Vertex, Inc.
VERX- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001806837
No open-market purchases or sales by Vertex, Inc. insiders were filed in the last 90 days; 229 institutions reported holding it in 13F filings for Q2 2026, worth $859.2M in total; no superinvestor holds it.
Holders of 5% or more of VERX
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Vertex, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Radcliffe Amanda Westphal | 13G/A | 20.90%33.3M shares | −0.30 ppfrom 21.20% | Feb 12, 20252 filings | Aug 13, 2025 | SEC |
| BlackRock, Inc. | 13G/A | 6.10%4.35M shares | −3.50 ppfrom 9.60% | Feb 5, 20252 filings | Apr 17, 2025 | SEC |
| Tensile Capital Management LP | 13G/A | 5.10%3.63M shares | – | May 15, 20251 filing | May 15, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
6 Schedule 13D and 13G filings on Vertex, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 13, 20257:30 PM ET | Radcliffe Amanda Westphaland 15 others | 13G/A | 20.90%33.3M shares | −0.30 ppfrom 21.20% | Jun 30, 2025 | SEC |
| May 15, 20254:15 PM ET | Tensile Capital Management LPand 5 others | 13G/A | 5.10%3.63M shares | – | Mar 31, 2025 | SEC |
| Apr 17, 20259:35 AM ET | BlackRock, Inc. | 13G/A | 6.10%4.35M shares | −3.50 ppfrom 9.60% | Mar 31, 2025 | SEC |
| Mar 6, 20253:10 PM ET | Neuberger Berman Group LLCand 1 other | 13G/A | 4.60%3.32M shares | –Below 5% | Feb 28, 2025 | SEC |
| Feb 12, 20254:30 PM ET | Radcliffe Amanda Westphaland 16 others | 13G/A | 21.20%33.3M shares | – | Dec 31, 2024 | SEC |
| Feb 5, 20255:28 PM ET | BlackRock, Inc. | 13G/A | 9.60%6.31M shares | – | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Vertex, Inc. shares.
No Form 144 notices for Vertex, Inc. are on file.