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VERTEX INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and VERTEX INC.’s Form 8-K, filed 2024-06-18 (Item 5.07 on EDGAR). Page generated 04 October 2026.

  • 9Reported items
  • 187Asset managers
  • 1,276Fund votes
  • 2024-06-12Meeting date

Proxy season: 2023-2024 2024-2025

Explore VERTEX INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by VERTEX INC.

These tallies are VERTEX INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-06-18 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

VERTEX INC. — official shareholder meeting results, meeting held 2024-06-12
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: Amanda Westphal Radcliffe 898,732,615---- 23,603,7733,462,689 Majority: yes
Elect Director: Stefanie Westphal Thompson 903,500,953---- 18,835,4353,462,689 Majority: yes
Elect Director: Bradley Gayton 903,736,484---- 18,599,9043,462,689 Majority: yes
The appointment of Crowe LLP as our independent auditor for the fiscal year ending December 31, 2024 was ratified by the vote set forth below: 925,756,48130,26412,332 --0 Majority: yes
Advisory vote to approve our Named Executive Officer compensation was approved by the vote set forth below: 921,551,093776,8728,423 --3,462,689 Majority: yes

Source: VERTEX INC., Form 8-K, filed with the SEC on 2024-06-18 — read the filing on EDGAR.

How asset managers voted at the VERTEX INC. 2023-2024 meeting

Each item below shows how the 187 asset managers that disclosed a VERTEX INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of VERTEX INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. The approval, on an advisory basis, of the compensation of our named executive officers ("Say-On-Pay").

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 11 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%
FOR: 921,551,093AGAINST: 776,872

VERTEX INC.’s own tally for this item (“Advisory vote to approve our Named Executive Officer compensation was approved by the vote set forth below:”): 921,551,093 for, 776,872 against, per its Form 8-K filed 2024-06-18 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 183 asset managers below cast 99% of the shares they voted on this item FOR (57,130,577 for, 826,611 against).

FOR 99%
FOR: 57,130,577 (98.6%)AGAINST: 826,611 (1.4%)UNKNOWN: 82 (0.0%)NOT VOTED: 70 (0.0%)
Largest asset managers voting on “The approval, on an advisory basis, of the compensation of our named executive officers ("Say-On-Pay").” at VERTEX INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Neuberger Berman5,942,2310 00For
Vanguard5,813,1650 00For
Tensile Capital Management LP4,745,5500 00For
JPMorgan3,268,8110 00For
Putnam2,129,0660 00For
WEATHERBIE CAPITAL, LLC2,059,4590 00For
CONESTOGA FUNDS1,960,0020 00For
ALGER FUNDS1,894,7570 00For
Fidelity1,677,3540 00For
FRED ALGER MANAGEMENT, LLC1,541,5140 00For
NEXT CENTURY GROWTH INVESTORS LLC1,257,6430 00For
TimesSquare Capital Management, LLC1,199,7830 00For
BlackRock1,070,3500 00For
Loomis Sayles908,9050 00For
Pembroke Management, LTD891,8360 00For
Janus Henderson827,9400 00For
Conestoga Capital Advisors, LLC825,1330 00For
Aperture Investors, LLC818,2250 00For
PALISADE CAPITAL MANAGEMENT, LP794,7830 00For
JANUS INVESTMENT FUND792,3110 00For
FULLER & THALER ASSET MANAGEMENT, INC.744,6420 00For
Aberdeen0688,270 00Against
STRS OHIO668,3100 00For
Allspring655,0470 00For
SILVERCREST ASSET MANAGEMENT GROUP LLC642,4060 00For

Showing the 25 largest of 183 asset managers. See all 183 in the interactive database.

2. The approval, on an advisory basis, of the preferred frequency of future advisory votes on the compensation of our named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

15% fund support · no official result

ONE YEAR 70%1 YEAR 25%

The 134 asset managers below cast 15% of the shares they voted on this item FOR (26,308 for, 148,379 against).

FOR: 26,308 (0.1%)AGAINST: 148,379 (0.3%)ONE YEAR: 30,371,798 (69.6%)1 YEAR: 10,763,601 (24.7%)THREE YEARS: 1,708,391 (3.9%)1-YEAR: 475,095 (1.1%)3 YEARS: 164,128 (0.4%)TWO YEARS: 131 (0.0%)NOT VOTED: 70 (0.0%)
Largest asset managers voting on “The approval, on an advisory basis, of the preferred frequency of future advisory votes on the compensation of” at VERTEX INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Neuberger Berman00 001 Year
Vanguard00 00One Year
Putnam00 001 Year
WEATHERBIE CAPITAL, LLC00 00One Year
ALGER FUNDS00 00One Year
Fidelity00 00One Year
FRED ALGER MANAGEMENT, LLC00 00One Year
NEXT CENTURY GROWTH INVESTORS LLC00 00Three Years
TimesSquare Capital Management, LLC00 00One Year
BlackRock00 00One Year
Pembroke Management, LTD00 001 Year
Janus Henderson00 00One Year
Aperture Investors, LLC00 00One Year
PALISADE CAPITAL MANAGEMENT, LP00 00One Year
JANUS INVESTMENT FUND00 00One Year
FULLER & THALER ASSET MANAGEMENT, INC.00 00One Year
Aberdeen00 00One Year
STRS OHIO00 00One Year
Allspring00 00One Year
State Street00 00One Year
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC00 00One Year
Columbia Threadneedle00 00One Year
Invesco00 00One Year
Granahan Investment Management, LLC00 001 Year
GEODE CAPITAL MANAGEMENT, LLC00 00One Year

Showing the 25 largest of 134 asset managers. See all 134 in the interactive database.

3. The ratification of the appointment of Crowe LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024.

AUDIT-RELATEDMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%
FOR: 925,756,481AGAINST: 30,264

VERTEX INC.’s own tally for this item (“The appointment of Crowe LLP as our independent auditor for the fiscal year ending December 31, 2024 was ratified by the vote set forth below:”): 925,756,481 for, 30,264 against, per its Form 8-K filed 2024-06-18 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 62 asset managers below cast 99.9% of the shares they voted on this item FOR (24,505,402 for, 153 against).

FOR 99.9%
FOR: 24,505,402 (100.0%)AGAINST: 153 (0.0%)
Largest asset managers voting on “The ratification of the appointment of Crowe LLP as our independent registered public accounting firm for the ” at VERTEX INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard5,759,8600 00For
Neuberger Berman2,381,3640 00For
CONESTOGA FUNDS1,960,0020 00For
ALGER FUNDS1,894,7570 00For
JPMorgan1,570,1350 00For
TimesSquare Capital Management, LLC1,199,7830 00For
Fidelity1,156,3490 00For
Putnam1,046,3870 00For
Loomis Sayles908,9050 00For
JANUS INVESTMENT FUND792,3110 00For
Capitol Series Trust467,0000 00For
Dimensional436,7220 00For
Brighthouse401,3300 00For
BUFFALO FUNDS345,2570 00For
Columbia Threadneedle304,6040 00For
John Hancock301,2710 00For
Allspring284,7500 00For
Invesco272,7350 00For
State Street268,8460 00For
First Trust261,2830 00For
OLD WESTBURY FUNDS INC258,4500 00For
Charles Schwab258,1250 00For
WILLIAM BLAIR FUNDS231,3930 00For
BlackRock205,6480 00For
LIBERTY ALL STAR GROWTH FUND INC.195,9470 00For

Showing the 25 largest of 62 asset managers. See all 62 in the interactive database.

4. Election of directors: Amanda Westphal Radcliffe

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 898,732,615WITHHELD: 23,603,773

VERTEX INC.’s own tally for this item (“Elect Director: Amanda Westphal Radcliffe”): 898,732,615 for, 23,603,773 withheld, per its Form 8-K filed 2024-06-18 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 61 asset managers below cast 100% of the shares they voted on this item FOR (13,634,343 for, 0 against).

FOR 56%ABSTAIN 44%
FOR: 13,634,343 (55.7%)ABSTAIN: 10,862,973 (44.3%)
Largest asset managers voting on “Election of directors: Amanda Westphal Radcliffe” at VERTEX INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard5,759,8600 00For
Neuberger Berman2,381,3640 00For
CONESTOGA FUNDS00 1,960,0020Abstain
ALGER FUNDS00 1,894,7570Abstain
JPMorgan1,570,1350 00For
TimesSquare Capital Management, LLC1,199,7830 00For
Fidelity661,1460 495,2030For
Putnam1,046,3870 00For
Loomis Sayles00 908,9050Abstain
JANUS INVESTMENT FUND00 792,3110Abstain
Capitol Series Trust00 467,0000Abstain
Dimensional00 436,7220Abstain
Brighthouse217,4280 183,9020For
BUFFALO FUNDS345,2570 00For
Columbia Threadneedle00 304,6040Abstain
John Hancock00 301,2710Abstain
Allspring00 284,7500Abstain
Invesco00 272,7350Abstain
State Street800 268,7660Abstain
First Trust00 261,2830Abstain
OLD WESTBURY FUNDS INC00 258,4500Abstain
Charles Schwab00 258,1250Abstain
WILLIAM BLAIR FUNDS00 231,3930Abstain
BlackRock205,6480 00For
LIBERTY ALL STAR GROWTH FUND INC.00 195,9470Abstain

Showing the 25 largest of 61 asset managers. See all 61 in the interactive database.

5. Election of directors: Bradley Gayton

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 903,736,484WITHHELD: 18,599,904

VERTEX INC.’s own tally for this item (“Elect Director: Bradley Gayton”): 903,736,484 for, 18,599,904 withheld, per its Form 8-K filed 2024-06-18 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 61 asset managers below cast 100% of the shares they voted on this item FOR (17,188,704 for, 0 against).

FOR 70%ABSTAIN 30%
FOR: 17,188,704 (70.2%)ABSTAIN: 7,308,612 (29.8%)
Largest asset managers voting on “Election of directors: Bradley Gayton” at VERTEX INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard5,759,8600 00For
Neuberger Berman2,381,3640 00For
CONESTOGA FUNDS1,960,0020 00For
ALGER FUNDS00 1,894,7570Abstain
JPMorgan1,570,1350 00For
TimesSquare Capital Management, LLC1,199,7830 00For
Fidelity1,156,3490 00For
Putnam1,046,3870 00For
Loomis Sayles00 908,9050Abstain
JANUS INVESTMENT FUND00 792,3110Abstain
Capitol Series Trust00 467,0000Abstain
Dimensional00 436,7220Abstain
Brighthouse217,4280 183,9020For
BUFFALO FUNDS345,2570 00For
Columbia Threadneedle304,6040 00For
John Hancock00 301,2710Abstain
Allspring00 284,7500Abstain
Invesco272,7350 00For
State Street99,9860 168,8600Abstain
First Trust00 261,2830Abstain
OLD WESTBURY FUNDS INC00 258,4500Abstain
Charles Schwab258,1250 00For
WILLIAM BLAIR FUNDS00 231,3930Abstain
BlackRock205,6480 00For
LIBERTY ALL STAR GROWTH FUND INC.00 195,9470Abstain

Showing the 25 largest of 61 asset managers. See all 61 in the interactive database.

6. Election of directors: Stefanie Westphal Thompson

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 903,500,953WITHHELD: 18,835,435

VERTEX INC.’s own tally for this item (“Elect Director: Stefanie Westphal Thompson”): 903,500,953 for, 18,835,435 withheld, per its Form 8-K filed 2024-06-18 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

The 61 asset managers below cast 100% of the shares they voted on this item FOR (17,071,577 for, 0 against).

FOR 70%ABSTAIN 30%
FOR: 17,071,577 (69.7%)ABSTAIN: 7,425,739 (30.3%)
Largest asset managers voting on “Election of directors: Stefanie Westphal Thompson” at VERTEX INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard5,759,8600 00For
Neuberger Berman2,381,3640 00For
CONESTOGA FUNDS1,960,0020 00For
ALGER FUNDS00 1,894,7570Abstain
JPMorgan1,570,1350 00For
TimesSquare Capital Management, LLC1,199,7830 00For
Fidelity1,156,3490 00For
Putnam1,046,3870 00For
Loomis Sayles00 908,9050Abstain
JANUS INVESTMENT FUND00 792,3110Abstain
Capitol Series Trust00 467,0000Abstain
Dimensional00 436,7220Abstain
Brighthouse217,4280 183,9020For
BUFFALO FUNDS345,2570 00For
Columbia Threadneedle00 304,6040Abstain
John Hancock00 301,2710Abstain
Allspring00 284,7500Abstain
Invesco272,7350 00For
State Street800 268,7660Abstain
First Trust00 261,2830Abstain
OLD WESTBURY FUNDS INC258,4500 00For
Charles Schwab258,1250 00For
WILLIAM BLAIR FUNDS00 231,3930Abstain
BlackRock205,6480 00For
LIBERTY ALL STAR GROWTH FUND INC.00 195,9470Abstain

Showing the 25 largest of 61 asset managers. See all 61 in the interactive database.

7. The option of "every three years" as the preferred frequency of future advisory votes on compensation of our named executive officers

SECTION 14A SAY-ON-PAY VOTESSECTION 14A SAY-ON-PAY VOTES

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

1 YEAR 60%3 YEARS 40%

The 43 asset managers below cast 100% of the shares they voted on this item FOR (2,433 for, 0 against).

FOR: 2,433 (0.0%)ABSTAIN: 23,439 (0.2%)1 YEAR: 7,286,957 (60.2%)3 YEARS: 4,796,654 (39.6%)UNKNOWN: 82 (0.0%)THREE YEARS: 53 (0.0%)
Largest asset managers voting on “The option of "every three years" as the preferred frequency of future advisory votes on compensation of our n” at VERTEX INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Tensile Capital Management LP00 003 Years
CONESTOGA FUNDS00 001 Year
JPMorgan2,1930 001 Year
Loomis Sayles00 001 Year
Conestoga Capital Advisors, LLC00 001 Year
SILVERCREST ASSET MANAGEMENT GROUP LLC00 001 Year
BUFFALO FUNDS00 001 Year
John Hancock00 001 Year
Northern Trust00 001 Year
ENVESTNET ASSET MANAGEMENT INC00 001 Year
AMG FUNDS00 001 Year
TRUIST FINANCIAL CORP00 001 Year
Jackson National00 001 Year
OPPENHEIMER ASSET MANAGEMENT INC.00 001 Year
LPL Financial LLC00 001 Year
Natixis00 001 Year
TRUST FOR PROFESSIONAL MANAGERS00 001 Year
PNC BANK, NATIONAL ASSOCIATION00 001 Year
Harbor ETF Trust00 16,3530Abstain
RIVERPARK FUNDS TRUST00 003 Years
D.A. DAVIDSON & CO.00 001 Year
Bryn Mawr Capital Management, LLC00 7,0000Abstain
Goldman Sachs00 001 Year
BOULDER HILL CAPITAL MANAGEMENT LP00 001 Year
Allianz00 003 Years

Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.

8. Advisory Vote on Say on Pay Frequency

SECTION 14A SAY-ON-PAY VOTES

— fund support · no official result

ONE YEAR 100%

No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.

ONE YEAR: 2,116,306 (100.0%)
Largest asset managers voting on “Advisory Vote on Say on Pay Frequency” at VERTEX INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan00 00One Year
Capitol Series Trust00 00One Year

9. The option of "every three years" as the preferred frequency of future advisory votes on the compensation of our named executive officers

SECTION 14A SAY-ON-PAY VOTES

— fund support · no official result

ONE YEAR 100%

No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.

ONE YEAR: 5,516 (100.0%)
Largest asset managers voting on “The option of "every three years" as the preferred frequency of future advisory votes on the compensation of o” at VERTEX INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Orion Porfolio Solutions, LLC00 00One Year
Orion Portfolio Solutions, LLC00 00One Year

Largest VERTEX INC. shareholders voting in 2023-2024

Ranked by the number of VERTEX INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting.

Top VERTEX INC. shareholders by shares voted, 2023-2024
#Asset manager Shares voted
1Neuberger Berman 5,942,231
2Vanguard 5,813,165
3Tensile Capital Management LP 4,745,550
4JPMorgan 3,268,811
5Putnam 2,129,066
6WEATHERBIE CAPITAL, LLC 2,059,459
7CONESTOGA FUNDS 1,960,002
8ALGER FUNDS 1,894,757
9Fidelity 1,677,354
10FRED ALGER MANAGEMENT, LLC 1,541,514

Shown as share counts, not percentages: no shares-outstanding figure has been matched to VERTEX INC. for the 2023-2024 season, so there is no denominator to divide by.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At VERTEX INC.'s shareholder meeting held 2024-06-12, in the 2023-2024 proxy season, 187 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,276 separate fund positions. Their filings are grouped here into 9 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — The approval, on an advisory basis, of the compensation of our named executive officers… — FOR was 99.9% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: VERTEX INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-06-18.

VERTEX INC. proxy season coverage: 2023-2024 (this page) · 2024-2025.