$VERX is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.05%, with an average of 0.02% of portfolio. Largest holder: Aigen Investment Management, LP at 0.05%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
VERTEX INC
13F holders
210
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 210 · Source: 13F-HR01
Banyan Capital Management, Inc.
—
—
02
TAM Capital Management Inc.
—
—
03
Palogic Value Management, L.P.
—
—
04
Neuberger Berman Group LLC
—
—
05
Thornburg Investment Management Inc.
—
—
06
RE Dickinson Investment Advisors, LLC
—
—
07
Axa S.a.
—
—
08
State Street
—
—
09
Equitable Holdings, Inc.
—
—
10
Commerce Bank
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
7 holders · Q1 202601
Aigen Investment Management, LP
0.05% held
α +50.5pts
02
Banque Pictet & Cie SA
0.05% held
α +10.3pts
03
Banco Santander, S.A.
0.02% held
α +12.6pts
04
Caption Management, LLC
0.01% held
α +15.5pts
05
Citigroup Inc.
0.01% held
α +26.3pts
06
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
07
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
10 transactions · 4 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $VERX in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $VERX lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $VERX — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:32 UTC.