Vertex, Inc.

Historical 13F Holders

Symbol
VERX
CUSIP
92538J106
All holders as of
Q2 2026
Type
Equity
Class
CL A
Reported Value, Excluding Options
Total Shares Held, Excluding Options
Total Filers

13D/G Filers

Each filer's latest filing for 92538J106 since 12/18/2024, largest first.

Filer % of Class Filed
Radcliffe Amanda Westphal 13G/A
20.9% 8/13/2025
Event 6/30/2025
BlackRock, Inc. 13G/A 7.2% 1/21/2026
Event 12/31/2025
Vanguard Portfolio Management LLC 13G 6.2% 4/29/2026
Event 3/31/2026
Morgan Stanley 13G 5.3% 5/12/2026
Event 3/31/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (3)
Neuberger Berman Group LLC 13G/A
4.6% 3/6/2025
Event 2/28/2025
Tensile Capital Management LP 13G/A
4.4% 4/2/2026
Event 3/31/2026
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filers Shares, Excl. Options Value, Excl. Options
2026 Q3 81 8.38 M $154M
2026 Q2 230 75.9 M $943M
2026 Q1 222 80.4 M $956M
2025 Q4 221 84.4 M $1.69B
2025 Q3 240 90.2 M $2.24B
2025 Q2 274 84.4 M $2.98B
2025 Q1 270 78.5 M $2.75B
2024 Q4 259 73.9 M $3.93B
2024 Q3 223 71.1 M $2.74B
2024 Q2 209 71.0 M $2.56B
2024 Q1 179 58.6 M $1.86B
2023 Q4 147 56.1 M $1.51B
2023 Q3 123 45.1 M $1.04B
2023 Q2 124 43.1 M $841M
2023 Q1 131 38.5 M $797M
2022 Q4 103 34.7 M $503M
2022 Q3 83 32.4 M $444M
2022 Q2 82 26.0 M $295M
2022 Q1 92 25.7 M $394M
2021 Q4 89 25.2 M $399M
2021 Q3 85 25.5 M $491M
2021 Q2 80 25.3 M $554M
2021 Q1 84 25.9 M $570M
2020 Q4 101 28.2 M $982M
2020 Q3 92 25.1 M $578M