Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX)

Historical Holders from Q3 2020 to Q3 2025

Symbol
VERX on Nasdaq
CUSIP
92538J106
Type / Class
Equity / Class A Common Stock, $0.001 par value per share
Shares outstanding
159M
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
85.4M
Holdings value
$2.12B
% of all portfolios
0.008%
Grand Portfolio weight change
0%
Number of holders
234
Number of buys
117
Number of sells
-155
Average Value change %
+0%
Average buys %
+0.003%
Average sells %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Radcliffe Amanda Westphal 20.9% -1.43% $1.19B $191K 33.3M +0.02% Amanda Radcliffe Jun 30, 2025
BlackRock, Inc. 6.1% -35% $175M -$78.6M 4.35M -31% BlackRock, Inc. Mar 31, 2025
Tensile Capital Management LP 5.1% $146M 3.63M Arthur C. Young Mar 31, 2025
Neuberger Berman Group LLC 4.6% $133M 3.32M Neuberger Berman Group LLC Feb 28, 2025

Institutional Holders of Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 85.4M $2.12B -$31.8M $24.79 234
2025 Q2 84.1M $2.97B +$252M $35.34 267
2025 Q1 78.1M $2.74B +$112M $35.01 258
2024 Q4 73.8M $3.94B +$254M $53.35 250
2024 Q3 69.2M $2.67B +$39.8M $38.51 214
2024 Q2 67.9M $2.45B +$452M $36.05 205
2024 Q1 55.7M $1.77B +$106M $31.76 175
2023 Q4 53.3M $1.44B +$228M $26.94 144
2023 Q3 44.9M $1.04B +$47M $23.10 120
2023 Q2 43.1M $840M +$91.8M $19.50 122
2023 Q1 38.3M $792M +$91.9M $20.69 127
2022 Q4 34.5M $500M +$25.4M $14.51 101
2022 Q3 32.1M $440M +$87.1M $13.67 74
2022 Q2 26M $295M +$5.92M $11.33 77
2022 Q1 25.5M $392M +$5.06M $15.34 86
2021 Q4 25.2M $399M -$10.1M $15.87 87
2021 Q3 25.5M $491M -$4.3M $19.22 79
2021 Q2 25.3M $554M -$14.2M $21.94 74
2021 Q1 25.9M $570M -$94.5M $21.98 79
2020 Q4 28.2M $981M +$135M $34.85 98
2020 Q3 25.1M $578M +$578M $23.00 89