VERTEX INC

$VERX
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Smart money positioned

7 of the Top-200 alpha managers hold $VERX as of the latest 13F snapshot.

13F holders
210
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$VERX is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.05%, with an average of 0.02% of portfolio. Largest holder: Aigen Investment Management, LP at 0.05%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Aigen Investment Management, LP
0.05% held
α +50.5pts
02
Banque Pictet & Cie SA
0.05% held
α +10.3pts
03
Banco Santander, S.A.
0.02% held
α +12.6pts
04
Caption Management, LLC
0.01% held
α +15.5pts
05
Citigroup Inc.
0.01% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 210 · Source: 13F-HR
01
Banyan Capital Management, Inc.
—
29,495,880 sh
02
TAM Capital Management Inc.
5.79% of portfolio
3,398,563 sh
03
Palogic Value Management, L.P.
0.06% of portfolio
3,178,800 sh
04
Neuberger Berman Group LLC
0.04% of portfolio
2,820,247 sh
05
Thornburg Investment Management Inc.
0.08% of portfolio
2,621,641 sh
06
RE Dickinson Investment Advisors, LLC
0.02% of portfolio
2,107,066 sh
07
Axa S.a.
—
1,910,753 sh
08
State Street
—
1,849,171 sh
09
Equitable Holdings, Inc.
0.04% of portfolio
1,808,944 sh
10
Commerce Bank
0.01% of portfolio
1,638,922 sh
See all 210 13F holders · Pro →

Insider activity · last 90 days

10 transactions · 4 filers
13 May 2025
DeStefano David —
▼ SOLD
58,844
$38.06
S
13 May 2025
DeStefano David —
▼ SOLD
50,571
$37.27
S
12 May 2025
DeStefano David —
▼ SOLD
8,301
$38.65
S
12 May 2025
DeStefano David —
▼ SOLD
64,018
$37.82
S
12 May 2025
DeStefano David —
▼ SOLD
290,797
$37.18
S
13 May 2025
Leib Ryan J —
▼ SOLD
5,755
$38.00
S
19 Mar 2025
Rowland Bryan T.R. —
▼ SOLD
24,246
$36.22
S
19 Mar 2025
Rowland Bryan T.R. —
▼ SOLD
18,982
$35.68
S
04 Mar 2025
Gayton Bradley M —
▲ BOUGHT
9,350
$31.85
P
04 Mar 2025
Gayton Bradley M —
▲ BOUGHT
50
$31.82
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $VERX in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:38 UTC.