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

CUSIP: 92538J106

Q4 2022 13F Holders as of 31 Dec 2022

Holder snapshot 7 signals
Share change
+1,748,338
Put/Call ratio
7.3%
SEC-reported price per share
$14.51
Number of holders
100
Value change
+$25,426,753
Number of buys
64
Open additional details 1 more signal available
Number of sells
33
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
78,230,962

Security key

92538J106

Report period

Q4 2022

Institutions

100

Top holders

10

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
Tensile Capital Managemen...
Disclosed value leader
Tensile Capital Managemen...
Comparable rows
15/15
Latest evidence
30 Sep 2022
13F Lead comparable stake: 6.7% Showing 1-6 of 15 holder rows.

Quick read

Tensile Capital Management LP leads the comparable SEC ownership view at 6.7%.

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 Tensile Capital Management LP's linked filing trail.
Comparable ownership Top 5
Tensile Capital Management LP 6.7%
FRED ALGER MANAGEMENT, LLC 4.9%
Neuberger Berman Group LLC 4.6%
VANGUARD GROUP INC 4.5%
Conestoga Capital Advisors, LLC 3.7%

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
Tensile Capital Management LP
13F
Company
13F
6.7%
$71,361,000
5,220,258 shares
30 Sep 2022
FRED ALGER MANAGEMENT, LLC
13F
Company
13F
4.9%
$52,516,000
3,841,738 shares
30 Sep 2022
Neuberger Berman Group LLC
13F
Company
13F
4.6%
$49,661,000
3,632,850 shares
30 Sep 2022
VANGUARD GROUP INC
13F
Company
13F
4.5%
$47,772,000
3,494,699 shares
30 Sep 2022
Conestoga Capital Advisors, LLC
13F
Company
13F
3.7%
$39,776,000
2,909,764 shares
30 Sep 2022
JPMORGAN CHASE & CO
13F
Company
13F
3.3%
$34,780,000
2,544,180 shares
30 Sep 2022
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 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
100
Shares
34,479,297
Rows available
100
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 2022 vs Q3 2022 Across Filers

Q3 2022 holders
74
Q4 2022 holders
100
Holder diff
26
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 value Q4 2022 value Value change Value Chg %
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