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At Vertex, Inc.'s shareholder meeting held June 10, 2026, in the 2025-2026 proxy season, 71 asset managers reported how they voted on 4 ballot items in their SEC Form N-PX filings, covering 780 separate fund positions. On the most widely held item on that ballot — Election of directors: Eric Andersen — Vertex, Inc.'s filing reports the nominee as elected, with 97% support of the votes cast (FOR divided by FOR plus WITHHELD, because this ballot offered only for and withhold; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: Vertex, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 11, 2026.
Download data (CSV): ballot items · votes by manager · column guide.
Compiled from SEC Form N-PX filings and Vertex, Inc.’s Form 8-K, filed June 11, 2026 (Item 5.07 on EDGAR). Page generated November 8, 2026.
Meeting of June 10, 2026: 4 items on Vertex, Inc.’s Form 8-K, filed June 11, 2026: 3 elected · 1 approved.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
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 June 11, 2026 (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 | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Eric Andersen | 815,856,932 | -- | -- | 23,184,805 | 7,910,119 | 97% | Elected | — |
| Elect Director: David DeStefano | 835,946,632 | -- | -- | 3,095,105 | 7,910,119 | 99.6% | Elected | — |
| Elect Director: Christopher Young | 837,340,096 | -- | -- | 1,701,641 | 7,910,119 | 99.7% | Elected | — |
| The appointment of Crowe LLP as our independent auditor for the fiscal year ending December 31, 2026 | 846,882,485 | 19,075 | 50,296 | -- | 0 | 99.9% | Approved | — |
Source: Vertex, Inc., Form 8-K, filed with the SEC on June 11, 2026 — read the filing on EDGAR.
Each item below shows how the 71 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.
Combines 7 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of directors: Eric Andersen
Vertex, Inc.’s own tally for this item (“Elect Director: Eric Andersen”): 815,856,932 for, 23,184,805 withheld, per its Form 8-K filed June 11, 2026 (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.
Reported outcome: Elected, in the filing’s own words: “The following nominees were elected as directors, each to hold office until the 2029 Annual Meeting of Stockholders, or the earlier to occur of his or her death, disqualification, resignation, or removal or the appointment of his or her successor, by the vote set forth below:”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 14,348,292 for, 6,524,096 withheld, 716,788 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,608 | 0 | 141 | 17,345 | For |
| BlackRock | 2,787,969 | 0 | 0 | 0 | For |
| Fidelity | 717,743 | 0 | 0 | 1,623,582 | Mixed |
| JPMorgan | 913,044 | 0 | 0 | 0 | For |
| Prudential/PGIM | 719,214 | 0 | 0 | 153,032 | Mixed |
| Nationwide | 89,982 | 0 | 0 | 660,526 | Mixed |
| Charles Schwab | 0 | 0 | 0 | 604,789 | Withhold |
| Goldman Sachs | 472,659 | 0 | 0 | 30,841 | Mixed |
| Virtus | 0 | 0 | 0 | 488,511 | Withhold |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 442,020 | Withhold |
| NORTHERN LIGHTS FUND TRUST III | 0 | 0 | 0 | 425,090 | Withhold |
| Brown Advisory Funds | 0 | 0 | 357,115 | 0 | Abstain |
| State Street | 195 | 0 | 0 | 353,543 | Withhold |
| Brown Capital Management Mutual Funds | 0 | 0 | 0 | 303,815 | Withhold |
| BUFFALO FUNDS | 267,218 | 0 | 0 | 0 | For |
| Principal | 0 | 0 | 0 | 246,174 | Withhold |
| Jackson National | 0 | 0 | 227,172 | 0 | Abstain |
| Dimensional | 0 | 0 | 0 | 186,423 | Withhold |
| Equitable | 98,187 | 0 | 0 | 45,714 | Mixed |
| Royce | 0 | 0 | 0 | 136,000 | Withhold |
| TIAA | 0 | 0 | 0 | 128,113 | Withhold |
| QUANTITATIVE MASTER SERIES LLC | 116,898 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 99,907 | Withhold |
| NYLIM VP FUNDS TRUST | 0 | 0 | 0 | 92,317 | Withhold |
| Saba Capital Income & Opportunities Fund | 42,185 | 0 | 34,797 | 0 | Mixed |
Showing the 25 largest of 71 asset managers. All 71 are in the interactive database (link above).
Combines 8 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: Election of directors: David DeStefano
Vertex, Inc.’s own tally for this item (“Elect Director: David DeStefano”): 835,946,632 for, 3,095,105 withheld, per its Form 8-K filed June 11, 2026 (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.
Reported outcome: Elected, in the filing’s own words: “The following nominees were elected as directors, each to hold office until the 2029 Annual Meeting of Stockholders, or the earlier to occur of his or her death, disqualification, resignation, or removal or the appointment of his or her successor, by the vote set forth below:”
Support: 99.6% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 20,344,729 for, 1,223,899 withheld, 20,548 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,729 | 0 | 20 | 17,345 | For |
| BlackRock | 2,787,969 | 0 | 0 | 0 | For |
| Fidelity | 1,850,951 | 0 | 0 | 490,374 | Mixed |
| JPMorgan | 913,044 | 0 | 0 | 0 | For |
| Prudential/PGIM | 863,714 | 0 | 0 | 8,532 | For |
| Nationwide | 750,508 | 0 | 0 | 0 | For |
| Charles Schwab | 604,789 | 0 | 0 | 0 | For |
| Goldman Sachs | 503,500 | 0 | 0 | 0 | For |
| Virtus | 488,511 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 442,020 | 0 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST III | 0 | 0 | 0 | 425,090 | Withhold |
| Brown Advisory Funds | 357,115 | 0 | 0 | 0 | For |
| State Street | 353,376 | 0 | 0 | 362 | For |
| Brown Capital Management Mutual Funds | 303,815 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 267,218 | 0 | 0 | 0 | For |
| Principal | 246,174 | 0 | 0 | 0 | For |
| Jackson National | 215,167 | 0 | 12,005 | 0 | Mixed |
| Dimensional | 0 | 0 | 0 | 186,423 | Withhold |
| Equitable | 98,187 | 0 | 0 | 45,714 | Mixed |
| Royce | 136,000 | 0 | 0 | 0 | For |
| TIAA | 128,113 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 116,898 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 99,907 | 0 | 0 | 0 | For |
| NYLIM VP FUNDS TRUST | 92,317 | 0 | 0 | 0 | For |
| Saba Capital Income & Opportunities Fund | 72,057 | 0 | 4,925 | 0 | Mixed |
Showing the 25 largest of 71 asset managers. All 71 are in the interactive database (link above).
Combines 7 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
Description as filed by funds: Election of directors: Christopher Young
Vertex, Inc.’s own tally for this item (“Elect Director: Christopher Young”): 837,340,096 for, 1,701,641 withheld, per its Form 8-K filed June 11, 2026 (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.
Reported outcome: Elected, in the filing’s own words: “The following nominees were elected as directors, each to hold office until the 2029 Annual Meeting of Stockholders, or the earlier to occur of his or her death, disqualification, resignation, or removal or the appointment of his or her successor, by the vote set forth below:”
Support: 99.7% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 21,094,775 for, 490,374 withheld, 4,027 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,859,083 | 0 | 11 | 0 | For |
| BlackRock | 2,787,969 | 0 | 0 | 0 | For |
| Fidelity | 1,850,951 | 0 | 0 | 490,374 | Mixed |
| JPMorgan | 913,044 | 0 | 0 | 0 | For |
| Prudential/PGIM | 872,246 | 0 | 0 | 0 | For |
| Nationwide | 750,508 | 0 | 0 | 0 | For |
| Charles Schwab | 604,789 | 0 | 0 | 0 | For |
| Goldman Sachs | 503,500 | 0 | 0 | 0 | For |
| Virtus | 488,511 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 442,020 | 0 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST III | 425,090 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 357,115 | 0 | 0 | 0 | For |
| State Street | 353,738 | 0 | 0 | 0 | For |
| Brown Capital Management Mutual Funds | 303,815 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 267,218 | 0 | 0 | 0 | For |
| Principal | 246,174 | 0 | 0 | 0 | For |
| Jackson National | 227,172 | 0 | 0 | 0 | For |
| Dimensional | 186,423 | 0 | 0 | 0 | For |
| Equitable | 143,901 | 0 | 0 | 0 | For |
| Royce | 136,000 | 0 | 0 | 0 | For |
| TIAA | 128,113 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 116,898 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 99,907 | 0 | 0 | 0 | For |
| NYLIM VP FUNDS TRUST | 92,317 | 0 | 0 | 0 | For |
| Saba Capital Income & Opportunities Fund | 74,322 | 0 | 2,660 | 0 | For |
Showing the 25 largest of 71 asset managers. All 71 are in the interactive database (link above).
99.9% Approved · of votes cast
Description as filed by funds: The ratification of the appointment of Crowe LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2026.
Vertex, Inc.’s own tally for this item (“The appointment of Crowe LLP as our independent auditor for the fiscal year ending December 31, 2026 was ratified by the vote set forth below:”): 846,882,485 for, 19,075 against — passed, per its Form 8-K filed June 11, 2026 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “The appointment of Crowe LLP as our independent auditor for the fiscal year ending December 31, 2026 was ratified by the vote set forth below:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 71 asset managers below reported 21,589,027 for, 34 against, 115 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,859,094 | 0 | 0 | 0 | For |
| BlackRock | 2,787,969 | 0 | 0 | 0 | For |
| Fidelity | 2,341,325 | 0 | 0 | 0 | For |
| JPMorgan | 913,044 | 0 | 0 | 0 | For |
| Prudential/PGIM | 872,246 | 0 | 0 | 0 | For |
| Nationwide | 750,508 | 0 | 0 | 0 | For |
| Charles Schwab | 604,789 | 0 | 0 | 0 | For |
| Goldman Sachs | 503,500 | 0 | 0 | 0 | For |
| Virtus | 488,511 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 442,020 | 0 | 0 | 0 | For |
| NORTHERN LIGHTS FUND TRUST III | 425,090 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 357,115 | 0 | 0 | 0 | For |
| State Street | 353,738 | 0 | 0 | 0 | For |
| Brown Capital Management Mutual Funds | 303,815 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 267,218 | 0 | 0 | 0 | For |
| Principal | 246,174 | 0 | 0 | 0 | For |
| Jackson National | 227,172 | 0 | 0 | 0 | For |
| Dimensional | 186,423 | 0 | 0 | 0 | For |
| Equitable | 143,901 | 0 | 0 | 0 | For |
| Royce | 136,000 | 0 | 0 | 0 | For |
| TIAA | 128,113 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 116,898 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 99,907 | 0 | 0 | 0 | For |
| NYLIM VP FUNDS TRUST | 92,317 | 0 | 0 | 0 | For |
| Saba Capital Income & Opportunities Fund | 76,883 | 22 | 76 | 0 | For |
Showing the 25 largest of 71 asset managers. All 71 are in the interactive database (link above).
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported.
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | Vanguard | 7,859,094 |
| 2 | BlackRock | 2,787,969 |
| 3 | Fidelity | 2,341,325 |
| 4 | JPMorgan | 913,044 |
| 5 | Prudential/PGIM | 872,246 |
| 6 | Nationwide | 750,508 |
| 7 | Charles Schwab | 604,789 |
| 8 | Goldman Sachs | 503,500 |
| 9 | Virtus | 488,511 |
| 10 | WILLIAM BLAIR FUNDS | 442,020 |
Shown as share counts, not percentages: no shares-outstanding figure has been matched to Vertex, Inc. for the 2025-2026 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 funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 November 8, 2026; a live search always shows the current data.
Vertex, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).
proxyvotesnow.com, “Vertex (VERX) 2026 Annual Meeting: Vote Results & How Funds Voted”, https://proxyvotesnow.com/company/vertex-inc/2026 (version of November 8, 2026). Derived from SEC Form N-PX and Form 8-K filings; tables licensed CC BY 4.0. Licence: CC BY 4.0.