VERX Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 43.25%

Insider Buying (Last 12 Months): $5,636,339.20

Insider Selling (Last 12 Months): $134,479,743.68

Vertex Insider Trading History Chart

Vertex Share Price & Price History

^$12.86

▼ -0.12 (-0.92%)

As of 03/20/2026 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
2/20/2026	Eric C. Andersen	Director	Buy	40,000	$12.91	$516,400.00	150,341
2/17/2026	Jeffrey Westphal	Insider	Buy	150,000	$12.53	$1,879,500.00	397,740
2/13/2026	Jeffrey Westphal	Insider	Buy	247,740	$13.08	$3,240,439.20	247,740
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

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
2/19/2026	Invesco Ltd.	61,019	$1.22M	0.0%	+14.5%	0.038%
2/18/2026	Empowered Funds LLC	2,271	$45K	0.0%	N/A	0.001%
2/18/2026	XTX Topco Ltd	107,909	$2.16M	0.1%	+436.2%	0.068%
2/18/2026	VARCOV Co.	19,578	$0.39M	0.2%	N/A	0.012%
2/18/2026	Wellington Management Group LLP	1,540,091	$30.76M	0.0%	-28.7%	0.965%
2/18/2026	Saba Capital Management L.P.	263,474	$5.26M	0.2%	+29.5%	0.165%
2/18/2026	Millennium Management LLC	22,775	$0.46M	0.0%	-89.7%	0.014%
2/18/2026	Janus Henderson Group PLC	776,392	$15.51M	0.0%	-3.1%	0.487%
2/17/2026	Brown Capital Management LLC	610,332	$12.19M	1.0%	-53.1%	0.383%
2/17/2026	Cetera Investment Advisers	28,336	$0.57M	0.0%	-22.3%	0.018%
2/17/2026	EFG International AG	145,763	$2.91M	0.1%	N/A	0.091%
2/17/2026	Jain Global LLC	72,293	$1.44M	0.0%	+131.3%	0.045%
2/17/2026	Park West Asset Management LLC	1,833,428	$36.61M	3.0%	+46.7%	1.149%
2/17/2026	Sciencast Management LP	43,180	$0.86M	0.1%	N/A	0.027%
2/17/2026	Price T Rowe Associates Inc. MD	70,642	$1.41M	0.0%	+24.8%	0.044%
2/17/2026	Russell Investments Group Ltd.	14,935	$0.30M	0.0%	-33.9%	0.009%
2/17/2026	Atom Investors LP	14,067	$0.28M	0.0%	+39.6%	0.009%
2/17/2026	Granahan Investment Management LLC	150,299	$3M	0.1%	-48.0%	0.094%
2/17/2026	State of Wisconsin Investment Board	20,877	$0.42M	0.0%	+16.4%	0.013%
2/17/2026	Fred Alger Management LLC	439,415	$8.78M	0.0%	-37.5%	0.275%
2/17/2026	Royal Bank of Canada	132,146	$2.64M	0.0%	-53.1%	0.083%
2/16/2026	Squarepoint Ops LLC	82,188	$1.64M	0.0%	N/A	0.052%
2/16/2026	Verition Fund Management LLC	28,105	$0.56M	0.0%	-67.6%	0.018%
2/16/2026	Public Employees Retirement Association of Colorado	6,386	$0.13M	0.0%	-98.6%	0.004%
2/16/2026	Fieldview Capital Management LLC	23,566	$0.47M	0.1%	N/A	0.015%
2/16/2026	Brown Advisory Inc.	2,778,876	$55.49M	0.1%	-9.8%	1.742%
2/16/2026	Bullseye Asset Management LLC	85,286	$1.70M	0.9%	-23.6%	0.053%
2/13/2026	Marshall Wace LLP	30,068	$0.60M	0.0%	-56.1%	0.019%
2/13/2026	Neuberger Berman Group LLC	2,820,247	$56.32M	0.0%	-5.6%	1.768%
2/13/2026	Headlands Technologies LLC	40,129	$0.80M	0.1%	N/A	0.025%
2/13/2026	DKRT Investments Corp.	20,000	$0.40M	0.1%	-33.3%	0.013%
2/13/2026	Champlain Investment Partners LLC	739,673	$14.77M	0.1%	-63.9%	0.464%
2/13/2026	Charles Schwab Investment Management Inc.	610,064	$12.18M	0.0%	+2.3%	0.382%
2/13/2026	State Street Corp	1,849,171	$36.93M	0.0%	+8.0%	1.159%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	282,431	$5.64M	0.0%	+127.4%	0.177%
2/13/2026	Wells Fargo & Company MN	86,794	$1.73M	0.0%	+58.9%	0.054%
2/13/2026	Y Intercept Hong Kong Ltd	189,019	$3.78M	0.1%	+272.1%	0.118%
2/13/2026	Banco Santander S.A.	184,826	$3.69M	0.0%	+3.9%	0.116%
2/13/2026	Hyperion Capital Advisors LP	650,000	$12.98M	6.4%	+20.4%	0.407%
2/13/2026	Gagnon Securities LLC	364,643	$7.28M	1.5%	-3.7%	0.229%
2/12/2026	Advisors Asset Management Inc.	3,320	$66K	0.0%	+36.9%	0.002%
2/12/2026	Cibc World Markets Corp	704,642	$14.07M	0.1%	N/A	0.442%
2/12/2026	Pembroke Management LTD	648,097	$12.94M	1.3%	-20.8%	0.406%
2/12/2026	Renaissance Technologies LLC	268,800	$5.37M	0.0%	N/A	0.168%
2/12/2026	Dimensional Fund Advisors LP	818,245	$16.34M	0.0%	-17.1%	0.513%
2/12/2026	Federated Hermes Inc.	51,049	$1.02M	0.0%	-49.6%	0.032%
2/12/2026	New York State Common Retirement Fund	282,075	$5.63M	0.0%	-26.7%	0.177%
2/12/2026	Campbell & CO Investment Adviser LLC	103,665	$2.07M	0.1%	+517.1%	0.065%
2/12/2026	Geneva Capital Management LLC	2,710,499	$54.13M	1.0%	-7.6%	1.699%
2/12/2026	Swiss National Bank	144,900	$2.89M	0.0%	+2.0%	0.091%
2/12/2026	Nuveen LLC	139,291	$2.78M	0.0%	-99.1%	0.087%
2/11/2026	Empowered Funds LLC	2,271	$45K	0.0%	N/A	0.001%
2/11/2026	Inceptionr LLC	13,662	$0.27M	0.1%	N/A	0.009%
2/11/2026	Deutsche Bank AG	218,694	$4.37M	0.0%	+330.5%	0.137%
2/11/2026	Strategic Advocates LLC	2,448	$49K	0.0%	-64.2%	0.002%
2/11/2026	LPL Financial LLC	17,214	$0.34M	0.0%	-38.2%	0.011%
2/11/2026	Franklin Resources Inc.	464,155	$9.27M	0.0%	-92.6%	0.291%
2/11/2026	CenterBook Partners LP	21,712	$0.43M	0.0%	-49.2%	0.014%
2/11/2026	Palladiem LLC	4,370	$88K	0.1%	N/A	0.003%
2/11/2026	State of Wyoming	12,132	$0.24M	0.0%	+87.6%	0.008%
2/10/2026	Natixis Advisors LLC	10,114	$0.20M	0.0%	-17.6%	0.006%
2/9/2026	Geode Capital Management LLC	1,792,864	$35.81M	0.0%	+5.5%	1.124%
2/9/2026	Royce & Associates LP	136,032	$2.72M	0.0%	+23.1%	0.085%
2/9/2026	Summitry LLC	11,412	$0.23M	0.0%	+18.1%	0.007%
2/9/2026	William Blair Investment Management LLC	1,215,172	$24.27M	0.1%	+42.2%	0.762%
2/9/2026	North Star Asset Management Inc.	220,477	$4.40M	0.2%	+13.1%	0.138%
2/6/2026	Mizuho Markets Americas LLC	378,927	$7.57M	0.1%	-3.6%	0.238%
2/6/2026	Global Retirement Partners LLC	1,603	$32K	0.0%	N/A	0.001%
2/6/2026	Lazard Freres Gestion S.A.S.	110,000	$2.20M	0.0%	+57.1%	0.069%
2/6/2026	PNC Financial Services Group Inc.	8,257	$0.17M	0.0%	+3,088.0%	0.005%
2/6/2026	Handelsbanken Fonder AB	16,100	$0.32M	0.0%	+10.3%	0.010%
2/6/2026	TimesSquare Capital Management LLC	766,222	$15.30M	0.2%	-29.8%	0.480%
2/6/2026	ProShare Advisors LLC	12,799	$0.26M	0.0%	+15.0%	0.008%
2/5/2026	Northwestern Mutual Wealth Management Co.	172,475	$3.44M	0.0%	+5,749,066.7%	0.108%
2/4/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	13,100	$0.26M	0.0%	N/A	0.008%
2/3/2026	Pier Capital LLC	244,568	$4.88M	0.8%	-16.2%	0.153%
2/3/2026	Premier Fund Managers Ltd	453,303	$9.08M	0.5%	-20.9%	0.284%
2/2/2026	Conestoga Capital Advisors LLC	2,506,653	$50.06M	0.8%	-1.4%	1.571%
1/30/2026	Jennison Associates LLC	991,820	$19.81M	0.0%	+21.1%	0.622%
1/29/2026	Comerica Bank	258,019	$5.15M	0.0%	-6.3%	0.162%
1/29/2026	Teachers Retirement System of The State of Kentucky	40,964	$0.82M	0.0%	-7.9%	0.026%
1/29/2026	Vanguard Group Inc.	8,348,597	$166.72M	0.0%	-0.5%	5.233%
1/28/2026	Arizona State Retirement System	20,447	$0.41M	0.0%	-5.5%	0.013%
1/28/2026	Peregrine Capital Management LLC	249,227	$4.98M	0.2%	-1.3%	0.156%
1/28/2026	Universal Beteiligungs und Servicegesellschaft mbH	15,234	$0.30M	0.0%	-99.5%	0.010%
1/27/2026	Zurcher Kantonalbank Zurich Cantonalbank	23,411	$0.47M	0.0%	+79.2%	0.015%
1/26/2026	Chicago Capital LLC	16,013	$0.32M	0.0%	N/A	0.010%
1/26/2026	Whittier Trust Co. of Nevada Inc.	8,578	$0.17M	0.0%	-93.8%	0.005%
1/26/2026	Whittier Trust Co.	6,565	$0.13M	0.0%	-97.5%	0.004%
1/23/2026	Assetmark Inc.	4,180	$83K	0.0%	+49.1%	0.003%
1/23/2026	Norris Perne & French LLP MI	259,854	$5.19M	0.3%	+26.1%	0.163%
1/22/2026	Massachusetts Financial Services Co. MA	2,698,276	$53.89M	0.0%	-24.4%	1.691%
1/16/2026	Aberdeen Group plc	1,221,776	$24.40M	0.0%	-15.5%	0.766%
1/16/2026	Banque Pictet & Cie SA	818,645	$16.35M	0.1%	-13.3%	0.513%
1/16/2026	Bank Pictet & Cie Europe AG	31,350	$0.63M	0.0%	-35.3%	0.020%
1/9/2026	SG Americas Securities LLC	34,315	$0.69M	0.0%	+174.3%	0.022%
1/9/2026	Diversified Trust Co.	16,304	$0.33M	0.0%	-32.0%	0.010%
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%

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: $12.86

$12.56

$13.13

50 Day Range

MA: $15.60

$12.03

$19.91

52 Week Range

Now: $12.86

$11.86

$42.44

Volume

1,566,700 shs

Average Volume

1,794,522 shs

Market Capitalization

$2.06 billion

P/E Ratio

321.58

Dividend Yield

N/A

Beta

0.64

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 Kyl (Major Shareholder)
Item Second Irr Trust Fbo Jac (Insider)
David Destefano (CEO)
Item Second Irr Trust Fbo Ann (Insider)
Jeffrey Westphal (Insider)
Eric C Andersen (Director)
2020 Irrevocable Trust For Ben (Insider)
John R Schwab (CFO)
John Richard Stamm (Director)
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. — 5.23%
Neuberger Berman Group LLC — 1.77%
Brown Advisory Inc. — 1.74%
Geneva Capital Management LLC — 1.70%
Massachusetts Financial Services Co. MA — 1.69%
Conestoga Capital Advisors LLC — 1.57%
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:
Nuveen LLC
Franklin Resources Inc.
Universal Beteiligungs und Servicegesellschaft mbH
Champlain Investment Partners LLC
Massachusetts Financial Services Co. MA
Brown Capital Management LLC
Wellington Management Group LLP
Public Employees Retirement Association of Colorado
Within the last year, company insiders that have sold Vertex company stock include:
Jeffrey Westphal (Major Shareholder)
Item Second Irr Trust Fbo Kyl (Major Shareholder)
Item Second Irr Trust Fbo Jac (Insider)
David Destefano (CEO)
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:
Cibc World Markets Corp
Park West Asset Management LLC
William Blair Investment Management LLC
Renaissance Technologies LLC
Jennison Associates LLC
Northwestern Mutual Wealth Management Co.
Deutsche Bank AG
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
In the last year, these company insiders have bought Vertex stock:
Jeffrey Westphal (Major Shareholder)
Item Second Irr Trust Fbo Kyl (Major Shareholder)
Learn More investors buying Vertex stock.