Security key
92538J106
- Security type / class
- Equity / Class A Common Stock
- Total 13F shares
- 28,185,603
- Total 13F value
- $981,419,217
- Share change
- +2,956,729
- SEC-reported price per share
- $34.85
- Number of holders
- 99
- Value change
- +$134,903,584
- Number of buys
- 60
- Number of sells
- 45
- Shares outstanding
- 78,230,962
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2020
Institutions
99
Top holders
10
VERX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2021
Previous quarter: Q3 2020
Vertex, Inc. SEC filings
Vertex, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 92538J106
Recent filing periods:
Ownership snapshot
Top reported holders of VERX - Vertex, Inc. - Class A Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VIKING GLOBAL INVESTORS LP
Disclosed value leader
VIKING GLOBAL INVESTORS LP
Comparable rows
15/15
Latest evidence
30 Sep 2020
13F
Lead comparable stake: 2.6%
Showing 1-6 of 15 holder rows.
Quick read
VIKING GLOBAL INVESTORS LP leads the comparable SEC ownership view at 2.6%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VIKING GLOBAL INVESTORS LP's linked filing trail.
Comparable ownership
Top 5
VIKING GLOBAL INVESTORS LP
2.6%
FRED ALGER MANAGEMENT, LLC
2.4%
WELLS FARGO & COMPANY/MN
2.3%
VANGUARD GROUP INC
2.3%
Capital International Investors
1.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VIKING GLOBAL INVESTORS LP |
13F
Company
|
2.6%
|
$46,728,000
2,031,639 shares
|
— | 30 Sep 2020 |
| FRED ALGER MANAGEMENT, LLC |
13F
Company
|
2.4%
|
$43,822,000
1,905,300 shares
|
— | 30 Sep 2020 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
2.3%
|
$41,634,000
1,810,195 shares
|
— | 30 Sep 2020 |
| VANGUARD GROUP INC |
13F
Company
|
2.3%
|
$41,217,000
1,792,025 shares
|
— | 30 Sep 2020 |
| Capital International Investors |
13F
Company
|
1.9%
|
$34,883,000
1,516,646 shares
|
— | 30 Sep 2020 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
Company
|
1.8%
|
$32,985,000
1,434,122 shares
|
— | 30 Sep 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
99
Shares
28,185,603
Rows available
99
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2020 vs Q3 2020 Across Filers
Q3 2020 holders
90
Q4 2020 holders
99
Holder diff
9
| Investor | Q3 2020 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q3 2020 value | Q4 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend