Vertex, Inc.
A maker of indirect-tax software that helps businesses calculate and file sales, use, and value-added taxes across dozens of countries. Born in 1978 in a Pennsylvania garage as a tax-table publisher, it grew into one of the world's largest tax-technology companies. Its name comes from geometry — the vertex where two lines meet, a nod to where commerce and tax converge.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| Morgan Stanley | 13GPassive | 5.3% | 4.15M | May 12, 2026 |
| Vanguard Portfolio Management | 13GPassive | 6.22% | 4.84M | Apr 29, 2026 |
| Arthur C. Young | 13G/APassive | 4.37% | 3.40M | Apr 2, 2026 |
| Douglas J. Dossey | 13G/APassive | 4.37% | 3.40M | Apr 2, 2026 |
| Tensile Capital Management LP | 13G/APassive | 4.37% | 3.40M | Apr 2, 2026 |
| Tensile Capital Management GP LLC | 13G/APassive | 4.37% | 3.40M | Apr 2, 2026 |
| Tensile Capital GP LLC | 13G/APassive | 4.37% | 3.40M | Apr 2, 2026 |
| Tensile Capital Partners Master Fund LP | 13G/APassive | 4.37% | 3.40M | Apr 2, 2026 |
| The Vanguard Group | 13G/APassive | 0% | 0 | Mar 27, 2026 |
| BlackRock, Inc. | 13G/APassive | 7.2% | 5.59M | Jan 21, 2026 |