Security key
92538J106
- Security type / class
- Equity / Class A Common Stock
- Total 13F shares
- 25,273,199
- Total 13F value
- $553,869,263
- Share change
- -650,914
- SEC-reported price per share
- $21.94
- Number of holders
- 74
- Value change
- -$14,236,916
- Number of buys
- 35
- Number of sells
- 40
- Shares outstanding
- 78,230,962
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2021
Institutions
74
Top holders
10
VERX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2021
Previous quarter: Q1 2021
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 Mar 2021
13F
Lead comparable stake: 4.1%
Showing 1-6 of 15 holder rows.
Quick read
Conestoga Capital Advisors, LLC leads the comparable SEC ownership view at 4.1%.
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
4.1%
Neuberger Berman Group LLC
3.9%
FRED ALGER MANAGEMENT, LLC
3%
VANGUARD GROUP INC
2.7%
MASSACHUSETTS FINANCIAL SERVICES ...
2.6%
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
|
4.1%
|
$70,160,000
3,191,995 shares
|
— | 31 Mar 2021 |
| Neuberger Berman Group LLC |
13F
Company
|
3.9%
|
$66,275,000
3,015,231 shares
|
— | 31 Mar 2021 |
| FRED ALGER MANAGEMENT, LLC |
13F
Company
|
3%
|
$52,222,000
2,375,890 shares
|
— | 31 Mar 2021 |
| VANGUARD GROUP INC |
13F
Company
|
2.7%
|
$46,751,000
2,126,984 shares
|
— | 31 Mar 2021 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
Company
|
2.6%
|
$44,662,000
2,031,935 shares
|
— | 31 Mar 2021 |
| JPMORGAN CHASE & CO |
13F
Company
|
2.4%
|
$40,511,000
1,843,056 shares
|
— | 31 Mar 2021 |
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 Q2 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
74
Shares
25,273,199
Rows available
74
| 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 Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
80
Q2 2021 holders
74
Holder diff
-6
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 value | Q2 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend