Security key
92538J106
- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 78,230,962
- Total 13F shares
- 85,422,551
- Share change
- +1,219,969
- Total reported value
- $2,118,238,042
- Put/Call ratio
- 0.36%
- Price per share
- $24.79
- Number of holders
- 235
- Value change
- -$31,860,870
- Number of buys
- 117
- Number of sells
- 156
Report period
Q3 2025
Institutions
235
Top holders
10
VERX full security history
Newer quarter: Q4 2025
Previous quarter: Q2 2025
Vertex, Inc. SEC filings
Vertex, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 92538J106
Recent filing periods:
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 |
9.8%
|
7,697,983
|
$272,008,229 | — | 30 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
7.4%
|
5,823,990
|
$205,790,688 | — | 30 Jun 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 |
4.3%
|
3,398,435
|
$120,083,701 | — | 30 Jun 2025 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
3.9%
|
3,017,735
|
$106,631,682 | — | 30 Jun 2025 | |
| WASATCH ADVISORS LP |
13F
|
Company |
3.2%
|
2,498,730
|
$88,292,625 | — | 30 Jun 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
3%
|
2,361,526
|
$83,444,521 | — | 30 Jun 2025 | |
| Capital World Investors |
13F
|
Company |
2.8%
|
2,193,265
|
$77,499,019 | — | 30 Jun 2025 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
2.2%
|
1,708,810
|
$60,380,804 | — | 30 Jun 2025 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,690,053
|
$59,574,259 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2%
|
1,598,865
|
$56,495,895 | — | 30 Jun 2025 | |
| FMR LLC |
13F
|
Company |
2%
|
1,572,429
|
$55,561,773 | — | 30 Jun 2025 | |
| STATE STREET CORP |
13F
|
Company |
2%
|
1,566,238
|
$55,343,020 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
1,535,368
|
$54,257,813 | — | 30 Jun 2025 | |
| Aberdeen Group plc |
13F
|
Company |
1.9%
|
1,460,730
|
$52,162,669 | — | 30 Jun 2025 | |
| BROWN CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.8%
|
1,428,394
|
$50,472,302 | — | 30 Jun 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.8%
|
1,417,897
|
$50,101,390 | — | 30 Jun 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1.6%
|
1,223,596
|
$43,235,765 | — | 30 Jun 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1.5%
|
1,195,140
|
$42,230,272 | — | 30 Jun 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 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.4%
|
1,086,509
|
$38,391,795 | — | 30 Jun 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
1.4%
|
1,077,805
|
$38,084,239 | — | 30 Jun 2025 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
1.4%
|
1,067,825
|
$37,731,596 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
1.3%
|
1,005,965
|
$35,545,773 | — | 30 Jun 2025 | |
| BANQUE PICTET & CIE SA |
13F
|
Company |
1.2%
|
958,370
|
$33,864,004 | — | 30 Jun 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.2%
|
954,700
|
$33,731,086 | — | 30 Jun 2025 | |
| Premier Fund Managers Ltd |
13F
|
Company |
1.2%
|
923,919
|
$31,888,000 | — | 30 Jun 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
1.1%
|
878,074
|
$31,026,745 | — | 30 Jun 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1%
|
819,287
|
$28,949,506 | — | 30 Jun 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1%
|
804,498
|
$28,426,937 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
1%
|
782,690
|
$27,656,346 | — | 30 Jun 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.97%
|
761,595
|
$26,910,959 | — | 30 Jun 2025 | |
| Pembroke Management, LTD |
13F
|
Company |
0.97%
|
757,522
|
$26,770,827 | — | 30 Jun 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.97%
|
755,101
|
$26,681,494 | — | 30 Jun 2025 | |
| Aperture Investors, LLC |
13F
|
Company |
0.92%
|
720,438
|
$25,456,677 | — | 30 Jun 2025 | |
| ShawSpring Partners LLC |
13F
|
Company |
0.91%
|
712,445
|
$25,174,244 | — | 30 Jun 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.87%
|
683,018
|
$24,134,440 | — | 30 Jun 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 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.8%
|
624,621
|
$22,070,983 | — | 30 Jun 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.79%
|
617,429
|
$21,816,857 | — | 30 Jun 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.79%
|
615,505
|
$21,748,869 | — | 30 Jun 2025 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.74%
|
580,802
|
$20,522,000 | — | 30 Jun 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.73%
|
573,365
|
$20,259,852 | — | 30 Jun 2025 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
0.7%
|
550,675
|
$19,458,101 | — | 30 Jun 2025 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.7%
|
545,122
|
$19,262,000 | — | 30 Jun 2025 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
0.67%
|
524,707
|
$18,540,522 | — | 30 Jun 2025 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
13F
|
Company |
0.65%
|
510,267
|
$18,030,000 | — | 30 Jun 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.63%
|
494,230
|
$17,463,617 | — | 30 Jun 2025 |
Institutional Holders of Vertex, Inc. - Class A Common Stock (VERX) as of Q3 2025
As of 30 Sep 2025,
Vertex, Inc. - Class A Common Stock (VERX) was held by
235 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
85,422,551 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., Tensile Capital Management LP, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, BROWN ADVISORY INC, NEUBERGER BERMAN GROUP LLC, GENEVA CAPITAL MANAGEMENT LLC, WASATCH ADVISORS LP, Conestoga Capital Advisors, LLC, and WELLINGTON MANAGEMENT GROUP LLP.
This page lists
235
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
267
Q3 2025 holders
235
Holder diff
-32
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.