Vertex (VERX.US) Shareholders - Institutional Holders, Major Shareholders & Insiders | Longbridge

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Shareholder Type

Individuals & Insiders46.13%
Institutions45.26%
Private companies8.61%

Major Shareholders

Major Shareholders Latest
Shareholder
Amanda RadcliffeCo-Owner & Independent Director	20.52%	33.29M	0.38%	+15.64K	06/10/2026
Stefanie ThompsonCo-Owner & Independent Director	20.34%	33.00M	0.38%	+15.64K	06/10/2026
Second Irrevocable Trust	7.22%	11.71M	0.14%	+0	03/09/2026
BlackRock, Inc.	3.84%	6.24M	0.29%	+576.78K	06/30/2026
Vanguard Portfolio Management, LLC	3.07%	4.98M	0.07%	+203.45K	06/30/2026
Morgan Stanley	2.43%	3.94M	0.13%	-134.72K	06/30/2026
Vanguard Capital Management, LLC	2.28%	3.70M	<0.01%	+75.79K	06/30/2026
Brown Advisory Incorporated	2.19%	3.55M	1.05%	+1.74M	06/30/2026
Tensile Capital Management LP	1.79%	2.90M	0.35%	-500.00K	06/30/2026
Callum W. Radcliffe U/A Of Amanda W. Radcliffe Trust	1.63%	2.65M	0.03%	+0	06/30/2025
D. E. Shaw & Co., L.P.	1.35%	2.19M	0.32%	+550.91K	06/30/2026
UBS Asset Management AG	1.32%	2.14M	2.21%	-3.48M	06/30/2026
William Blair Investment Management, LLC	1.31%	2.13M	0.51%	+849.20K	06/30/2026
State Street Investment Management	1.27%	2.06M	0.07%	+149.94K	06/30/2026
Andrea Schmerin	1.22%	1.98M	0.02%	+0	05/20/2025
Melanie Lucas	1.20%	1.94M	0.02%	+0	05/20/2025
Mackenzie Lucas	1.20%	1.94M	0.02%	+0	06/30/2025
Jeffrey WestphalCo-Owner & Former Director	1.18%	1.92M	0.02%	+0	02/17/2026
Geode Capital Management, LLC	1.13%	1.84M	0.02%	+64.86K	06/30/2026
Nomura Holdings, Inc.	1.03%	1.66M	0.62%	-957.54K	06/30/2026