Vertex
Ownership
Ownership Structure
Who owns Vertex (VERX)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 89.0% of the shares are freely tradable; institutional investors hold 103.8%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 3.49 | 5,659,374 | +0.3 | 03/31/2026 |
| UBS Group AG | 3.37 | 5,464,034 | -4.6 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 2.95 | 4,780,681 | +0.0 | 03/31/2026 |
| Morgan Stanley - Brokerage Accounts | 2.65 | 4,293,247 | +364.2 | 03/31/2026 |
| Tensile Capital Management LP | 2.10 | 3,398,563 | -0.6 | 03/31/2026 |
| JPMorgan Chase & Co | 2.08 | 3,371,170 | +96.0 | 03/31/2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.96 | 3,178,800 | +0.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 1.92 | 3,115,457 | +0.0 | 03/31/2026 |
| The Goldman Sachs Group Inc | 1.46 | 2,363,972 | +118.5 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 1.39 | 2,255,642 | +0.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.