Vertex, INC Schedule 13G passive stakes

Morgan Stanley has disclosed beneficial ownership of 5.3% of Vertex, Inc.'s Class A Common Stock as of March 31, 2026.

Vanguard Portfolio Management has reported a 6.22% ownership stake in Vertex Inc., holding 4,841,652 shares as of March 31, 2026.

Tensile Capital Management and its affiliates have filed an exit Schedule 13G, reporting their beneficial ownership in Vertex, Inc. Class A Common Stock has fallen below the 5% threshold.

The Vanguard Group has filed an amended Schedule 13G, reporting zero beneficial ownership in Vertex Inc. following an internal corporate realignment.

BlackRock, Inc. has filed an amended Schedule 13G, disclosing a 7.2% beneficial ownership stake in Vertex, Inc.'s Class A Stock as of December 31, 2025.

A group of individuals, including key family members and trustees, disclosed beneficial ownership of 53.8% of Vertex, Inc.'s Class A Common Stock as of June 30, 2025.

Tensile Capital Management LP and its affiliates, including Arthur C. Young and Douglas J. Dossey, continue to report a 5.1% beneficial ownership in Vertex, Inc.'s Class A Common Stock.

BlackRock, Inc. has filed an amended Schedule 13G, reporting a 6.1% passive beneficial ownership stake in Vertex, Inc.'s Class A Stock as of March 31, 2025.

Neuberger Berman Group LLC and its affiliate, Neuberger Berman Investment Advisers LLC, have filed an Amendment No. 5 to Schedule 13G, disclosing a 4.6% beneficial ownership stake in Vertex, Inc. as of February 28, 2025.

An amended Schedule 13G filing reveals that a group of 17 individuals, primarily associated with the Radcliffe, Thompson, and Westphal families, collectively beneficially own 56.7% of Vertex, Inc.'s Class A Common Stock as of December 31, 2024.

BlackRock, Inc. has filed an amended Schedule 13G, reporting a 9.6% beneficial ownership stake in Vertex, Inc.'s Class A Common Stock as of December 31, 2024.