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

CUSIP: 92538J106

Q4 2025 13F Holders as of 31 Dec 2025

Holder snapshot 7 signals
Share change
-1,531,369
Put/Call ratio
0.92%
SEC-reported price per share
$19.97
Number of holders
219
Value change
-$66,932,878
Number of buys
109
Open additional details 1 more signal available
Number of sells
136
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
78,230,962

Security key

92538J106

Report period

Q4 2025

Institutions

219

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
3/15
Latest evidence
30 Sep 2025
13D/G 13F 3/4/5 Lead comparable stake: 21% 12 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%.

3 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 3
Amanda Westphal Radcliffe 21%
BlackRock, Inc. 7.2%
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
BlackRock, Inc.
13F 13D/G
Company
7.2%
Reported 13D/G · 31 Dec 2025
$131,796,407
5,316,515 shares
— 30 Sep 2025
Neuberger Berman Group LLC
13D/G
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
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 Q4 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
219
Shares
84,372,393
Rows available
219
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 Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
235
Q4 2025 holders
219
Holder diff
-16
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 value Q4 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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