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

13F Institutional Holders and Ownership History from Q3 2020 to Q4 2025

Type / Class
Equity / Class A Common Stock, $0.001 par value per share
Symbol
VERX on Nasdaq
Shares outstanding
159,201,408
Price per share
$19.97
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
85,420,691
Total reported value
$2,118,192,042
% of total 13F portfolios
0.01%
Share change
+1,219,969
Value change
-$31,860,870
Number of holders
234
Price from insider filings
$19.97
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) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Radcliffe Amanda Westphal 21% -1.4% $1,192,507,697 +$190,920 33,273,094 +0.02% Amanda Radcliffe 30 Jun 2025
BlackRock, Inc. 6.1% -35% $175,017,644 -$78,581,779 4,354,756 -31% BlackRock, Inc. 31 Mar 2025
Tensile Capital Management LP 5.1% $145,923,862 3,630,850 Arthur C. Young 31 Mar 2025
Neuberger Berman Group LLC 4.6% $133,424,852 3,319,852 Neuberger Berman Group LLC 28 Feb 2025

As of 30 Sep 2025, 234 institutional investors reported holding 85,420,691 shares of Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX). This represents 54% of the company’s total 159,201,408 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX) together control 37% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 5.3% 8,387,126 +9% 0% $207,916,854
BlackRock, Inc. 3.3% 5,316,515 -8.7% 0% $131,796,407
Tensile Capital Management LP 2.4% 3,804,409 +4.4% 12% $94,311,000
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.2% 3,567,902 +231% 0.03% $88,448,290
BROWN ADVISORY INC 1.9% 3,080,905 0.1% $76,375,635
NEUBERGER BERMAN GROUP LLC 1.9% 2,988,570 -5.6% 0.05% $74,086,650
GENEVA CAPITAL MANAGEMENT LLC 1.8% 2,932,884 -2.8% 1.2% $72,706,191
WASATCH ADVISORS LP 1.7% 2,728,504 +9.2% 0.36% $67,639,614
Conestoga Capital Advisors, LLC 1.6% 2,543,000 -25% 1% $63,040,970
WELLINGTON MANAGEMENT GROUP LLP 1.4% 2,161,501 +77% 0.01% $53,583,610
Champlain Investment Partners, LLC 1.3% 2,049,490 +20% 0.38% $50,806,857
UBS Group AG 1.2% 1,931,531 +92% 0.01% $47,882,653
JPMORGAN CHASE & CO 1.1% 1,794,070 +12% 0% $44,474,994
STATE STREET CORP 1.1% 1,712,515 +9.3% 0% $42,453,247
GEODE CAPITAL MANAGEMENT, LLC 1.1% 1,699,680 +11% 0% $42,141,686
FRANKLIN RESOURCES INC 0.93% 1,472,958 -38% 0.01% $36,514,629
Aberdeen Group plc 0.91% 1,445,834 -1% 0.06% $35,965,121
Legacy Advisors, LLC 0.84% 1,343,779 +2730% 4.1% $33,312,281
BROWN CAPITAL MANAGEMENT LLC 0.82% 1,302,663 -8.8% 1.3% $32,293,016
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.82% 1,301,044 -8.2% 0.08% $32,252,881
Park West Asset Management LLC 0.79% 1,250,000 2.8% $30,987,500
TimesSquare Capital Management, LLC 0.69% 1,091,262 +2.2% 0.39% $27,052,385
ShawSpring Partners LLC 0.68% 1,081,446 +52% 4% $26,809,046
DIMENSIONAL FUND ADVISORS LP 0.62% 987,265 +3.4% 0.01% $24,476,643
MORGAN STANLEY 0.61% 973,441 +121% 0% $24,131,620

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 53,949 $1,077,090 -$8,015,848 $19.97 5
2025 Q3 85,420,691 $2,118,192,042 -$31,860,870 $24.79 234
2025 Q2 84,123,780 $2,971,853,303 +$252,050,577 $35.34 267
2025 Q1 78,122,635 $2,735,293,035 +$112,280,318 $35.01 258
2024 Q4 73,853,938 $3,940,149,659 +$254,652,064 $53.35 251
2024 Q3 69,218,810 $2,669,037,947 +$40,224,867 $38.51 212
2024 Q2 67,954,863 $2,449,767,365 +$449,362,426 $36.05 202
2024 Q1 55,806,215 $1,772,403,251 +$107,758,599 $31.76 175
2023 Q4 53,331,858 $1,436,747,427 +$222,888,010 $26.94 143
2023 Q3 45,131,777 $1,042,605,921 +$51,152,586 $23.10 119
2023 Q2 43,086,618 $840,351,799 +$91,846,552 $19.50 120
2023 Q1 38,298,973 $792,431,509 +$91,902,219 $20.69 126
2022 Q4 34,479,297 $499,750,437 +$25,426,753 $14.51 100
2022 Q3 32,149,333 $439,549,263 +$87,055,097 $13.67 74
2022 Q2 26,048,597 $294,910,976 +$5,918,895 $11.33 77
2022 Q1 25,542,812 $391,652,501 +$5,060,390 $15.34 86
2021 Q4 25,184,733 $399,133,000 -$10,052,544 $15.87 87
2021 Q3 25,511,286 $490,520,231 -$4,299,467 $19.22 80
2021 Q2 25,273,199 $553,869,263 -$14,236,916 $21.94 74
2021 Q1 25,924,113 $570,091,264 -$94,529,624 $21.98 80
2020 Q4 28,185,603 $981,419,217 +$134,903,584 $34.85 99
2020 Q3 25,109,937 $577,719,986 +$577,719,990 $23.00 90