ETF Holdings Breakdown of VERX

VERX institutional holdings

The following institutional investment holdings of VERX have been identified

Date	ETF ISIN/Name	Num Shares	Book value	Derived Price per Share	Comment
2025-11-13	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	48,966	USD 997,193	20.37
2025-11-13	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	10,071	USD 205,096	20.37
2025-11-13	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	329	USD 6,700	20.36
Total =		59,366	USD 1,208,989

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with VERX

Vertex (NASDAQ:VERX) Price Target Cut to $34.00 by Analysts at Bank of America

Vertex (NASDAQ:VERX – Free Report) had its target price lowered by Bank of America from $42.00 to $34.00 in a research note issued to investors on Friday morning,Benzinga reports. Bank of America currently has a neutral rating on the stock. VERX has been the topic of several other reports. BMO Capital Markets reissued a “market […] - 2025-08-11 02:24:44

15,761 Shares in Vertex, Inc. (NASDAQ:VERX) Purchased by XTX Topco Ltd

XTX Topco Ltd purchased a new position in Vertex, Inc. (NASDAQ:VERX – Free Report) in the first quarter, Holdings Channel reports. The fund purchased 15,761 shares of the company’s stock, valued at approximately $552,000. Other large investors also recently bought and sold shares of the company. Summit Investment Advisors Inc. increased its stake in Vertex […] - 2025-08-07 05:32:48

Y Intercept Hong Kong Ltd Buys New Shares in Vertex, Inc. (NASDAQ:VERX)

Y Intercept Hong Kong Ltd bought a new stake in Vertex, Inc. (NASDAQ:VERX – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 10,749 shares of the company’s stock, valued at approximately $376,000. Other institutional investors also recently bought and sold shares of […] - 2025-07-29 05:20:51

Vertex, Inc. (NASDAQ:VERX) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of Vertex, Inc. (NASDAQ:VERX – Get Free Report) have been given an average rating of “Moderate Buy” by the thirteen brokerages that are presently covering the firm, MarketBeat Ratings reports. Four equities research analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has given a strong […] - 2025-07-29 02:30:59

Principal Financial Group Inc. Sells 26,239 Shares of Vertex, Inc. (NASDAQ:VERX)

Principal Financial Group Inc. cut its stake in shares of Vertex, Inc. (NASDAQ:VERX – Free Report) by 4.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 546,006 shares of the company’s stock after selling 26,239 shares during the period. Principal Financial Group […] - 2025-07-11 05:21:10

Mirae Asset Global Investments Co. Ltd. Grows Stock Position in Vertex, Inc. (NASDAQ:VERX)

Mirae Asset Global Investments Co. Ltd. increased its stake in Vertex, Inc. (NASDAQ:VERX – Free Report) by 3,751.0% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 8,087 shares of the company’s stock after purchasing an additional 7,877 shares during the quarter. Mirae Asset […] - 2025-07-07 04:41:41

Brokerages Set Vertex, Inc. (NASDAQ:VERX) PT at $50.50

Vertex, Inc. (NASDAQ:VERX – Get Free Report) has received an average recommendation of “Moderate Buy” from the fourteen research firms that are presently covering the firm, Marketbeat.com reports. Four equities research analysts have rated the stock with a hold rating, nine have issued a buy rating and one has given a strong buy rating to […] - 2025-07-07 02:43:05

Vertex (NASDAQ:VERX) Shares Down 5.7% After Insider Selling

Vertex, Inc. (NASDAQ:VERX – Get Free Report) shares dropped 5.7% on Wednesday following insider selling activity. The stock traded as low as $33.75 and last traded at $33.36. Approximately 294,249 shares changed hands during mid-day trading, a decline of 72% from the average daily volume of 1,045,987 shares. The stock had previously closed at $35.36. […] - 2025-06-27 02:19:03

Item Second Irr. Trust Fbo Ann Sells 157,874 Shares of Vertex, Inc. (NASDAQ:VERX) Stock

Vertex, Inc. (NASDAQ:VERX – Get Free Report) insider Item Second Irr. Trust Fbo Ann sold 157,874 shares of the business’s stock in a transaction dated Wednesday, June 18th. The stock was sold at an average price of $35.93, for a total value of $5,672,412.82. Following the transaction, the insider now owns 196,841 shares of the […] - 2025-06-20 05:14:51

Vertex (NASDAQ:VERX) Research Coverage Started at Piper Sandler

Piper Sandler began coverage on shares of Vertex (NASDAQ:VERX – Free Report) in a report published on Monday morning, Marketbeat.com reports. The firm issued an overweight rating and a $48.00 target price on the stock. A number of other equities analysts have also recently issued reports on VERX. Needham & Company LLC reissued a “buy” […] - 2025-06-19 02:18:53

California State Teachers Retirement System Boosts Stake in Vertex, Inc. (NASDAQ:VERX)

California State Teachers Retirement System increased its position in Vertex, Inc. (NASDAQ:VERX – Free Report) by 4.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 54,677 shares of the company’s stock after buying an additional 2,515 shares during the period. California […] - 2025-06-06 05:04:59

D. E. Shaw & Co. Inc. Acquires 11,966 Shares of Vertex, Inc. (NASDAQ:VERX)

D. E. Shaw & Co. Inc. increased its holdings in Vertex, Inc. (NASDAQ:VERX – Free Report) by 28.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 54,115 shares of the company’s stock after purchasing an additional 11,966 shares during the period. […] - 2025-05-20 07:38:51

Raymond James Financial Inc. Invests $595,000 in Vertex, Inc. (NASDAQ:VERX)

Raymond James Financial Inc. acquired a new position in Vertex, Inc. (NASDAQ:VERX – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 11,155 shares of the company’s stock, valued at approximately $595,000. Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its […] - 2025-05-08 04:24:55

Tower Research Capital LLC TRC Boosts Stock Holdings in Vertex, Inc. (NASDAQ:VERX)

Tower Research Capital LLC TRC lifted its position in Vertex, Inc. (NASDAQ:VERX – Free Report) by 75.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,734 shares of the company’s stock after purchasing an additional 1,604 shares during the […] - 2025-05-06 05:09:00

CANADA LIFE ASSURANCE Co Decreases Position in Vertex, Inc. (NASDAQ:VERX)

CANADA LIFE ASSURANCE Co decreased its holdings in shares of Vertex, Inc. (NASDAQ:VERX – Free Report) by 64.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 5,256 shares of the company’s stock after selling 9,373 shares during the quarter. CANADA LIFE ASSURANCE Co’s holdings in Vertex were worth $280,000 as of its most […] - 2025-05-01 05:40:53

Vertex, Inc. (NASDAQ:VERX) Shares Sold by Legal & General Group Plc

Legal & General Group Plc decreased its stake in shares of Vertex, Inc. (NASDAQ:VERX – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 67,461 shares of the company’s stock after selling 967 shares during the period. […] - 2025-04-23 05:20:58

DA Davidson Lowers Vertex (NASDAQ:VERX) Price Target to $50.00

Vertex (NASDAQ:VERX – Get Free Report) had its price target reduced by equities researchers at DA Davidson from $55.00 to $50.00 in a research note issued to investors on Monday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. DA Davidson’s price objective would suggest a potential upside of 25.85% from the company’s […] - 2025-04-16 02:34:51

Alliancebernstein L.P. Buys 1,445 Shares of Vertex, Inc. (NASDAQ:VERX)

Alliancebernstein L.P. boosted its position in Vertex, Inc. (NASDAQ:VERX – Free Report) by 2.4% during the fourth quarter, Holdings Channel reports. The fund owned 60,571 shares of the company’s stock after acquiring an additional 1,445 shares during the period. Alliancebernstein L.P.’s holdings in Vertex were worth $3,231,000 at the end of the most recent reporting […] - 2025-04-15 04:52:54

Vertex, Inc. (NASDAQ:VERX) Shares Acquired by Fmr LLC

Fmr LLC raised its position in shares of Vertex, Inc. (NASDAQ:VERX – Free Report) by 25.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,868,438 shares of the company’s stock after buying an additional 580,664 shares during the quarter. Fmr LLC owned about […] - 2025-04-14 05:49:02

Pictet Asset Management Holding SA Increases Stock Position in Vertex, Inc. (NASDAQ:VERX)

Pictet Asset Management Holding SA boosted its holdings in Vertex, Inc. (NASDAQ:VERX – Free Report) by 41.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,830 shares of the company’s stock after purchasing an additional 2,868 shares during the […] - 2025-04-09 05:10:54

Vertex, Inc. (NASDAQ:VERX) Shares Sold by Corebridge Financial Inc.

Corebridge Financial Inc. lowered its position in Vertex, Inc. (NASDAQ:VERX – Free Report) by 7.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 26,982 shares of the company’s stock after selling 2,037 shares during the quarter. Corebridge Financial Inc.’s holdings in Vertex were worth […] - 2025-04-04 05:05:08

Vertex, Inc. (NASDAQ:VERX) Shares Purchased by Vanguard Group Inc.

Vanguard Group Inc. raised its holdings in Vertex, Inc. (NASDAQ:VERX – Free Report) by 2.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 6,858,981 shares of the company’s stock after buying an additional 137,666 shares during the period. Vanguard Group Inc.’s holdings in Vertex were worth $365,927,000 as of its most recent […] - 2025-04-03 04:37:02

KLP Kapitalforvaltning AS Makes New $667,000 Investment in Vertex, Inc. (NASDAQ:VERX)

KLP Kapitalforvaltning AS purchased a new position in shares of Vertex, Inc. (NASDAQ:VERX – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 12,500 shares of the company’s stock, valued at approximately $667,000. Other hedge funds have also made changes to their […] - 2025-04-02 05:12:56

Natixis Advisors LLC Lowers Position in Vertex, Inc. (NASDAQ:VERX)

Natixis Advisors LLC lessened its holdings in shares of Vertex, Inc. (NASDAQ:VERX – Free Report) by 10.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 27,438 shares of the company’s stock after selling 3,259 shares during the quarter. Natixis Advisors […] - 2025-03-26 05:50:56

Swiss National Bank Increases Holdings in Vertex, Inc. (NASDAQ:VERX)

Swiss National Bank raised its stake in Vertex, Inc. (NASDAQ:VERX – Free Report) by 7.3% during the 4th quarter, HoldingsChannel reports. The firm owned 115,700 shares of the company’s stock after acquiring an additional 7,900 shares during the quarter. Swiss National Bank’s holdings in Vertex were worth $6,173,000 as of its most recent SEC filing. […] - 2025-03-24 06:38:58

Avantax Advisory Services Inc. Raises Position in Vertex, Inc. (NASDAQ:VERX)

Avantax Advisory Services Inc. raised its stake in Vertex, Inc. (NASDAQ:VERX – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,959 shares of the company’s stock after purchasing an additional 929 shares during the quarter. Avantax Advisory […] - 2025-03-21 07:18:53

Zurcher Kantonalbank Zurich Cantonalbank Increases Position in Vertex, Inc. (NASDAQ:VERX)

Zurcher Kantonalbank Zurich Cantonalbank raised its position in shares of Vertex, Inc. (NASDAQ:VERX – Free Report) by 53.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 15,551 shares of the company’s stock after purchasing an additional 5,411 shares during the period. Zurcher Kantonalbank […] - 2025-03-21 06:45:16

Steward Partners Investment Advisory LLC Buys New Stake in Vertex, Inc. (NASDAQ:VERX)

Steward Partners Investment Advisory LLC acquired a new position in shares of Vertex, Inc. (NASDAQ:VERX – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 721 shares of the company’s stock, valued at approximately $38,000. Other hedge funds have also bought and sold […] - 2025-03-19 05:52:56

Arizona State Retirement System Boosts Position in Vertex, Inc. (NASDAQ:VERX)

Arizona State Retirement System boosted its position in shares of Vertex, Inc. (NASDAQ:VERX – Free Report) by 7.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 17,062 shares of the company’s stock after purchasing an additional 1,164 shares during the quarter. […] - 2025-03-14 06:12:48

Vertex (NASDAQ:VERX) Rating Lowered to Hold at Stifel Nicolaus

Stifel Nicolaus downgraded shares of Vertex (NASDAQ:VERX – Free Report) from a buy rating to a hold rating in a report released on Friday morning, MarketBeat.com reports. Stifel Nicolaus currently has $31.00 target price on the stock, down from their prior target price of $58.00. VERX has been the subject of a number of other […] - 2025-03-03 04:17:22

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