- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 77,770,320
- Total 13F shares
- 1,422,144
- Share change
- -3,137,230
- Total reported value
- $16,909,205
- Price per share
- $11.89
- Number of holders
- 23
- Value change
- -$61,860,033
- Number of buys
- 13
- Number of sells
- 11
Quarterly Holders Quick Answers
What is CUSIP 92538J106?
CUSIP 92538J106 identifies VERX - Vertex, Inc. - Class A Common Stock in SEC institutional holdings data.
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Next holder-history checks
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
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 |
11%
|
8,348,597
|
$166,721,483 | — | 31 Dec 2025 | |
| Tensile Capital Management LP |
3/4/5
13D/G
13F
|
10%+ Owner · Arthur C. Young · Company |
4.4%
from 13D/G
|
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 | |
| UBS Group AG |
13F
|
Company |
7.4%
|
5,728,840
|
$114,404,935 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
13D/G
|
Company |
7.2%
from 13D/G
|
5,641,180
|
$112,654,364 | — | 31 Dec 2025 | |
| NOMURA HOLDINGS INC |
13F
|
Company |
4.1%
|
3,173,345
|
$63,371,700 | — | 31 Dec 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
3.6%
|
2,778,876
|
$55,494,153 | — | 31 Dec 2025 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
3.5%
|
2,710,499
|
$54,128,656 | — | 31 Dec 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
3.5%
|
2,698,276
|
$53,884,572 | — | 31 Dec 2025 | |
| Conestoga Capital Advisors, LLC |
13F
|
Company |
3.2%
|
2,506,653
|
$50,057,860 | — | 31 Dec 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 | |
| STATE STREET CORP |
13F
|
Company |
2.4%
|
1,849,171
|
$36,927,945 | — | 31 Dec 2025 | |
| Park West Asset Management LLC |
13F
|
Company |
2.4%
|
1,833,428
|
$36,613,557 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
1,792,864
|
$35,809,975 | — | 31 Dec 2025 | |
| Jeffrey Westphal |
3/4/5
|
Other* |
—
mixed-class rows
|
1,919,562
mixed-class rows
|
$35,072,051 | -$110,228,706 | 13 Feb 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.2%
|
1,719,576
|
$34,339,931 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2%
|
1,540,091
|
$30,755,617 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
1.9%
|
1,467,371
|
$29,303,400 | — | 31 Dec 2025 | |
| Legacy Advisors, LLC |
13F
|
Company |
1.7%
|
1,343,839
|
$26,836,465 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.7%
|
1,335,122
|
$26,662,386 | — | 31 Dec 2025 | |
| Aberdeen Group plc |
13F
|
Company |
1.6%
|
1,221,776
|
$24,398,866 | — | 31 Dec 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.6%
|
1,215,172
|
$24,266,985 | — | 31 Dec 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 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.4%
|
1,081,698
|
$21,601,509 | — | 31 Dec 2025 | |
| David DeStefano |
3/4/5
|
Director |
1.9%
|
1,459,549
|
$20,681,867 | -$17,677,609 | 24 Feb 2026 | |
| CITIGROUP INC |
13F
|
Company |
1.3%
|
1,023,419
|
$20,437,677 | — | 31 Dec 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.3%
|
1,005,095
|
$20,071,747 | — | 31 Dec 2025 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.3%
|
991,820
|
$19,806,645 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1.3%
|
975,397
|
$19,478,679 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.2%
|
971,666
|
$19,404,170 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
924,888
|
$18,470,015 | — | 31 Dec 2025 | |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 |
3/4/5
|
10%+ Owner |
1.6%
|
1,221,100
|
$18,374,746 | -$150,477 | 09 Mar 2026 | |
| BANQUE PICTET & CIE SA |
13F
|
Company |
1.1%
|
818,645
|
$16,348,341 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.1%
|
818,245
|
$16,340,531 | — | 31 Dec 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 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1%
|
799,773
|
$15,971,466 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1%
|
776,392
|
$15,504,733 | — | 31 Dec 2025 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
0.99%
|
766,222
|
$15,301,453 | — | 31 Dec 2025 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.96%
|
746,357
|
$14,904,749 | — | 31 Dec 2025 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
0.95%
|
739,673
|
$14,771,270 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.92%
|
719,118
|
$14,360,786 | — | 31 Dec 2025 | |
| CIBC WORLD MARKETS CORP |
13F
|
Company |
0.91%
|
704,642
|
$14,071,701 | — | 31 Dec 2025 | |
| Hyperion Capital Advisors LP |
13F
|
Company |
0.84%
|
650,000
|
$12,980,500 | — | 31 Dec 2025 | |
| Pembroke Management, LTD |
13F
|
Company |
0.83%
|
648,097
|
$12,942,497 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.82%
|
634,348
|
$12,667,930 | — | 31 Dec 2025 | |
| BROWN CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.78%
|
610,332
|
$12,188,330 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.78%
|
610,064
|
$12,182,978 | — | 31 Dec 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 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.65%
|
507,605
|
$10,136,872 | — | 31 Dec 2025 |
Institutional Holders of Vertex, Inc. - Class A Common Stock (VERX) as of Q1 2026
As of 31 Mar 2026,
Vertex, Inc. - Class A Common Stock (VERX) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,422,144 shares.
The largest 10 holders included
BANQUE PICTET & CIE SA, GAGNON SECURITIES LLC, Gagnon Advisors, LLC, Bank Pictet & Cie (Europe) AG, Chicago Capital, LLC, SG Americas Securities, LLC, Pictet Asset Management Holding SA, Fairman Group, LLC, Versant Capital Management, Inc, and Bayforest Capital Ltd.
This page lists
23
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
219
Q1 2026 holders
23
Holder diff
-196
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.