13FPulse
VE

VERX VERTEX INC - CLASS A

2026Q2 · CUSIP 92538J106 · Enterprise Software · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
222
Institutions that reported holding it to the SEC
Net increase in holders
+2
Last quarter 220 → now 222
How unusual is that
Below average
Stronger than only 45% of US stocks
What the filings say, in one paragraph

222 funds held VERX at the end of 2026Q2, up 2 from the quarter before. Fund flows are within the usual range — nothing unusual. VERX has had 5 buying rushes in its history, and the price moved +14.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Enterprise Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2020Q4: holders=99 2021Q1: holders=82 2021Q2: holders=75 2021Q3: holders=84 2021Q4: holders=87 2022Q1: holders=91 2022Q2: holders=80 2022Q3: holders=81 2022Q4: holders=101 2023Q1: holders=128 2023Q2: holders=119 2023Q3: holders=119 2023Q4: holders=144 2024Q1: holders=175 2024Q2: holders=204 2024Q3: holders=219 2024Q4: holders=253 2025Q1: holders=262 2025Q2: holders=269 2025Q3: holders=239 2025Q4: holders=221 2026Q1: holders=220 2026Q2: holders=222 -34 -17 +0 +17 +34 67175283 20Q421Q221Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q4 Top 20% -20.4% -18.0%
2024Q2 Top 10% +14.3% +37.6%
2024Q1 Top 10% +10.0% +11.2%
2023Q1 Top 10% -10.8% -2.6%
2022Q4 Top 20% +42.1% +41.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
115
Change in large funds
+10
Total value they hold
$853M
Funds buying for the first time
49
Funds that sold out entirely
47
Price change that quarter
+7.3%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.