Vertex, Inc. - Common (VERX)

Historical Holders from Q3 2020 to Q1 2025

Symbol
VERX on Nasdaq
CUSIP
92538J106
Type / Class
Equity / Common
Shares outstanding
72.2M
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
73.8M
Holdings value
$3.94B
% of all portfolios
0.009%
Grand Portfolio weight change
+0%
Number of holders
249
Number of buys
133
Number of sells
-98
Average Value change %
0%
Average buys %
+0.001%
Average sells %
-0.002%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Vertex, Inc. - Common (VERX)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Radcliffe Amanda Westphal 21.2% $1.16B 33.3M Amanda Radcliffe Dec 31, 2024
BlackRock, Inc. 6.1% -35% $152M -$68.5M 4.35M -31% BlackRock, Inc. Mar 31, 2025
Neuberger Berman Group LLC 4.6% $116M 3.32M Neuberger Berman Group LLC Feb 28, 2025

Institutional Holders of Vertex, Inc. - Common (VERX)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 3.73M $131M +$45.5M $35.01 18
2024 Q4 73.8M $3.94B +$255M $53.35 249
2024 Q3 69.2M $2.67B +$39.8M $38.51 214
2024 Q2 67.9M $2.45B +$452M $36.05 205
2024 Q1 55.5M $1.76B +$110M $31.76 173
2023 Q4 53.3M $1.44B +$220M $26.94 143
2023 Q3 44.9M $1.04B +$43.4M $23.10 120
2023 Q2 43M $839M +$101M $19.50 119
2023 Q1 38.2M $790M +$81.5M $20.69 125
2022 Q4 34.5M $500M +$24.3M $14.51 100
2022 Q3 30.1M $411M +$82.8M $13.67 68
2022 Q2 25.5M $289M +$5.44M $11.33 75
2022 Q1 24.7M $379M +$2.75M $15.34 83
2021 Q4 25M $397M -$9.82M $15.87 83
2021 Q3 25.5M $490M -$4.46M $19.22 80
2021 Q2 25.3M $554M -$11.2M $21.94 72
2021 Q1 25.9M $570M -$94.6M $21.98 79
2020 Q4 28.2M $981M +$134M $34.85 97
2020 Q3 25.1M $577M +$577M $23.00 88