Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Class A Stock
-
Shares outstanding
-
77,639,264
-
Total 13F shares
-
3,915,951
-
Share change
-
-277,863
-
Total reported value
-
$105,495,720
-
Price per share
-
$26.94
-
Number of holders
-
3
-
Value change
-
-$7,485,629
-
Number of buys
-
1
-
Number of sells
-
2
Institutional Holders of Vertex, Inc. - Class A Stock (VERX) as of Q4 2023
As of 31 Dec 2023,
Vertex, Inc. - Class A Stock (VERX) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,915,951 shares.
The largest 10 holders included
VANGUARD GROUP INC, Tensile Capital Management LP, FRED ALGER MANAGEMENT, LLC, NEUBERGER BERMAN GROUP LLC, Legacy Advisors, LLC, Conestoga Capital Advisors, LLC, JPMORGAN CHASE & CO, Bryn Mawr Capital Management, LLC, LOOMIS SAYLES & CO L P, and TimesSquare Capital Management, LLC.
This page lists
143
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.