Vertex Inc (VERX) Institutional Ownership

Institutional ownership from 13F filings: the largest holders and who bought or sold last quarter for Vertex Inc (VERX) on Smallfolk.

Vertex Inc (VERX) overview

Home Pricing About Guides Academy Trending Investor Types analytical-owl steady-tortoise opportunistic-falcon balanced-dolphin contrarian growth-hunter income-builder risk-manager Tax-Free Wealth Global Asset Allocation Fooled by Randomness Get Rich with Options House of Cards Coffee Can Investing How Markets Fail Globalization and Its Discontents Angel: How to Invest in Technology Startups Economics in One Lesson The Worldly Philosophers A Short History of Financial Euphoria How Not to Invest Pit Bull Debt: The First 5,000 Years Get Rich with Dividends The Behavioral Investor The Five Rules for Successful Stock Investing The Lords of Easy Money Understanding Options I Will Teach You to Be Rich The Index Card Your Money and Your Brain A Man for All Markets The Bogleheads' Guide to Investing The Total Money Makeover The Intelligent REIT Investor Your Money or Your Life Quality of Earnings The Millionaire Mind Best Loser Wins The Undercover Economist The Alchemy of Finance The Handbook of Fixed Income Securities Barbarians at the Gate Hot Commodities The Fund Financial Shenanigans Margin of Safety Money: Master the Game Abundance The Ascent of Money Secrets of the Millionaire Mind How to Invest: Masters on the Craft The Intelligent Asset Allocator The Simple Path to Wealth A Mathematician Plays the Stock Market The Four Pillars of Investing The Snowball: Warren Buffett Advances in Financial Machine Learning Against the Gods: The Remarkable Story of Risk The Intelligent Investor The Misbehavior of Markets The Four Steps to the Epiphany The Mom Test The Lean Startup Adaptive Markets: Financial Evolution at the Speed of Thought Why Smart People Make Big Money Mistakes Risk Savvy: How to Make Good Decisions The Man Who Solved the Market The Essays of Warren Buffett Die with Zero Foolproof: Why Safety Can Be Dangerous Enough The Psychology of Money The End of Alchemy Grinding It Out The Wealthy Barber Returns Thinking, Fast and Slow The Startup Owner's Manual You Can Be a Stock Market Genius The Little Book of Common Sense Investing The Power of Zero The Little Book of Behavioral Investing Capital Ideas: The Improbable Origins of Modern Wall Street King of Capital The Education of a Speculator Liar's Poker The Infinite Machine Reminiscences of a Stock Operator Chip War Millionaire Teacher Shoe Dog Following the Trend If You Can The Warren Buffett Way The Panic of 1819 The Nvidia Way Poor Charlie's Almanack Sam Walton: Made in America This Time Is Different The Outsiders Power Play Beat the Market The Four Fortune's Formula Extraordinary Popular Delusions and the Madness of Crowds 100 to 1 in the Stock Market Equity Compensation Strategies Built to Last Trading Commodities and Financial Futures The Culture Code The Road to Serfdom Angel Investing: The Gust Guide to Making Money and Having Fun Investing in Startups Broken Money Rework Principles for Dealing with the Changing World Order Why Nations Fail The House of Morgan The Bond Book Devil Take the Hindmost Expected Returns The Book on Tax Strategies for the Savvy Real Estate Investor The New Case for Gold The Prize The World for Sale Amazon Unbound Bad Blood Too Big to Fail Good to Great How Google Works Hatching Twitter Hit Refresh Two and Twenty The Single Best Investment Nudge The Lords of Finance Machine Learning for Algorithmic Trading When Money Dies No Filter No Rules Rules Super Pumped Quit Like a Millionaire The Everything Store Security Analysis Option Volatility and Pricing Pioneering Portfolio Management Stocks for the Long Run A Complete Guide to the Futures Market The Price of Time Irrational Exuberance Manias, Panics, and Crashes Antifragile Options as a Strategic Investment Trading Options Greeks Technical Analysis of the Financial Markets The Black Swan The Smartest Guys in the Room Deep Value Value Investing: From Graham to Buffett and Beyond Digital Gold Venture Deals Cryptoassets A Random Walk Down Wall Street The Bitcoin Standard Capitalism and Freedom Consider Your Options 100 Baggers The Dying of Money Beating the Street The Great Reversal The Deficit Myth The Money Machine The Banker's New Clothes Common Stocks and Uncommon Profits The Wealth of Nations Basic Economics The Bible of Options Strategies The Ivy Portfolio Selling America Short The Art of Short Selling The Bogleheads' Guide to Retirement Planning Japanese Candlestick Charting Techniques Capital in the Twenty-First Century Trade Your Way to Financial Freedom The Art of Value Investing The Most Important Thing You Can Be a Stock Market Genius How to Make Your Money Last One Up on Wall Street The Great Inflation and Its Aftermath Mastering the Market Cycle Titan: The Life of John D. Rockefeller Freakonomics The Alchemists The Options Playbook Naked Economics The Book on Rental Property Investing Dead Companies Walking The Little Book That Still Beats the Market Elon Musk Steve Jobs Insanely Simple The $100 Startup The Hard Thing About Hard Things The Stock Options Book The Alpha Masters More Money Than God The Big Short When Genius Failed The Price of Tomorrow How an Economy Grows and Why It Crashes Den of Thieves Crashed: How a Decade of Financial Crises Changed the World The Great Crash 1929 The House of Morgan The Panic of 1907 The Creature from Jekyll Island Broke Millennial The Automatic Millionaire Think and Grow Rich Covered Calls for Beginners Options Trading Crash Course The Rookie's Guide to Options Get Good with Money The Barefoot Investor The Millionaire Next Door The Richest Man in Babylon The Simple Path to Wealth All About Asset Allocation Influence Predictably Irrational Skin in the Game Thinking in Bets Rich Dad Poor Dad The Millionaire Real Estate Investor How Much Money Do I Need to Retire?Fooling Some of the People All of the Time Evidence-Based Technical Analysis Hedge Fund Market Wizards Market Wizards The New Market Wizards Flash Boys Trading in the Zone The Little Book of Value Investing The Dhandho Investor Secrets of Sand Hill Road The Power Law Zero to One A Wealth of Common Sense The Only Investment Guide You'll Ever Need Momentum Trading: Why It Works Until It Doesn't How to Generate Monthly Income from Stocks with Covered Calls How to Recover from a Bag-Holding Stock Using Covered Calls Why Most Investors Fail - And How to Avoid Their Mistakes How to Read Your Brokerage Statement Like a Pro Behavioral Traps That Destroy Portfolio Returns The True Cost of Trading: Fees, Spreads, and Hidden Charges Learn Investing Through Book Summaries What Happens When You Buy Call Options?How to Manage Covered Calls: Rolling, Closing and Adjusting Positions Best Stocks for Covered Calls: How to Pick the Right Underlying The Wheel Strategy: How to Combine Covered Calls and Cash-Secured Puts Options Greeks for Covered Call Sellers: Delta, Theta and Vega Explained Tax Treatment of Covered Calls: What Every Options Trader Should Know Covered Calls for Retirees: Generate Extra Income Without Risking Your Blue-Chip Holdings Best Apps for Investors and Personal Finance in 2026 Day Trading: Why the Dream They're Selling Doesn't Add Up When Is the Best Time to Sell a Covered Call?Covered Call vs. Cash-Secured Put: Which Strategy Is Better?When You Should Avoid Selling Covered Calls Call Options Explained: Strike Price, Expiration & Premium Covered Call ETFs Explained: How They Work and Why They've Exploded in Popularity What Is a Covered Call? A Complete Beginner's Guide Best Stocks for Covered Calls in 2026 Understanding Risk: What Your Brokerage Won't Teach You Dollar-Cost Averaging vs. Lump Sum: What the Data Actually Shows Building a Long-Term Portfolio: Patience as a Competitive Advantage Weekly vs Monthly Covered Calls: Which Is Better?How to Sell Covered Calls for Monthly Income The Power of Compound Growth: Your Greatest Advantage as a Small Investor The Multi-Brokerage Problem: Why Your Financial Picture Is Fragmented What Institutional Investors Know That You Don't How to Evaluate Your Investment Performance Honestly