What does CUSIP 92538J106 represent in this 13F holders report?

CUSIP 92538J106 is the security identifier for VERX - Vertex, Inc. - Class A Common Stock used to aggregate holder disclosures.

How many institutions held VERX - Vertex, Inc. - Class A Common Stock in Q4 2020?

99 institutional investors reported VERX - Vertex, Inc. - Class A Common Stock for Q4 2020. Use the holders table for investor-level position and value details.

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

CUSIP: 92538J106

Q4 2020 13F Holders as of 31 Dec 2020

Type / Class: Equity / Class A Common Stock
Shares outstanding: 77,770,320
Total 13F shares: 28,185,603
Share change: +2,956,729
Total reported value: $981,419,217
Price per share: $34.85
Number of holders: 99
Value change: +$134,903,584
Number of buys: 60
Number of sells: 45

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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Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q1 2021
Previous quarter: Q3 2020

Recent filing periods for CUSIP 92538J106:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

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.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
VIKING GLOBAL INVESTORS LP	13F	Company	2.6%	2,031,639	$46,728,000	—	30 Sep 2020	13F
FRED ALGER MANAGEMENT, LLC	13F	Company	2.4%	1,905,300	$43,822,000	—	30 Sep 2020	13F
WELLS FARGO & COMPANY/MN	13F	Company	2.3%	1,810,195	$41,634,000	—	30 Sep 2020	13F
VANGUARD GROUP INC	13F	Company	2.3%	1,792,025	$41,217,000	—	30 Sep 2020	13F
Capital International Investors	13F	Company	2%	1,516,646	$34,883,000	—	30 Sep 2020	13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	13F	Company	1.8%	1,434,122	$32,985,000	—	30 Sep 2020	13F
TimesSquare Capital Management, LLC	13F	Company	1.8%	1,386,725	$31,895,000	—	30 Sep 2020	13F
BlackRock Finance, Inc.	13F	Company	1.7%	1,320,268	$30,367,000	—	30 Sep 2020	13F
ALLIANCEBERNSTEIN L.P.	13F	Company	1.5%	1,203,255	$27,675,000	—	30 Sep 2020	13F
Tensile Capital Management LP	13F	Company	1.3%	1,032,000	$23,736,000	—	30 Sep 2020	13F
GOLDMAN SACHS GROUP INC	13F	Company	1.3%	979,910	$22,538,000	—	30 Sep 2020	13F
JANUS HENDERSON GROUP PLC	13F	Company	0.86%	667,613	$15,355,000	—	30 Sep 2020	13F
JENNISON ASSOCIATES LLC	13F	Company	0.79%	617,756	$14,208,000	—	30 Sep 2020	13F
JPMORGAN CHASE & CO	13F	Company	0.76%	590,711	$13,770,000	—	30 Sep 2020	13F
PUTNAM INVESTMENTS LLC	13F	Company	0.75%	579,722	$13,333,000	—	30 Sep 2020	13F
ADVENT INTERNATIONAL, L.P.	13F	Company	0.53%	414,521	$9,534,000	—	30 Sep 2020	13F
Clearbridge Investments, LLC	13F	Company	0.44%	342,855	$7,886,000	—	30 Sep 2020	13F
Tygh Capital Management, Inc.	13F	Company	0.43%	335,778	$7,723,000	—	30 Sep 2020	13F
TIGER GLOBAL MANAGEMENT LLC	13F	Company	0.42%	325,000	$7,475,000	—	30 Sep 2020	13F
CITADEL ADVISORS LLC	13F	Company	0.38%	298,605	$6,868,000	—	30 Sep 2020	13F
NORGES BANK	13F	Company	0.38%	292,857	$6,736,000	—	30 Sep 2020	13F
AMERICAN CENTURY COMPANIES INC	13F	Company	0.34%	265,909	$6,116,000	—	30 Sep 2020	13F
Neuberger Berman Group LLC	13F	Company	0.34%	265,835	$6,114,000	—	30 Sep 2020	13F
Lombard Odier Asset Management (USA) Corp	13F	Company	0.32%	250,000	$5,750,000	—	30 Sep 2020	13F
CAAS CAPITAL MANAGEMENT LP	13F	Company	0.31%	240,000	$5,520,000	—	30 Sep 2020	13F
PRINCIPAL FINANCIAL GROUP INC	13F	Company	0.27%	208,210	$4,789,000	—	30 Sep 2020	13F
Squarepoint Ops LLC	13F	Company	0.25%	197,593	$4,545,000	—	30 Sep 2020	13F
Invesco Ltd.	13F	Company	0.24%	183,225	$4,214,000	—	30 Sep 2020	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.22%	168,357	$3,872,000	—	30 Sep 2020	13F
FRANKLIN RESOURCES INC	13F	Company	0.21%	164,747	$3,789,000	—	30 Sep 2020	13F
VOYA INVESTMENT MANAGEMENT LLC	13F	Company	0.2%	156,087	$3,590,000	—	30 Sep 2020	13F
MOODY ALDRICH PARTNERS LLC	13F	Company	0.19%	147,991	$3,404,000	—	30 Sep 2020	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	0.18%	138,999	$3,196,000	—	30 Sep 2020	13F
Polar Capital LLP	13F	Company	0.16%	121,000	$2,783,000	—	30 Sep 2020	13F
TUDOR INVESTMENT CORP ET AL	13F	Company	0.15%	117,538	$2,703,000	—	30 Sep 2020	13F
AMERIPRISE FINANCIAL INC	13F	Company	0.14%	105,686	$2,430,000	—	30 Sep 2020	13F
Zimmer Partners, LP	13F	Company	0.13%	100,000	$2,300,000	—	30 Sep 2020	13F
NEXT CENTURY GROWTH INVESTORS LLC	13F	Company	0.11%	87,058	$2,002,000	—	30 Sep 2020	13F
Marshall Wace North America L.P.	13F	Company	0.1%	78,960	$1,815,000	—	30 Sep 2020	13F
HBK INVESTMENTS L P	13F	Company	0.1%	75,000	$1,725,000	—	30 Sep 2020	13F
TWO SIGMA INVESTMENTS, LP	13F	Company	0.09%	70,516	$1,622,000	—	30 Sep 2020	13F
Nicholas Investment Partners, LP	13F	Company	0.09%	68,077	$1,566,000	—	30 Sep 2020	13F
Pentwater Capital Management LP	13F	Company	0.09%	67,155	$1,545,000	—	30 Sep 2020	13F
Broad Bay Capital Management, LP	13F	Company	0.08%	60,000	$1,380,000	—	30 Sep 2020	13F
Bank of New York Mellon Corp	13F	Company	0.07%	55,331	$1,272,000	—	30 Sep 2020	13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	13F	Company	0.06%	48,412	$1,113,000	—	30 Sep 2020	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.05%	41,663	$958,000	—	30 Sep 2020	13F
Bullseye Asset Management LLC	13F	Company	0.05%	41,000	$943,000	—	30 Sep 2020	13F
NORTHERN TRUST CORP	13F	Company	0.05%	39,791	$915,000	—	30 Sep 2020	13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	13F	Company	0.05%	37,910	$872,000	—	30 Sep 2020	13F

Institutional Holders of Vertex, Inc. - Class A Common Stock (VERX) as of Q4 2020

As of 31 Dec 2020, Vertex, Inc. - Class A Common Stock (VERX) was held by 99 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 28,185,603 shares. The largest 10 holders included Conestoga Capital Advisors, LLC, Neuberger Berman Group LLC, FRED ALGER MANAGEMENT, LLC, VIKING GLOBAL INVESTORS LP, VANGUARD GROUP INC, WELLS FARGO & COMPANY/MN, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, JPMORGAN CHASE & CO, Capital International Investors, and TimesSquare Capital Management, LLC. This page lists 100 institutional shareholders reporting positions in this security for the Q4 2020 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q4 2020 vs Q3 2020 Across Filers

Q3 2020 holders

Q4 2020 holders

Holder diff

Investor	Q3 2020 Shares	Q4 2020 Shares	Share Diff	Share Chg %	Q3 2020 Value $	Q4 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.