- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 77,770,320
- Total 13F shares
- 45,131,777
- Share change
- +2,027,863
- Total reported value
- $1,042,605,921
- Put/Call ratio
- 22%
- Price per share
- $23.10
- Number of holders
- 119
- Value change
- +$51,152,586
- Number of buys
- 75
- Number of sells
- 52
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.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
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 |
7.5%
|
5,866,717
|
$114,400,982 | — | 30 Jun 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
6%
|
4,653,849
|
$90,750,056 | — | 30 Jun 2023 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
5.5%
|
4,247,151
|
$82,819,445 | — | 30 Jun 2023 | |
| Neuberger Berman Group LLC |
13F
|
Company |
4.8%
|
3,732,072
|
$72,775,404 | — | 30 Jun 2023 | |
| Conestoga Capital Advisors, LLC |
13F
|
Company |
3.6%
|
2,826,148
|
$55,109,886 | — | 30 Jun 2023 | |
| Bryn Mawr Trust Advisors, LLC |
13F
|
Company |
3.3%
|
2,589,000
|
$50,485,500 | — | 30 Jun 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
3%
|
2,358,543
|
$45,991,590 | — | 30 Jun 2023 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
1.7%
|
1,318,700
|
$25,715,000 | — | 30 Jun 2023 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
1.5%
|
1,134,375
|
$22,120,312 | — | 30 Jun 2023 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
1.4%
|
1,118,093
|
$21,802,813 | — | 30 Jun 2023 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
1,078,325
|
$21,027,338 | — | 30 Jun 2023 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.1%
|
858,442
|
$16,739,503 | — | 30 Jun 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1%
|
805,718
|
$15,711,501 | — | 30 Jun 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
1%
|
795,234
|
$15,507,066 | — | 30 Jun 2023 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
0.79%
|
616,300
|
$12,017,850 | — | 30 Jun 2023 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
0.74%
|
574,236
|
$11,197,602 | — | 30 Jun 2023 | |
| PUTNAM INVESTMENTS LLC |
13F
|
Company |
0.67%
|
518,722
|
$10,115,080 | — | 30 Jun 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.56%
|
437,353
|
$8,528,384 | — | 30 Jun 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.51%
|
396,704
|
$7,735,734 | — | 30 Jun 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.5%
|
390,960
|
$7,623,843 | — | 30 Jun 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.5%
|
387,500
|
$7,556,251 | — | 30 Jun 2023 | |
| Pier Capital, LLC |
13F
|
Company |
0.45%
|
348,213
|
$6,790,154 | — | 30 Jun 2023 | |
| STATE STREET CORP |
13F
|
Company |
0.41%
|
322,239
|
$6,283,661 | — | 30 Jun 2023 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.39%
|
306,953
|
$6,114,504 | — | 30 Jun 2023 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.36%
|
281,071
|
$5,480,885 | — | 30 Jun 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.33%
|
258,154
|
$5,034,003 | — | 30 Jun 2023 | |
| Palogic Value Management, L.P. |
13F
|
Company |
0.3%
|
235,503
|
$4,592,309 | — | 30 Jun 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.29%
|
229,023
|
$4,465,949 | — | 30 Jun 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.29%
|
228,600
|
$4,458,000 | — | 30 Jun 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.29%
|
224,493
|
$4,377,614 | — | 30 Jun 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.28%
|
216,545
|
$4,222,628 | — | 30 Jun 2023 | |
| Legacy Advisors, LLC |
13F
|
Company |
0.26%
|
200,637
|
$3,912,422 | — | 30 Jun 2023 | |
| Hudson Bay Capital Management LP |
13F
|
Company |
0.26%
|
200,000
|
$3,900,000 | — | 30 Jun 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.25%
|
193,784
|
$3,778,788 | — | 30 Jun 2023 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.2%
|
152,000
|
$2,964,000 | — | 30 Jun 2023 | |
| HERALD INVESTMENT MANAGEMENT Ltd |
13F
|
Company |
0.19%
|
150,000
|
$2,922,000 | — | 30 Jun 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.18%
|
138,039
|
$2,691,000 | — | 30 Jun 2023 | |
| Hillsdale Investment Management Inc. |
13F
|
Company |
0.17%
|
131,582
|
$2,565,850 | — | 30 Jun 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.16%
|
127,282
|
$2,481,999 | — | 30 Jun 2023 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.15%
|
117,537
|
$2,291,972 | — | 30 Jun 2023 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.15%
|
114,419
|
$2,231,171 | — | 30 Jun 2023 | |
| G2 Investment Partners Management LLC |
13F
|
Company |
0.14%
|
111,947
|
$2,182,967 | — | 30 Jun 2023 | |
| ARDSLEY ADVISORY PARTNERS LP |
13F
|
Company |
0.13%
|
100,300
|
$1,955,850 | — | 30 Jun 2023 | |
| Swiss National Bank |
13F
|
Company |
0.12%
|
92,800
|
$1,809,600 | — | 30 Jun 2023 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
0.12%
|
92,303
|
$1,799,909 | — | 30 Jun 2023 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.12%
|
92,035
|
$1,794,683 | — | 30 Jun 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.11%
|
88,056
|
$1,717,092 | — | 30 Jun 2023 | |
| ADVISORY RESEARCH INC |
13F
|
Company |
0.11%
|
84,198
|
$1,641,861 | — | 30 Jun 2023 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.1%
|
78,753
|
$1,535,684 | — | 30 Jun 2023 | |
| Terrence Kyle |
3/4/5
|
Director |
—
class O/S missing
|
56,011
|
$1,487,344 | — | 11 May 2021 |
Institutional Holders of Vertex, Inc. - Class A Common Stock (VERX) as of Q3 2023
As of 30 Sep 2023,
Vertex, Inc. - Class A Common Stock (VERX) was held by
119 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
45,131,777 shares.
The largest 10 holders included
Tensile Capital Management LP, VANGUARD GROUP INC, FRED ALGER MANAGEMENT, LLC, Neuberger Berman Group LLC, Bryn Mawr Capital Management, LLC, Conestoga Capital Advisors, LLC, JPMORGAN CHASE & CO, TimesSquare Capital Management, LLC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, and NEXT CENTURY GROWTH INVESTORS LLC.
This page lists
119
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
120
Q3 2023 holders
119
Holder diff
-1
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 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.