Vertex, Inc. (VERX)

Highly Crowded

Held by 208 of 5,944 reporting institutions (92th percentile) — extremely crowded.

Data as of Q1 2026

Institutional Ownership

50.49%

QoQ Change

-2.77%

Total Value

$967.1B

Shares Outstanding

161.8M

Crowding AnalysisHighly Crowded

Holders208of 5,944

Avg: 68

Uncrowded92th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

82th percentile

130 buying130 selling

+59

New

-62

Closed

-4,163,001

Net shares

Holding Period Distribution

estimate

Median: 3 QAvg: 2.7 QHolders: 208

Ownership Concentration

Top 5: 32.4%Top 10: 50.3%

UBS Group AG10.2%

BlackRock,6.9%

VANGUARD PORTFOLIO MANAGEMENT5.8%

MORGAN STANLEY5.3%

Tensile Capital Management4.2%

Others (203)67.6%

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.60%Max: 5.79%High conviction (>1%): 1

UBS Group AG

BlackRock,

VANGUARD PORTFOLIO MANAGEMENT

MORGAN STANLEY

Tensile Capital Management

JPMORGAN CHASE &

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

VANGUARD CAPITAL MANAGEMENT

NOMURA HOLDINGS

GOLDMAN SACHS GROUP

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD PORTFOLIO MANAGEMENT$57M4.8M shr

NEWMORGAN STANLEY$51M4.3M shr

NEWJPMORGAN CHASE$39M3.4M shr

NEWHEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$38M3.2M shr

NEWVANGUARD CAPITAL MANAGEMENT$37M3.1M shr

BOUGHTUBS Group AG$76M3.8M shr

NEWNOMURA HOLDINGS$63M3.2M shr

SOLDMASSACHUSETTS FINANCIAL SERVICES CO /MA$17M870K shr

BOUGHTBlackRock$6M325K shr

SOLDBROWN ADVISORY$6M302K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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