Vertex, Inc. - Class A Stock (VERX)

CUSIP: 92538J106

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / Class A Stock
Shares outstanding
77,639,264
Total 13F shares
53,331,858
Share change
+8,199,965
Total reported value
$1,436,747,427
Put/Call ratio
35%
Price per share
$26.94
Number of holders
143
Value change
+$222,888,010
Number of buys
95
Number of sells
44

Quarterly Holders Quick Answers

What is CUSIP 92538J106?
CUSIP 92538J106 identifies VERX - Vertex, Inc. - Class A Stock in SEC institutional holdings data.

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Institutional Holders of Vertex, Inc. - Class A Stock (VERX) as of Q4 2023

As of 31 Dec 2023, Vertex, Inc. - Class A Stock (VERX) was held by 143 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 53,331,858 shares. The largest 10 holders included VANGUARD GROUP INC, Tensile Capital Management LP, FRED ALGER MANAGEMENT, LLC, NEUBERGER BERMAN GROUP LLC, Legacy Advisors, LLC, Conestoga Capital Advisors, LLC, JPMORGAN CHASE & CO, Bryn Mawr Capital Management, LLC, LOOMIS SAYLES & CO L P, and TimesSquare Capital Management, LLC. This page lists 143 institutional shareholders reporting positions in this security for the Q4 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.