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WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

Position in VERX — Vertex, Inc.

CIK 1644956 CHICAGO, IL

Position in VERX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$24,433,710
+$9,224,379 QoQ
Shares Held
2,128,372
+66.4% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#9
of 226 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority Sole 76% Shared 0% None 24%

Common Shares in VERX Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC holds $1,377,918,327 across 18 Software - Application names. VERX ranks #14 (1.8% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in VERX

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,433,710 2,128,372
2026-03-31 $15,209,331 1,279,170
2025-12-31 $24,266,984 1,215,172
2025-09-30 $21,180,104 854,381
2025-06-30 $26,910,959 761,595
2025-03-31 $25,450,484 726,949
2024-09-30 $32,464,161 843,006
2024-06-30 $28,216,875 782,715
2024-03-31 $22,995,415 724,037
2023-12-31 $35,966,678 1,335,066
2023-09-30 $32,986,984 1,428,008
2023-06-30 $21,027,337 1,078,325
2023-03-31 $22,794,421 1,101,712
2022-12-31 $19,276,839 1,328,521
2022-09-30 $18,006,096 1,317,198
2022-06-30 $13,223,310 1,167,106
2022-03-31 $13,423,282 875,051
2021-12-31 $13,586,989 856,143
2021-09-30 $16,287,489 847,424
2021-06-30 $14,948,599 681,340
2021-03-31 $19,861,062 903,597
2020-12-31 $16,655,860 477,930