Neuberger Berman Group LLC

Holdings History for Vertex, Inc. - Common (VERX)

Symbol: VERX on Nasdaq
Investment type: Equity - Shares of Stock
Class: Common
Latest Disclosed Ownership: 3.32M shares
Security Ownership: 4.6%

Shares, Excluding Options vs Price

Value, Excluding Options

Neuberger Berman Group LLC ownership in Vertex, Inc. Common (VERX)

2025-03-06 - Neuberger Berman Group LLC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 3.32M shares of Vertex, Inc. Common (VERX). This represents 4.6% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Neuberger Berman Group LLC	4.6%		$116M	3.32M			$35.01	13G/A	2/28/2025	6 Mar 2025 15:10:03

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
12/31/2024	0.15%	+0%	$188M	3.53M	+53,829	+1.55%	$53.35	Q4 2024
9/30/2024	0.1%	0%	$134M	3.47M	-14,364	-0.41%	$38.51	Q3 2024
6/30/2024	0.1%	0%	$126M	3.49M	-82,982	-2.32%	$36.05	Q2 2024
3/31/2024	0.09%	0%	$113M	3.57M	-97,929	-2.67%	$31.76	Q1 2024
12/31/2023	0.09%	-0.01%	$98.8M	3.67M	-299,764	-7.55%	$26.94	Q4 2023
9/30/2023	0.08%	+0%	$91.7M	3.97M	+236,742	+6.34%	$23.10	Q3 2023
6/30/2023	0.07%	0%	$72.8M	3.73M	-114,222	-2.97%	$19.50	Q2 2023
3/31/2023	0.07%	0%	$79.6M	3.85M	-68,173	-1.74%	$20.69	Q1 2023
12/31/2022	0.06%	+0%	$56.8M	3.91M	+281,617	+7.75%	$14.51	Q4 2022
9/30/2022	0.05%	+0%	$49.7M	3.63M	+345,005	+10.5%	$13.67	Q3 2022
6/30/2022	0.04%	0%	$37.3M	3.29M	-46,030	-1.38%	$11.33	Q2 2022
3/31/2022	0.04%	0%	$51.1M	3.33M	-89,508	-2.61%	$15.34	Q1 2022
12/31/2021	0.04%	0%	$54.3M	3.42M	-113,890	-3.22%	$15.87	Q4 2021
9/30/2021	0.06%	+0%	$68M	3.54M	+221,623	+6.68%	$19.22	Q3 2021
6/30/2021	0.06%	+0.01%	$72.7M	3.32M	+300,419	+9.96%	$21.94	Q2 2021
3/31/2021	0.06%	+0.02%	$66.3M	3.02M	+686,007	+29.5%	$21.98	Q1 2021
12/31/2020	0.08%	+0.07%	$81.2M	2.33M	+2,063,389	+776%	$34.85	Q4 2020
9/30/2020	0.01%	+0.01%	$6.11M	266K	+265,835	NEW	$23.00	Q3 2020

* 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.