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Compiled from SEC Form N-PX filings and VERTEX INC.’s Form 8-K, filed June 18, 2024 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of June 12, 2024: 5 items on VERTEX INC.’s Form 8-K, filed June 18, 2024: 3 elected · 2 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
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 June 18, 2024 (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: Amanda Westphal Radcliffe | 898,732,615 | -- | -- | 23,603,773 | 3,462,689 | 97% | Elected | — |
| Elect Director: Stefanie Westphal Thompson | 903,500,953 | -- | -- | 18,835,435 | 3,462,689 | 98% | Elected | — |
| Elect Director: Bradley Gayton | 903,736,484 | -- | -- | 18,599,904 | 3,462,689 | 98% | Elected | — |
| 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 | 30,264 | 12,332 | -- | 0 | 99.9% | Approved | — |
| Advisory vote to approve our Named Executive Officer compensation was approved by the vote set forth below: | 921,551,093 | 776,872 | 8,423 | -- | 3,462,689 | 99.9% | Approved | — |
Source: VERTEX INC., Form 8-K, filed with the SEC on June 18, 2024 — read the filing on EDGAR.
Each item below shows how the 185 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 5 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of directors: Amanda Westphal Radcliffe
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 June 18, 2024 (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 2027 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.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,759,860 | 0 | 0 | 0 | For |
| Neuberger Berman | 2,381,364 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 0 | 0 | 1,960,002 | 0 | Abstain |
| ALGER FUNDS | 0 | 0 | 0 | 1,894,757 | Withhold |
| JPMorgan | 1,570,135 | 0 | 0 | 0 | For |
| Fidelity | 661,146 | 0 | 0 | 495,203 | Mixed |
| Putnam | 1,046,387 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 908,905 | 0 | Abstain |
| JANUS INVESTMENT FUND | 0 | 0 | 0 | 792,311 | Withhold |
| Capitol Series Trust | 0 | 0 | 0 | 467,000 | Withhold |
| Dimensional | 0 | 0 | 0 | 436,722 | Withhold |
| Brighthouse | 217,428 | 0 | 0 | 183,902 | Mixed |
| BUFFALO FUNDS | 345,257 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 304,604 | Withhold |
| John Hancock | 0 | 0 | 301,271 | 0 | Abstain |
| Allspring | 0 | 0 | 0 | 284,750 | Withhold |
| Invesco | 0 | 0 | 0 | 272,735 | Withhold |
| State Street | 80 | 0 | 0 | 268,766 | Withhold |
| First Trust | 0 | 0 | 0 | 261,283 | Withhold |
| OLD WESTBURY FUNDS INC | 0 | 0 | 0 | 258,450 | Withhold |
| Charles Schwab | 0 | 0 | 0 | 258,125 | Withhold |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 231,393 | Withhold |
| BlackRock | 205,648 | 0 | 0 | 0 | For |
| LIBERTY ALL STAR GROWTH FUND INC. | 0 | 0 | 0 | 195,947 | Withhold |
| Aberdeen | 0 | 0 | 0 | 191,932 | Withhold |
Fund voting reports, all 60 managers: 12,434,560 for, 7,630,152 withheld, 3,232,821 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TimesSquare Capital Management, LLC | 1,199,783 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 1,199,783 for.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of directors: Bradley Gayton
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 June 18, 2024 (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 2027 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: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,759,860 | 0 | 0 | 0 | For |
| Neuberger Berman | 2,381,364 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 1,960,002 | 0 | 0 | 0 | For |
| ALGER FUNDS | 0 | 0 | 0 | 1,894,757 | Withhold |
| JPMorgan | 1,570,135 | 0 | 0 | 0 | For |
| Fidelity | 1,156,349 | 0 | 0 | 0 | For |
| Putnam | 1,046,387 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 908,905 | 0 | Abstain |
| JANUS INVESTMENT FUND | 0 | 0 | 0 | 792,311 | Withhold |
| Capitol Series Trust | 0 | 0 | 0 | 467,000 | Withhold |
| Dimensional | 0 | 0 | 0 | 436,722 | Withhold |
| Brighthouse | 217,428 | 0 | 0 | 183,902 | Mixed |
| BUFFALO FUNDS | 345,257 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 304,604 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 301,271 | 0 | Abstain |
| Allspring | 0 | 0 | 0 | 284,750 | Withhold |
| Invesco | 272,735 | 0 | 0 | 0 | For |
| State Street | 99,986 | 0 | 0 | 168,860 | Mixed |
| First Trust | 0 | 0 | 0 | 261,283 | Withhold |
| OLD WESTBURY FUNDS INC | 0 | 0 | 0 | 258,450 | Withhold |
| Charles Schwab | 258,125 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 231,393 | Withhold |
| BlackRock | 205,648 | 0 | 0 | 0 | For |
| LIBERTY ALL STAR GROWTH FUND INC. | 0 | 0 | 0 | 195,947 | Withhold |
| Aberdeen | 0 | 0 | 0 | 191,932 | Withhold |
Fund voting reports, all 60 managers: 15,988,921 for, 6,035,954 withheld, 1,272,658 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TimesSquare Capital Management, LLC | 1,199,783 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 1,199,783 for.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of directors: Stefanie Westphal Thompson
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 June 18, 2024 (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 2027 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: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,759,860 | 0 | 0 | 0 | For |
| Neuberger Berman | 2,381,364 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 1,960,002 | 0 | 0 | 0 | For |
| ALGER FUNDS | 0 | 0 | 0 | 1,894,757 | Withhold |
| JPMorgan | 1,570,135 | 0 | 0 | 0 | For |
| Fidelity | 1,156,349 | 0 | 0 | 0 | For |
| Putnam | 1,046,387 | 0 | 0 | 0 | For |
| Loomis Sayles | 0 | 0 | 908,905 | 0 | Abstain |
| JANUS INVESTMENT FUND | 0 | 0 | 0 | 792,311 | Withhold |
| Capitol Series Trust | 0 | 0 | 0 | 467,000 | Withhold |
| Dimensional | 0 | 0 | 0 | 436,722 | Withhold |
| Brighthouse | 217,428 | 0 | 0 | 183,902 | Mixed |
| BUFFALO FUNDS | 345,257 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 304,604 | Withhold |
| John Hancock | 0 | 0 | 301,271 | 0 | Abstain |
| Allspring | 0 | 0 | 0 | 284,750 | Withhold |
| Invesco | 272,735 | 0 | 0 | 0 | For |
| State Street | 80 | 0 | 0 | 268,766 | Withhold |
| First Trust | 0 | 0 | 0 | 261,283 | Withhold |
| OLD WESTBURY FUNDS INC | 258,450 | 0 | 0 | 0 | For |
| Charles Schwab | 258,125 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 231,393 | Withhold |
| BlackRock | 205,648 | 0 | 0 | 0 | For |
| LIBERTY ALL STAR GROWTH FUND INC. | 0 | 0 | 0 | 195,947 | Withhold |
| Aberdeen | 0 | 0 | 0 | 191,932 | Withhold |
Fund voting reports, all 60 managers: 15,871,794 for, 6,153,081 withheld, 1,272,658 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TimesSquare Capital Management, LLC | 1,199,783 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 1,199,783 for.
Combines 11 wordings of this item as funds reported it.
99.9% Approved · of votes cast
Description as filed by funds: The approval, on an advisory basis, of the compensation of our named executive officers ("Say-On-Pay").
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 — passed, per its Form 8-K filed June 18, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Advisory vote to approve our Named Executive Officer compensation was approved by the vote set forth below:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,759,860 | 0 | 0 | 0 | For |
| Neuberger Berman | 2,381,364 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 1,960,002 | 0 | 0 | 0 | For |
| ALGER FUNDS | 1,894,757 | 0 | 0 | 0 | For |
| JPMorgan | 1,570,135 | 0 | 0 | 0 | For |
| Fidelity | 1,156,349 | 0 | 0 | 0 | For |
| Putnam | 1,046,387 | 0 | 0 | 0 | For |
| Loomis Sayles | 908,905 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 792,311 | 0 | 0 | 0 | For |
| Capitol Series Trust | 467,000 | 0 | 0 | 0 | For |
| Dimensional | 436,722 | 0 | 0 | 0 | For |
| Brighthouse | 401,330 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 345,257 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 304,604 | 0 | 0 | 0 | For |
| John Hancock | 301,271 | 0 | 0 | 0 | For |
| Allspring | 284,750 | 0 | 0 | 0 | For |
| Invesco | 272,735 | 0 | 0 | 0 | For |
| State Street | 268,846 | 0 | 0 | 0 | For |
| First Trust | 261,283 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 258,450 | 0 | 0 | 0 | For |
| Charles Schwab | 258,125 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 231,393 | 0 | 0 | 0 | For |
| BlackRock | 205,648 | 0 | 0 | 0 | For |
| LIBERTY ALL STAR GROWTH FUND INC. | 195,947 | 0 | 0 | 0 | For |
| Aberdeen | 0 | 191,932 | 0 | 0 | Against |
Fund voting reports, all 61 managers: 23,113,840 for, 191,932 against. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Tensile Capital Management LP | 4,745,550 | 0 | 0 | 0 | For |
| Neuberger Berman | 3,560,867 | 0 | 0 | 0 | For |
| WEATHERBIE CAPITAL, LLC | 2,059,459 | 0 | 0 | 0 | For |
| JPMorgan | 1,698,676 | 0 | 0 | 0 | For |
| FRED ALGER MANAGEMENT, LLC | 1,541,514 | 0 | 0 | 0 | For |
| NEXT CENTURY GROWTH INVESTORS LLC | 1,257,643 | 0 | 0 | 0 | For |
| TimesSquare Capital Management, LLC | 1,199,783 | 0 | 0 | 0 | For |
| Putnam | 1,082,679 | 0 | 0 | 0 | For |
| Pembroke Management, LTD | 891,836 | 0 | 0 | 0 | For |
| BlackRock | 864,702 | 0 | 0 | 0 | For |
| Janus Henderson | 827,940 | 0 | 0 | 0 | For |
| Conestoga Capital Advisors, LLC | 825,133 | 0 | 0 | 0 | For |
| Aperture Investors, LLC | 818,225 | 0 | 0 | 0 | For |
| PALISADE CAPITAL MANAGEMENT, LP | 794,783 | 0 | 0 | 0 | For |
| FULLER & THALER ASSET MANAGEMENT, INC. | 744,642 | 0 | 0 | 0 | For |
| STRS OHIO | 668,310 | 0 | 0 | 0 | For |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 642,406 | 0 | 0 | 0 | For |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 569,936 | 0 | 0 | 0 | For |
| Granahan Investment Management, LLC | 546,542 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 542,703 | 0 | 0 | 0 | For |
| Fidelity | 521,005 | 0 | 0 | 0 | For |
| Aberdeen | 0 | 496,338 | 0 | 0 | Against |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | 473,961 | 0 | 0 | 0 | For |
| Allspring | 370,297 | 0 | 0 | 0 | For |
| AXIOM INVESTORS LLC /DE | 360,985 | 0 | 0 | 0 | For |
Institutional-manager reports, all 143 managers: 34,031,272 for, 596,293 against, 70 not voted, 82 unknown. Showing the 25 largest; see all in the interactive database.
Combines 2 wordings of this item as funds reported it.
15% Fund and manager reports combined; may count the same shares twice · no official result
Description as filed by funds: The approval, on an advisory basis, of the preferred frequency of future advisory votes on the compensation of our named executive officers.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 0 | 0 | 0 | 0 | -- |
| Neuberger Berman | 0 | 0 | 0 | 0 | -- |
| ALGER FUNDS | 0 | 0 | 0 | 0 | -- |
| Fidelity | 0 | 0 | 0 | 0 | -- |
| Putnam | 0 | 0 | 0 | 0 | -- |
| JANUS INVESTMENT FUND | 0 | 0 | 0 | 0 | -- |
| Dimensional | 0 | 0 | 0 | 0 | -- |
| Brighthouse | 0 | 0 | 0 | 0 | -- |
| Columbia Threadneedle | 0 | 0 | 0 | 0 | -- |
| Allspring | 0 | 0 | 0 | 0 | -- |
| Invesco | 0 | 0 | 0 | 0 | -- |
| State Street | 0 | 0 | 0 | 0 | -- |
| First Trust | 0 | 0 | 0 | 0 | -- |
| OLD WESTBURY FUNDS INC | 0 | 0 | 0 | 0 | -- |
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| WILLIAM BLAIR FUNDS | 0 | 0 | 0 | 0 | -- |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| LIBERTY ALL STAR GROWTH FUND INC. | 0 | 0 | 0 | 0 | -- |
| Aberdeen | 0 | 0 | 0 | 0 | -- |
| GuideStone | 0 | 0 | 0 | 0 | -- |
| AIG/SunAmerica | 0 | 0 | 0 | 0 | -- |
| SEI | 0 | 0 | 0 | 0 | -- |
| ALGER PORTFOLIOS | 0 | 0 | 0 | 0 | -- |
| ALGER INSTITUTIONAL FUNDS | 0 | 0 | 0 | 0 | -- |
| Victory Capital | 0 | 0 | 0 | 0 | -- |
Fund voting reports, all 46 managers: 25,499 for, 17,041,363 1 year, 445,041 3 year. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Neuberger Berman | 0 | 0 | 0 | 0 | -- |
| WEATHERBIE CAPITAL, LLC | 0 | 0 | 0 | 0 | -- |
| FRED ALGER MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| NEXT CENTURY GROWTH INVESTORS LLC | 0 | 0 | 0 | 0 | -- |
| TimesSquare Capital Management, LLC | 0 | 0 | 0 | 0 | -- |
| Putnam | 0 | 0 | 0 | 0 | -- |
| Pembroke Management, LTD | 0 | 0 | 0 | 0 | -- |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| Janus Henderson | 0 | 0 | 0 | 0 | -- |
| Aperture Investors, LLC | 0 | 0 | 0 | 0 | -- |
| PALISADE CAPITAL MANAGEMENT, LP | 0 | 0 | 0 | 0 | -- |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0 | 0 | 0 | 0 | -- |
| STRS OHIO | 0 | 0 | 0 | 0 | -- |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| Granahan Investment Management, LLC | 0 | 0 | 0 | 0 | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| Fidelity | 0 | 0 | 0 | 0 | -- |
| Aberdeen | 0 | 0 | 0 | 0 | -- |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| Allspring | 0 | 0 | 0 | 0 | -- |
| AXIOM INVESTORS LLC /DE | 0 | 0 | 0 | 0 | -- |
| Point72 | 0 | 0 | 0 | 0 | -- |
| Two Sigma | 0 | 0 | 0 | 0 | -- |
| State Street | 0 | 0 | 0 | 0 | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | 0 | 0 | 0 | -- |
Institutional-manager reports, all 106 managers: 809 for, 148,379 against, 70 not voted, 24,545,161 1 year, 1,427,478 3 year, 131 2 year. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
97% Fund and manager reports combined; may count the same shares twice · no official result
Description as filed by funds: The option of "every three years" as the preferred frequency of future advisory votes on compensation of our named executive officers
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| CONESTOGA FUNDS | 0 | 0 | 0 | 0 | -- |
| JPMorgan | 0 | 0 | 0 | 0 | -- |
| Loomis Sayles | 0 | 0 | 0 | 0 | -- |
| BUFFALO FUNDS | 0 | 0 | 0 | 0 | -- |
| John Hancock | 0 | 0 | 0 | 0 | -- |
| AMG FUNDS | 0 | 0 | 0 | 0 | -- |
| Jackson National | 0 | 0 | 0 | 0 | -- |
| TRUST FOR PROFESSIONAL MANAGERS | 0 | 0 | 0 | 0 | -- |
| Harbor ETF Trust | 0 | 0 | 16,353 | 0 | Abstain |
| RIVERPARK FUNDS TRUST | 0 | 0 | 0 | 0 | -- |
| Allianz | 0 | 0 | 0 | 0 | -- |
| EA Series Trust | 0 | 0 | 0 | 0 | -- |
| WILSHIRE MUTUAL FUNDS INC | 0 | 0 | 0 | 0 | -- |
Fund voting reports, all 13 managers: 16,353 abstained, 5,252,210 1 year, 50,067 3 year.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Tensile Capital Management LP | 0 | 0 | 0 | 0 | -- |
| Conestoga Capital Advisors, LLC | 0 | 0 | 0 | 0 | -- |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0 | 0 | 0 | 0 | -- |
| Northern Trust | 0 | 0 | 0 | 0 | -- |
| ENVESTNET ASSET MANAGEMENT INC | 0 | 0 | 0 | 0 | -- |
| TRUIST FINANCIAL CORP | 0 | 0 | 0 | 0 | -- |
| OPPENHEIMER ASSET MANAGEMENT INC. | 0 | 0 | 0 | 0 | -- |
| JPMorgan | 2,193 | 0 | 0 | 0 | For |
| LPL Financial LLC | 0 | 0 | 0 | 0 | -- |
| Natixis | 0 | 0 | 0 | 0 | -- |
| PNC BANK, NATIONAL ASSOCIATION | 0 | 0 | 0 | 0 | -- |
| D.A. DAVIDSON & CO. | 0 | 0 | 0 | 0 | -- |
| Bryn Mawr Capital Management, LLC | 0 | 0 | 7,000 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 0 | 0 | -- |
| BOULDER HILL CAPITAL MANAGEMENT LP | 0 | 0 | 0 | 0 | -- |
| BOOTHBAY FUND MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| Cerity Partners LLC | 0 | 0 | 0 | 0 | -- |
| Evolution Wealth Advisors, LLC | 240 | 0 | 240 | 0 | Mixed |
| GARDNER LEWIS ASSET MANAGEMENT L P | 0 | 0 | 0 | 0 | -- |
| Corient Private Wealth LLC | 0 | 0 | 0 | 0 | -- |
| RAYMOND JAMES & ASSOCIATES | 0 | 0 | 0 | 0 | -- |
| ADVISOR PARTNERS II, LLC | 0 | 0 | 53 | 0 | Abstain |
| MERCER GLOBAL ADVISORS INC /ADV | 0 | 0 | 0 | 86 | Withhold |
| Portside Wealth Group, LLC | 0 | 0 | 0 | 0 | -- |
| US BANK NATIONAL ASSOCIATION | 0 | 0 | 0 | 0 | -- |
Institutional-manager reports, all 31 managers: 2,433 for, 86 withheld, 7,293 abstained, 4,746,640 3 year, 2,034,747 1 year, 82 unknown. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
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, 2024.
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 — passed, per its Form 8-K filed June 18, 2024 (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, 2024 was ratified by the vote set forth below:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,759,860 | 0 | 0 | 0 | For |
| Neuberger Berman | 2,381,364 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 1,960,002 | 0 | 0 | 0 | For |
| ALGER FUNDS | 1,894,757 | 0 | 0 | 0 | For |
| JPMorgan | 1,570,135 | 0 | 0 | 0 | For |
| Fidelity | 1,156,349 | 0 | 0 | 0 | For |
| Putnam | 1,046,387 | 0 | 0 | 0 | For |
| Loomis Sayles | 908,905 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 792,311 | 0 | 0 | 0 | For |
| Capitol Series Trust | 467,000 | 0 | 0 | 0 | For |
| Dimensional | 436,722 | 0 | 0 | 0 | For |
| Brighthouse | 401,330 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 345,257 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 304,604 | 0 | 0 | 0 | For |
| John Hancock | 301,271 | 0 | 0 | 0 | For |
| Allspring | 284,750 | 0 | 0 | 0 | For |
| Invesco | 272,735 | 0 | 0 | 0 | For |
| State Street | 268,846 | 0 | 0 | 0 | For |
| First Trust | 261,283 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 258,450 | 0 | 0 | 0 | For |
| Charles Schwab | 258,125 | 0 | 0 | 0 | For |
| WILLIAM BLAIR FUNDS | 231,393 | 0 | 0 | 0 | For |
| BlackRock | 205,648 | 0 | 0 | 0 | For |
| LIBERTY ALL STAR GROWTH FUND INC. | 195,947 | 0 | 0 | 0 | For |
| Aberdeen | 191,932 | 0 | 0 | 0 | For |
Fund voting reports, all 61 managers: 23,305,619 for, 153 against. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TimesSquare Capital Management, LLC | 1,199,783 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 1,199,783 for.
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 | 5,759,860 |
| 2 | Neuberger Berman | 2,381,364 |
| 3 | CONESTOGA FUNDS | 1,960,002 |
| 4 | ALGER FUNDS | 1,894,757 |
| 5 | JPMorgan | 1,570,135 |
| 6 | Fidelity | 1,156,349 |
| 7 | Putnam | 1,046,387 |
| 8 | Loomis Sayles | 908,905 |
| 9 | JANUS INVESTMENT FUND | 792,311 |
| 10 | Capitol Series Trust | 467,000 |
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | Tensile Capital Management LP | 4,745,550 |
| 2 | Neuberger Berman | 3,560,867 |
| 3 | WEATHERBIE CAPITAL, LLC | 2,059,459 |
| 4 | JPMorgan | 1,698,676 |
| 5 | FRED ALGER MANAGEMENT, LLC | 1,541,514 |
| 6 | NEXT CENTURY GROWTH INVESTORS LLC | 1,257,643 |
| 7 | TimesSquare Capital Management, LLC | 1,199,783 |
| 8 | Putnam | 1,082,679 |
| 9 | Pembroke Management, LTD | 891,836 |
| 10 | BlackRock | 864,702 |
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.
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 October 18, 2026; a live search always shows the current data.
At VERTEX INC.'s shareholder meeting held June 12, 2024, in the 2023-2024 proxy season, 185 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,264 separate fund positions. Their filings are grouped here into 7 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… — VERTEX INC.'s filing reports the proposal as approved, with 99.9% support 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). Source: VERTEX INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 18, 2024.
VERTEX INC. proxy season coverage: 2023-2024 (this page) · 2024-2025.
Download data (CSV): ballot items · votes by manager · column guide.