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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 2026-11-10T07:40:50.020Z

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2026-10-092026-10-07Saha DebanjanA11,199Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-10-07 and its public availability date is 2026-10-09. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0002156092-26-000005 ↗13F 0001948780-26-000011 ↗13F 0001999371-26-018777 ↗

Recent Form 4 activity

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2026-10-092026-10-07Saha DebanjanA11,199Not reported

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

Recent institutional filing receipts

Inspect all 50 displayed rows: 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.

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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.

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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.