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

CUSIP: 92538J106

Q2 2025 13F Holders as of 30 Jun 2025

Holder snapshot 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

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
2/15
Latest evidence
30 Jun 2025
13D/G 13F 3/4/5 Lead comparable stake: 21% 13 rows are not safely comparable across share classes. 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%.

2 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 2
Amanda Westphal Radcliffe 21%
Neuberger Berman Group LLC 4.6%

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%
Reported 13D/G · 30 Jun 2025
$1,192,507,697
33,273,094 shares
+$190,920 30 Jun 2025
Neuberger Berman Group LLC
13D/G 13F
Company
4.6%
Reported 13D/G · 28 Feb 2025
$133,424,852
3,319,852 shares
$0 28 Feb 2025
Tensile Capital Management LP
3/4/5 13F
10%+ Owner · Company
—
denominator unverified
$143,296,022
5,396,299 shares
— 09 Nov 2023
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
—
denominator unverified
$39,557,168
745,706 shares
— 23 Dec 2024
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
$24,114,000
1,941,750 shares
mixed-class rows
— 20 May 2025
ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001
3/4/5
13(d) Group Member, 10%+ Owner
—
mixed-class rows
$16,076,000
1,983,968 shares
mixed-class rows
— 20 May 2025
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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