Vertex, Inc. - Class A Stock (VERX)

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / Class A Stock
Shares outstanding
77,639,264
Total 13F shares
78,122,635
Share change
+4,369,581
Total reported value
$2,735,293,326
Put/Call ratio
0.36%
Price per share
$35.01
Number of holders
258
Value change
+$112,280,796
Number of buys
163
Number of sells
123

Institutional Holders of Vertex, Inc. - Class A Stock (VERX) as of Q1 2025

As of 31 Mar 2025, Vertex, Inc. - Class A Stock (VERX) was held by 258 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 78,122,635 shares. The largest 10 holders included VANGUARD GROUP INC, BlackRock, Inc., Tensile Capital Management LP, NEUBERGER BERMAN GROUP LLC, Conestoga Capital Advisors, LLC, T. Rowe Price Investment Management, Inc., GENEVA CAPITAL MANAGEMENT LLC, FRANKLIN RESOURCES INC, FRED ALGER MANAGEMENT, LLC, and JPMORGAN CHASE & CO. This page lists 258 institutional shareholders reporting positions in this security for the Q1 2025 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.