VERX Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 44.58%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $378,921,035.21

Vertex Insider Trading History Chart

Vertex Share Price & Price History

^$34.65

▲ +0.11 (0.32%)

As of 03/18/2025 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
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
11/23/2022	Kevin L. Robert	Director	Sell	11,843	$15.50	$183,566.50	31,510
11/17/2022	Jeffery Westphal	Major Shareholder	Sell	1,500,000	$15.15	$22,725,000.00	9,050,000
10/10/2022	David DeStefano	CEO	Sell	17,671	$14.56	$257,289.76	316,102
9/30/2022	David DeStefano	CEO	Sell	28,900	$13.94	$402,866.00	333,773
9/28/2022	David DeStefano	CEO	Sell	36,419	$13.59	$494,934.21	396,603
9/19/2022	David DeStefano	CEO	Sell	26,340	$13.73	$361,648.20	433,022
9/15/2022	David DeStefano	CEO	Sell	47,275	$14.51	$685,960.25	520,305
9/13/2022	Lisa Butler	CAO	Sell	47,793	$14.61	$698,255.73	3,144
7/29/2022	Jeffery Westphal	Major Shareholder	Sell	5,000,000	$7.35	$36,750,000.00	11,300,000
7/11/2022	Jeffery Westphal	Major Shareholder	Sell	69,562	$11.36	$790,224.32	1,347,937
7/7/2022	Jeffery Westphal	Major Shareholder	Sell	6,723	$12.03	$80,877.69	1,442,842
6/30/2022	Jeffery Westphal	Major Shareholder	Sell	150,000	$11.32	$1,698,000.00	1,511,420
6/13/2022	Lisa Butler	CAO	Sell	34,968	$9.68	$338,490.24	41,314

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
3/18/2025	California State Teachers Retirement System	54,677	$2.92M	0.0%	+4.8%	0.035%
3/12/2025	Palogic Value Management L.P.	100,000	$5.34M	0.1%	-20.0%	0.064%
2/28/2025	Universal Beteiligungs und Servicegesellschaft mbH	112,803	$6.02M	0.0%	N/A	0.072%
2/27/2025	Jefferies Financial Group Inc.	35,777	$1.91M	0.0%	N/A	0.023%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	165,521	$8.83M	0.0%	+18.6%	0.106%
2/17/2025	Voloridge Investment Management LLC	20,932	$1.12M	0.0%	N/A	0.013%
2/17/2025	Vident Advisory LLC	9,515	$0.51M	0.0%	-2.3%	0.006%
2/17/2025	Squarepoint Ops LLC	78,540	$4.19M	0.0%	-60.3%	0.050%
2/17/2025	Two Sigma Advisers LP	31,000	$1.65M	0.0%	-31.4%	0.020%
2/17/2025	Two Sigma Investments LP	32,434	$1.73M	0.0%	-36.8%	0.021%
2/17/2025	Tensile Capital Management LP	3,769,550	$201.11M	20.9%	-7.0%	2.417%
2/17/2025	Tidal Investments LLC	156,994	$8.38M	0.1%	N/A	0.101%
2/17/2025	State of Wyoming	4,020	$0.21M	0.0%	+52.2%	0.003%
2/17/2025	Saba Capital Management L.P.	77,292	$4.12M	0.1%	-2.3%	0.050%
2/17/2025	Sherbrooke Park Advisers LLC	4,650	$0.25M	0.1%	N/A	0.003%
2/17/2025	Silvercrest Asset Management Group LLC	620,589	$33.11M	0.2%	-1.3%	0.398%
2/17/2025	Redwood Investments LLC	33,431	$1.78M	0.5%	N/A	0.021%
2/17/2025	ProShare Advisors LLC	15,271	$0.82M	0.0%	+48.9%	0.010%
2/17/2025	Nuveen Asset Management LLC	153,985	$8.22M	0.0%	+5.0%	0.099%
2/17/2025	Occudo Quantitative Strategies LP	5,580	$0.30M	0.1%	N/A	0.004%
2/17/2025	Millennium Management LLC	292,494	$15.61M	0.0%	+87.4%	0.188%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	78,474	$4.19M	0.0%	+6.5%	0.050%
2/17/2025	Lazard Asset Management LLC	2,488	$0.13M	0.0%	+7,675.0%	0.002%
2/17/2025	Janus Henderson Group PLC	666,436	$35.56M	0.0%	-13.7%	0.427%
2/17/2025	Jefferies Financial Group Inc.	35,777	$1.91M	0.0%	N/A	0.023%
2/17/2025	Granahan Investment Management LLC	362,598	$19.35M	0.8%	-34.0%	0.232%
2/17/2025	G2 Investment Partners Management LLC	22,201	$1.18M	0.3%	-88.4%	0.014%
2/17/2025	FORA Capital LLC	9,164	$0.49M	0.1%	N/A	0.006%
2/17/2025	Fred Alger Management LLC	2,060,284	$109.92M	0.5%	-19.0%	1.321%
2/17/2025	D. E. Shaw & Co. Inc.	54,115	$2.89M	0.0%	+28.4%	0.035%
2/17/2025	Deutsche Bank AG	46,442	$2.48M	0.0%	-38.0%	0.030%
2/17/2025	Driehaus Capital Management LLC	1,063,711	$56.75M	0.5%	+5.1%	0.682%
2/17/2025	Corton Capital Inc.	5,041	$0.27M	0.2%	-26.6%	0.003%
2/17/2025	Cetera Investment Advisers	7,645	$0.41M	0.0%	+8.3%	0.005%
2/17/2025	Captrust Financial Advisors	4,691	$0.25M	0.0%	N/A	0.003%
2/17/2025	Balyasny Asset Management L.P.	73,616	$3.93M	0.0%	N/A	0.047%
2/17/2025	Baird Financial Group Inc.	118,360	$6.32M	0.0%	-2.8%	0.076%
2/17/2025	Bank of America Corp DE	551,620	$29.43M	0.0%	+47.8%	0.354%
2/17/2025	BNP Paribas Financial Markets	98,890	$5.28M	0.0%	N/A	0.063%
2/17/2025	Ameriprise Financial Inc.	1,149,840	$61.34M	0.0%	+17.6%	0.737%
2/14/2025	Jane Street Group LLC	108,870	$5.81M	0.0%	+72.1%	0.070%
2/14/2025	Comerica Bank	194,337	$10.37M	0.0%	-0.5%	0.125%
2/14/2025	PDT Partners LLC	26,900	$1.44M	0.1%	N/A	0.017%
2/14/2025	Northern Trust Corp	558,887	$29.82M	0.0%	+5.3%	0.358%
2/14/2025	The Manufacturers Life Insurance Company	31,173	$1.66M	0.0%	-7.3%	0.020%
2/14/2025	Public Employees Retirement Association of Colorado	510,267	$27.22M	0.1%	+21.3%	0.327%
2/14/2025	Aquatic Capital Management LLC	24,714	$1.32M	0.0%	-60.1%	0.016%
2/14/2025	Bullseye Asset Management LLC	76,360	$4.07M	1.9%	+13.8%	0.049%
2/14/2025	Lord Abbett & CO. LLC	1,016,425	$54.23M	0.2%	+8.9%	0.652%
2/14/2025	Voya Investment Management LLC	120,038	$6.40M	0.0%	+576.7%	0.077%
2/14/2025	RiverPark Advisors LLC	7,672	$0.41M	0.3%	-16.3%	0.005%
2/14/2025	Fuller & Thaler Asset Management Inc.	1,337,758	$71.37M	0.3%	+8.8%	0.858%
2/14/2025	T. Rowe Price Investment Management Inc.	1,490,385	$79.51M	0.0%	+39.6%	0.956%
2/14/2025	Price T Rowe Associates Inc. MD	851,127	$45.41M	0.0%	+233.7%	0.546%
2/14/2025	Quantessence Capital LLC	12,091	$0.65M	0.3%	N/A	0.008%
2/14/2025	Tower Research Capital LLC TRC	3,734	$0.20M	0.0%	+75.3%	0.002%
2/14/2025	Kayne Anderson Rudnick Investment Management LLC	1,158,849	$61.83M	0.1%	N/A	0.743%
2/14/2025	MetLife Investment Management LLC	33,275	$1.78M	0.0%	+5.7%	0.021%
2/14/2025	Dimensional Fund Advisors LP	824,299	$43.98M	0.0%	-9.5%	0.529%
2/14/2025	First Trust Advisors LP	236,034	$12.59M	0.0%	-8.5%	0.151%
2/13/2025	CANADA LIFE ASSURANCE Co	5,256	$0.28M	0.0%	-64.1%	0.003%
2/13/2025	EAM Global Investors LLC	73,837	$3.94M	0.7%	N/A	0.047%
2/13/2025	EAM Investors LLC	93,254	$4.98M	0.7%	N/A	0.060%
2/13/2025	Jump Financial LLC	23,700	$1.26M	0.0%	+276.5%	0.015%
2/13/2025	Barclays PLC	472,630	$25.21M	0.0%	-18.8%	0.303%
2/13/2025	Summit Investment Advisors Inc.	5,678	$0.30M	0.3%	+6.8%	0.004%
2/13/2025	Next Century Growth Investors LLC	326,997	$17.45M	1.3%	-35.1%	0.210%
2/13/2025	Rockefeller Capital Management L.P.	162,947	$8.69M	0.0%	N/A	0.104%
2/13/2025	Sterling Capital Management LLC	50,621	$2.70M	0.0%	-6.2%	0.032%
2/13/2025	Kennedy Capital Management LLC	171,048	$9.13M	0.2%	-16.9%	0.110%
2/13/2025	Neuberger Berman Group LLC	3,527,604	$188.20M	0.1%	+1.5%	2.262%
2/13/2025	F M Investments LLC	3,792	$0.20M	0.0%	N/A	0.002%
2/13/2025	Bessemer Group Inc.	561,161	$29.94M	0.0%	+4.1%	0.360%
2/13/2025	Raymond James Financial Inc.	11,155	$0.60M	0.0%	N/A	0.007%
2/13/2025	Renaissance Technologies LLC	94,700	$5.05M	0.0%	-69.4%	0.061%
2/13/2025	Legal & General Group Plc	67,461	$3.60M	0.0%	-1.4%	0.043%
2/13/2025	Invesco Ltd.	1,513,660	$80.75M	0.0%	+342.5%	0.971%
2/13/2025	FMR LLC	2,868,438	$153.03M	0.0%	+25.4%	1.839%
2/13/2025	Federated Hermes Inc.	690,957	$36.86M	0.1%	+53.8%	0.443%
2/13/2025	Envestnet Asset Management Inc.	179,268	$9.56M	0.0%	-3.9%	0.115%
2/13/2025	Dynamic Technology Lab Private Ltd	5,020	$0.27M	0.0%	-72.3%	0.003%
2/13/2025	Wells Fargo & Company MN	34,380	$1.83M	0.0%	+61.8%	0.022%
2/12/2025	Nicolet Advisory Services LLC	8,746	$0.46M	0.0%	+12.8%	0.006%
2/12/2025	Franklin Resources Inc.	2,129,099	$113.59M	0.0%	+26.0%	1.365%
2/12/2025	Scalar Gauge Management LLC	220,970	$11.79M	5.4%	N/A	0.142%
2/12/2025	Alliancebernstein L.P.	60,571	$3.23M	0.0%	+2.4%	0.039%
2/12/2025	Axiom Investors LLC DE	503,578	$26.87M	0.2%	+6.0%	0.323%
2/12/2025	Schroder Investment Management Group	7,436	$0.39M	0.0%	-80.5%	0.005%
2/12/2025	Arrowstreet Capital Limited Partnership	446,951	$23.85M	0.0%	+707.5%	0.287%
2/12/2025	Palogic Value Management L.P.	100,000	$5.34M	2.0%	-20.0%	0.064%
2/12/2025	Premier Fund Managers Ltd	519,789	$27.60M	1.0%	-1.0%	0.333%
2/12/2025	Pictet Asset Management Holding SA	9,830	$0.52M	0.0%	+41.2%	0.006%
2/12/2025	Loomis Sayles & Co. L P	1,521,537	$81.17M	8.8%	-2.8%	0.976%
2/12/2025	JPMorgan Chase & Co.	1,272,129	$67.87M	0.0%	-29.0%	0.816%
2/12/2025	Mark Sheptoff Financial Planning LLC	750	$40K	0.0%	N/A	0.000%
2/11/2025	Pier Capital LLC	155,927	$8.32M	1.2%	-32.6%	0.100%
2/11/2025	EntryPoint Capital LLC	3,760	$0.20M	0.1%	N/A	0.002%
2/11/2025	Sheets Smith Investment Management	35,308	$1.88M	1.6%	N/A	0.023%
2/11/2025	Corebridge Financial Inc.	26,982	$1.44M	0.0%	-7.0%	0.017%
2/11/2025	Cannon Global Investment Management LLC	12,704	$0.68M	1.5%	-29.4%	0.008%

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: $34.65

$33.82

$34.85

50 Day Range

MA: $47.33

$31.15

$58.95

52 Week Range

Now: $34.65

$27.22

$60.71

Volume

1,500,674 shs

Average Volume

938,445 shs

Market Capitalization

$5.48 billion

P/E Ratio

192.50

Dividend Yield

N/A

Beta

0.87

Who are the company insiders with the largest holdings of Vertex?: Vertex's top insider shareholders include:
Jeffery Westphal (Major Shareholder)
Tensile Capital Management Lp (Major Shareholder)
Jeffrey Westphal (Major Shareholder)
Item Second Irr Trust Fbo Kyl (Insider)
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)
Eric C Andersen (Director)
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)
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. — 4.40%
Tensile Capital Management LP — 2.42%
Neuberger Berman Group LLC — 2.26%
FMR LLC — 1.84%
Conestoga Capital Advisors LLC — 1.45%
Franklin Resources Inc. — 1.37%
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:
TimesSquare Capital Management LLC
JPMorgan Chase & Co.
Fred Alger Management LLC
Banque Pictet & Cie SA
Tensile Capital Management LP
Renaissance Technologies LLC
Granahan Investment Management LLC
Next Century Growth Investors LLC
Within the last year, company insiders that have sold Vertex company stock include:
Jeffery Westphal (Major Shareholder)
Tensile Capital Management Lp (Major Shareholder)
Jeffrey Westphal (Major Shareholder)
Item Second Irr Trust Fbo Kyl (Insider)
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)
Eric C Andersen (Director)
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:
Invesco Ltd.
Kayne Anderson Rudnick Investment Management LLC
Price T Rowe Associates Inc. MD
FMR LLC
Principal Financial Group Inc.
abrdn plc
Franklin Resources Inc.
T. Rowe Price Investment Management Inc.