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Compiled from SEC Form N-PX filings and VERTEX INC.’s Form 8-K, filed 2025-06-17 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Proxy season: 2023-2024 2024-2025
Explore VERTEX INC. in the interactive database Compare manager voting policies
These tallies are VERTEX INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-06-17 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Philip Saunders | 828,556,917 | -- | -- | 13,522,981 | 3,506,615 | Majority: yes |
| Elect Director: J. Richard Stamm | 827,054,383 | -- | -- | 15,025,515 | 3,506,615 | Majority: yes |
| Elect Director: Mark J. Mendola | 841,066,540 | -- | -- | 1,013,358 | 3,506,615 | Majority: yes |
| The appointment of Crowe LLP as our independent auditor for the fiscal year ending December 31, 2025 was ratified by the vote set forth below: | 845,008,886 | 572,763 | 4,864 | -- | 0 | Majority: yes |
Source: VERTEX INC., Form 8-K, filed with the SEC on 2025-06-17 — read the filing on EDGAR.
Each item below shows how the 103 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.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
VERTEX INC.’s own tally for this item (“The appointment of Crowe LLP as our independent auditor for the fiscal year ending December 31, 2025 was ratified by the vote set forth below:”): 845,008,886 for, 572,763 against, per its Form 8-K filed 2025-06-17 (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 103 asset managers below cast 99.9% of the shares they voted on this item FOR (34,612,627 for, 792 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,769,775 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 2,120,267 | 0 | 0 | 0 | For |
| Neuberger Berman | 2,094,375 | 0 | 0 | 0 | For |
| Fidelity | 1,983,027 | 0 | 0 | 0 | For |
| Capital Group | 1,850,488 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,848,932 | 0 | 0 | 0 | For |
| Putnam | 1,677,336 | 0 | 0 | 0 | For |
| BlackRock | 1,406,229 | 0 | 0 | 0 | For |
| Invesco | 1,257,426 | 0 | 0 | 0 | For |
| Virtus | 1,051,800 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 938,197 | 0 | 0 | 0 | For |
| JPMorgan | 903,439 | 0 | 0 | 0 | For |
| ALGER FUNDS | 892,448 | 0 | 0 | 0 | For |
| Loomis Sayles | 852,459 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 750,407 | 0 | 0 | 0 | For |
| Federated Hermes | 573,600 | 0 | 0 | 0 | For |
| Brighthouse | 528,500 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 523,040 | 0 | 0 | 0 | For |
| Jackson National | 473,879 | 0 | 0 | 0 | For |
| Charles Schwab | 437,606 | 0 | 0 | 0 | For |
| Nationwide | 424,018 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 347,957 | 0 | 0 | 0 | For |
| Tidal Trust III | 347,019 | 0 | 0 | 0 | For |
| Brown Capital Management Mutual Funds | 341,892 | 0 | 0 | 0 | For |
| Waddell & Reed | 330,513 | 0 | 0 | 0 | For |
Showing the 25 largest of 103 asset managers. See all 103 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
VERTEX INC.’s own tally for this item (“Elect Director: Philip Saunders”): 828,556,917 for, 13,522,981 withheld, per its Form 8-K filed 2025-06-17 (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 100 asset managers below cast 100% of the shares they voted on this item FOR (28,588,262 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,769,775 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 2,120,267 | 0 | 0 | 0 | For |
| Neuberger Berman | 2,094,375 | 0 | 0 | 0 | For |
| Fidelity | 1,983,027 | 0 | 0 | 0 | For |
| Capital Group | 1,850,488 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,285,171 | 0 | 563,761 | 0 | For |
| Putnam | 1,677,336 | 0 | 0 | 0 | For |
| BlackRock | 1,406,229 | 0 | 0 | 0 | For |
| Invesco | 1,257,426 | 0 | 0 | 0 | For |
| Virtus | 1,051,800 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 938,197 | 0 | 0 | 0 | For |
| JPMorgan | 903,439 | 0 | 0 | 0 | For |
| ALGER FUNDS | 0 | 0 | 892,448 | 0 | Abstain |
| Loomis Sayles | 852,459 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 0 | 0 | 750,407 | 0 | Abstain |
| Federated Hermes | 573,600 | 0 | 0 | 0 | For |
| Brighthouse | 431,284 | 0 | 97,216 | 0 | For |
| OLD WESTBURY FUNDS INC | 0 | 0 | 523,040 | 0 | Abstain |
| Jackson National | 459,839 | 0 | 14,040 | 0 | For |
| Charles Schwab | 437,606 | 0 | 0 | 0 | For |
| Nationwide | 424,018 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 347,957 | 0 | 0 | 0 | For |
| Tidal Trust III | 0 | 0 | 347,019 | 0 | Abstain |
| Brown Capital Management Mutual Funds | 341,892 | 0 | 0 | 0 | For |
| Waddell & Reed | 0 | 0 | 330,513 | 0 | Abstain |
Showing the 25 largest of 100 asset managers. See all 100 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
VERTEX INC.’s own tally for this item (“Elect Director: J. Richard Stamm”): 827,054,383 for, 15,025,515 withheld, per its Form 8-K filed 2025-06-17 (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 100 asset managers below cast 100% of the shares they voted on this item FOR (27,209,822 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,769,775 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 2,120,267 | 0 | 0 | 0 | For |
| Neuberger Berman | 2,094,375 | 0 | 0 | 0 | For |
| Fidelity | 783,698 | 0 | 1,199,329 | 0 | Abstain |
| Capital Group | 1,850,488 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,285,171 | 0 | 563,761 | 0 | For |
| Putnam | 1,677,336 | 0 | 0 | 0 | For |
| BlackRock | 1,406,229 | 0 | 0 | 0 | For |
| Invesco | 1,257,426 | 0 | 0 | 0 | For |
| Virtus | 1,051,800 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 938,197 | 0 | 0 | 0 | For |
| JPMorgan | 903,439 | 0 | 0 | 0 | For |
| ALGER FUNDS | 0 | 0 | 892,448 | 0 | Abstain |
| Loomis Sayles | 852,459 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 0 | 0 | 750,407 | 0 | Abstain |
| Federated Hermes | 573,600 | 0 | 0 | 0 | For |
| Brighthouse | 431,284 | 0 | 97,216 | 0 | For |
| OLD WESTBURY FUNDS INC | 0 | 0 | 523,040 | 0 | Abstain |
| Jackson National | 459,839 | 0 | 14,040 | 0 | For |
| Charles Schwab | 437,606 | 0 | 0 | 0 | For |
| Nationwide | 424,018 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 347,957 | 0 | 0 | 0 | For |
| Tidal Trust III | 0 | 0 | 347,019 | 0 | Abstain |
| Brown Capital Management Mutual Funds | 341,892 | 0 | 0 | 0 | For |
| Waddell & Reed | 0 | 0 | 330,513 | 0 | Abstain |
Showing the 25 largest of 100 asset managers. See all 100 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
VERTEX INC.’s own tally for this item (“Elect Director: Mark J. Mendola”): 841,066,540 for, 1,013,358 withheld, per its Form 8-K filed 2025-06-17 (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 100 asset managers below cast 100% of the shares they voted on this item FOR (33,881,842 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,769,775 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 2,120,267 | 0 | 0 | 0 | For |
| Neuberger Berman | 2,094,375 | 0 | 0 | 0 | For |
| Fidelity | 1,983,027 | 0 | 0 | 0 | For |
| Capital Group | 1,850,488 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,285,171 | 0 | 563,761 | 0 | For |
| Putnam | 1,677,336 | 0 | 0 | 0 | For |
| BlackRock | 1,406,229 | 0 | 0 | 0 | For |
| Invesco | 1,257,426 | 0 | 0 | 0 | For |
| Virtus | 1,051,800 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 938,197 | 0 | 0 | 0 | For |
| JPMorgan | 903,439 | 0 | 0 | 0 | For |
| ALGER FUNDS | 892,448 | 0 | 0 | 0 | For |
| Loomis Sayles | 852,459 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 750,407 | 0 | 0 | 0 | For |
| Federated Hermes | 573,600 | 0 | 0 | 0 | For |
| Brighthouse | 450,389 | 0 | 78,111 | 0 | For |
| OLD WESTBURY FUNDS INC | 523,040 | 0 | 0 | 0 | For |
| Jackson National | 473,879 | 0 | 0 | 0 | For |
| Charles Schwab | 437,606 | 0 | 0 | 0 | For |
| Nationwide | 424,018 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 347,957 | 0 | 0 | 0 | For |
| Tidal Trust III | 347,019 | 0 | 0 | 0 | For |
| Brown Capital Management Mutual Funds | 341,892 | 0 | 0 | 0 | For |
| Waddell & Reed | 330,513 | 0 | 0 | 0 | For |
Showing the 25 largest of 100 asset managers. See all 100 in the interactive database.
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (99,654 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Saba Capital Income & Opportunities Fund | 61,107 | 0 | 12,033 | 0 | For |
| Saba Capital Income & Opportunities Fund II | 33,682 | 0 | 6,632 | 0 | For |
| BOSUN ASSET MANAGEMENT, LLC | 4,865 | 0 | 0 | 0 | For |
Ranked by the number of VERTEX INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting.
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | Vanguard | 6,769,775 |
| 2 | CONESTOGA FUNDS | 2,120,267 |
| 3 | Neuberger Berman | 2,094,375 |
| 4 | Fidelity | 1,983,027 |
| 5 | Capital Group | 1,850,488 |
| 6 | T. Rowe Price | 1,848,932 |
| 7 | Putnam | 1,677,336 |
| 8 | BlackRock | 1,406,229 |
| 9 | Invesco | 1,257,426 |
| 10 | Virtus | 1,051,800 |
Shown as share counts, not percentages: no shares-outstanding figure has been matched to VERTEX INC. for the 2024-2025 season, so there is no denominator to divide by.
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 02 October 2026; a live search always shows the current data.
At VERTEX INC.'s shareholder meeting held 2025-06-11, in the 2024-2025 proxy season, 103 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,068 separate fund positions. Their filings are grouped here into 5 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 ratification of the appointment of Crowe LLP as our independent registered public… — 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 2025-06-17.
VERTEX INC. proxy season coverage: 2023-2024 · 2024-2025 (this page).