Vertex, Inc. - Class A Common Stock (VERX)

CUSIP: 92538J106

Q2 2025 13F Holders as of 30 Jun 2025

Security type / class
Equity / Class A Common Stock
Total 13F shares
84,123,780
Total 13F value
$2,971,853,303
Holder snapshot 6 visible 7 signals
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
Open additional details 1 more signal available
Number of sells
115
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
78,230,962

Security key

92538J106

Report period

Q2 2025

Institutions

267

Top holders

10

VERX full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2025 Previous quarter: Q1 2025 Vertex, Inc. SEC filings Vertex, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

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
13D/G
21%
$1,192,507,697
33,273,094 shares
 +$190,920 30 Jun 2025
Neuberger Berman Group LLC
13D/G 13F
Company
13D/G 13F
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
3/4/5
0.22%
$6,099,740
173,074 shares
 — 20 Jun 2025
VANGUARD GROUP INC
13F
Company
13F
8.8%
$240,380,096
6,866,041 shares
 — 31 Mar 2025
BlackRock, Inc.
13F
Company
13F
6.8%
$185,783,611
5,306,587 shares
 — 31 Mar 2025
Tensile Capital Management LP
3/4/5 13F
10%+ Owner · Company
3/4/5 13F
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 %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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