| 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 |
| 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 31 Dec 2025, 218 institutional investors reported holding 84,372,707 shares of Vertex, Inc. - Class A Stock (VERX). This represents 109% of the company’s total 77,639,264 outstanding shares.
The largest institutional shareholders of Vertex, Inc. - Class A Stock (VERX) together control 78% 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 | 11% | 8,348,597 | -0.46% | 0% | $166,721,483 |
| UBS Group AG | 7.4% | 5,728,840 | +197% | 0.02% | $114,404,935 |
| BlackRock, Inc. | 7.3% | 5,641,180 | +6.1% | 0% | $112,654,364 |
| Tensile Capital Management LP | 4.4% | 3,419,994 | -10% | 8.8% | $68,297,000 |
| NOMURA HOLDINGS INC | 4.1% | 3,173,345 | +31729% | 0.48% | $63,371,700 |
| NEUBERGER BERMAN GROUP LLC | 3.6% | 2,820,247 | -5.6% | 0.04% | $56,320,333 |
| BROWN ADVISORY INC | 3.6% | 2,778,876 | -9.8% | 0.08% | $55,494,153 |
| GENEVA CAPITAL MANAGEMENT LLC | 3.5% | 2,710,499 | -7.6% | 1% | $54,128,656 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.5% | 2,698,276 | -24% | 0.02% | $53,884,572 |
| Conestoga Capital Advisors, LLC | 3.2% | 2,506,653 | -1.4% | 0.84% | $50,057,860 |
| STATE STREET CORP | 2.4% | 1,849,171 | +8% | 0% | $36,927,945 |
| Park West Asset Management LLC | 2.4% | 1,833,428 | +47% | 3.1% | $36,613,557 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 1,792,864 | +5.5% | 0% | $35,809,975 |
| JPMORGAN CHASE & CO | 2.2% | 1,719,576 | -4.2% | 0% | $34,339,931 |
| WELLINGTON MANAGEMENT GROUP LLP | 2% | 1,540,091 | -29% | 0.01% | $30,755,617 |
| BARCLAYS PLC | 1.9% | 1,467,371 | +74% | 0.01% | $29,303,400 |
| Legacy Advisors, LLC | 1.7% | 1,343,839 | +0% | 2.9% | $26,836,465 |
| PRINCIPAL FINANCIAL GROUP INC | 1.7% | 1,335,122 | +50% | 0.01% | $26,662,386 |
| Aberdeen Group plc | 1.6% | 1,221,776 | -15% | 0.04% | $24,398,866 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.6% | 1,215,172 | +42% | 0.07% | $24,266,985 |
| GOLDMAN SACHS GROUP INC | 1.4% | 1,081,698 | +155% | 0% | $21,601,509 |
| CITIGROUP INC | 1.3% | 1,023,419 | +382% | 0.01% | $20,437,677 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.3% | 1,005,095 | -23% | 0.05% | $20,071,747 |
| JENNISON ASSOCIATES LLC | 1.3% | 991,820 | +21% | 0.01% | $19,806,645 |
| CITADEL ADVISORS LLC | 1.3% | 975,397 | +424% | 0.01% | $19,478,679 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 84,372,707 | $1,684,962,262 | -$66,919,818 | $19.97 | 218 |
| 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 |