Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vertex Inc (VERX)

220 + 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
↑ +8
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — VERX

Based on 224 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VERX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
224 funds currently hold this stock — 84% of the 3.0-year high of 266 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q
42 fewer hedge funds hold VERX compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

136 buying110 selling
Last quarter: 136 funds bought or added vs 110 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 34 → 45 → 57 → 48. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 24% medium ■ 26% new
111 out of 224 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.
📈

Growing discovery — still being found

55 → 34 → 45 → 57 → 48 new funds/Q
New funds entering each quarter: 34 → 45 → 57 → 48. A growing number of institutions are discovering VERX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 27% newcomers

■ 51% veterans ■ 22% 1-2yr ■ 27% new
Entry-cohort mix of 231 holders: 118 (51%) are 2+ year veterans, 51 entered 1–2 years ago, and 62 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
48 of 223 holders are among the 100 largest funds by AUM, controlling 50% 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.

Institutional Sentiment Summary — VERX

In 2026 Q2, 136 hedge funds were net buyers of VERX (48 opened a new position, 88 added to an existing one), while 110 reduced or exited (70 trimmed, 40 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 50% of total institutional value in VERX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 224.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: VERX
220 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 220 216 1.85%
13F Shares 78M 81M -2.96%
Total Value $894M $947M -5.66%
New Positions 47 57 -10
Increased Positions 82 70 +12
Closed Positions 42 60 -18
Reduced Positions 69 69 -
Total Calls 6 5 20.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.33 0.2 Bullish

Statistics: VERX

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

220 + investors

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

QUARTER:
Top 25 VERX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tensile Capital Management LP 4.59% 2,898,563 $33.3M
2 Divisar Capital Management LLC 4.34% 1,640,895 $18.8M
3 Freshford Capital Management, LLC 4.11% 1,047,293 $12.0M
4 Hyperion Capital Advisors LP 3.26% 630,000 $7.2M
5 Gagnon Advisors, LLC 2.64% 361,621 $4.2M
6 Cypress Point Investment Management LP 1.98% 952,212 $10.9M
7 Gagnon Securities LLC 1.68% 761,026 $8.7M
8 Legacy Advisors, LLC 1.44% 1,343,838 $15.4M
9 Brown Capital Management LLC 0.86% 373,824 $4.3M
10 Pier Capital, LLC 0.48% 316,071 $3.6M
11 HERALD INVESTMENT MANAGEMENT Ltd 0.47% 300,000 $3.4M
12 Palogic Value Management, L.P. 0.42% 110,150 $1.3M
13 Whetstone Capital Advisors, LLC 0.41% 136,118 $1.6M
14 Geneva Capital Management LLC 0.31% 1,186,812 $13.6M
15 Palisade Capital Management, LP 0.27% 547,382 $6.3M
16 Olympiad Research LP 0.26% 10,693 $123K
17 VARCOV Co. 0.24% 54,328 $624K
18 North Star Asset Management Inc 0.11% 252,542 $2.9M
19 Twinbeech Capital LP 0.10% 46,150 $530K
20 DKRT Investments Corp. 0.08% 30,000 $344K
21 Voleon Capital Management LP 0.08% 393,508 $4.5M
22 Saba Capital Management, L.P. 0.08% 263,474 $3.0M
23 William Blair Investment Management, LLC 0.07% 2,128,372 $24.4M
24 Y-Intercept (Hong Kong) Ltd 0.07% 303,502 $3.5M
25 Kornitzer Capital Management Inc /Ks 0.06% 266,439 $3.1M
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 (VERX)

What does the Smart Money Trend signal show for VERX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VERX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VERX?

Slight buying edge — 55% buying: Last quarter: 136 funds bought or added vs 110 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VERX holders?

Elite ownership — 50% AUM from top-100 funds: 48 of 223 holders are among the 100 largest funds by AUM, controlling 50% 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?

50% of holders stayed for 2+ years: 111 out of 224 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.

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