Security key
92538J106
- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 78,230,962
- Total 13F shares
- 73,853,938
- Share change
- +4,322,835
- Total reported value
- $3,940,149,659
- Put/Call ratio
- 0.33%
- Price per share
- $53.35
- Number of holders
- 251
- Value change
- +$254,652,064
- Number of buys
- 134
- Number of sells
- 98
Report period
Q4 2024
Institutions
251
Top holders
10
VERX full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
Vertex, Inc. SEC filings
Vertex, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 92538J106
Recent filing periods:
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 |
8.6%
|
6,721,315
|
$258,837,841 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
6.4%
|
5,007,584
|
$192,842,059 | — | 30 Sep 2024 | |
| Tensile Capital Management LP |
13F
3/4/5
|
Company · 10%+ Owner |
5.2%
|
4,053,550
|
$156,102,211 | — | 30 Sep 2024 | |
| Neuberger Berman Group LLC |
13F
|
Company |
4.4%
|
3,473,775
|
$133,775,075 | — | 30 Sep 2024 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
3.3%
|
2,543,838
|
$97,963,201 | — | 30 Sep 2024 | |
| FMR LLC |
13F
|
Company |
2.9%
|
2,287,774
|
$88,102,170 | — | 30 Sep 2024 | |
| Conestoga Capital Advisors, LLC |
13F
|
Company |
2.9%
|
2,280,290
|
$87,813,968 | — | 30 Sep 2024 | |
| Legacy Advisors, LLC |
13F
|
Company |
2.8%
|
2,163,058
|
$83,299,364 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.3%
|
1,791,929
|
$69,007,186 | — | 30 Sep 2024 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
2.2%
|
1,690,045
|
$69,443,949 | — | 30 Sep 2024 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
2.1%
|
1,655,400
|
$63,749,454 | — | 30 Sep 2024 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
2%
|
1,565,994
|
$60,307,000 | — | 30 Sep 2024 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.9%
|
1,450,599
|
$55,862,585 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
1.7%
|
1,361,901
|
$52,446,808 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.6%
|
1,275,283
|
$49,120,729 | — | 30 Sep 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.6%
|
1,229,444
|
$47,345,906 | — | 30 Sep 2024 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
1.4%
|
1,129,690
|
$43,504,362 | — | 30 Sep 2024 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
1.4%
|
1,067,378
|
$41,105,000 | — | 30 Sep 2024 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
1,011,981
|
$38,971,388 | — | 30 Sep 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.2%
|
977,621
|
$37,648,185 | — | 30 Sep 2024 | |
| BANQUE PICTET & CIE SA |
13F
|
Company |
1.2%
|
961,690
|
$37,034,682 | — | 30 Sep 2024 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
1.2%
|
933,034
|
$35,932,000 | — | 30 Sep 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.2%
|
911,152
|
$35,084,444 | — | 30 Sep 2024 | |
| Aperture Investors, LLC |
13F
|
Company |
1.1%
|
854,579
|
$32,909,837 | — | 30 Sep 2024 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
843,006
|
$32,464,161 | — | 30 Sep 2024 | |
| Pembroke Management, LTD |
13F
|
Company |
1.1%
|
822,401
|
$31,670,663 | — | 30 Sep 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.99%
|
772,286
|
$29,740,267 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.83%
|
649,413
|
$25,008,931 | — | 30 Sep 2024 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
0.8%
|
628,689
|
$24,210,813 | — | 30 Sep 2024 | |
| Aberdeen Group plc |
13F
|
Company |
0.75%
|
588,345
|
$22,657,166 | — | 30 Sep 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.74%
|
582,273
|
$22,423,334 | — | 30 Sep 2024 | |
| Granahan Investment Management, LLC |
13F
|
Company |
0.7%
|
549,413
|
$21,157,895 | — | 30 Sep 2024 | |
| BROWN CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.69%
|
543,699
|
$20,937,848 | — | 30 Sep 2024 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.69%
|
538,821
|
$20,749,000 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.68%
|
530,804
|
$20,441,261 | — | 30 Sep 2024 | |
| Premier Fund Managers Ltd |
13F
|
Company |
0.67%
|
524,775
|
$19,280,000 | — | 30 Sep 2024 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.65%
|
509,517
|
$19,621,500 | — | 30 Sep 2024 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
0.64%
|
504,191
|
$19,416,395 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
0.63%
|
493,791
|
$19,015,892 | — | 30 Sep 2024 | |
| AXIOM INVESTORS LLC /DE |
13F
|
Company |
0.61%
|
475,010
|
$18,292,635 | — | 30 Sep 2024 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
0.6%
|
469,526
|
$18,081,446 | — | 30 Sep 2024 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
0.59%
|
461,938
|
$17,789,231 | — | 30 Sep 2024 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.57%
|
449,371
|
$17,305,277 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.55%
|
432,068
|
$16,638,939 | — | 30 Sep 2024 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
13F
|
Company |
0.54%
|
420,567
|
$16,196,000 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.48%
|
373,253
|
$14,373,973 | — | 30 Sep 2024 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
0.44%
|
345,257
|
$13,295,847 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.44%
|
342,084
|
$13,173,655 | — | 30 Sep 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.4%
|
311,036
|
$11,977,996 | — | 30 Sep 2024 | |
| Banco Santander, S.A. |
13F
|
Company |
0.4%
|
310,000
|
$11,938,100 | — | 30 Sep 2024 |
Institutional Holders of Vertex, Inc. - Class A Common Stock (VERX) as of Q4 2024
As of 31 Dec 2024,
Vertex, Inc. - Class A Common Stock (VERX) was held by
251 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
73,853,938 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., Tensile Capital Management LP, NEUBERGER BERMAN GROUP LLC, FMR LLC, Conestoga Capital Advisors, LLC, FRANKLIN RESOURCES INC, FRED ALGER MANAGEMENT, LLC, LOOMIS SAYLES & CO L P, and Invesco Ltd..
This page lists
251
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
212
Q4 2024 holders
251
Holder diff
39
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.