# VERTEX INC CL A

VERTEX INC CL A is a security (CUSIP 92538J106) tracked across SEC portfolio filings. 234 institutional managers reported $1.1B on Form 13F as of 2026-06-30; 20 registered fund positions totaling $38.1M via N-PORT as of 2026-05-31.

## Summary

- Issuer: VERTEX INC
- Class: CL A
- CUSIP: 92538J106
- Asset category: EC
- 13F holders: 234
- 13F value: $1.1B
- 13F period: 2026-06-30
- N-PORT fund positions: 20
- N-PORT value: $38.1M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 234 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $166.7M | 8,348,597 |
| UBS Group AG | Zurich, V8 | $98.8M | 5,464,034 |
| BlackRock, Inc. | New York, NY | $67.3M | 5,659,374 |
| MORGAN STANLEY | NEW YORK, NY | $51.0M | 4,293,247 |
| Tensile Capital Management LP | Larkspur, CA | $40.4M | 3,398,563 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $39.3M | 3,371,170 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | TORONTO, A6 | $37.8M | 3,178,800 |
| NOMURA HOLDINGS INC | TOKYO, M0 | $31.2M | 2,621,641 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $28.1M | 2,363,972 |
| STATE STREET CORP | BOSTON, MA | $22.7M | 1,910,753 |
| [BROWN ADVISORY INC](https://search.stillhousedata.com/firm/17501) | BALTIMORE, MD | $21.5M | 1,808,944 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $21.1M | 1,771,692 |
| D. E. Shaw & Co., Inc. | New York, NY | $19.5M | 1,638,922 |
| BARCLAYS PLC | LONDON, X0 | $15.6M | 1,311,066 |
| [Legacy Advisors, LLC](https://search.stillhousedata.com/firm/139830) | PLYMOUTH MEETING, PA | $15.4M | 1,343,838 |

## Top fund holders (N-PORT)

_Showing 15 of 20 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $9.8M | 1.20% |
| [PGIM Jennison Small Company Fund](https://search.stillhousedata.com/fund/S000004629) | Prudential Jennison Small Co Fund, Inc. | $8.3M | 26.16% |
| [Nationwide Geneva Small Cap Growth Fund](https://search.stillhousedata.com/fund/S000041104) | Nationwide Mutual Funds | $8.0M | 72.48% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $4.8M | 2.74% |
| [Small Cap Growth Fund](https://search.stillhousedata.com/fund/S000008021) | VALIC Co II | $1.5M | 51.78% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $1.4M | 2.88% |
| [TIFF MULTI-ASSET FUND](https://search.stillhousedata.com/fund/S000006387) | TIFF Investment Program | $969K | 6.96% |
| Saba Capital Income & Opportunities Fund | Saba Capital Income & Opportunities Fund | $952K | 24.16% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $487K | 2.19% |
| Saba Capital Income & Opportunities Fund II | Saba Capital Income & Opportunities Fund II | $485K | 18.73% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $463K | 0.08% |
| Nuveen S&P 500 Dynamic Overwrite Fund | Nuveen S&P 500 Dynamic Overwrite Fund | $440K | 1.74% |
| [Dunham Small Cap Growth Fund](https://search.stillhousedata.com/fund/S000020973) | Dunham Funds | $417K | 48.43% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $386K | 0.13% |
| [Janus Henderson Venture Fund](https://search.stillhousedata.com/fund/S000010488) | JANUS INVESTMENT FUND | $197K | 0.64% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/92538J106.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.