Q2 2024 13F Holders as of 6/30/2024
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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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205
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Total 13F shares, excl. options
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67.9M
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Shares change
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+12.3M
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Total reported value, excl. options
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$2.45B
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Value change
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+$452M
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Put/Call ratio
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0.03
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Number of buys
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126
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Number of sells
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-85
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Price
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$36.05
Significant Holders of Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX) as of Q2 2024
246 filings reported holding VERX - Vertex, Inc. - Class A Common Stock, $0.001 par value per share as of Q2 2024.
Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX) has 205 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 67.9M shares
of 159M outstanding shares and own 42.67% of the company stock.
Largest 10 shareholders include VANGUARD GROUP INC (6.39M shares), BlackRock Inc. (4.66M shares), Tensile Capital Management LP (4.63M shares), FRED ALGER MANAGEMENT, LLC (4.09M shares), NEUBERGER BERMAN GROUP LLC (3.49M shares), Conestoga Capital Advisors, LLC (2.81M shares), FMR LLC (2.23M shares), Legacy Advisors, LLC (2.16M shares), JPMORGAN CHASE & CO (2.01M shares), and TimesSquare Capital Management, LLC (1.75M shares).
This table shows the top 205 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.