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

Latest Period

Q4 2025

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
$11.89
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
$11.89
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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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 10 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,684,955,992 to $7,083,110.

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

Latest holder context comes from 219 institutions filings for Q4 2025.

Open SEC Evidence

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.

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 595,715 $7,083,110 -$3,067,812 $11.89 10
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

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