Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VERTEX INC CL A (VERX)

217 + Investors. Track Smart Money conviction in VERX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
2Q ▼
Buyers last Q
48%

Smart Money Signals — VERX

Based on 208 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their VERX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
208 funds currently hold this stock — 84% of the 3.0-year high of 248 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
30 fewer hedge funds hold VERX compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

123 buying132 selling
Last quarter: 132 funds reduced or exited vs 123 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new VERX position: 61 → 49 → 33 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 36% medium ■ 23% new
87 out of 208 hedge funds have held VERX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -0%, value -18%

Value
-17%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

52 → 61 → 49 → 33 → 43 new funds/Q
New funds entering each quarter: 61 → 49 → 33 → 43. VERX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 22% 1-2yr ■ 30% new
Of 217 current holders: 103 (47%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
36 of 208 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in VERX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: VERX

How many hedge funds hold VERX — quarterly history vs. share price
Quarterly hedge fund ownership of VERX vs. share price

Market Analysis: VERX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VERX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 1 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: VERX
2026 Q1 Stats Unlock in 11 days 217 + Investors

Track Smart Money conviction in VERX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 217 233 -6.87%
13F Shares 88M 88M -0.43%
Total Value $1.80B $2.18B -17.56%
New Positions 43 36 +7
Increased Positions 93 90 +3
Closed Positions 57 59 -2
Reduced Positions 86 94 -8
Total Calls 6 9 -33.33%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.5 0.22 Bullish

Statistics: VERX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

217 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VERX. Verified SEC 13F-HR filings.

Top 25 institutional holders of VERX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gagnon Advisors, LLC 2.60% 297,050 $3.5M
2 Legacy Advisors, LLC 1.88% 1,343,779 $16.0M
3 GAGNON SECURITIES LLC 1.29% 468,220 $5.6M
4 Counterpoint Mutual Funds LLC 0.73% 406,757 $4.8M
5 GENEVA CAPITAL MANAGEMENT LLC 0.54% 2,134,691 $25.4M
6 CenterBook Partners LP 0.17% 258,634 $3.1M
7 TimesSquare Capital Management, LLC 0.14% 682,652 $8K
8 NORTH STAR ASSET MANAGEMENT INC 0.12% 237,875 $2.8M
9 KORNITZER CAPITAL MANAGEMENT INC /KS 0.07% 267,690 $3.2M
10 Sterling Investment Advisors, Ltd. 0.06% 29,470 $350K
11 Fairman Group, LLC 0.06% 6,129 $73K
12 Y-Intercept (Hong Kong) Ltd 0.06% 256,289 $3.0M
13 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.05% 1,279,170 $15.2M
14 PALLADIEM, LLC 0.05% 4,370 $49K
15 BANQUE PICTET & CIE SA 0.05% 553,975 $6.6M
16 Bayforest Capital Ltd 0.03% 2,417 $29K
17 Lazard Freres Gestion S.A.S. 0.02% 94,940 $1K
18 HARBOR CAPITAL ADVISORS, INC. 0.02% 20,769 —
19 Banco Santander, S.A. 0.02% 174,826 $2.1M
20 GSA CAPITAL PARTNERS LLP 0.01% 14,836 —
21 UBS Group AG 0.01% 5,464,034 $65.0M
22 AlphaQuest LLC 0.01% 7,908 $158K
23 Chicago Capital, LLC 0.01% 26,328 $313K
24 JENNISON ASSOCIATES LLC 0.01% 982,230 $11.7M
25 Bank Pictet & Cie (Europe) AG 0.01% 31,350 $373K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VERTEX INC CL A (VERX)

What does the Smart Money Trend signal show for VERX?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their VERX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VERX?

More sellers than buyers — 48% buying: Last quarter: 132 funds reduced or exited vs 123 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VERX holders?

Elite ownership — 45% AUM from top-100 funds: 36 of 208 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in VERX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VERX?

42% of holders stayed for 2+ years: 87 out of 208 hedge funds have held VERX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.