Institutional Ownership
Vertex Inc
CUSIP 92538J106CL AVERXQ1 2026
13D / 13G Filings
56
Schedule 13D/13G on record
Beneficial Filers
15
Distinct reporting persons
Largest Stake
22.0%
Max % of class reported
Institutional Holders
212
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
56 filings · latest Jan 21, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 21, 2026 | Blackrock, Inc. | 13G/A | 7.2% | 5.59M | SEC |
| 2 | Aug 13, 2025 | Amanda Radcliffe | 13G/A | 20.9% | 33.27M | SEC |
| 3 | May 15, 2025 | Arthur C. Young | 13G/A | 5.1% | 3.63M | SEC |
| 4 | Apr 17, 2025 | Blackrock, Inc. | 13G/A | 6.1% | 4.35M | SEC |
| 5 | Mar 6, 2025 | Neuberger Berman Group LLC | 13G/A | 4.6% | 3.32M | SEC |
| 6 | Feb 12, 2025 | Amanda Radcliffe | 13G/A | 21.2% | 33.27M | SEC |
| 7 | Feb 5, 2025 | Blackrock, Inc. | 13G/A | 9.6% | 6.31M | SEC |
| 8 | Nov 14, 2024 | Tensile Capital Management LP | 13G/A | 6.1% | 4.05M | SEC |
| 9 | Nov 14, 2024 | Alger Associates Inc | 13G/A | 3.9% | 2.54M | SEC |
| 10 | Nov 13, 2024 | Radcliffe Amanda Westphal | 13G/A | 21.3% | 33.27M | SEC |
46 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Vertex Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 5.66M | $67.29M |
| 2 | Ubs Group AG | 5.46M | $64.97M |
| 3 | Morgan Stanley | 4.29M | $51.05M |
| 4 | Tensile Capital Management LP | 3.40M | $40.41M |
| 5 | Jpmorgan Chase & Co | 3.37M | $39.34M |
| 6 | Healthcare Of Ontario Pension Plan Trust Fund | 3.18M | $37.80M |
| 7 | Nomura Holdings Inc | 2.62M | $31.17M |
| 8 | Goldman Sachs Group Inc | 2.36M | $28.11M |
| 9 | Geneva Capital Management LLC | 2.13M | $25.38M |
| 10 | State Street Corp | 1.91M | $22.72M |