Latest Period
Q1 2026
Security Snapshot
Vertex, Inc. - Class A Common Stock (VERX) Institutional Ownership
CUSIP: 92538J106
13F Institutional Holders and Ownership History from Q3 2020 to Q2 2026
Institutions Reporting
216
Shares (Excl. Options)
80,217,957
Price
$11.89
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- Security type / class
- Equity / Class A Common Stock
- Symbol
- VERX on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 80,217,957
- Total 13F value
- $953,043,091
- Portfolio coverage rank
- 0%
- Share change
- -3,260,576
- Value change
- -$187,002,798
- Number of holders
- 216
- Shares outstanding
- 78,230,962
- SEC-reported price per share
- $11.48
- Insider filing price
- $11.48
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- VERX - Vertex, Inc. - Class A Common Stock is tracked under CUSIP 92538J106.
- 216 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 216 to 10 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $953,043,091 to $3,927,243.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 216 institutions filings for Q1 2026.
Security key
92538J106
Latest holder period
Q1 2026
13F holders
216
13D/G owners
5
CIK / CUSIP context first
Open Q1 2026 holders
VERX full holder history
Vertex, Inc. SEC filings
Vertex, Inc. company facts
Vertex, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 92538J106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
VERX
| 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. | 7.2% | +18% | $111,632,839 | +$24,668,362 | 5,590,027 | +28% | BlackRock, Inc. | 31 Dec 2025 |
| MORGAN STANLEY | 5.3% | $47,930,546 | 4,146,241 | Morgan Stanley | 31 Mar 2026 | |||
| Tensile Capital Management LP | 4.4% | -15% | $51,828,086 | -$3,542,377 | 3,398,563 | -6.4% | Arthur C. Young | 31 Mar 2026 |
| Neuberger Berman Group LLC | 4.6% | $133,424,852 | 3,319,852 | Neuberger Berman Group LLC | 28 Feb 2025 |
As of 31 Mar 2026, 216 institutional investors reported holding 80,217,957 shares of Vertex, Inc. - Class A Common Stock (VERX). This represents 103% of the company’s total 78,230,962 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
76%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.2% | 5,659,374 | +0.32% | 0% | $67,289,959 |
| UBS Group AG | 7% | 5,464,034 | -4.6% | 0.01% | $64,967,364 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.1% | 4,780,681 | 0% | 0% | $56,842,297 |
| MORGAN STANLEY | 5.5% | 4,293,247 | +364% | 0% | $51,046,712 |
| Tensile Capital Management LP | 4.3% | 3,398,563 | -0.63% | 5.8% | $40,408,914 |
| JPMORGAN CHASE & CO | 4.3% | 3,371,170 | +96% | 0% | $39,341,554 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4.1% | 3,178,800 | 0.06% | $37,795,932 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 4% | 3,115,457 | 0% | 0% | $37,042,784 |
| NOMURA HOLDINGS INC | 3.4% | 2,621,641 | -17% | 0.32% | $31,171,311 |
| GOLDMAN SACHS GROUP INC | 3% | 2,363,972 | +119% | 0% | $28,107,627 |
| GENEVA CAPITAL MANAGEMENT LLC | 2.7% | 2,134,691 | -21% | 0.54% | $25,381,477 |
| STATE STREET CORP | 2.4% | 1,910,753 | +3.3% | 0% | $22,718,853 |
| BROWN ADVISORY INC | 2.3% | 1,808,944 | -35% | 0.04% | $21,508,344 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 1,771,692 | -1.2% | 0% | $21,069,560 |
| D. E. Shaw & Co., Inc. | 2.1% | 1,638,922 | +494% | 0.02% | $19,486,783 |
| Legacy Advisors, LLC | 1.7% | 1,343,779 | -0% | 1.9% | $15,977,532 |
| BARCLAYS PLC | 1.7% | 1,311,066 | -11% | 0.01% | $15,588,576 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.6% | 1,279,170 | +5.3% | 0.05% | $15,209,331 |
| Divisar Capital Management LLC | 1.5% | 1,195,712 | +378% | 3.6% | $14,217,016 |
| CITADEL ADVISORS LLC | 1.5% | 1,152,609 | +18% | 0.01% | $13,704,521 |
| CITIGROUP INC | 1.5% | 1,150,412 | +12% | 0.01% | $13,678,399 |
| PALISADE CAPITAL MANAGEMENT, LP | 1.5% | 1,141,948 | +53% | 0.45% | $13,577,762 |
| CIBC Bancorp USA Inc. | 1.3% | 1,053,533 | 0.02% | $12,526,507 | |
| Hudson Bay Capital Management LP | 1.3% | 1,000,000 | 0.07% | $11,890,000 | |
| JENNISON ASSOCIATES LLC | 1.3% | 982,230 | -0.97% | 0.01% | $11,678,713 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
24
Latest
Q1 2026
Rows shown
1-24 of 24
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 342,110 | $3,927,243 | +$378,917 | $11.48 | 10 |
| 2026 Q1 | 80,217,957 | $953,043,091 | -$187,002,798 | $11.89 | 216 |
| 2025 Q4 | 84,372,393 | $1,684,955,992 | -$66,932,878 | $19.97 | 219 |
| 2025 Q3 | 85,422,551 | $2,118,238,042 | -$31,860,870 | $24.79 | 235 |
| 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 |