Tensile Capital Management LP

13F Holdings History for Vertex, Inc. - Class A Common Stock, $0.001 par value per share (VERX)

Symbol: VERX on Nasdaq
Investment type: Equity / Class A Common Stock, $0.001 par value per share
Latest Disclosed Ownership: 3.63M shares
Security Ownership: 5.1%

Shares, Excluding Options vs Price

Value, Excluding Options

Arthur C. Young ownership in Vertex, Inc. Class A Common Stock, $0.001 par value per share (VERX)

2025-05-15 - Arthur C. Young has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 3.63M shares of Vertex, Inc. Class A Common Stock, $0.001 par value per share (VERX). This represents 5.1% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Arthur C. Young	5.1%		$140M	3.63M			$38.48	13G/A	3/31/2025	15 May 2025 16:15:03

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
6/30/2025	15.5%	-0.07%	$129M	3.64M	-16,624	-0.45%	$35.33	Q2 2025
3/31/2025	16.3%	-0.49%	$128M	3.66M	-109,076		$35.01	Q1 2025
12/31/2024	20.9%	-1.57%	$201M	3.77M	-284,000	-7.01%	$53.35	Q4 2024
9/30/2024	16.9%	-2.42%	$156M	4.05M	-580,000	-12.5%	$38.51	Q3 2024
6/30/2024	18.4%	-0.5%	$167M	4.63M	-127,000	-2.67%	$36.05	Q2 2024
3/31/2024	16.5%	-1.32%	$151M	4.76M	-354,255	-6.93%	$31.76	Q1 2024
12/31/2023	16.1%	-2.34%	$138M	5.11M	-691,912	-11.9%	$26.94	Q4 2023
9/30/2023	16.9%	-0.17%	$134M	5.81M	-60,000	-1.02%	$23.10	Q3 2023
6/30/2023	14.8%	-0.26%	$114M	5.87M	-103,541	-1.73%	$19.50	Q2 2023
3/31/2023	16.8%		$124M	5.97M			$20.69	Q1 2023
12/31/2022	13.6%	+1.7%	$86.6M	5.97M	+750,000	+14.4%	$14.51	Q4 2022
9/30/2022	11%	+9.49%	$71.4M	5.22M	+4,500,000	+625%	$13.67	Q3 2022
6/30/2022	1.41%	+0.05%	$8.16M	720K	+25,526	+3.67%	$11.33	Q2 2022
3/31/2022	1.55%	-0.13%	$10.7M	695K	-56,147	-7.48%	$15.34	Q1 2022
12/31/2021	1.43%	-0.14%	$11.9M	751K	-73,821	-8.95%	$15.87	Q4 2021
9/30/2021	1.84%	-0.04%	$15.9M	825K	-20,000	-2.37%	$19.22	Q3 2021
6/30/2021	2.1%	-0.06%	$18.5M	845K	-20,000	-2.31%	$21.94	Q2 2021
3/31/2021	2.49%	-0.28%	$19M	865K	-107,300	-11%	$21.98	Q1 2021
12/31/2020	3.97%	-0.25%	$33.9M	972K	-60,000	-5.81%	$34.85	Q4 2020
9/30/2020	3.18%	+3.18%	$23.7M	1.03M	+1,032,000	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.