Security key
92538J106
- Security type / class
- Equity / Class A Common Stock
- Total 13F shares
- 84,123,780
- Total 13F value
- $2,971,853,303
- Share change
- +7,084,028
- Put/Call ratio
- 0.47%
- SEC-reported price per share
- $35.34
- Number of holders
- 267
- Value change
- +$252,050,577
- Number of buys
- 171
- Number of sells
- 115
- 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
Q2 2025
Institutions
267
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
Amanda Westphal Radcliffe
Disclosed value leader
Amanda Westphal Radcliffe
Comparable rows
15/15
Latest evidence
30 Jun 2025
13D/G
13F
3/4/5
Lead comparable stake: 21%
13D/G row: Amanda Westphal Radcliffe
Showing 1-6 of 15 holder rows.
Quick read
Amanda Westphal Radcliffe leads the comparable SEC ownership view at 21%.
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 Amanda Westphal Radcliffe's linked filing trail.
Comparable ownership
Top 5
Amanda Westphal Radcliffe
21%
Neuberger Berman Group LLC
4.6%
ITEM SECOND IRR. TRUST FBO ANNE M...
0.22%
VANGUARD GROUP INC
8.8%
BlackRock, Inc.
6.8%
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 |
|---|---|---|---|---|---|
| Amanda Westphal Radcliffe |
13D/G
Amanda Radcliffe
|
21%
|
$1,192,507,697
33,273,094 shares
|
+$190,920 | 30 Jun 2025 |
| Neuberger Berman Group LLC |
13D/G
13F
Company
|
4.6%
|
$133,424,852
3,319,852 shares
|
$0 | 28 Feb 2025 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 |
3/4/5
13(D) GROUP MEMBER, 10%+ Owner
|
0.22%
|
$6,099,740
173,074 shares
|
— | 20 Jun 2025 |
| VANGUARD GROUP INC |
13F
Company
|
8.8%
|
$240,380,096
6,866,041 shares
|
— | 31 Mar 2025 |
| BlackRock, Inc. |
13F
Company
|
6.8%
|
$185,783,611
5,306,587 shares
|
— | 31 Mar 2025 |
| Tensile Capital Management LP |
3/4/5
13F
10%+ Owner · Company
|
4.7%
from 13F
|
$143,296,022
5,396,299 shares
|
— | 09 Nov 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 Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
267
Shares
84,123,780
Rows available
267
| 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 Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
258
Q2 2025 holders
267
Holder diff
9
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|