Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / Class A Common Stock, $0.001 par value per share
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Shares outstanding
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159M
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Number of holders
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119
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Total 13F shares, excl. options
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43M
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Shares change
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+5.23M
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Total reported value, excl. options
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$839M
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Value change
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+$101M
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Put/Call ratio
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0.24
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Number of buys
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68
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Number of sells
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-53
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Price
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$19.50
Significant Holders of Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX) as of Q2 2023
150 filings reported holding VERX - Vertex, Inc. - Class A Common Stock, $0.001 par value per share as of Q2 2023.
Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX) has 119 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 43M shares
of 159M outstanding shares and own 27.02% of the company stock.
Largest 10 shareholders include Tensile Capital Management LP (5.87M shares), VANGUARD GROUP INC (4.65M shares), FRED ALGER MANAGEMENT, LLC (4.25M shares), NEUBERGER BERMAN GROUP LLC (3.73M shares), Conestoga Capital Advisors, LLC (2.83M shares), Bryn Mawr Capital Management, LLC (2.59M shares), JPMORGAN CHASE & CO (2.36M shares), TimesSquare Capital Management, LLC (1.32M shares), PALISADE CAPITAL MANAGEMENT, LP (1.13M shares), and NEXT CENTURY GROWTH INVESTORS LLC (1.12M shares).
This table shows the top 119 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.