- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 77,770,320
- Total 13F shares
- 43,086,618
- Share change
- +4,790,701
- Total reported value
- $840,351,799
- Put/Call ratio
- 24%
- Price per share
- $19.50
- Number of holders
- 120
- Value change
- +$91,846,552
- Number of buys
- 69
- Number of sells
- 53
Quarterly Holders Quick Answers
What is CUSIP 92538J106?
CUSIP 92538J106 identifies VERX - Vertex, Inc. - Class A Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
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- Latest 13F filings for newly reported positions across managers.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 92538J106:
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 |
|---|---|---|---|---|---|---|---|---|
| Tensile Capital Management LP |
13F
|
Company |
7.7%
|
5,970,258
|
$123,524,638 | — | 31 Mar 2023 | |
| Neuberger Berman Group LLC |
13F
|
Company |
4.9%
|
3,846,294
|
$79,579,823 | — | 31 Mar 2023 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
4.7%
|
3,661,812
|
$75,762,890 | — | 31 Mar 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.6%
|
3,583,388
|
$74,140,297 | — | 31 Mar 2023 | |
| Conestoga Capital Advisors, LLC |
13F
|
Company |
3.7%
|
2,906,921
|
$60,144,195 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
3.1%
|
2,389,362
|
$49,436,000 | — | 31 Mar 2023 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
1.8%
|
1,408,290
|
$29,138,000 | — | 31 Mar 2023 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
1,101,712
|
$22,794,421 | — | 31 Mar 2023 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
1.4%
|
1,092,611
|
$22,606,121 | — | 31 Mar 2023 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
1.4%
|
1,080,300
|
$22,351,407 | — | 31 Mar 2023 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.91%
|
707,847
|
$14,645,122 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.9%
|
703,009
|
$14,545,257 | — | 31 Mar 2023 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
0.74%
|
573,124
|
$11,857,935 | — | 31 Mar 2023 | |
| Cerity Partners LLC |
13F
|
Company |
0.64%
|
500,000
|
$10,345,000 | — | 31 Mar 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.55%
|
428,649
|
$8,869,000 | — | 31 Mar 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.49%
|
383,358
|
$7,931,677 | — | 31 Mar 2023 | |
| Pier Capital, LLC |
13F
|
Company |
0.49%
|
383,224
|
$7,928,905 | — | 31 Mar 2023 | |
| PUTNAM INVESTMENTS LLC |
13F
|
Company |
0.49%
|
381,604
|
$7,895,386 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.47%
|
367,155
|
$7,596,444 | — | 31 Mar 2023 | |
| Legacy Advisors, LLC |
13F
|
Company |
0.47%
|
365,402
|
$7,560,167 | — | 31 Mar 2023 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.43%
|
333,697
|
$6,904,192 | — | 31 Mar 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.42%
|
323,108
|
$6,685,104 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.39%
|
305,640
|
$6,323,982 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.39%
|
301,762
|
$6,243,455 | — | 31 Mar 2023 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.39%
|
299,710
|
$6,227,974 | — | 31 Mar 2023 | |
| Palogic Value Management, L.P. |
13F
|
Company |
0.38%
|
292,059
|
$6,042,701 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.35%
|
272,089
|
$5,629,522 | — | 31 Mar 2023 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.35%
|
270,827
|
$5,603,411 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
0.33%
|
260,365
|
$5,386,952 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.27%
|
207,165
|
$4,286,244 | — | 31 Mar 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.21%
|
166,866
|
$3,452,458 | — | 31 Mar 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.21%
|
162,200
|
$3,356,000 | — | 31 Mar 2023 | |
| G2 Investment Partners Management LLC |
13F
|
Company |
0.21%
|
160,060
|
$3,311,641 | — | 31 Mar 2023 | |
| HERALD INVESTMENT MANAGEMENT Ltd |
13F
|
Company |
0.19%
|
150,000
|
$3,100,500 | — | 31 Mar 2023 | |
| Hudson Bay Capital Management LP |
13F
|
Company |
0.19%
|
146,375
|
$3,028,499 | — | 31 Mar 2023 | |
| Informed Momentum Co LLC |
13F
|
Company |
0.18%
|
138,070
|
$2,856,668 | — | 31 Mar 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.17%
|
135,965
|
$2,813,116 | — | 31 Mar 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.17%
|
135,199
|
$2,798,000 | — | 31 Mar 2023 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
0.16%
|
121,706
|
$2,518,097 | — | 31 Mar 2023 | |
| Meridian Wealth Partners, LLC |
13F
|
Company |
0.15%
|
115,733
|
$2,394,516 | — | 31 Mar 2023 | |
| ARDSLEY ADVISORY PARTNERS LP |
13F
|
Company |
0.14%
|
110,900
|
$2,294,521 | — | 31 Mar 2023 | |
| Swiss National Bank |
13F
|
Company |
0.14%
|
105,100
|
$2,174,519 | — | 31 Mar 2023 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.13%
|
98,674
|
$2,042,000 | — | 31 Mar 2023 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.12%
|
92,472
|
$1,913,246 | — | 31 Mar 2023 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.12%
|
92,035
|
$1,904,204 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.11%
|
83,752
|
$1,732,829 | — | 31 Mar 2023 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.11%
|
82,361
|
$1,704,049 | — | 31 Mar 2023 | |
| Trexquant Investment LP |
13F
|
Company |
0.1%
|
76,238
|
$1,577,364 | — | 31 Mar 2023 | |
| Terrence Kyle |
3/4/5
|
Director |
—
class O/S missing
|
56,011
|
$1,487,344 | — | 11 May 2021 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.09%
|
71,000
|
$1,468,990 | — | 31 Mar 2023 |
Institutional Holders of Vertex, Inc. - Class A Common Stock (VERX) as of Q2 2023
As of 30 Jun 2023,
Vertex, Inc. - Class A Common Stock (VERX) was held by
120 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
43,086,618 shares.
The largest 10 holders included
Tensile Capital Management LP, VANGUARD GROUP INC, FRED ALGER MANAGEMENT, LLC, Neuberger Berman Group LLC, Conestoga Capital Advisors, LLC, Bryn Mawr Capital Management, LLC, JPMORGAN CHASE & CO, TimesSquare Capital Management, LLC, PALISADE CAPITAL MANAGEMENT, LP, and NEXT CENTURY GROWTH INVESTORS LLC.
This page lists
120
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
126
Q2 2023 holders
120
Holder diff
-6
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.