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
Type / Class
Equity / Class A Common Stock, $0.001 par value per share
Shares outstanding
159,201,408
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
85,420,691
Holdings value
$2,118,192,042
% of all portfolios
0.01%
Number of holders
234
Number of buys
117
Number of sells
-156
Average buys %
+0%
Average sells %
-0%
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% -1.4% $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

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
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 $23.1 119
2023 Q2 43,086,618 $840,351,799 +$91,846,552 $19.5 120
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 90