Security key
92538J106
- Security type / class
- Equity / Class A Common Stock
- Shares outstanding
- 78,230,962
- Total 13F shares
- 78,122,635
- Share change
- +4,369,575
- Total reported value
- $2,735,293,035
- Put/Call ratio
- 0.36%
- Reported price per share
- $35.01
- Number of holders
- 258
- Value change
- +$112,280,318
- Number of buys
- 163
- Number of sells
- 124
Security identity
Holder snapshot
Report period
Q1 2025
Institutions
258
Top holders
10
VERX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2025
Previous quarter: Q4 2024
Vertex, Inc. SEC filings
Vertex, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 92538J106
Recent filing periods:
Ownership snapshot
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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
Neuberger Berman Group LLC
13D/G signal
Neuberger Berman Group LLC
Evidence rows
50
Latest as of
31 Dec 2024
13F
13D/G
3/4/5
Lead comparable stake: 4.6%
13D/G row: Neuberger Berman Group LLC
Showing first 8 of 50 holder rows.
Open remaining 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 |
| FRANKLIN RESOURCES INC |
13F
Company
|
2.7%
|
$113,587,431
2,129,099 shares
|
— | 31 Dec 2024 |
| FRED ALGER MANAGEMENT, LLC |
13F
Company
|
2.6%
|
$109,916,152
2,060,284 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 loaded
258
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* 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. An asterisk next to the price means the price is likely invalid.
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
251
Q1 2025 holders
258
Holder diff
7
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend