | 21.09M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.