Vertex Inc

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Vertex Inc
TickerVERX
CIK #0001806837
CUSIP92538J106
SectorTechnology - Services-Prepackaged Software
Address2301 Renaissance Boulevard, King of Prussia, PA 19406
Source [EDGAR]
CIK Filing 2011 - 2025
[0001806837] 10-K
[0001806837] 10-Q
[0001806837] 3
[0001806837] 4
[0001806837] 5
[0001806837] 8-K
[0001806837] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
BlackRock Inc Vertex Inc [2024-11-12] 7.7
BlackRock Inc Vertex Inc [2024-10-22] 7.7
Tensile Capital Management LP Vertex Inc [2022-08-05] 12.26
Capital International Investors Vertex Inc [2021-02-16] 5.9
Alger Associates Inc Vertex Inc [2021-02-16] 8.12
Destefano David Vertex Inc [2021-02-16] 6.6
Capital International Investors Vertex Inc [2021-02-16] 5.9
Radcliffe Amanda Westphal Vertex Inc [2021-02-12] 22.0
Neuberger Berman Group LLC Vertex Inc [2021-02-11] 0.07
Massachusetts Financial Services Co /MA/ Vertex Inc [2021-02-11] 7.1
Wells Fargo & Company/MN Vertex Inc [2021-02-11] 7.15
Vanguard Group Inc Vertex Inc [2021-02-10] 7.59
JPMorgan Chase & Co Vertex Inc [2021-01-19] 6.7
Conestoga Capital Advisors LLC Vertex Inc [2020-12-09] 12.0
Viking Global Investors LP Vertex Inc [2020-08-10] 8.2
Form 3/4/5 Filer 2011 - 2025
Vertex, Inc.
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFRE
Andersen Eric C
Gayton Bradley M
Saunders Philip Seth
Mendola Mark J
Stamm John Richard
Radcliffe Amanda Westphal
Thompson Stefanie Westphal
Westphal Jeffrey
ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANI
ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W
2020 Irrevocable Trust for Benefit of Constance A Thompson
ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE
DeStefano David
Leib Ryan J
Rowland Bryan T.R.
Schwab John R
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY
2020 Irrevocable Trust for Benefit of Nicholas A Shuhan
Butler Lisa
Robert Kevin L
Tensile Capital Management LP
Kyle Terrence
ITEM SECOND IRREVOCABLE TRUST FBO KAILEY RADCLIFFE u/a of AM
Third Party Funded Special Needs Trust for Callum W Radclif
ITEM SECOND IRR. TRUST FBO SAMANTHA W. LUCAS u/a of STEFANIE
ITEM SECOND IRREVOCABLE TRUST FBO ANTOINETTE R. RADCLIFFE u/
Form 13F Holdings
Firm Period DFND Voting Shares
Vanguard Group Inc [2025-06-30] SOLE 0 7,550,880
BlackRock, Inc. [2025-06-30] SOLE 5,699,678 5,823,990
UBS Group AG [2025-06-30] DFND 3,854,344 3,855,485
Tensile Capital Management LP [2025-06-30] SOLE 3,643,850 3,643,850
Conestoga Capital Advisors LLC [2025-06-30] SOLE 3,321,255 3,398,435
Neuberger Berman Group LLC [2025-06-30] DFND 3,111,555 3,166,478
Wasatch Advisors LP [2025-06-30] SOLE 1,899,828 2,498,730
Franklin Resources Inc [2025-06-30] DFND 2,270,355 2,361,526
Capital World Investors [2025-06-30] DFND 2,193,265 2,193,265
Geneva Capital Management LLC [2025-06-30] SOLE 1,872,209 1,952,670
Champlain Investment Partners LLC [2025-06-30] SOLE 1,096,265 1,708,810
Fred Alger Management LLC [2025-06-30] SOLE 1,462,377 1,690,053
JPMorgan Chase & Co [2025-06-30] DFND 1,378,913 1,598,798
FMR LLC [2025-06-30] DFND 1,569,911 1,572,429
State Street Corp [2025-06-30] DFND 1,305,605 1,566,238
Geode Capital Management LLC [2025-06-30] DFND 1,535,368 1,535,368
Aberdeen Group plc [2025-06-30] DFND 1,460,730 1,460,730
Brown Capital Management LLC [2025-06-30] SOLE 588,656 1,428,394
Wellington Management Group LLP [2025-06-30] DFND 0 1,223,596
Loomis Sayles & Co L P [2025-06-30] DFND 1,174,104 1,195,140
Ameriprise Financial Inc [2025-06-30] DFND 0 1,086,509
TimesSquare Capital Management LLC [2025-06-30] SOLE 977,825 1,067,825
Massachusetts Financial Services Co /MA/ [2025-06-30] SOLE 1,007,446 1,007,446
Geneva Capital Management LLC [2025-06-30] OTR 977,002 977,002
Kayne Anderson Rudnick Investment Management LLC [2025-06-30] DFND 0 972,621
Banque Pictet & CIE Sa [2025-06-30] SOLE 958,370 958,370
Dimensional Fund Advisors LP [2025-06-30] SOLE 827,207 882,207
Citadel Advisors LLC [2025-06-30] DFND 834,698 834,698
Janus Henderson Group PLC [2025-06-30] DFND 0 819,287
Invesco Ltd. [2025-06-30] DFND 0 782,690
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