Vertex, Inc. - Class A Stock (VERX)

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / Class A Stock
Shares outstanding
77,639,264
Total 13F shares
85,422,551
Share change
+1,219,969
Total reported value
$2,118,238,042
Put/Call ratio
0.36%
Price per share
$24.79
Number of holders
235
Value change
-$31,860,837
Number of buys
117
Number of sells
156

Institutional Holders of Vertex, Inc. - Class A Stock (VERX) as of Q3 2025

As of 30 Sep 2025, Vertex, Inc. - Class A Stock (VERX) was held by 235 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 85,422,551 shares. The largest 10 holders included VANGUARD GROUP INC, BlackRock, Inc., Tensile Capital Management LP, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, BROWN ADVISORY INC, NEUBERGER BERMAN GROUP LLC, GENEVA CAPITAL MANAGEMENT LLC, WASATCH ADVISORS LP, Conestoga Capital Advisors, LLC, and WELLINGTON MANAGEMENT GROUP LLP. This page lists 235 institutional shareholders reporting positions in this security for the Q3 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.