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

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Shareholder Type

Individuals & Insiders47.36%
Institutions44.78%
Private companies7.86%

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	6.24%	10.13M	0.41%	-463.07K	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
Vanguard Capital Management, LLC	2.28%	3.70M	<0.01%	+75.79K	06/30/2026
Tensile Capital Management LP	2.10%	3.40M	0.05%	-21.43K	03/31/2026
Callum W. Radcliffe U/A Of Amanda W. Radcliffe Trust	1.63%	2.65M	0.03%	+0	06/30/2025
Nomura Holdings, Inc.	1.62%	2.62M	0.38%	-551.70K	03/31/2026
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	06/30/2025
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	0.23%	+397.74K	02/17/2026
Geode Capital Management, LLC	1.13%	1.84M	0.02%	+64.86K	06/30/2026
Brown Advisory Incorporated	1.12%	1.81M	0.63%	-968.91K	03/31/2026
Goldman Sachs Asset Management, L.P.	1.06%	1.72M	0.95%	+1.55M	03/31/2026
D. E. Shaw & Co., L.P.	1.01%	1.64M	0.84%	+1.36M	03/31/2026