- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 78,230,962
- Total 13F shares
- 69,218,810
- Share change
- +877,814
- Total reported value
- $2,669,037,947
- Put/Call ratio
- 0.88%
- Price per share
- $38.51
- Number of holders
- 212
- Value change
- +$40,224,867
- Number of buys
- 121
- Number of sells
- 89
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.
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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 |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
8.2%
|
6,387,126
|
$230,255,893 | — | 30 Jun 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
6%
|
4,663,904
|
$168,133,741 | — | 30 Jun 2024 | |
| Tensile Capital Management LP |
13F
3/4/5
|
Company · 10%+ Owner |
5.9%
|
4,633,550
|
$167,039,478 | — | 30 Jun 2024 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
5.2%
|
4,087,510
|
$147,354,736 | — | 30 Jun 2024 | |
| Neuberger Berman Group LLC |
13F
|
Company |
4.5%
|
3,488,139
|
$125,747,411 | — | 30 Jun 2024 | |
| Conestoga Capital Advisors, LLC |
13F
|
Company |
3.6%
|
2,805,785
|
$101,148,549 | — | 30 Jun 2024 | |
| FMR LLC |
13F
|
Company |
2.9%
|
2,232,789
|
$80,492,037 | — | 30 Jun 2024 | |
| Legacy Advisors, LLC |
13F
|
Company |
2.8%
|
2,163,473
|
$77,993,202 | — | 30 Jun 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.6%
|
2,007,144
|
$72,357,541 | — | 30 Jun 2024 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
2.2%
|
1,754,003
|
$63,231,808 | — | 30 Jun 2024 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
2%
|
1,601,915
|
$57,749,000 | — | 30 Jun 2024 | |
| Bryn Mawr Trust Advisors, LLC |
13F
|
Company |
2%
|
1,596,000
|
$57,535,800 | — | 30 Jun 2024 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.8%
|
1,436,782
|
$51,795,991 | — | 30 Jun 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.6%
|
1,237,691
|
$44,626,787 | — | 30 Jun 2024 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
1.5%
|
1,208,212
|
$43,556,028 | — | 30 Jun 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.4%
|
1,066,625
|
$38,451,816 | — | 30 Jun 2024 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
1,035,654
|
$37,335,320 | — | 30 Jun 2024 | |
| STATE STREET CORP |
13F
|
Company |
1.3%
|
998,306
|
$35,988,931 | — | 30 Jun 2024 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
1.2%
|
964,132
|
$34,757,000 | — | 30 Jun 2024 | |
| BANQUE PICTET & CIE SA |
13F
|
Company |
1.2%
|
949,540
|
$34,230,917 | — | 30 Jun 2024 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
1.1%
|
848,394
|
$30,584,603 | — | 30 Jun 2024 | |
| Pembroke Management, LTD |
13F
|
Company |
1.1%
|
844,619
|
$30,448,515 | — | 30 Jun 2024 | |
| Aperture Investors, LLC |
13F
|
Company |
1%
|
818,337
|
$29,501,049 | — | 30 Jun 2024 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1%
|
782,715
|
$28,216,876 | — | 30 Jun 2024 | |
| Granahan Investment Management, LLC |
13F
|
Company |
1%
|
778,660
|
$28,070,693 | — | 30 Jun 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.99%
|
771,573
|
$27,815,907 | — | 30 Jun 2024 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.92%
|
721,138
|
$25,997,000 | — | 30 Jun 2024 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
0.9%
|
704,487
|
$25,396,756 | — | 30 Jun 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.85%
|
668,178
|
$24,087,502 | — | 30 Jun 2024 | |
| Aberdeen Group plc |
13F
|
Company |
0.82%
|
643,941
|
$23,214,073 | — | 30 Jun 2024 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.79%
|
615,061
|
$22,172,949 | — | 30 Jun 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.71%
|
552,573
|
$19,920,257 | — | 30 Jun 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.62%
|
484,607
|
$17,470,083 | — | 30 Jun 2024 | |
| UBS Group AG |
13F
|
Company |
0.61%
|
475,861
|
$17,154,789 | — | 30 Jun 2024 | |
| AXIOM INVESTORS LLC /DE |
13F
|
Company |
0.61%
|
475,260
|
$17,133,123 | — | 30 Jun 2024 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.55%
|
427,709
|
$15,420,000 | — | 30 Jun 2024 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.53%
|
417,380
|
$15,046,549 | — | 30 Jun 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.52%
|
409,571
|
$14,765,033 | — | 30 Jun 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.52%
|
408,982
|
$14,743,801 | — | 30 Jun 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.52%
|
404,799
|
$14,593,004 | — | 30 Jun 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.48%
|
377,100
|
$13,594,455 | — | 30 Jun 2024 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
0.44%
|
345,357
|
$12,450,121 | — | 30 Jun 2024 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
0.44%
|
345,257
|
$12,446,515 | — | 30 Jun 2024 | |
| MIZUHO MARKETS AMERICAS LLC |
13F
|
Company |
0.44%
|
344,024
|
$12,402,065 | — | 30 Jun 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.39%
|
306,141
|
$11,036,384 | — | 30 Jun 2024 | |
| Banco Santander, S.A. |
13F
|
Company |
0.38%
|
297,873
|
$10,738,322 | — | 30 Jun 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.38%
|
295,724
|
$10,660,850 | — | 30 Jun 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.33%
|
256,850
|
$9,260,000 | — | 30 Jun 2024 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.32%
|
250,894
|
$9,044,729 | — | 30 Jun 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.32%
|
249,652
|
$8,999,955 | — | 30 Jun 2024 |
Institutional Holders of Vertex, Inc. - Class A Common Stock (VERX) as of Q3 2024
As of 30 Sep 2024,
Vertex, Inc. - Class A Common Stock (VERX) was held by
212 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
69,218,810 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., Tensile Capital Management LP, NEUBERGER BERMAN GROUP LLC, FRED ALGER MANAGEMENT, LLC, FMR LLC, Conestoga Capital Advisors, LLC, Legacy Advisors, LLC, JPMORGAN CHASE & CO, and FRANKLIN RESOURCES INC.
This page lists
213
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
202
Q3 2024 holders
212
Holder diff
10
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 2024 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.