Security key
92538J106
- Security type / class
- Equity / Class A Common Stock
- Total 13F shares
- 53,331,858
- Total 13F value
- $1,436,747,427
- Share change
- +8,199,965
- Put/Call ratio
- 35%
- SEC-reported price per share
- $26.94
- Number of holders
- 143
- Value change
- +$222,888,010
- Number of buys
- 95
- Number of sells
- 44
- Shares outstanding
- 78,230,962
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2023
Institutions
143
Top holders
10
VERX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 2023
Vertex, Inc. SEC filings
Vertex, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 92538J106
Recent filing periods:
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
09 Nov 2023
3/4/5
13F
Lead comparable stake: 7.4%
Showing 1-6 of 15 holder rows.
Quick read
Tensile Capital Management LP leads the comparable SEC ownership view at 7.4%.
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
7.4%
VANGUARD GROUP INC
6.3%
FRED ALGER MANAGEMENT, LLC
5.9%
Neuberger Berman Group LLC
5.1%
Bryn Mawr Trust Advisors, LLC
3.3%
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 |
3/4/5
13F
10%+ Owner · Company
|
7.4%
from 13F
|
$143,296,022
5,396,299 shares
|
— | 09 Nov 2023 |
| VANGUARD GROUP INC |
13F
Company
|
6.3%
|
$113,622,732
4,918,733 shares
|
— | 30 Sep 2023 |
| FRED ALGER MANAGEMENT, LLC |
13F
Company
|
5.9%
|
$107,454,293
4,651,701 shares
|
— | 30 Sep 2023 |
| Neuberger Berman Group LLC |
13F
Company
|
5.1%
|
$91,679,603
3,968,814 shares
|
— | 30 Sep 2023 |
| Bryn Mawr Trust Advisors, LLC |
13F
Company
|
3.3%
|
$59,967,600
2,596,000 shares
|
— | 30 Sep 2023 |
| Conestoga Capital Advisors, LLC |
13F
Company
|
3%
|
$54,972,918
2,379,780 shares
|
— | 30 Sep 2023 |
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 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
143
Shares
53,331,858
Rows available
143
| 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 2023 vs Q3 2023 Across Filers
Q3 2023 holders
119
Q4 2023 holders
143
Holder diff
24
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend