Security key
92538J106
- Security type / class
- Equity / Class A Common Stock
- Total 13F shares
- 25,924,113
- Total 13F value
- $570,091,264
- Share change
- -2,237,927
- SEC-reported price per share
- $21.98
- Number of holders
- 80
- Value change
- -$94,529,624
- Number of buys
- 46
- Number of sells
- 43
- Shares outstanding
- 78,230,962
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2021
Institutions
80
Top holders
10
VERX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2021
Previous quarter: Q4 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
Conestoga Capital Advisor...
Disclosed value leader
Conestoga Capital Advisor...
Comparable rows
15/15
Latest evidence
31 Dec 2020
13F
Lead comparable stake: 3.3%
Showing 1-6 of 15 holder rows.
Quick read
Conestoga Capital Advisors, LLC leads the comparable SEC ownership view at 3.3%.
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 Conestoga Capital Advisors, LLC's linked filing trail.
Comparable ownership
Top 5
Conestoga Capital Advisors, LLC
3.3%
Neuberger Berman Group LLC
3%
FRED ALGER MANAGEMENT, LLC
2.7%
VIKING GLOBAL INVESTORS LP
2.6%
VANGUARD GROUP INC
2.5%
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 |
|---|---|---|---|---|---|
| Conestoga Capital Advisors, LLC |
13F
Company
|
3.3%
|
$89,640,000
2,572,160 shares
|
— | 31 Dec 2020 |
| Neuberger Berman Group LLC |
13F
Company
|
3%
|
$81,173,000
2,329,224 shares
|
— | 31 Dec 2020 |
| FRED ALGER MANAGEMENT, LLC |
13F
Company
|
2.7%
|
$72,655,000
2,084,792 shares
|
— | 31 Dec 2020 |
| VIKING GLOBAL INVESTORS LP |
13F
Company
|
2.6%
|
$70,803,000
2,031,639 shares
|
— | 31 Dec 2020 |
| VANGUARD GROUP INC |
13F
Company
|
2.5%
|
$67,942,000
1,949,547 shares
|
— | 31 Dec 2020 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
2.3%
|
$64,033,000
1,837,351 shares
|
— | 31 Dec 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 Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
80
Shares
25,924,113
Rows available
80
| 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 Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
99
Q1 2021 holders
80
Holder diff
-19
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend