Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX)

Historical Holders from Q3 2020 to Q3 2025

Symbol
VERX on Nasdaq
CUSIP
92538J106
Type / Class
Equity / Class A Common Stock, $0.001 par value per share
Shares outstanding
159M
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
85.4M
Holdings value
$2.12B
% of all portfolios
0.008%
Grand Portfolio weight change
0%
Number of holders
231
Number of buys
115
Number of sells
-152
Average Value change %
+0%
Average buys %
+0.003%
Average sells %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Radcliffe Amanda Westphal 20.9% -1.43% $882M $141K 33.3M +0.02% Amanda Radcliffe Jun 30, 2025
BlackRock, Inc. 6.1% -35% $168M -$75.2M 4.35M -31% BlackRock, Inc. Mar 31, 2025
Tensile Capital Management LP 5.1% $140M 3.63M Arthur C. Young Mar 31, 2025
Neuberger Berman Group LLC 4.6% $128M 3.32M Neuberger Berman Group LLC Feb 28, 2025

Institutional Holders of Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 85.4M $2.12B -$31.5M $24.79 231
2025 Q2 84.1M $2.97B +$252M $35.34 266
2025 Q1 78.1M $2.74B +$112M $35.01 258
2024 Q4 73.8M $3.94B +$255M $53.35 250
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 3.92M $105M -$7.49M $26.94 3
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