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Compiled from SEC Form N-PX filings and VERTEX INC.’s Form 8-K, filed June 17, 2025 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of June 11, 2025: 4 items on VERTEX INC.’s Form 8-K, filed June 17, 2025: 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
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 17, 2025 (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: Philip Saunders | 828,556,917 | -- | -- | 13,522,981 | 3,506,615 | 98% | Elected | — |
| Elect Director: J. Richard Stamm | 827,054,383 | -- | -- | 15,025,515 | 3,506,615 | 98% | Elected | — |
| Elect Director: Mark J. Mendola | 841,066,540 | -- | -- | 1,013,358 | 3,506,615 | 99.8% | Elected | — |
| 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 | 99.9% | Approved | — |
Source: VERTEX INC., Form 8-K, filed with the SEC on June 17, 2025 — 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.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of directors: Philip Saunders
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 June 17, 2025 (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 2028 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.
The 100 asset managers below reported 28,786,168 for, 5,504,956 withheld, 477,519 abstained, 496 not voted.
| 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 | 0 | 563,761 | Mixed |
| Putnam | 1,677,336 | 0 | 0 | 0 | For |
| BlackRock | 1,406,229 | 0 | 0 | 0 | For |
| Invesco | 1,257,426 | 0 | 0 | 0 | For |
| JPMorgan | 1,101,345 | 0 | 0 | 0 | For |
| Virtus | 1,051,800 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 938,197 | 0 | 0 | 0 | For |
| ALGER FUNDS | 0 | 0 | 0 | 892,448 | Withhold |
| Loomis Sayles | 852,459 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 0 | 0 | 0 | 750,407 | Withhold |
| Federated Hermes | 573,600 | 0 | 0 | 0 | For |
| Brighthouse | 431,284 | 0 | 0 | 97,216 | Mixed |
| OLD WESTBURY FUNDS INC | 0 | 0 | 0 | 523,040 | Withhold |
| 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 | 0 | 347,019 | Withhold |
| Brown Capital Management Mutual Funds | 341,892 | 0 | 0 | 0 | For |
| Waddell & Reed | 0 | 0 | 0 | 330,513 | Withhold |
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
Description as filed by funds: Election of directors: J. Richard Stamm
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 June 17, 2025 (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 2028 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.
The 100 asset managers below reported 27,407,728 for, 6,883,396 withheld, 477,519 abstained, 496 not voted.
| 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 | 0 | 1,199,329 | Mixed |
| Capital Group | 1,850,488 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,285,171 | 0 | 0 | 563,761 | Mixed |
| Putnam | 1,677,336 | 0 | 0 | 0 | For |
| BlackRock | 1,406,229 | 0 | 0 | 0 | For |
| Invesco | 1,257,426 | 0 | 0 | 0 | For |
| JPMorgan | 1,101,345 | 0 | 0 | 0 | For |
| Virtus | 1,051,800 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 938,197 | 0 | 0 | 0 | For |
| ALGER FUNDS | 0 | 0 | 0 | 892,448 | Withhold |
| Loomis Sayles | 852,459 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 0 | 0 | 0 | 750,407 | Withhold |
| Federated Hermes | 573,600 | 0 | 0 | 0 | For |
| Brighthouse | 431,284 | 0 | 0 | 97,216 | Mixed |
| OLD WESTBURY FUNDS INC | 0 | 0 | 0 | 523,040 | Withhold |
| 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 | 0 | 347,019 | Withhold |
| Brown Capital Management Mutual Funds | 341,892 | 0 | 0 | 0 | For |
| Waddell & Reed | 0 | 0 | 0 | 330,513 | Withhold |
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
Description as filed by funds: Election of directors: Mark J. Mendola
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 June 17, 2025 (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 2028 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: 99.8% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 100 asset managers below reported 34,079,748 for, 687,221 withheld, 1,674 abstained, 496 not voted.
| 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 | 0 | 563,761 | Mixed |
| Putnam | 1,677,336 | 0 | 0 | 0 | For |
| BlackRock | 1,406,229 | 0 | 0 | 0 | For |
| Invesco | 1,257,426 | 0 | 0 | 0 | For |
| JPMorgan | 1,101,345 | 0 | 0 | 0 | For |
| Virtus | 1,051,800 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 938,197 | 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 | 0 | 78,111 | Mixed |
| 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.
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, 2025.
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 — passed, per its Form 8-K filed June 17, 2025 (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, 2025 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 103 asset managers below reported 34,810,533 for, 792 against, 2 withheld, 496 not voted.
| 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 |
| JPMorgan | 1,101,345 | 0 | 0 | 0 | For |
| Virtus | 1,051,800 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 938,197 | 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.
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 | 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 | JPMorgan | 1,101,345 |
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | BOSUN ASSET MANAGEMENT, LLC | 4,865 |
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 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 11, 2025, in the 2024-2025 proxy season, 103 asset managers reported how they voted on 4 ballot items in their SEC Form N-PX filings, covering 1,056 separate fund positions. On the most widely held item on that ballot — The ratification of the appointment of Crowe LLP as our independent registered public… — 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 17, 2025.
VERTEX INC. proxy season coverage: 2023-2024 · 2024-2025 (this page).
Download data (CSV): ballot items · votes by manager · column guide.