Security key
92538J106
- Security type / class
- Equity / Class A Common Stock
- Total 13F shares
- 8,755
- Total 13F value
- $100,507
- Share change
- +3,472
- SEC-reported price per share
- $11.48
- Number of holders
- 3
- Value change
- +$39,861
- Number of buys
- 1
- Number of sells
- 1
- Shares outstanding
- 78,230,962
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
3
Top holders
4
VERX full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
Vertex, Inc. SEC filings
Vertex, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 92538J106
Recent filing periods:
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
15/15
Latest evidence
10 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 21%
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%.
15 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 5
Amanda Westphal Radcliffe
21%
BlackRock, Inc.
7.2%
MORGAN STANLEY
5.3%
Neuberger Berman Group LLC
4.6%
Tensile Capital Management LP
4.4%
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
3/4/5
Amanda Radcliffe · Director, 10%+ Owner
|
21%
|
$1,192,507,697
33,273,094 shares
|
+$190,920 | 30 Jun 2025 |
| BlackRock, Inc. |
13D/G
13F
Company
|
7.2%
|
$111,632,839
5,590,027 shares
|
+$24,668,362 | 31 Dec 2025 |
| MORGAN STANLEY |
13F
13D/G
Company
|
5.3%
from 13D/G
|
$51,046,712
4,293,247 shares
|
— | 31 Mar 2026 |
| Neuberger Berman Group LLC |
13D/G
|
4.6%
|
$133,424,852
3,319,852 shares
|
$0 | 28 Feb 2025 |
| Tensile Capital Management LP |
3/4/5
13D/G
13F
10%+ Owner · Arthur C. Young · Company
|
4.4%
from 13D/G
|
$143,296,022
5,396,299 shares
|
— | 09 Nov 2023 |
| David DeStefano |
3/4/5
Director
|
1.9%
|
$17,463,163
1,468,727 shares
|
-$82,365 | 10 Jun 2026 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
3
Shares
8,755
Rows available
3
| 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 2026 vs Q1 2026 Across Filers
Q1 2026 holders
216
Q2 2026 holders
3
Holder diff
-213
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend