VERX Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 43.25%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $182,196,045.46

Vertex Insider Trading History Chart

Vertex Share Price & Price History

^$19.45

▼ -0.33 (-1.67%)

As of 12/4/2025 05:00 PM ET

Days: 30 | 90 | 365

Vertex Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
6/24/2025	Item Second Irr. Trust Fbo Ann	Insider	Sell	14,425	$35.24	$508,337.00	173,074
6/23/2025	Item Second Irr. Trust Fbo Ann	Insider	Sell	510	$35.00	$17,850.00	187,499
6/20/2025	Item Second Irr. Trust Fbo Ann	Insider	Sell	8,832	$35.12	$310,179.84	188,009
6/18/2025	Item Second Irr. Trust Fbo Ann	Insider	Sell	157,874	$35.93	$5,672,412.82	196,841
6/17/2025	Item Second Irr. Trust Fbo Ann	Insider	Sell	145,111	$37.16	$5,392,324.76	354,715
6/16/2025	Item Second Irr. Trust Fbo Ann	Insider	Sell	78,248	$36.87	$2,885,003.76	499,826
6/9/2025	Jeffrey Westphal	Insider	Sell	3,000,000	$38.45	$115,350,000.00	7,895
5/13/2025	David DeStefano	CEO	Sell	109,415	$37.70	$4,124,945.50	1,066,587
5/13/2025	Ryan J. Leib	CAO	Sell	5,755	$38.00	$218,690.00
3/19/2025	Bryan T.R. Rowland	General Counsel	Sell	43,228	$35.98	$1,555,343.44	132
1/22/2025	Item Second Irr. Trust Fbo Kyl	Major Shareholder	Sell	53,843	$56.48	$3,041,052.64	1,229,257
12/12/2024	Jeffrey Westphal	Insider	Sell	575,000	$53.01	$30,480,750.00	7,895
12/11/2024	David DeStefano	CEO	Sell	216,268	$55.04	$11,903,390.72	293,345
12/9/2024	Item Second Irr. Trust Fbo Kyl	Major Shareholder	Sell	13,346	$55.13	$735,764.98	1,344,754
11/26/2024	Bryan T.R. Rowland	General Counsel	Sell	3,020	$55.08	$166,341.60
11/26/2024	David DeStefano	CEO	Sell	25,607	$55.05	$1,409,665.35	221,932
11/22/2024	John Richard Stamm	Director	Sell	2,500	$53.81	$134,525.00	15,535
11/20/2024	Item Second Irr. Trust Fbo Kyl	Major Shareholder	Sell	40,966	$52.16	$2,136,786.56	1,389,134
11/18/2024	David DeStefano	CEO	Sell	22,275	$49.55	$1,103,726.25	293,246
11/14/2024	David DeStefano	CEO	Sell	159,107	$49.61	$7,893,298.27	332,290
11/11/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	8,485	$49.50	$420,007.50	782,706
11/11/2024	Jeffrey Westphal	Major Shareholder	Sell	2,485,000	$48.90	$121,516,500.00	7,895
11/7/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	26,645	$51.40	$1,369,553.00	906,061
10/14/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	56,419	$40.77	$2,300,202.63	932,706
10/11/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	46,098	$40.48	$1,866,047.04	989,125
10/9/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	49,114	$41.31	$2,028,899.34	1,067,852
10/7/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	52,713	$41.02	$2,162,287.26	1,144,993
10/3/2024	Jeffrey Westphal	Major Shareholder	Sell	1,225,000	$39.42	$48,289,500.00	7,895
8/26/2024	Item Second Irr. Trust Fbo Kyl	Major Shareholder	Sell	158,900	$37.27	$5,922,203.00	1,430,100
8/22/2024	John R. Schwab	CFO	Sell	25,000	$35.81	$895,250.00	53,104
8/22/2024	John Richard Stamm	Director	Sell	16,000	$35.95	$575,200.00	21,635
7/23/2024	Jeffrey Westphal	Major Shareholder	Sell	1,500,000	$37.81	$56,715,000.00	1,054,641
6/5/2024	Jeffrey Westphal	Major Shareholder	Sell	1,500,000	$32.93	$49,395,000.00	2,554,641
4/5/2024	Jeffrey Westphal	Major Shareholder	Sell	791,133	$30.05	$23,773,546.65	1,554,641
3/27/2024	2020 Irrevocable Trust For Ben	insider	Sell	30,692	$30.22	$927,512.24
3/25/2024	2020 Irrevocable Trust For Ben	Insider	Sell	47,522	$30.09	$1,429,936.98	81,361
3/20/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	10,955	$30.04	$329,088.20	1,200,665
3/18/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	6,967	$30.04	$209,288.68	1,242,793
3/14/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	8,538	$30.01	$256,225.38	1,249,760
3/14/2024	Lisa Butler	CAO	Sell	8,290	$29.63	$245,632.70	250
3/12/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	9,749	$30.01	$292,567.49	1,259,598
3/8/2024	Item Second Irr. Trust Fbo Ann	Insider	Sell	20,113	$30.14	$606,205.82	1,107,759
3/6/2024	Item Second Irr. Trust Fbo Ann	Insider	Sell	10,589	$30.01	$317,775.89	1,147,736
3/5/2024	John R. Schwab	CFO	Sell	10,000	$30.00	$300,000.00	53,104
3/5/2024	John Richard Stamm	Director	Sell	6,500	$29.48	$191,620.00	15,930
3/4/2024	Item Second Irr. Trust Fbo Ann	Insider	Sell	173,391	$30.34	$5,260,682.94	1,165,074
3/1/2024	Item Second Irr. Trust Fbo Ann	Insider	Sell	26,609	$33.62	$894,594.58	1,338,465
12/18/2023	John R. Schwab	CFO	Sell	25,000	$26.55	$663,750.00	23,316
12/13/2023	Item Second Irr. Trust Fbo Jac	Insider	Sell	11,400	$28.18	$321,252.00	1,597,706
12/11/2023	Item Second Irr. Trust Fbo Jac	Insider	Sell	49,049	$28.72	$1,408,687.28	1,658,305
12/8/2023	Item Second Irr. Trust Fbo Jac	Insider	Sell	50,227	$28.65	$1,439,003.55	1,707,354
12/6/2023	Item Second Irr. Trust Fbo Jac	Insider	Sell	21,696	$29.41	$638,079.36	1,797,134
12/4/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	18,900	$27.82	$525,798.00	1,630,148
12/1/2023	Item Second Irr. Trust Fbo Jac	Insider	Sell	79,200	$27.77	$2,199,384.00	1,860,445
11/29/2023	Item Second Irr. Trust Fbo Jac	Insider	Sell	67,000	$28.89	$1,935,630.00	2,022,000
11/15/2023	Item Second Irr. Trust Fbo Jac	Insider	Sell	50,318	$26.35	$1,325,879.30	2,089,000
11/14/2023	Jeffery Westphal	Major Shareholder	Sell	1,899,025	$26.06	$49,488,591.50	7,895
11/13/2023	Item Second Irr. Trust Fbo Jac	Insider	Sell	4,682	$27.35	$128,052.70	2,184,318
11/9/2023	Tensile Capital Management Lp	Major Shareholder	Sell	253,484	$26.49	$6,714,791.16	5,403,233
11/8/2023	Item Second Irr. Trust Fbo Kyl	Insider	Sell	105,337	$22.72	$2,393,256.64	1,889,000
11/6/2023	Item Second Irr. Trust Fbo Kyl	Insider	Sell	126,155	$22.29	$2,811,994.95	2,151,724
11/3/2023	Item Second Irr. Trust Fbo Kyl	Insider	Sell	168,208	$23.36	$3,929,338.88	2,277,879
11/1/2023	Item Second Irr. Trust Fbo Kyl	Insider	Sell	63,195	$23.60	$1,491,402.00	2,525,805
10/9/2023	Tensile Capital Management Lp	Major Shareholder	Sell	20,000	$23.98	$479,600.00	5,666,717
10/6/2023	Tensile Capital Management Lp	Major Shareholder	Sell	120,000	$24.25	$2,910,000.00	5,686,717
10/2/2023	Jeffery Westphal	Major Shareholder	Sell	1,103,475	$22.32	$24,629,562.00	1,076,727
9/29/2023	Tensile Capital Management Lp	Major Shareholder	Sell	60,000	$23.36	$1,401,600.00	5,806,717
8/28/2023	John Richard Stamm	Director	Sell	10,691	$22.41	$239,585.31	32,430
8/14/2023	Eric C. Andersen	Director	Sell	15,121	$19.50	$294,859.50	97,309
7/14/2023	Jeffery Westphal	Major Shareholder	Sell	89,236	$18.66	$1,665,143.76	5,584,181
7/14/2023	Lisa Butler	CAO	Sell	10,000	$18.71	$187,100.00	250
7/12/2023	Jeffery Westphal	Major Shareholder	Sell	80,816	$18.90	$1,527,422.40	5,828,563
6/30/2023	Jeffery Westphal	Major Shareholder	Sell	608,798	$19.08	$11,615,865.84	1,301,202
6/28/2023	Jeffery Westphal	Major Shareholder	Sell	800,000	$18.26	$14,608,000.00	6,509,379
6/15/2023	David DeStefano	CEO	Sell	100,000	$20.43	$2,043,000.00	259,074
6/15/2023	Lisa Butler	CAO	Sell	10,000	$20.89	$208,900.00	250
5/15/2023	John R. Schwab	CFO	Sell	30,000	$19.61	$588,300.00	23,316
5/15/2023	Lisa Butler	CAO	Sell	10,000	$19.56	$195,600.00	250
4/21/2023	Tensile Capital Management Lp	Major Shareholder	Sell	4,383	$22.32	$97,828.56	5,866,717
4/19/2023	Tensile Capital Management Lp	Major Shareholder	Sell	44,313	$22.61	$1,001,916.93	5,925,945
4/17/2023	Lisa Butler	CAO	Sell	10,000	$22.45	$224,500.00	250
4/5/2023	Item Second Irr. Trust Fbo Jac	Insider	Sell	18,780	$21.33	$400,577.40	100,000
4/3/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	27,123	$21.05	$570,939.15	155,260
3/30/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	35,766	$20.52	$733,918.32	214,750
3/28/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	5,730	$19.18	$109,901.40	294,270
3/22/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	10,533	$18.23	$192,016.59	300,000
3/20/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	2,354	$18.25	$42,960.50	321,912
3/17/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	30,153	$18.29	$551,498.37	324,266
3/16/2023	Jeffery Westphal	Major Shareholder	Sell	1,375,164	$17.75	$24,409,161.00	7,309,379
3/15/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	27,417	$18.42	$505,021.14	427,681
3/15/2023	Lisa Butler	CAO	Sell	10,000	$18.09	$180,900.00	250
3/14/2023	Jeffery Westphal	Major Shareholder	Sell	23,884	$18.67	$445,914.28	8,794,868
3/13/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	17,376	$18.21	$316,416.96	479,686
3/10/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	2,938	$18.07	$53,089.66	497,062
3/8/2023	Bryan T.R. Rowland	General Counsel	Sell	81,729	$16.51	$1,349,345.79	3,911
3/8/2023	Jeffery Westphal	Major Shareholder	Sell	62,857	$18.63	$1,171,025.91	8,853,836
3/8/2023	Lisa Butler	CAO	Sell	22,894	$16.42	$375,919.48	250
3/2/2023	Jeffery Westphal	Major Shareholder	Sell	50,000	$15.66	$783,000.00	8,916,693
2/28/2023	Jeffery Westphal	Major Shareholder	Sell	44,391	$15.82	$702,265.62	9,005,609
12/14/2022	David DeStefano	CEO	Sell	9,089	$16.14	$146,696.46	267,660
12/12/2022	David DeStefano	CEO	Sell	9,631	$16.05	$154,577.55	306,749

SEC Filings (Institutional Ownership Changes) for Vertex (NASDAQ:VERX)

70.32% of Vertex stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Vertex Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/24/2025	Fulcrum Asset Management LLP	1,929	$48K	0.0%	-85.8%	0.001%
11/21/2025	CIBC Bancorp USA Inc.	21,491	$0.53M	0.0%	N/A	0.013%
11/18/2025	Fulcrum Asset Management LLP	40,074	$0.99M	0.7%	-85.8%	0.025%
11/17/2025	Morningstar Investment Management LLC	34,240	$0.85M	0.0%	N/A	0.021%
11/17/2025	Dark Forest Capital Management LP	81,547	$2.02M	0.1%	N/A	0.051%
11/17/2025	XTX Topco Ltd	20,123	$0.50M	0.0%	-44.3%	0.013%
11/17/2025	Wasatch Advisors LP	2,728,504	$67.64M	0.4%	+9.2%	1.710%
11/17/2025	Tidal Investments LLC	396,254	$9.82M	0.0%	-1.0%	0.248%
11/17/2025	Park West Asset Management LLC	1,250,000	$30.99M	2.6%	N/A	0.784%
11/17/2025	Nomura Holdings Inc.	9,970	$0.25M	0.0%	N/A	0.006%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	74,282	$1.84M	0.0%	-10.6%	0.047%
11/17/2025	Jain Global LLC	31,258	$0.78M	0.0%	-80.1%	0.020%
11/17/2025	Holocene Advisors LP	44,620	$1.11M	0.0%	N/A	0.028%
11/17/2025	Hyperion Capital Advisors LP	540,000	$13.39M	7.2%	N/A	0.338%
11/17/2025	Granahan Investment Management LLC	289,309	$7.17M	0.3%	+431.5%	0.181%
11/17/2025	Fred Alger Management LLC	702,970	$17.43M	0.1%	-58.4%	0.441%
11/17/2025	Bamco Inc. NY	248,042	$6.15M	0.0%	N/A	0.155%
11/14/2025	SummitTX Capital L.P.	18,847	$0.47M	0.0%	+97.7%	0.012%
11/14/2025	California State Teachers Retirement System	68,533	$1.70M	0.0%	+8.8%	0.043%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	124,180	$3.08M	0.0%	-39.0%	0.078%
11/14/2025	2Xideas AG	63,266	$1.57M	0.3%	N/A	0.040%
11/14/2025	Wellington Management Group LLP	2,161,501	$53.58M	0.0%	+76.7%	1.355%
11/14/2025	Comerica Bank	275,371	$6.83M	0.0%	-0.5%	0.173%
11/14/2025	Nicolet Advisory Services LLC	18,831	$0.47M	0.0%	+25.1%	0.012%
11/14/2025	Glenmede Investment Management LP	23,724	$0.59M	0.0%	-3.9%	0.015%
11/13/2025	Legacy Advisors LLC	1,343,779	$33.31M	4.1%	+2,730.1%	0.843%
11/13/2025	Kennedy Capital Management LLC	135,290	$3.35M	0.1%	-19.0%	0.085%
11/13/2025	ShawSpring Partners LLC	1,081,446	$26.81M	4.0%	+51.8%	0.678%
11/13/2025	Johnson Financial Group Inc.	5,263	$0.13M	0.0%	N/A	0.003%
11/13/2025	Arrowstreet Capital Limited Partnership	61,026	$1.51M	0.0%	-80.2%	0.038%
11/13/2025	Pier Capital LLC	291,859	$7.24M	1.1%	+26.0%	0.183%
11/13/2025	Geneva Capital Management LLC	2,932,884	$72.71M	1.2%	-2.8%	1.839%
11/13/2025	BNP Paribas Financial Markets	343,590	$8.52M	0.0%	-90.5%	0.215%
11/13/2025	Legal & General Group Plc	82,316	$2.04M	0.0%	+3.4%	0.052%
11/13/2025	Swiss National Bank	142,000	$3.52M	0.0%	+8.9%	0.089%
11/13/2025	Russell Investments Group Ltd.	22,598	$0.56M	0.0%	+66.9%	0.014%
11/13/2025	B. Metzler seel. Sohn & Co. AG	35,565	$0.88M	0.0%	+12.1%	0.022%
11/13/2025	Natixis Advisors LLC	12,280	$0.30M	0.0%	-18.9%	0.008%
11/13/2025	Neo Ivy Capital Management	14,174	$0.35M	0.1%	N/A	0.009%
11/13/2025	Neuberger Berman Group LLC	2,988,570	$74.09M	0.1%	-5.6%	1.874%
11/12/2025	Barclays PLC	843,224	$20.90M	0.0%	-81.7%	0.529%
11/12/2025	Dimensional Fund Advisors LP	987,265	$24.48M	0.0%	+3.4%	0.619%
11/12/2025	Teachers Retirement System of The State of Kentucky	44,484	$1.10M	0.0%	+8.5%	0.028%
11/12/2025	Victory Capital Management Inc.	8,354	$0.21M	0.0%	+9.9%	0.005%
11/12/2025	Champlain Investment Partners LLC	2,049,490	$50.81M	0.4%	+19.9%	1.285%
11/12/2025	Royce & Associates LP	110,525	$2.74M	0.0%	+56.7%	0.069%
11/12/2025	IVY Lane Capital Management LLC	94,000	$2.33M	2.6%	N/A	0.059%
11/12/2025	William Blair Investment Management LLC	854,381	$21.18M	0.1%	+12.2%	0.536%
11/12/2025	Quantbot Technologies LP	75,914	$1.88M	0.1%	N/A	0.048%
11/12/2025	Banco Santander S.A.	177,826	$4.41M	0.0%	-47.4%	0.112%
11/12/2025	Artisan Partners Limited Partnership	728,453	$18.06M	0.0%	-3.5%	0.457%
11/12/2025	Intech Investment Management LLC	27,879	$0.69M	0.0%	-25.7%	0.017%
11/12/2025	US Bancorp DE	1,105	$27K	0.0%	-36.0%	0.001%
11/10/2025	North Star Asset Management Inc.	195,015	$4.83M	0.2%	+47.8%	0.122%
11/10/2025	AXQ Capital LP	20,865	$0.52M	0.2%	N/A	0.013%
11/10/2025	Ameritas Investment Partners Inc.	5,436	$0.14M	0.0%	-18.2%	0.003%
11/10/2025	Premier Fund Managers Ltd	573,357	$14.56M	0.6%	-37.9%	0.360%
11/7/2025	CenterBook Partners LP	42,720	$1.06M	0.1%	+113.1%	0.027%
11/7/2025	Summitry LLC	9,664	$0.24M	0.0%	+14.9%	0.006%
11/7/2025	Vanguard Group Inc.	8,387,126	$207.92M	0.0%	+9.0%	5.259%
11/7/2025	TimesSquare Capital Management LLC	1,091,262	$27.05M	0.4%	+2.2%	0.684%
11/7/2025	Herald Investment Management Ltd	200,000	$4.96M	0.7%	+81.8%	0.125%
11/7/2025	Aberdeen Group plc	1,445,834	$35.97M	0.1%	-1.0%	0.907%
11/6/2025	Assetmark Inc.	2,804	$70K	0.0%	-40.9%	0.002%
11/6/2025	Illinois Municipal Retirement Fund	15,051	$0.37M	0.0%	-43.2%	0.009%
11/6/2025	Rhumbline Advisers	94,645	$2.35M	0.0%	-2.9%	0.059%
11/6/2025	ProShare Advisors LLC	11,126	$0.28M	0.0%	-16.6%	0.007%
11/6/2025	Oppenheimer Asset Management Inc.	59,722	$1.48M	0.0%	+10.3%	0.037%
11/5/2025	Bessemer Group Inc.	36,991	$0.92M	0.0%	-93.6%	0.023%
11/5/2025	Envestnet Asset Management Inc.	193,519	$4.80M	0.0%	-3.7%	0.121%
11/4/2025	Brown Capital Management LLC	1,302,663	$32.29M	1.3%	-8.8%	0.817%
11/4/2025	State of Wyoming	6,466	$0.16M	0.0%	+37.9%	0.004%
11/4/2025	Principal Financial Group Inc.	892,949	$22.14M	0.0%	+44.6%	0.560%
11/4/2025	Keybank National Association OH	11,762	$0.29M	0.0%	+49.5%	0.007%
11/3/2025	AlphaQuest LLC	10,732	$0.27M	0.0%	+10.4%	0.007%
11/3/2025	Arizona State Retirement System	21,641	$0.54M	0.0%	+8.6%	0.014%
11/3/2025	Gagnon Advisors LLC	232,479	$5.76M	3.6%	+43.7%	0.146%
11/3/2025	Gagnon Securities LLC	378,685	$9.39M	1.9%	+40.3%	0.237%
11/3/2025	New York State Common Retirement Fund	384,709	$9.54M	0.0%	-56.2%	0.241%
11/3/2025	Federated Hermes Inc.	101,360	$2.51M	0.0%	-82.3%	0.064%
11/3/2025	Truist Financial Corp	10,239	$0.25M	0.0%	-16.9%	0.006%
11/3/2025	EFG Asset Management North America Corp.	149,475	$3.71M	0.5%	+39.9%	0.094%
10/31/2025	Kornitzer Capital Management Inc. KS	268,817	$6.66M	0.1%	+2.7%	0.169%
10/31/2025	Whittier Trust Co. of Nevada Inc.	137,913	$3.46M	0.1%	+0.4%	0.086%
10/31/2025	Whittier Trust Co.	265,579	$6.66M	0.1%	+1.8%	0.167%
10/31/2025	Y Intercept Hong Kong Ltd	50,794	$1.26M	0.0%	N/A	0.032%
10/29/2025	Verdence Capital Advisors LLC	11,538	$0.30M	0.0%	+5.5%	0.007%
10/29/2025	Mizuho Markets Americas LLC	392,927	$9.74M	0.2%	+10.6%	0.246%
10/29/2025	Massachusetts Financial Services Co. MA	3,567,902	$88.45M	0.0%	+231.0%	2.237%
10/28/2025	Pembroke Management LTD	818,053	$20.28M	2.0%	+8.0%	0.513%
10/28/2025	Campbell & CO Investment Adviser LLC	16,799	$0.42M	0.0%	-65.5%	0.011%
10/24/2025	Conestoga Capital Advisors LLC	2,543,000	$63.04M	1.0%	-25.2%	1.595%
10/24/2025	Summit Creek Advisors LLC	189,789	$4.71M	0.7%	-7.6%	0.119%
10/23/2025	Peregrine Capital Management LLC	252,579	$6.26M	0.2%	-2.6%	0.158%
10/23/2025	SG Americas Securities LLC	12,511	$0.31M	0.0%	+320.3%	0.008%
10/21/2025	Lazard Freres Gestion S.A.S.	70,000	$1.74M	0.0%	+250.0%	0.044%
10/20/2025	Diversified Trust Co	23,975	$0.59M	0.0%	+26.1%	0.015%
10/17/2025	Norris Perne & French LLP MI	206,136	$5.11M	0.4%	-18.2%	0.129%
10/14/2025	Westwind Capital	337,013	$8.36M	1.7%	-0.7%	0.211%
10/9/2025	Voya Investment Management LLC	142,975	$3.54M	0.0%	-18.8%	0.090%

Data available starting January 2016

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers tax determination; compliance and reporting, including workflow management tools, role-based security, and event logging; tax data management; document management; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; and managed services, including tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Today's Range

Now: $19.45

$19.35

$19.82

50 Day Range

MA: $22.39

$19.10

$25.94

52 Week Range

Now: $19.45

$18.54

$60.71

Volume

1,883,869 shs

Average Volume

1,492,300 shs

Market Capitalization

$3.10 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.68

Who are the company insiders with the largest holdings of Vertex?: Vertex's top insider shareholders include:
Jeffrey Westphal (Major Shareholder)
Item Second Irr Trust Fbo Jac (Insider)
Item Second Irr Trust Fbo Ann (Insider)
Item Second Irr Trust Fbo Kyl (Major Shareholder)
David Destefano (CEO)
2020 Irrevocable Trust For Ben (Insider)
John R Schwab (CFO)
John Richard Stamm (Director)
Jeffrey Westphal (Insider)
Lisa Butler (CAO)
Bryan TR Rowland (General Counsel)
Ryan J Leib (CAO)
Learn More about top insider investors at Vertex.
Who are the major institutional investors of Vertex?: Vertex's top institutional shareholders include:
Vanguard Group Inc. — 5.26%
Massachusetts Financial Services Co. MA — 2.24%
Neuberger Berman Group LLC — 1.87%
Geneva Capital Management LLC — 1.84%
Wasatch Advisors LP — 1.71%
Conestoga Capital Advisors LLC — 1.59%
Learn More about top institutional investors of Vertex stock.
Which major investors are selling Vertex stock?: Within the previous quarter, VERX stock was sold by these institutional investors:
Barclays PLC
BNP Paribas Financial Markets
Fred Alger Management LLC
Conestoga Capital Advisors LLC
Bessemer Group Inc.
New York State Common Retirement Fund
Federated Hermes Inc.
Premier Fund Managers Ltd
Within the last year, company insiders that have sold Vertex company stock include:
Jeffrey Westphal (Major Shareholder)
Item Second Irr Trust Fbo Jac (Insider)
Item Second Irr Trust Fbo Ann (Insider)
Item Second Irr Trust Fbo Kyl (Major Shareholder)
David Destefano (CEO)
2020 Irrevocable Trust For Ben (Insider)
Learn More investors selling Vertex stock.
Which major investors are buying Vertex stock?: During the previous quarter, VERX stock was acquired by institutional investors including:
Massachusetts Financial Services Co. MA
Legacy Advisors LLC
Park West Asset Management LLC
Wellington Management Group LLP
Vanguard Group Inc.
Hyperion Capital Advisors LP
ShawSpring Partners LLC
Champlain Investment Partners LLC