Security key
92538J106
- Security type / class
- Equity / Class A Common Stock
- Total 13F shares
- 78,122,635
- Total 13F value
- $2,735,293,035
- Share change
- +4,369,575
- Put/Call ratio
- 0.36%
- SEC-reported price per share
- $35.01
- Number of holders
- 258
- Value change
- +$112,280,318
- Number of buys
- 163
- Number of sells
- 124
- 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
Q1 2025
Institutions
258
Top holders
10
VERX full security history
Ownership snapshot
Full 13F holder table
Vertex, Inc. SEC filings
Vertex, Inc. company facts
Broader feeds
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
Neuberger Berman Group LLC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
31 Dec 2024
13F
13D/G
3/4/5
Lead comparable stake: 4.6%
13D/G row: Neuberger Berman Group LLC
Showing 1-6 of 15 holder rows.
Quick read
Neuberger Berman Group LLC leads the comparable SEC ownership view at 4.6%.
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 Neuberger Berman Group LLC's linked filing trail.
Comparable ownership
Top 5
Neuberger Berman Group LLC
4.6%
VANGUARD GROUP INC
8.8%
BlackRock, Inc.
8.1%
Tensile Capital Management LP
4.8%
FMR LLC
3.7%
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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC |
13F
13D/G
Company
|
4.6%
from 13D/G
|
$188,197,673
3,527,604 shares
|
— | 31 Dec 2024 |
| VANGUARD GROUP INC |
13F
Company
|
8.8%
|
$365,926,637
6,858,981 shares
|
— | 31 Dec 2024 |
| BlackRock, Inc. |
13F
Company
|
8.1%
|
$336,639,194
6,310,013 shares
|
— | 31 Dec 2024 |
| Tensile Capital Management LP |
13F
3/4/5
Company · 10%+ Owner
|
4.8%
|
$201,105,000
3,769,550 shares
|
— | 31 Dec 2024 |
| FMR LLC |
13F
Company
|
3.7%
|
$153,031,152
2,868,438 shares
|
— | 31 Dec 2024 |
| Conestoga Capital Advisors, LLC |
13F
Company
|
2.9%
|
$120,656,093
2,261,595 shares
|
— | 31 Dec 2024 |
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 Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
258
Shares
78,122,635
Rows available
258
| 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 Q1 2025 vs Q1 2025 Across Filers
Q1 2025 holders
258
Q1 2025 holders
258
Holder diff
0
| Investor | Q1 2025 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q1 2025 value | Value change | Value Chg % |
|---|