Vertex, Inc. - Class A Stock (VERX)

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / Class A Stock
Shares outstanding
77,639,264
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

Institutional Holders of Vertex, Inc. - Class A Stock (VERX) as of Q3 2023

As of 30 Sep 2023, Vertex, Inc. - Class A 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
* 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.