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

Historical Holders from Q3 2020 to Q4 2025

Type / Class
Equity / Class A Common Stock, $0.001 par value per share
Symbol
VERX on Nasdaq
Shares outstanding
159,201,408
Price per share
$19.97
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
85,420,691
Holdings value
$2,118,192,042
% of all portfolios
0.01%
Share change
+1,219,969
Value change
-$31,860,837
Average buys %
+0%
Average sells %
-0%
Number of holders
234
Price from insider filings
$35.24
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) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Radcliffe Amanda Westphal 21% -1.4% $881,736,997 +$141,166 33,273,094 +0.02% Amanda Radcliffe 30 Jun 2025
BlackRock, Inc. 6.1% -35% $167,571,011 -$75,238,289 4,354,756 -31% BlackRock, Inc. 31 Mar 2025
Tensile Capital Management LP 5.1% $139,715,108 3,630,850 Arthur C. Young 31 Mar 2025
Neuberger Berman Group LLC 4.6% $127,747,905 3,319,852 Neuberger Berman Group LLC 28 Feb 2025
As of 30 Sep 2025, Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX) has 234 institutional shareholders filing 13F forms. They hold 85,420,691 shares of 159,201,408 outstanding shares (54%) .

Top 25 institutional shareholders own 37% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 5.3% 8,387,126 +9% 0% $207,916,854
BlackRock, Inc. 3.3% 5,316,515 -8.7% 0% $131,796,407
Tensile Capital Management LP 2.4% 3,804,409 +4.4% 12% $94,311,000
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.2% 3,567,902 +231% 0.03% $88,448,290
BROWN ADVISORY INC 1.9% 3,080,905 0.1% $76,375,635
NEUBERGER BERMAN GROUP LLC 1.9% 2,988,570 -5.6% 0.05% $74,086,650
GENEVA CAPITAL MANAGEMENT LLC 1.8% 2,932,884 -2.8% 1.2% $72,706,191
WASATCH ADVISORS LP 1.7% 2,728,504 +9.2% 0.36% $67,639,614
Conestoga Capital Advisors, LLC 1.6% 2,543,000 -25% 1% $63,040,970
WELLINGTON MANAGEMENT GROUP LLP 1.4% 2,161,501 +77% 0.01% $53,583,610
Champlain Investment Partners, LLC 1.3% 2,049,490 +20% 0.38% $50,806,857
UBS Group AG 1.2% 1,931,531 +92% 0.01% $47,882,653
JPMORGAN CHASE & CO 1.1% 1,794,070 +12% 0% $44,474,994
STATE STREET CORP 1.1% 1,712,515 +9.3% 0% $42,453,247
GEODE CAPITAL MANAGEMENT, LLC 1.1% 1,699,680 +11% 0% $42,141,686
FRANKLIN RESOURCES INC 0.93% 1,472,958 -38% 0.01% $36,514,629
Aberdeen Group plc 0.91% 1,445,834 -1% 0.06% $35,965,121
Legacy Advisors, LLC 0.84% 1,343,779 +2730% 4.1% $33,312,281
BROWN CAPITAL MANAGEMENT LLC 0.82% 1,302,663 -8.8% 1.3% $32,293,016
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.82% 1,301,044 -8.2% 0.08% $32,252,881
Park West Asset Management LLC 0.79% 1,250,000 2.8% $30,987,500
TimesSquare Capital Management, LLC 0.69% 1,091,262 +2.2% 0.39% $27,052,385
ShawSpring Partners LLC 0.68% 1,081,446 +52% 4% $26,809,046
DIMENSIONAL FUND ADVISORS LP 0.62% 987,265 +3.4% 0.01% $24,476,643
MORGAN STANLEY 0.61% 973,441 +121% 0% $24,131,620

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 53,949 $1,077,090 -$8,008,921 $19.97 5
2025 Q3 85,420,691 $2,118,192,042 -$31,860,837 $24.79 234
2025 Q2 84,123,780 $2,971,853,303 +$252,050,430 $35.34 267
2025 Q1 78,122,635 $2,735,293,326 +$112,280,796 $35.01 258
2024 Q4 73,823,509 $3,938,197,175 +$255,156,451 $53.35 250
2024 Q3 69,178,884 $2,667,499,897 +$39,804,783 $38.51 214
2024 Q2 67,925,844 $2,448,721,681 +$451,840,494 $36.05 205
2024 Q1 55,502,844 $1,762,767,629 +$110,260,831 $31.76 173
2023 Q4 3,915,951 $105,495,720 -$7,485,629 $26.94 3
2023 Q3 44,943,812 $1,038,263,772 +$43,397,952 $23.10 120
2023 Q2 43,021,753 $839,087,046 +$100,876,853 $19.50 119
2023 Q1 38,163,848 $789,635,098 +$81,532,260 $20.69 125
2022 Q4 34,479,297 $499,750,422 +$24,339,508 $14.51 100
2022 Q3 30,092,636 $411,434,263 +$82,777,364 $13.67 68
2022 Q2 25,496,576 $288,656,976 +$5,438,590 $11.33 75
2022 Q1 24,714,877 $378,952,501 +$2,749,434 $15.34 83
2021 Q4 25,047,277 $396,950,000 -$9,821,325 $15.87 83
2021 Q3 25,494,262 $490,192,000 -$4,461,650 $19.22 80
2021 Q2 25,259,573 $553,571,000 -$11,178,938 $21.94 72
2021 Q1 25,902,528 $569,618,000 -$94,631,917 $21.98 79
2020 Q4 28,168,629 $980,828,799 +$134,312,833 $34.85 97
2020 Q3 25,100,301 $577,498,710 +$577,498,486 $23.00 88