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 Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. 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 Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 9 44.8 k $527 k
2026 Q2 240 75.9 M $943 M
2026 Q1 229 80.4 M $956 M
2025 Q4 233 84.4 M $1.69 B
2025 Q3 256 88.3 M $2.19 B
2025 Q2 280 84.4 M $2.98 B
2025 Q1 279 78.5 M $2.75 B
2024 Q4 264 73.9 M $3.93 B
2024 Q3 232 71.1 M $2.74 B
2024 Q2 220 71.0 M $2.56 B
2024 Q1 187 58.6 M $1.86 B
2023 Q4 152 56.1 M $1.51 B
2023 Q3 127 45.1 M $1.04 B
2023 Q2 128 43.1 M $841 M
2023 Q1 139 38.5 M $797 M
2022 Q4 106 34.7 M $503 M
2022 Q3 83 32.4 M $444 M
2022 Q2 82 26.0 M $295 M
2022 Q1 93 25.7 M $394 M
2021 Q4 89 25.2 M $399 M
2021 Q3 85 25.5 M $491 M
2021 Q2 80 25.3 M $554 M
2021 Q1 84 25.9 M $570 M
2020 Q4 101 28.2 M $982 M
2020 Q3 92 25.1 M $578 M