Latest Period
Q4 2025
Security Snapshot
Vertex, Inc. - Class A Common Stock (VERX) Institutional Ownership
CUSIP: 92538J106
13F Institutional Holders and Ownership History from Q3 2020 to Q1 2026
Institutions Reporting
219
Shares (Excl. Options)
84,372,393
Price
$19.97
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- Type / Class
- Equity / Class A Common Stock
- Symbol
- VERX on Nasdaq
- Shares outstanding
- 77,770,320
- Price per share
- $11.56
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 84,372,393
- Total reported value
- $1,684,955,992
- % of total 13F portfolios
- 0%
- Share change
- -1,531,369
- Value change
- -$66,932,878
- Number of holders
- 219
- Price from insider filings
- $11.56
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- VERX - Vertex, Inc. - Class A Common Stock is tracked under CUSIP 92538J106.
- 219 institutions reported positions in Q4 2025.
- 4 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 219 to 83 between Q4 2025 and Q1 2026.
- Reported value moved from $1,684,955,992 to $305,696,221.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 219 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 92538J106?
CUSIP 92538J106 identifies VERX - Vertex, Inc. - Class A Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 92538J106:
Significant Owners of Vertex, Inc. - Class A Common Stock (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. | 7.2% | +18% | $111,632,839 | +$24,668,362 | 5,590,027 | +28% | BlackRock, Inc. | 31 Dec 2025 |
| 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 Dec 2025, 219 institutional investors reported holding 84,372,393 shares of Vertex, Inc. - Class A Common Stock (VERX). This represents 108% of the company’s total 77,770,320 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Vertex, Inc. - Class A Common Stock (VERX) together control 77% 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 |
Institutional Holders of Vertex, Inc. - Class A Common Stock (VERX) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 25,710,704 | $305,696,221 | -$120,228,869 | $11.89 | 83 |
| 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 |