- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 77,770,320
- Total 13F shares
- 84,123,780
- Share change
- +7,084,028
- Total reported value
- $2,971,853,303
- Put/Call ratio
- 0.47%
- Price per share
- $35.34
- Number of holders
- 267
- Value change
- +$252,050,577
- Number of buys
- 171
- Number of sells
- 115
Quarterly Holders Quick Answers
What is CUSIP 92538J106?
CUSIP 92538J106 identifies VERX - Vertex, Inc. - Class A Common Stock in SEC institutional holdings data.
Need full ownership history?
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- Latest 13F filings for newly reported positions across managers.
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Recent filing periods for CUSIP 92538J106:
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 |
|---|---|---|---|---|---|---|---|---|
| Amanda Westphal Radcliffe |
13D/G
3/4/5
|
Amanda Radcliffe · Director, 10%+ Owner |
21%
|
33,273,094
|
$1,192,507,697 | +$190,920 | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
8.8%
|
6,866,041
|
$240,380,096 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
6.8%
|
5,306,587
|
$185,783,611 | — | 31 Mar 2025 | |
| Tensile Capital Management LP |
3/4/5
13F
|
10%+ Owner · Company |
4.7%
from 13F
|
5,396,299
|
$143,296,022 | — | 09 Nov 2023 | |
| Neuberger Berman Group LLC |
13D/G
13F
|
Company |
4.6%
|
3,319,852
|
$133,424,852 | $0 | 28 Feb 2025 | |
| Conestoga Capital Advisors, LLC |
13F
|
Company |
3.8%
|
2,947,740
|
$103,200,377 | — | 31 Mar 2025 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
3.1%
|
2,429,416
|
$85,054,000 | — | 31 Mar 2025 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.6%
|
2,043,205
|
$71,532,602 | — | 31 Mar 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
2.4%
|
1,887,860
|
$66,093,979 | — | 31 Mar 2025 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,672,623
|
$58,558,531 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.1%
|
1,619,380
|
$56,694,494 | — | 31 Mar 2025 | |
| Capital World Investors |
13F
|
Company |
2%
|
1,588,928
|
$55,628,369 | — | 31 Mar 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
2%
|
1,531,939
|
$53,633,184 | — | 31 Mar 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1.9%
|
1,490,160
|
$52,171,000 | — | 31 Mar 2025 | |
| Aberdeen Group plc |
13F
|
Company |
1.9%
|
1,511,846
|
$52,128,450 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
1.8%
|
1,396,384
|
$48,887,404 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
1.8%
|
1,394,894
|
$48,835,228 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
1,349,606
|
$47,259,977 | — | 31 Mar 2025 | |
| Legacy Advisors, LLC |
13F
|
Company |
1.7%
|
1,323,779
|
$46,345,503 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.6%
|
1,281,786
|
$44,875,328 | — | 31 Mar 2025 | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 |
3/4/5
|
13(D) GROUP MEMBER, 10%+ Owner |
—
class O/S missing
|
745,706
|
$39,557,168 | — | 23 Dec 2024 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
1.4%
|
1,064,773
|
$37,277,703 | — | 31 Mar 2025 | |
| BANQUE PICTET & CIE SA |
13F
|
Company |
1.3%
|
1,003,470
|
$35,131,485 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
1.2%
|
917,295
|
$32,114,498 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.2%
|
908,529
|
$31,809,190 | — | 31 Mar 2025 | |
| Hood River Capital Management LLC |
13F
|
Company |
1.2%
|
901,873
|
$31,574,574 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.1%
|
844,425
|
$29,563,319 | — | 31 Mar 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.1%
|
819,279
|
$29,126,115 | — | 31 Mar 2025 | |
| Fiera Capital Corp |
13F
|
Company |
1%
|
782,599
|
$27,398,791 | — | 31 Mar 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.97%
|
757,871
|
$26,534,000 | — | 31 Mar 2025 | |
| Premier Fund Managers Ltd |
13F
|
Company |
0.93%
|
720,073
|
$25,616,000 | — | 31 Mar 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.93%
|
726,949
|
$25,450,484 | — | 31 Mar 2025 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.89%
|
694,702
|
$24,323,000 | — | 31 Mar 2025 | |
| ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 |
3/4/5
|
13(d) Group Member, 10%+ Owner |
—
mixed-class rows
|
1,941,750
mixed-class rows
|
$24,114,000 | — | 20 May 2025 | |
| Pembroke Management, LTD |
13F
|
Company |
0.87%
|
673,992
|
$23,596,460 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.86%
|
668,442
|
$23,402,154 | — | 31 Mar 2025 | |
| BROWN CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.85%
|
664,845
|
$23,276,223 | — | 31 Mar 2025 | |
| Aperture Investors, LLC |
13F
|
Company |
0.83%
|
644,215
|
$22,553,967 | — | 31 Mar 2025 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
0.81%
|
631,811
|
$22,119,703 | — | 31 Mar 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.79%
|
615,930
|
$21,563,709 | — | 31 Mar 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.79%
|
611,974
|
$21,425,209 | — | 31 Mar 2025 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
0.75%
|
580,525
|
$20,324,178 | — | 31 Mar 2025 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.75%
|
579,945
|
$20,303,874 | — | 31 Mar 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.74%
|
573,978
|
$20,094,970 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.74%
|
573,971
|
$20,094,754 | — | 31 Mar 2025 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.72%
|
561,185
|
$19,647,000 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.72%
|
558,231
|
$19,543,669 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.7%
|
546,006
|
$19,115,669 | — | 31 Mar 2025 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
13F
|
Company |
0.66%
|
510,267
|
$17,864,000 | — | 31 Mar 2025 | |
| ShawSpring Partners LLC |
13F
|
Company |
0.63%
|
490,162
|
$17,160,572 | — | 31 Mar 2025 |
Institutional Holders of Vertex, Inc. - Class A Common Stock (VERX) as of Q2 2025
As of 30 Jun 2025,
Vertex, Inc. - Class A Common Stock (VERX) was held by
267 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
84,123,780 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., Tensile Capital Management LP, Conestoga Capital Advisors, LLC, NEUBERGER BERMAN GROUP LLC, GENEVA CAPITAL MANAGEMENT LLC, WASATCH ADVISORS LP, FRANKLIN RESOURCES INC, Capital World Investors, and Champlain Investment Partners, LLC.
This page lists
267
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
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 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.