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 Q1 2021?

80 institutional investors reported VERX - Vertex, Inc. - Class A Common Stock for Q1 2021. Use the holders table for investor-level position and value details.

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

CUSIP: 92538J106

Q1 2021 13F Holders as of 31 Mar 2021

Type / Class: Equity / Class A Common Stock
Shares outstanding: 77,770,320
Total 13F shares: 25,924,113
Share change: -2,237,927
Total reported value: $570,091,264
Price per share: $21.98
Number of holders: 80
Value change: -$94,529,624
Number of buys: 46
Number of sells: 43

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: Q2 2021
Previous quarter: Q4 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
Conestoga Capital Advisors, LLC	13F	Company	3.3%	2,572,160	$89,640,000	—	31 Dec 2020	13F
Neuberger Berman Group LLC	13F	Company	3%	2,329,224	$81,173,000	—	31 Dec 2020	13F
FRED ALGER MANAGEMENT, LLC	13F	Company	2.7%	2,084,792	$72,655,000	—	31 Dec 2020	13F
VIKING GLOBAL INVESTORS LP	13F	Company	2.6%	2,031,639	$70,803,000	—	31 Dec 2020	13F
VANGUARD GROUP INC	13F	Company	2.5%	1,949,547	$67,942,000	—	31 Dec 2020	13F
WELLS FARGO & COMPANY/MN	13F	Company	2.4%	1,837,351	$64,033,000	—	31 Dec 2020	13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	13F	Company	2.4%	1,836,313	$63,996,000	—	31 Dec 2020	13F
JPMORGAN CHASE & CO	13F	Company	2.2%	1,722,514	$60,029,000	—	31 Dec 2020	13F
Capital International Investors	13F	Company	2%	1,517,306	$52,878,000	—	31 Dec 2020	13F
TimesSquare Capital Management, LLC	13F	Company	1.6%	1,262,392	$43,994,000	—	31 Dec 2020	13F
BlackRock Finance, Inc.	13F	Company	1.3%	1,011,768	$35,261,000	—	31 Dec 2020	13F
Tensile Capital Management LP	13F	Company	1.2%	972,000	$33,874,000	—	31 Dec 2020	13F
GOLDMAN SACHS GROUP INC	13F	Company	1.1%	854,286	$29,772,000	—	31 Dec 2020	13F
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	13F	Company	0.61%	477,930	$16,656,000	—	31 Dec 2020	13F
JENNISON ASSOCIATES LLC	13F	Company	0.58%	448,334	$15,624,000	—	31 Dec 2020	13F
PUTNAM INVESTMENTS LLC	13F	Company	0.57%	446,323	$15,555,000	—	31 Dec 2020	13F
ADVENT INTERNATIONAL, L.P.	13F	Company	0.53%	414,521	$14,446,000	—	31 Dec 2020	13F
Clearbridge Investments, LLC	13F	Company	0.45%	348,764	$12,154,000	—	31 Dec 2020	13F
TIGER GLOBAL MANAGEMENT LLC	13F	Company	0.42%	325,000	$11,326,000	—	31 Dec 2020	13F
AMERIPRISE FINANCIAL INC	13F	Company	0.44%	339,373	$11,250,000	—	31 Dec 2020	13F
Tygh Capital Management, Inc.	13F	Company	0.38%	292,240	$10,185,000	—	31 Dec 2020	13F
MOODY ALDRICH PARTNERS LLC	13F	Company	0.29%	227,413	$7,925,000	—	31 Dec 2020	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.27%	211,094	$7,356,000	—	31 Dec 2020	13F
Washington Harbour Partners LP	13F	Company	0.27%	210,000	$7,319,000	—	31 Dec 2020	13F
COMERICA BANK	13F	Company	0.23%	176,500	$5,881,000	—	31 Dec 2020	13F
FRANKLIN RESOURCES INC	13F	Company	0.21%	164,135	$5,720,000	—	31 Dec 2020	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	0.18%	138,506	$4,826,000	—	31 Dec 2020	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.15%	120,148	$4,187,000	—	31 Dec 2020	13F
STATE STREET CORP	13F	Company	0.13%	101,727	$3,545,000	—	31 Dec 2020	13F
Squarepoint Ops LLC	13F	Company	0.13%	100,000	$3,485,000	—	31 Dec 2020	13F
ROYAL BANK OF CANADA	13F	Company	0.13%	99,223	$3,458,000	—	31 Dec 2020	13F
Bank of New York Mellon Corp	13F	Company	0.11%	88,944	$3,101,000	—	31 Dec 2020	13F
NORGES BANK	13F	Company	0.11%	85,714	$2,987,000	—	31 Dec 2020	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	0.11%	84,210	$2,935,000	—	31 Dec 2020	13F
PRINCIPAL FINANCIAL GROUP INC	13F	Company	0.09%	73,100	$2,548,000	—	31 Dec 2020	13F
TUDOR INVESTMENT CORP ET AL	13F	Company	0.09%	69,048	$2,406,000	—	31 Dec 2020	13F
Nicholas Investment Partners, LP	13F	Company	0.09%	68,537	$2,389,000	—	31 Dec 2020	13F
Swiss National Bank	13F	Company	0.07%	56,600	$1,973,000	—	31 Dec 2020	13F
NORTHERN TRUST CORP	13F	Company	0.07%	52,462	$1,828,000	—	31 Dec 2020	13F
Pentwater Capital Management LP	13F	Company	0.06%	50,000	$1,743,000	—	31 Dec 2020	13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	13F	Company	0.06%	48,133	$1,677,000	—	31 Dec 2020	13F
US BANCORP \DE\	13F	Company	0.06%	45,308	$1,579,000	—	31 Dec 2020	13F
Veritable, L.P.	13F	Company	0.05%	41,676	$1,452,000	—	31 Dec 2020	13F
GLENMEDE TRUST CO NA	13F	Company	0.05%	41,130	$1,433,000	—	31 Dec 2020	13F
Bullseye Asset Management LLC	13F	Company	0.05%	40,675	$1,418,000	—	31 Dec 2020	13F
FIRST TRUST ADVISORS LP	13F	Company	0.05%	38,076	$1,327,000	—	31 Dec 2020	13F
DEUTSCHE BANK AG\	13F	Company	0.05%	36,357	$1,267,000	—	31 Dec 2020	13F
Mirae Asset Global Investments Co., Ltd.	13F	Company	0.05%	35,408	$1,234,000	—	31 Dec 2020	13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE	13F	Company	0.04%	34,942	$1,218,000	—	31 Dec 2020	13F
Pendal Group Ltd	13F	Company	0.04%	34,354	$1,197,000	—	31 Dec 2020	13F

Institutional Holders of Vertex, Inc. - Class A Common Stock (VERX) as of Q1 2021

As of 31 Mar 2021, Vertex, Inc. - Class A Common Stock (VERX) was held by 80 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 25,924,113 shares. The largest 10 holders included Conestoga Capital Advisors, LLC, Neuberger Berman Group LLC, FRED ALGER MANAGEMENT, LLC, VANGUARD GROUP INC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, JPMORGAN CHASE & CO, Capital International Investors, TimesSquare Capital Management, LLC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, and Tensile Capital Management LP. This page lists 81 institutional shareholders reporting positions in this security for the Q1 2021 filing period.

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

Compare Q1 2021 vs Q4 2020 Across Filers

Q4 2020 holders

Q1 2021 holders

Holder diff

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Investor	Q4 2020 Shares	Q1 2021 Shares	Share Diff	Share Chg %	Q4 2020 Value $	Q1 2021 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.