Security key
92538J106
- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 78,230,962
- Total 13F shares
- 84,372,393
- Share change
- -1,531,369
- Total reported value
- $1,684,955,992
- Put/Call ratio
- 0.92%
- Price per share
- $19.97
- Number of holders
- 219
- Value change
- -$66,932,878
- Number of buys
- 109
- Number of sells
- 136
Report period
Q4 2025
Institutions
219
Top holders
10
VERX full security history
Newer quarter: Q1 2026
Previous quarter: Q3 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 |
11%
|
8,387,126
|
$207,916,854 | — | 30 Sep 2025 | |
| Tensile Capital Management LP |
3/4/5
13F
|
10%+ Owner · Company |
4.9%
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 | |
| BlackRock, Inc. |
13F
13D/G
|
Company |
7.2%
from 13D/G
|
5,316,515
|
$131,796,407 | — | 30 Sep 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
4.6%
|
3,567,902
|
$88,448,290 | — | 30 Sep 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
3.9%
|
3,080,905
|
$76,375,635 | — | 30 Sep 2025 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
3.7%
|
2,932,884
|
$72,706,191 | — | 30 Sep 2025 | |
| WASATCH ADVISORS LP |
13F
|
Company |
3.5%
|
2,728,504
|
$67,639,614 | — | 30 Sep 2025 | |
| Conestoga Capital Advisors, LLC |
13F
|
Company |
3.3%
|
2,543,000
|
$63,040,970 | — | 30 Sep 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2.8%
|
2,161,501
|
$53,583,610 | — | 30 Sep 2025 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
2.6%
|
2,049,490
|
$50,806,857 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
2.5%
|
1,931,531
|
$47,882,653 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.3%
|
1,794,070
|
$44,474,994 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.2%
|
1,712,515
|
$42,453,247 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,699,680
|
$42,141,686 | — | 30 Sep 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 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.9%
|
1,472,958
|
$36,514,629 | — | 30 Sep 2025 | |
| Aberdeen Group plc |
13F
|
Company |
1.8%
|
1,445,834
|
$35,965,121 | — | 30 Sep 2025 | |
| Legacy Advisors, LLC |
13F
|
Company |
1.7%
|
1,343,779
|
$33,312,281 | — | 30 Sep 2025 | |
| BROWN CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.7%
|
1,302,663
|
$32,293,016 | — | 30 Sep 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.7%
|
1,301,044
|
$32,252,881 | — | 30 Sep 2025 | |
| Park West Asset Management LLC |
13F
|
Company |
1.6%
|
1,250,000
|
$30,987,500 | — | 30 Sep 2025 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
1.4%
|
1,091,262
|
$27,052,385 | — | 30 Sep 2025 | |
| ShawSpring Partners LLC |
13F
|
Company |
1.4%
|
1,081,446
|
$26,809,046 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.3%
|
987,265
|
$24,476,643 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
973,442
|
$24,131,664 | — | 30 Sep 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 | |
| BANQUE PICTET & CIE SA |
13F
|
Company |
1.2%
|
944,070
|
$23,403,495 | — | 30 Sep 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.1%
|
892,949
|
$22,136,206 | — | 30 Sep 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
854,381
|
$21,180,105 | — | 30 Sep 2025 | |
| BARCLAYS PLC |
13F
|
Company |
1.1%
|
843,224
|
$20,903,523 | — | 30 Sep 2025 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1%
|
819,128
|
$20,306,183 | — | 30 Sep 2025 | |
| Pembroke Management, LTD |
13F
|
Company |
1%
|
818,053
|
$20,279,534 | — | 30 Sep 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1%
|
801,643
|
$19,872,879 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1%
|
794,644
|
$19,699,224 | — | 30 Sep 2025 | |
| Aperture Investors, LLC |
13F
|
Company |
0.96%
|
752,431
|
$18,652,764 | — | 30 Sep 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.93%
|
728,633
|
$18,062,812 | — | 30 Sep 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.93%
|
728,453
|
$18,058,350 | — | 30 Sep 2025 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
0.9%
|
702,970
|
$17,426,627 | — | 30 Sep 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
|
1,983,968
mixed-class rows
|
$16,076,000 | — | 20 May 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.82%
|
644,528
|
$15,977,849 | — | 30 Sep 2025 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.79%
|
618,133
|
$15,323,517 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.76%
|
596,447
|
$14,785,921 | — | 30 Sep 2025 | |
| Premier Fund Managers Ltd |
13F
|
Company |
0.73%
|
573,357
|
$14,561,000 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.71%
|
557,615
|
$13,823,276 | — | 30 Sep 2025 | |
| Hyperion Capital Advisors LP |
13F
|
Company |
0.69%
|
540,000
|
$13,386,600 | — | 30 Sep 2025 | |
| ITEM SECOND IRR. TRUST FBO MELANIE H. 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
|
$12,057,000 | — | 20 May 2025 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
13F
|
Company |
0.6%
|
466,667
|
$11,569,000 | — | 30 Sep 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.57%
|
447,767
|
$11,100,144 | — | 30 Sep 2025 |
Institutional Holders of Vertex, Inc. - Class A Common Stock (VERX) as of Q4 2025
As of 31 Dec 2025,
Vertex, Inc. - Class A Common Stock (VERX) was held by
219 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
84,372,393 shares.
The largest 10 holders included
VANGUARD GROUP INC, UBS Group AG, BlackRock, Inc., Tensile Capital Management LP, NOMURA HOLDINGS INC, NEUBERGER BERMAN GROUP LLC, BROWN ADVISORY INC, GENEVA CAPITAL MANAGEMENT LLC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, and Conestoga Capital Advisors, LLC.
This page lists
219
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
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 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.