Public ownership evidence

Vertex, Inc. Class A Common Stock (VERX) Ownership Disclosures

Read VERX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Vertex, Inc. Class A Common Stock: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-10-09
Trade date
2026-10-07
Reporting owners
Saha Debanjan
Code
A
Shares
11,199
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0002156092-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VERX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VERX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
2026-10-092026-10-07Saha DebanjanA11,199Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Corient Private Wealth LP2026-06-302026-08-28153,840$1,766,084None
Advisors Asset Management, Inc.2025-03-312026-08-271,933$67,674None
Advisors Asset Management, Inc.2025-09-302026-08-272,425$60,116None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2613,100$155,759None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2640,800$468,384None
Advisors Asset Management, Inc.2025-06-302026-08-252,166$76,536None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2582,916$951,876None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25951,876$82,916,000None
Advisors Asset Management, Inc.2024-09-302026-08-22968$37,278None
Advisors Asset Management, Inc.2024-06-302026-08-22428$15,429None
Advisors Asset Management, Inc.2024-12-312026-08-221,538$82,052None
Advisors Asset Management, Inc.2025-12-312026-08-223,320$66,300None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2020,781$238,566None
Fulcrum Asset Management LLP2026-06-302026-08-191,967$22,424None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-19252,542$2,899,182None
Corient Private Wealth LP2026-06-302026-08-18153,840$1,766,084None
PenderFund Capital Management Ltd.2026-06-302026-08-1850,000,000$44,800,000None
Transamerica Financial Advisors, LLC2026-06-302026-08-1817$195None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1815,725$180,523None
Tensile Capital Management LP2026-06-302026-08-152,898,563$33,275,503None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-1539,270$450,820None
SEI INVESTMENTS CO2026-06-302026-08-15159,000$141,669None
SEI INVESTMENTS CO2026-06-302026-08-15117,927$1,353,802None
SEI INVESTMENTS CO2026-06-302026-08-1516,035$184,020None
Federation des caisses Desjardins du Quebec2026-06-302026-08-152,190$25,139None
Advisors Asset Management, Inc.2026-06-302026-08-153,198$36,713None
Quarry LP2026-06-302026-08-15575$6,601None
Ameritas Advisory Services, LLC2026-06-302026-08-1570$804None
XTX Topco Ltd2026-06-302026-08-15187,881$2,156,874None
Aquatic Capital Management LLC2026-06-302026-08-1524,181$277,598None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15532,115$6,108,680None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15532,115$6,108,680None
Qube Research & Technologies Ltd2026-06-302026-08-15656,758$7,539,582None
Caption Management, LLC2026-06-302026-08-15150,000$1,722,000Call
Caption Management, LLC2026-06-302026-08-1541,159$472,505None
OSAIC HOLDINGS, INC.2026-06-302026-08-15110$1,263None
OSAIC HOLDINGS, INC.2026-06-302026-08-15379$4,350None
Divisar Capital Management LLC2026-06-302026-08-151,640,895$18,837,475None
Squarepoint Ops LLC2026-06-302026-08-1581,665$937,514None
Trexquant Investment LP2026-06-302026-08-15151,968$1,744,593None
MetLife Investment Management, LLC2026-06-302026-08-1542,120$483,538None
Engineers Gate Manager LP2026-06-302026-08-1588,318$1,013,891None
JANE STREET GROUP, LLC2026-06-302026-08-151,170,000$1,047,321None
JANE STREET GROUP, LLC2026-06-302026-08-1571,857$824,918None
JANE STREET GROUP, LLC2026-06-302026-08-15393,687$4,519,527None
JANE STREET GROUP, LLC2026-06-302026-08-15260,900$2,995,132Call
Legal & General Group Plc2026-06-302026-08-1543,057$494,295None
Legal & General Group Plc2026-06-302026-08-1514,087$161,719None
Legal & General Group Plc2026-06-302026-08-157,074$81,210None
Verition Fund Management LLC2026-06-302026-08-155,900,000$5,279,025None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗Advisors Asset Management, Inc. ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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