VERX Insider Trading

Insider Ownership Percentage: 45.00%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $175,141,936.24

Vertex Insider Trading History Chart

This chart shows the insider buying and selling history at Vertex by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Vertex Share Price & Price History

Current Price: $28.61
Price Change: Price Decrease of -0.44 (-1.51%)
As of 04/19/2024 01:00 AM ET

This chart shows the closing price history over time for VERX up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Vertex Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
4/5/2024Jeffrey WestphalMajor ShareholderSell791,133$30.05$23,773,546.651,554,641View SEC Filing Icon  
3/27/20242020 Irrevocable Trust For BeninsiderSell30,692$30.22$927,512.24View SEC Filing Icon  
3/25/20242020 Irrevocable Trust For BenInsiderSell47,522$30.09$1,429,936.9881,361View SEC Filing Icon  
3/20/2024Item Second Irr. Trust Fbo JacInsiderSell10,955$30.04$329,088.201,200,665View SEC Filing Icon  
3/18/2024Item Second Irr. Trust Fbo JacInsiderSell6,967$30.04$209,288.681,242,793View SEC Filing Icon  
3/14/2024Item Second Irr. Trust Fbo JacInsiderSell8,538$30.01$256,225.381,249,760View SEC Filing Icon  
3/14/2024Lisa ButlerCAOSell8,290$29.63$245,632.70250View SEC Filing Icon  
3/12/2024Item Second Irr. Trust Fbo JacInsiderSell9,749$30.01$292,567.491,259,598View SEC Filing Icon  
3/8/2024Item Second Irr. Trust Fbo AnnInsiderSell20,113$30.14$606,205.821,107,759View SEC Filing Icon  
3/6/2024Item Second Irr. Trust Fbo AnnInsiderSell10,589$30.01$317,775.891,147,736View SEC Filing Icon  
3/5/2024John R. SchwabCFOSell10,000$30.00$300,000.0053,104View SEC Filing Icon  
3/5/2024John Richard StammDirectorSell6,500$29.48$191,620.0015,930View SEC Filing Icon  
3/4/2024Item Second Irr. Trust Fbo AnnInsiderSell173,391$30.34$5,260,682.941,165,074View SEC Filing Icon  
3/1/2024Item Second Irr. Trust Fbo AnnInsiderSell26,609$33.62$894,594.581,338,465View SEC Filing Icon  
12/18/2023John R. SchwabCFOSell25,000$26.55$663,750.0023,316View SEC Filing Icon  
12/13/2023Item Second Irr. Trust Fbo JacInsiderSell11,400$28.18$321,252.001,597,706View SEC Filing Icon  
12/11/2023Item Second Irr. Trust Fbo JacInsiderSell49,049$28.72$1,408,687.281,658,305View SEC Filing Icon  
12/8/2023Item Second Irr. Trust Fbo JacInsiderSell50,227$28.65$1,439,003.551,707,354View SEC Filing Icon  
12/6/2023Item Second Irr. Trust Fbo JacInsiderSell21,696$29.41$638,079.361,797,134View SEC Filing Icon  
12/4/2023Item Second Irr. Trust Fbo AnnInsiderSell18,900$27.82$525,798.001,630,148View SEC Filing Icon  
12/1/2023Item Second Irr. Trust Fbo JacInsiderSell79,200$27.77$2,199,384.001,860,445View SEC Filing Icon  
11/29/2023Item Second Irr. Trust Fbo JacInsiderSell67,000$28.89$1,935,630.002,022,000View SEC Filing Icon  
11/15/2023Item Second Irr. Trust Fbo JacInsiderSell50,318$26.35$1,325,879.302,089,000View SEC Filing Icon  
11/14/2023Jeffery WestphalMajor ShareholderSell1,899,025$26.06$49,488,591.507,895View SEC Filing Icon  
11/13/2023Item Second Irr. Trust Fbo JacInsiderSell4,682$27.35$128,052.702,184,318View SEC Filing Icon  
11/9/2023Tensile Capital Management LpMajor ShareholderSell253,484$26.49$6,714,791.165,403,233View SEC Filing Icon  
11/8/2023Item Second Irr. Trust Fbo KylInsiderSell105,337$22.72$2,393,256.641,889,000View SEC Filing Icon  
11/6/2023Item Second Irr. Trust Fbo KylInsiderSell126,155$22.29$2,811,994.952,151,724View SEC Filing Icon  
11/3/2023Item Second Irr. Trust Fbo KylInsiderSell168,208$23.36$3,929,338.882,277,879View SEC Filing Icon  
11/1/2023Item Second Irr. Trust Fbo KylInsiderSell63,195$23.60$1,491,402.002,525,805View SEC Filing Icon  
10/9/2023Tensile Capital Management LpMajor ShareholderSell20,000$23.98$479,600.005,666,717View SEC Filing Icon  
10/6/2023Tensile Capital Management LpMajor ShareholderSell120,000$24.25$2,910,000.005,686,717View SEC Filing Icon  
10/2/2023Jeffery WestphalMajor ShareholderSell1,103,475$22.32$24,629,562.001,076,727View SEC Filing Icon  
9/29/2023Tensile Capital Management LpMajor ShareholderSell60,000$23.36$1,401,600.005,806,717View SEC Filing Icon  
8/28/2023John Richard StammDirectorSell10,691$22.41$239,585.3132,430View SEC Filing Icon  
8/14/2023Eric C. AndersenDirectorSell15,121$19.50$294,859.5097,309View SEC Filing Icon  
7/14/2023Jeffery WestphalMajor ShareholderSell89,236$18.66$1,665,143.765,584,181View SEC Filing Icon  
7/14/2023Lisa ButlerCAOSell10,000$18.71$187,100.00250View SEC Filing Icon  
7/12/2023Jeffery WestphalMajor ShareholderSell80,816$18.90$1,527,422.405,828,563View SEC Filing Icon  
6/30/2023Jeffery WestphalMajor ShareholderSell608,798$19.08$11,615,865.841,301,202View SEC Filing Icon  
6/28/2023Jeffery WestphalMajor ShareholderSell800,000$18.26$14,608,000.006,509,379View SEC Filing Icon  
6/15/2023David DeStefanoCEOSell100,000$20.43$2,043,000.00259,074View SEC Filing Icon  
6/15/2023Lisa ButlerCAOSell10,000$20.89$208,900.00250View SEC Filing Icon  
5/15/2023John R. SchwabCFOSell30,000$19.61$588,300.0023,316View SEC Filing Icon  
5/15/2023Lisa ButlerCAOSell10,000$19.56$195,600.00250View SEC Filing Icon  
4/21/2023Tensile Capital Management LpMajor ShareholderSell4,383$22.32$97,828.565,866,717View SEC Filing Icon  
4/19/2023Tensile Capital Management LpMajor ShareholderSell44,313$22.61$1,001,916.935,925,945View SEC Filing Icon  
4/17/2023Lisa ButlerCAOSell10,000$22.45$224,500.00250View SEC Filing Icon  
4/5/2023Item Second Irr. Trust Fbo JacInsiderSell18,780$21.33$400,577.40100,000View SEC Filing Icon  
4/3/2023Item Second Irr. Trust Fbo AnnInsiderSell27,123$21.05$570,939.15155,260View SEC Filing Icon  
3/30/2023Item Second Irr. Trust Fbo AnnInsiderSell35,766$20.52$733,918.32214,750View SEC Filing Icon  
3/28/2023Item Second Irr. Trust Fbo AnnInsiderSell5,730$19.18$109,901.40294,270View SEC Filing Icon  
3/22/2023Item Second Irr. Trust Fbo AnnInsiderSell10,533$18.23$192,016.59300,000View SEC Filing Icon  
3/20/2023Item Second Irr. Trust Fbo AnnInsiderSell2,354$18.25$42,960.50321,912View SEC Filing Icon  
3/17/2023Item Second Irr. Trust Fbo AnnInsiderSell30,153$18.29$551,498.37324,266View SEC Filing Icon  
3/16/2023Jeffery WestphalMajor ShareholderSell1,375,164$17.75$24,409,161.007,309,379View SEC Filing Icon  
3/15/2023Item Second Irr. Trust Fbo AnnInsiderSell27,417$18.42$505,021.14427,681View SEC Filing Icon  
3/15/2023Lisa ButlerCAOSell10,000$18.09$180,900.00250View SEC Filing Icon  
3/14/2023Jeffery WestphalMajor ShareholderSell23,884$18.67$445,914.288,794,868View SEC Filing Icon  
3/13/2023Item Second Irr. Trust Fbo AnnInsiderSell17,376$18.21$316,416.96479,686View SEC Filing Icon  
3/10/2023Item Second Irr. Trust Fbo AnnInsiderSell2,938$18.07$53,089.66497,062View SEC Filing Icon  
3/8/2023Bryan T.R. RowlandGeneral CounselSell81,729$16.51$1,349,345.793,911View SEC Filing Icon  
3/8/2023Jeffery WestphalMajor ShareholderSell62,857$18.63$1,171,025.918,853,836View SEC Filing Icon  
3/8/2023Lisa ButlerCAOSell22,894$16.42$375,919.48250View SEC Filing Icon  
3/2/2023Jeffery WestphalMajor ShareholderSell50,000$15.66$783,000.008,916,693View SEC Filing Icon  
2/28/2023Jeffery WestphalMajor ShareholderSell44,391$15.82$702,265.629,005,609View SEC Filing Icon  
12/14/2022David DeStefanoCEOSell9,089$16.14$146,696.46267,660View SEC Filing Icon  
12/12/2022David DeStefanoCEOSell9,631$16.05$154,577.55306,749View SEC Filing Icon  
11/23/2022Kevin L. RobertDirectorSell11,843$15.50$183,566.5031,510View SEC Filing Icon  
11/17/2022Jeffery WestphalMajor ShareholderSell1,500,000$15.15$22,725,000.009,050,000View SEC Filing Icon  
10/10/2022David DeStefanoCEOSell17,671$14.56$257,289.76316,102View SEC Filing Icon  
9/30/2022David DeStefanoCEOSell28,900$13.94$402,866.00333,773View SEC Filing Icon  
9/28/2022David DeStefanoCEOSell36,419$13.59$494,934.21396,603View SEC Filing Icon  
9/19/2022David DeStefanoCEOSell26,340$13.73$361,648.20433,022View SEC Filing Icon  
9/15/2022David DeStefanoCEOSell47,275$14.51$685,960.25520,305View SEC Filing Icon  
9/13/2022Lisa ButlerCAOSell47,793$14.61$698,255.733,144View SEC Filing Icon  
7/29/2022Jeffery WestphalMajor ShareholderSell5,000,000$7.35$36,750,000.0011,300,000View SEC Filing Icon  
7/11/2022Jeffery WestphalMajor ShareholderSell69,562$11.36$790,224.321,347,937View SEC Filing Icon  
7/7/2022Jeffery WestphalMajor ShareholderSell6,723$12.03$80,877.691,442,842View SEC Filing Icon  
6/30/2022Jeffery WestphalMajor ShareholderSell150,000$11.32$1,698,000.001,511,420View SEC Filing Icon  
6/13/2022Lisa ButlerCAOSell34,968$9.68$338,490.2441,314View SEC Filing Icon  
1/11/2022Jeffery WestphalMajor ShareholderSell800,000$14.60$11,680,000.00View SEC Filing Icon  
12/3/2021John Richard StammDirectorSell12,000$16.88$202,560.00View SEC Filing Icon  
11/18/2021Bryan T.R. RowlandGeneral CounselSell20,602$20.47$421,722.94View SEC Filing Icon  
8/19/2021John Richard StammDirectorSell8,678$19.17$166,357.2643,028View SEC Filing Icon  
6/9/2021Lisa ButlerCAOSell84,000$18.82$1,580,880.0013,249View SEC Filing Icon  
6/7/2021Eric C. AndersenDirectorSell21,317$18.35$391,166.9588,494View SEC Filing Icon  
See Full Table

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

59.10% 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

This chart shows the instiutional buying and selling at VERX by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Vertex Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024Allspring Global Investments Holdings LLC379,180$12.04M0.0%N/A0.246%Search for SEC Filing on Google Icon
4/17/2024Cannon Global Investment Management LLC21,200$0.67M1.8%N/A0.014%Search for SEC Filing on Google Icon
4/16/2024Toth Financial Advisory Corp19,780$0.63M0.1%N/A0.013%Search for SEC Filing on Google Icon
4/16/2024Harbour Capital Advisors LLC12,560$0.40M0.1%-6.5%0.008%Search for SEC Filing on Google Icon
4/11/2024Capital CS Group LLC19,403$0.62M0.6%N/A0.013%Search for SEC Filing on Google Icon
4/4/2024Moody National Bank Trust Division25,369$0.81M0.1%+34.7%0.016%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd73,909$1.99M0.0%+175.0%0.048%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.5,555,808$149.67M0.0%+13.0%3.600%Search for SEC Filing on Google Icon
3/1/2024Goldman Sachs Group Inc.92,460$2.49M0.0%-13.2%0.060%Search for SEC Filing on Google Icon
2/17/2024Bullseye Asset Management LLC45,071$1.21M0.6%+12.5%0.029%Search for SEC Filing on Google Icon
2/16/2024Price T Rowe Associates Inc. MD277,883$7.49M0.0%+2,245.2%0.182%Search for SEC Filing on Google Icon
2/15/2024Pier Capital LLC387,721$10.45M1.5%-1.0%0.253%Search for SEC Filing on Google Icon
2/15/2024Legal & General Group Plc48,034$1.29M0.0%+15.1%0.031%Search for SEC Filing on Google Icon
2/15/2024Barclays PLC20,043$0.54M0.0%-13.3%0.013%Search for SEC Filing on Google Icon
2/15/2024Vanguard Group Inc.5,555,808$149.67M0.0%+13.0%3.632%Search for SEC Filing on Google Icon
2/15/2024Vista Equity Partners Management LLC522,088$14.07M0.3%N/A0.341%Search for SEC Filing on Google Icon
2/15/2024Voloridge Investment Management LLC160,044$4.31M0.0%+293.7%0.105%Search for SEC Filing on Google Icon
2/15/2024Vident Advisory LLC9,944$0.27M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/15/2024Palisade Capital Management LP1,176,808$31.70M0.8%-6.9%0.769%Search for SEC Filing on Google Icon
2/15/2024Price T Rowe Associates Inc. MD277,883$7.49M0.0%+2,245.2%0.182%Search for SEC Filing on Google Icon
2/15/2024Palogic Value Management L.P.175,000$4.71M2.1%-22.2%0.114%Search for SEC Filing on Google Icon
2/15/2024G2 Investment Partners Management LLC258,768$6.97M2.0%-3.8%0.169%Search for SEC Filing on Google Icon
2/15/2024Granahan Investment Management LLC663,606$17.88M0.6%+49.4%0.434%Search for SEC Filing on Google Icon
2/15/2024Healthcare of Ontario Pension Plan Trust Fund47,000$1.27M0.0%N/A0.031%Search for SEC Filing on Google Icon
2/14/2024Royal Bank of Canada163,365$4.40M0.0%+19.6%0.107%Search for SEC Filing on Google Icon
2/14/2024Pathstone Holdings LLC15,018$0.41M0.0%N/A0.010%Search for SEC Filing on Google Icon
2/14/2024Point72 Asset Management L.P.1,400$38K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/14/2024Cubist Systematic Strategies LLC36,583$0.99M0.0%N/A0.024%Search for SEC Filing on Google Icon
2/14/2024Putnam Investments LLC834,027$22.47M0.0%+21.7%0.545%Search for SEC Filing on Google Icon
2/14/2024Verition Fund Management LLC14,687$0.40M0.0%N/A0.010%Search for SEC Filing on Google Icon
2/14/2024Sei Investments Co.50,686$1.37M0.0%+190.0%0.033%Search for SEC Filing on Google Icon
2/14/2024Quadrature Capital Ltd73,909$1.99M0.0%+175.0%0.048%Search for SEC Filing on Google Icon
2/13/2024Envestnet Asset Management Inc.245,064$6.60M0.0%-14.0%0.160%Search for SEC Filing on Google Icon
2/13/2024Northern Trust Corp186,322$5.02M0.0%+10.4%0.122%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC2,672$72K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/13/2024First Trust Advisors LP301,158$8.11M0.0%+77.5%0.197%Search for SEC Filing on Google Icon
2/13/2024Goldman Sachs Group Inc.92,460$2.49M0.0%-13.2%0.060%Search for SEC Filing on Google Icon
2/13/2024The Manufacturers Life Insurance Company 10,993$0.30M0.0%N/A0.007%Search for SEC Filing on Google Icon
2/13/2024California State Teachers Retirement System43,396$1.17M0.0%+1.3%0.028%Search for SEC Filing on Google Icon
2/12/2024Axiom Investors LLC DE343,470$9.25M0.1%N/A0.225%Search for SEC Filing on Google Icon
2/12/2024Legacy Advisors LLC3,244,871$87.42M11.3%+1,517.0%2.121%Search for SEC Filing on Google Icon
2/9/2024Neuberger Berman Group LLC3,669,050$98.84M0.1%-7.6%2.398%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP52,134$1.40M0.0%+97.9%0.034%Search for SEC Filing on Google Icon
2/9/2024UBS Group AG8,869$0.24M0.0%+5.2%0.006%Search for SEC Filing on Google Icon
2/9/2024Norges Bank220,891$5.95M0.0%N/A0.144%Search for SEC Filing on Google Icon
2/7/2024Principal Financial Group Inc.233,813$6.30M0.0%+164.0%0.153%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP483,342$13.02M0.0%+1.6%0.316%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC71,901$1.94M0.1%N/A0.047%Search for SEC Filing on Google Icon
2/7/2024TimesSquare Capital Management LLC1,356,325$36.54M0.5%-6.1%0.887%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.252,869$6.81M0.0%+13.6%0.165%Search for SEC Filing on Google Icon
2/6/2024Natixis Advisors L.P.48,567$1.31M0.0%-4.7%0.032%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank96,000$2.59M0.0%-9.9%0.063%Search for SEC Filing on Google Icon
2/5/2024Russell Investments Group Ltd.141,155$3.80M0.0%N/A0.092%Search for SEC Filing on Google Icon
2/2/2024Truist Financial Corp71,509$1.93M0.0%-42.7%0.047%Search for SEC Filing on Google Icon
2/2/2024Bryn Mawr Capital Management LLC1,596,000$43M2.7%-38.5%1.043%Search for SEC Filing on Google Icon
2/1/2024New York State Common Retirement Fund318,420$8.58M0.0%+1.1%0.208%Search for SEC Filing on Google Icon
1/31/2024Kornitzer Capital Management Inc. KS345,257$9.30M0.2%+824.0%0.226%Search for SEC Filing on Google Icon
1/31/2024Calamos Advisors LLC74,794$2.02M0.0%N/A0.049%Search for SEC Filing on Google Icon
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 8,953$0.24M0.0%+33.1%0.006%Search for SEC Filing on Google Icon
1/26/2024Conestoga Capital Advisors LLC2,832,620$76.31M1.1%+19.0%1.852%Search for SEC Filing on Google Icon
1/24/2024Mirae Asset Global Investments Co. Ltd.59,727$1.61M0.0%-2.8%0.039%Search for SEC Filing on Google Icon
1/11/2024RiverPark Advisors LLC3,319$89K0.1%+28.4%0.002%Search for SEC Filing on Google Icon
1/11/2024Moody National Bank Trust Division18,840$0.51M0.0%+39.6%0.012%Search for SEC Filing on Google Icon
1/5/2024Harbour Capital Advisors LLC13,435$0.35M0.1%N/A0.009%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.4,918,733$113.62M0.0%+5.7%3.215%Search for SEC Filing on Google Icon
12/6/2023Citigroup Inc.1,117$26K0.0%-40.3%0.001%Search for SEC Filing on Google Icon
11/24/2023Deutsche Bank AG4,365$0.10M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/21/2023Comerica Bank206,172$4.76M0.0%N/A0.136%Search for SEC Filing on Google Icon
11/17/2023TimesSquare Capital Management LLC1,444,930$33.38M0.5%+9.6%0.950%Search for SEC Filing on Google Icon
11/16/2023Tudor Investment Corp Et Al75,882$1.75M0.0%-3.6%0.050%Search for SEC Filing on Google Icon
11/16/2023Penserra Capital Management LLC5,496$0.13M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/15/2023Royal Bank of Canada136,600$3.16M0.0%-1.0%0.090%Search for SEC Filing on Google Icon
11/15/2023Sei Investments Co.17,480$0.40M0.0%+13.2%0.011%Search for SEC Filing on Google Icon
11/15/2023JPMorgan Chase & Co.2,346,333$54.20M0.0%-0.5%1.543%Search for SEC Filing on Google Icon
11/15/2023Kennedy Capital Management LLC297,308$6.87M0.2%N/A0.195%Search for SEC Filing on Google Icon
11/15/2023Legal & General Group Plc41,744$0.96M0.0%+11.7%0.027%Search for SEC Filing on Google Icon
11/15/2023Ameriprise Financial Inc.250,968$5.80M0.0%-2.8%0.165%Search for SEC Filing on Google Icon
11/15/2023Ardsley Advisory Partners LP61,000$1.41M0.3%-39.2%0.040%Search for SEC Filing on Google Icon
11/15/2023Glenmede Trust Co. NA16,896$0.39M0.0%+14.6%0.011%Search for SEC Filing on Google Icon
11/15/2023AQR Capital Management LLC10,435$0.24M0.0%-78.8%0.007%Search for SEC Filing on Google Icon
11/14/2023Quadrature Capital Ltd26,878$0.62M0.0%-19.8%0.018%Search for SEC Filing on Google Icon
11/14/2023Fred Alger Management LLC4,651,701$107.45M0.6%+9.5%3.059%Search for SEC Filing on Google Icon
11/14/2023California State Teachers Retirement System42,852$0.99M0.0%+14.2%0.028%Search for SEC Filing on Google Icon
11/14/2023Qube Research & Technologies Ltd34,574$0.80M0.0%-41.9%0.023%Search for SEC Filing on Google Icon
11/14/2023Trexquant Investment LP26,348$0.61M0.0%-63.8%0.017%Search for SEC Filing on Google Icon
11/13/2023Natixis Advisors L.P.50,967$1.18M0.0%+29.4%0.034%Search for SEC Filing on Google Icon
11/13/2023Algert Global LLC33,760$0.78M0.0%N/A0.022%Search for SEC Filing on Google Icon
11/13/2023Northern Trust Corp168,817$3.90M0.0%+91.7%0.111%Search for SEC Filing on Google Icon
11/13/2023LPL Financial LLC28,491$0.66M0.0%+14.2%0.019%Search for SEC Filing on Google Icon
11/13/2023Invesco Ltd.425,192$9.82M0.0%+85.7%0.280%Search for SEC Filing on Google Icon
11/13/2023Envestnet Asset Management Inc.284,834$6.58M0.0%+31.5%0.187%Search for SEC Filing on Google Icon
11/13/2023Nordea Investment Management AB303,499$7.08M0.0%-1.1%0.200%Search for SEC Filing on Google Icon
11/9/2023William Blair Investment Management LLC1,428,008$32.99M0.1%+32.4%0.939%Search for SEC Filing on Google Icon
11/9/2023Deutsche Bank AG4,365$0.10M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/9/2023Citigroup Inc.1,117$26K0.0%-40.3%0.001%Search for SEC Filing on Google Icon
11/9/2023UBS Group AG8,428$0.20M0.0%-24.7%0.006%Search for SEC Filing on Google Icon
11/8/2023Campbell & CO Investment Adviser LLC13,789$0.32M0.0%-15.0%0.009%Search for SEC Filing on Google Icon
11/8/2023Pathstone Family Office LLC14,905$0.34M0.0%N/A0.010%Search for SEC Filing on Google Icon
11/8/2023Charles Schwab Investment Management Inc.222,675$5.14M0.0%+1,195.7%0.146%Search for SEC Filing on Google Icon
11/8/2023Swiss National Bank106,500$2.46M0.0%+14.8%0.070%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Vertex logo
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.
Read More on Vertex

Today's Range

Now: $28.61
Low: $28.21
High: $30.64

50 Day Range

MA: $29.28
Low: $24.50
High: $33.58

52 Week Range

Now: $28.61
Low: $17.59
High: $35.38

Volume

349,516 shs

Average Volume

422,564 shs

Market Capitalization

$4.42 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.62

Who are the company insiders with the largest holdings of Vertex?

Vertex's top insider shareholders include:
  1. Jeffery Westphal (Major Shareholder)
  2. Tensile Capital Management Lp (Major Shareholder)
  3. Item Second Irr Trust Fbo Kyl (Insider)
  4. Item Second Irr Trust Fbo Jac (Insider)
  5. Item Second Irr Trust Fbo Ann (Insider)
  6. Jeffrey Westphal (Major Shareholder)
  7. David Destefano (CEO)
  8. Eric C Andersen (Director)
  9. 2020 Irrevocable Trust For Ben (Insider)
  10. John R Schwab (CFO)
  11. Lisa Butler (CAO)
  12. John Richard Stamm (Director)
  13. Kevin L Robert (Director)
  14. 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:
  1. Allspring Global Investments Holdings LLC — 0.25%
  2. Moody National Bank Trust Division — 0.02%
  3. Cannon Global Investment Management LLC — 0.01%
  4. Toth Financial Advisory Corp — 0.01%
  5. Capital CS Group LLC — 0.01%
  6. Harbour Capital Advisors LLC — 0.01%
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:
  1. Harbour Capital Advisors LLC
Within the last year, company insiders that have sold Vertex company stock include:
  1. Jeffery Westphal (Major Shareholder)
  2. Tensile Capital Management Lp (Major Shareholder)
  3. Item Second Irr Trust Fbo Kyl (Insider)
  4. Item Second Irr Trust Fbo Jac (Insider)
  5. Item Second Irr Trust Fbo Ann (Insider)
  6. Jeffrey Westphal (Major Shareholder)
  7. David Destefano (CEO)
  8. Eric C Andersen (Director)
  9. 2020 Irrevocable Trust For Ben (Insider)
  10. John R Schwab (CFO)
  11. Lisa Butler (CAO)
  12. John Richard Stamm (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:
  1. Allspring Global Investments Holdings LLC
  2. Cannon Global Investment Management LLC
  3. Toth Financial Advisory Corp
  4. Capital CS Group LLC
  5. Moody National Bank Trust Division