Vertex, Inc. - Class A Common Stock (VERX)

CUSIP: 92538J106

Q3 2020 13F Holders as of 30 Sep 2020

Type / Class
Equity / Class A Common Stock
Shares outstanding
77,770,320
Total 13F shares
25,109,937
Share change
+25,109,937
Total reported value
$577,719,986
Price per share
$23.00
Number of holders
90
Value change
+$577,719,990
Number of buys
90

Quarterly Holders Quick Answers

What is CUSIP 92538J106?
CUSIP 92538J106 identifies VERX - Vertex, Inc. - Class A Common Stock in SEC institutional holdings data.

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Top shareholders of VERX - Vertex, Inc. - Class A Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of Vertex, Inc. - Class A Common Stock (VERX) as of Q3 2020

As of 30 Sep 2020, Vertex, Inc. - Class A Common Stock (VERX) was held by 90 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 25,109,937 shares. The largest 10 holders included VIKING GLOBAL INVESTORS LP, FRED ALGER MANAGEMENT, LLC, WELLS FARGO & COMPANY/MN, VANGUARD GROUP INC, Capital International Investors, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, TimesSquare Capital Management, LLC, BlackRock Inc., ALLIANCEBERNSTEIN L.P., and Tensile Capital Management LLC. This page lists 90 institutional shareholders reporting positions in this security for the Q3 2020 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2020 vs Q4 2025 Across Filers

Q4 2025 holders
219
Q3 2020 holders
90
Holder diff
-129
Investor Q4 2025 Shares Q3 2020 Shares Share Diff Share Chg % Q4 2025 Value $ Q3 2020 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.