Vertex, Inc. - Class A Stock (VERX)

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / Class A Stock
Shares outstanding
77,639,264
Total 13F shares
55,502,844
Share change
+3,353,584
Total reported value
$1,762,767,629
Put/Call ratio
32%
Price per share
$31.76
Number of holders
173
Value change
+$110,260,831
Number of buys
105
Number of sells
61

Institutional Holders of Vertex, Inc. - Class A Stock (VERX) as of Q1 2024

As of 31 Mar 2024, Vertex, Inc. - Class A Stock (VERX) was held by 173 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 55,502,844 shares. The largest 10 holders included VANGUARD GROUP INC, Tensile Capital Management LP, FRED ALGER MANAGEMENT, LLC, NEUBERGER BERMAN GROUP LLC, Conestoga Capital Advisors, LLC, Legacy Advisors, LLC, JPMORGAN CHASE & CO, Bryn Mawr Capital Management, LLC, LOOMIS SAYLES & CO L P, and TimesSquare Capital Management, LLC. This page lists 173 institutional shareholders reporting positions in this security for the Q1 2024 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.