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VERX Insider Trading (Vertex)

Insider Ownership Percentage: 67.26%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $2,138,404.21

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: $18.59
Price Change: Price Increase of +0.53 (2.93%)
As of 10/19/2021 02:36 PM 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
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Vertex Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
7/31/2020David DestefanoCEOSell160,922$17.77$2,859,583.94
7/31/2020Terrence KyleDirectorSell56,108$17.77$997,039.16
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SEC Filings (Institutional Ownership Changes) for Vertex (NASDAQ:VERX)

17.02% 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
10/13/2021Legacy Advisors LLC60,000$1.15M0.5%N/A0.041%Search for SEC Filing on Google Icon
9/3/2021Parametric Portfolio Associates LLC25,631$0.56M0.0%N/A0.017%Search for SEC Filing on Google Icon
8/23/2021Morgan Stanley173,636$3.81M0.0%+1,697.7%0.118%Search for SEC Filing on Google Icon
8/17/2021Wells Fargo & Company MN5,431$0.12M0.0%-98.9%0.004%Search for SEC Filing on Google Icon
8/17/2021Millennium Management LLC13,443$0.30M0.0%-82.4%0.009%Search for SEC Filing on Google Icon
8/17/2021ArrowMark Colorado Holdings LLC697,560$15.30M0.1%N/A0.473%Search for SEC Filing on Google Icon
8/16/2021Bank of America Corp DE202,969$4.45M0.0%-6.1%0.138%Search for SEC Filing on Google Icon
8/16/2021Cubist Systematic Strategies LLC14,556$0.32M0.0%N/A0.010%Search for SEC Filing on Google Icon
8/16/2021Glenmede Trust Co. NA13,430$0.29M0.0%-69.8%0.009%Search for SEC Filing on Google Icon
8/16/2021Capital International Investors1,520,044$33.35M0.0%+0.2%1.030%Search for SEC Filing on Google Icon
8/16/2021Royal Bank of Canada118,535$2.60M0.0%+3.0%0.080%Search for SEC Filing on Google Icon
8/16/2021Morgan Stanley173,636$3.81M0.0%+1,697.7%0.118%Search for SEC Filing on Google Icon
8/16/2021Credit Suisse AG17,564$0.39M0.0%-19.1%0.012%Search for SEC Filing on Google Icon
8/16/2021State Street Corp276,812$6.07M0.0%+93.9%0.188%Search for SEC Filing on Google Icon
8/16/2021Goldman Sachs Group Inc.23,935$0.53M0.0%-97.2%0.016%Search for SEC Filing on Google Icon
8/16/2021M&T Bank Corp13,385$0.29M0.0%N/A0.009%Search for SEC Filing on Google Icon
8/13/2021Northern Trust Corp63,067$1.38M0.0%+6.7%0.043%Search for SEC Filing on Google Icon
8/13/2021Algert Global LLC15,260$0.34M0.1%-19.3%0.010%Search for SEC Filing on Google Icon
8/13/2021Neuberger Berman Group LLC3,315,650$72.75M0.1%+10.0%2.247%Search for SEC Filing on Google Icon
8/13/2021Geode Capital Management LLC233,879$5.13M0.0%+9.3%0.158%Search for SEC Filing on Google Icon
8/13/2021Vanguard Group Inc.1,596,084$35.02M0.0%-25.0%1.082%Search for SEC Filing on Google Icon
8/13/2021Massachusetts Financial Services Co. MA2,681,678$58.84M0.0%+32.0%1.817%Search for SEC Filing on Google Icon
8/12/2021William Blair Investment Management LLC681,340$14.95M0.0%-24.6%0.462%Search for SEC Filing on Google Icon
8/12/2021JPMorgan Chase & Co.2,769,100$60.75M0.0%+50.2%1.876%Search for SEC Filing on Google Icon
8/12/2021The Manufacturers Life Insurance Company172,074$3.78M0.0%+60.7%0.117%Search for SEC Filing on Google Icon
8/12/2021Ergoteles LLC30,900$0.68M0.0%N/A0.021%Search for SEC Filing on Google Icon
8/11/2021Bank of New York Mellon Corp14,880$0.33M0.0%-77.2%0.010%Search for SEC Filing on Google Icon
8/11/2021BlackRock Inc.447,053$9.81M0.0%-24.9%0.303%Search for SEC Filing on Google Icon
8/11/2021Deutsche Bank AG3,162$69K0.0%-37.4%0.002%Search for SEC Filing on Google Icon
8/11/2021Susquehanna International Group LLP20,216$0.44M0.0%N/A0.014%Search for SEC Filing on Google Icon
8/10/2021Cresset Asset Management LLC9,998$0.22M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/9/2021TimesSquare Capital Management LLC1,086,904$23.85M0.2%-5.4%0.737%Search for SEC Filing on Google Icon
8/6/2021Swiss National Bank57,600$1.26M0.0%+3.2%0.039%Search for SEC Filing on Google Icon
8/5/2021US Bancorp DE8,059$0.18M0.0%-82.6%0.005%Search for SEC Filing on Google Icon
8/4/2021Envestnet Asset Management Inc.103,724$2.28M0.0%-2.0%0.070%Search for SEC Filing on Google Icon
8/3/2021Oppenheimer Asset Management Inc.33,082$0.73M0.0%+1.7%0.022%Search for SEC Filing on Google Icon
8/2/2021Advisor Group Holdings Inc.10,284$0.23M0.0%+13.2%0.007%Search for SEC Filing on Google Icon
8/1/2021Patriot Financial Group Insurance Agency LLC24,084$0.53M0.1%+10.2%0.016%Search for SEC Filing on Google Icon
7/31/2021Conestoga Capital Advisors LLC3,162,150$69.38M1.0%-0.9%2.143%Search for SEC Filing on Google Icon
6/5/2021Advisory Services Network LLC21,927$0.48M0.0%+41,271.7%0.015%Search for SEC Filing on Google Icon
5/24/2021Principal Financial Group Inc.63,200$1.39M0.0%-13.5%0.043%Search for SEC Filing on Google Icon
5/19/2021Meridian Wealth Partners LLC8,684$0.19M0.1%+88.7%0.006%Search for SEC Filing on Google Icon
5/19/2021Washington Harbour Partners LP142,629$3.14M0.5%-32.1%0.097%Search for SEC Filing on Google Icon
5/19/2021Squarepoint Ops LLC19,647$0.43M0.0%-80.4%0.013%Search for SEC Filing on Google Icon
5/18/2021Oppenheimer Asset Management Inc.32,533$0.72M0.0%+23.9%0.022%Search for SEC Filing on Google Icon
5/18/2021Millennium Management LLC76,182$1.67M0.0%+422.1%0.052%Search for SEC Filing on Google Icon
5/18/2021Tensile Capital Management LP864,700$19.01M2.5%-11.0%0.590%Search for SEC Filing on Google Icon
5/18/2021Morgan Stanley9,659$0.21M0.0%-63.2%0.007%Search for SEC Filing on Google Icon
5/18/2021Tudor Investment Corp Et Al65,731$1.45M0.0%-4.8%0.045%Search for SEC Filing on Google Icon
5/18/2021Glenmede Trust Co. NA44,492$0.98M0.0%+8.2%0.030%Search for SEC Filing on Google Icon
5/18/2021Pentwater Capital Management LP25,000$0.55M0.0%-50.0%0.017%Search for SEC Filing on Google Icon
5/17/2021Fred Alger Management LLC2,375,890$52.22M0.1%+14.0%1.622%Search for SEC Filing on Google Icon
5/17/2021Royal Bank of Canada115,072$2.53M0.0%+16.0%0.079%Search for SEC Filing on Google Icon
5/17/2021Putnam Investments LLC362,113$7.96M0.0%-18.9%0.247%Search for SEC Filing on Google Icon
5/17/2021Ameriprise Financial Inc.352,200$7.74M0.0%+3.8%0.241%Search for SEC Filing on Google Icon
5/17/2021HRT Financial LP28,141$0.62M0.0%+40.2%0.019%Search for SEC Filing on Google Icon
5/17/2021Quadrant Private Wealth Management LLC28,513$0.63M0.3%+13.1%0.019%Search for SEC Filing on Google Icon
5/17/2021Nordea Investment Management AB175,665$3.95M0.0%N/A0.120%Search for SEC Filing on Google Icon
5/17/2021Goldman Sachs Group Inc.850,810$18.70M0.0%-0.4%0.581%Search for SEC Filing on Google Icon
5/14/2021Algert Global LLC18,920$0.42M0.1%N/A0.013%Search for SEC Filing on Google Icon
5/14/2021Dynamic Technology Lab Private Ltd15,960$0.35M0.0%N/A0.011%Search for SEC Filing on Google Icon
5/14/2021Credit Suisse AG21,713$0.48M0.0%+27.8%0.015%Search for SEC Filing on Google Icon
5/13/2021Clearbridge Investments LLC332,069$7.30M0.0%-4.8%0.227%Search for SEC Filing on Google Icon
5/13/2021Neuberger Berman Group LLC3,015,231$66.28M0.1%+29.5%2.059%Search for SEC Filing on Google Icon
5/13/2021Bank of New York Mellon Corp65,337$1.44M0.0%-26.5%0.045%Search for SEC Filing on Google Icon
5/13/2021Citigroup Inc.1,566$34K0.0%+141.7%0.001%Search for SEC Filing on Google Icon
5/13/2021Massachusetts Financial Services Co. MA2,031,935$44.66M0.0%+10.7%1.388%Search for SEC Filing on Google Icon
5/13/2021William Blair Investment Management LLC903,597$19.86M0.1%+89.1%0.617%Search for SEC Filing on Google Icon
5/12/2021Northern Trust Corp59,105$1.30M0.0%+12.7%0.040%Search for SEC Filing on Google Icon
5/12/2021Geode Capital Management LLC213,983$4.70M0.0%+1.4%0.146%Search for SEC Filing on Google Icon
5/12/2021JPMorgan Chase & Co.1,843,056$40.51M0.0%+7.0%1.259%Search for SEC Filing on Google Icon
5/12/2021CIBC Private Wealth Group LLC14,220$0.31M0.0%+24.9%0.010%Search for SEC Filing on Google Icon
5/12/2021Brinker Capital Investments LLC12,243$0.27M0.0%-48.4%0.008%Search for SEC Filing on Google Icon
5/12/2021TimesSquare Capital Management LLC1,149,104$25.26M0.2%-9.0%0.785%Search for SEC Filing on Google Icon
5/11/2021First Horizon Advisors Inc.1,894$41K0.0%N/A0.001%Search for SEC Filing on Google Icon
5/11/2021Segantii Capital Management Ltd300,000$6.59M0.3%N/A0.205%Search for SEC Filing on Google Icon
5/10/2021Tygh Capital Management Inc.339,117$7.45M1.1%+16.0%0.232%Search for SEC Filing on Google Icon
5/10/2021Moody Aldrich Partners LLC231,096$5.08M0.7%+1.6%0.158%Search for SEC Filing on Google Icon
5/10/2021Principal Financial Group Inc.63,200$1.39M0.0%-13.5%0.043%Search for SEC Filing on Google Icon
5/7/2021BlackRock Inc.595,449$13.09M0.0%-41.1%0.407%Search for SEC Filing on Google Icon
5/7/2021Swiss National Bank55,800$1.23M0.0%-1.4%0.038%Search for SEC Filing on Google Icon
5/4/2021Envestnet Asset Management Inc.105,824$2.33M0.0%+396.2%0.072%Search for SEC Filing on Google Icon
5/3/2021The Manufacturers Life Insurance Company107,078$2.35M0.0%+206.4%0.073%Search for SEC Filing on Google Icon
4/28/2021US Bancorp DE46,307$1.02M0.0%+2.2%0.032%Search for SEC Filing on Google Icon
4/28/2021Comerica Bank229,500$5.24M0.0%+30.0%0.157%Search for SEC Filing on Google Icon
4/23/2021Conestoga Capital Advisors LLC3,191,995$70.16M1.1%+24.1%2.180%Search for SEC Filing on Google Icon
3/2/2021Norges Bank85,714$2.99M0.0%N/A0.059%Search for SEC Filing on Google Icon
2/23/2021Nellore Capital Management LLC6,000$0.21M0.2%N/A0.004%Search for SEC Filing on Google Icon
2/23/2021Principal Financial Group Inc.73,100$2.55M0.0%-64.9%0.050%Search for SEC Filing on Google Icon
2/19/2021JPMorgan Chase & Co.1,722,514$60.03M0.0%+191.6%1.179%Search for SEC Filing on Google Icon
2/18/2021Truist Financial Corp31,176$1.09M0.0%+89.3%0.021%Search for SEC Filing on Google Icon
2/17/2021Washington Harbour Partners LP210,000$7.32M1.3%N/A0.144%Search for SEC Filing on Google Icon
2/17/2021Jane Street Group LLC8,377$0.29M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/16/2021Squarepoint Ops LLC100,000$3.49M0.0%-49.4%0.068%Search for SEC Filing on Google Icon
2/16/2021Glenmede Trust Co. NA41,130$1.43M0.0%+130.5%0.028%Search for SEC Filing on Google Icon
2/16/2021Select Equity Group L.P.17,642$0.62M0.0%+11.9%0.012%Search for SEC Filing on Google Icon
2/16/2021Tensile Capital Management LP972,000$33.87M4.0%-5.8%0.665%Search for SEC Filing on Google Icon
2/16/2021Tudor Investment Corp Et Al69,048$2.41M0.1%-41.3%0.047%Search for SEC Filing on Google Icon
2/16/2021Janus Henderson Group PLC7,480$0.26M0.0%-98.9%0.005%Search for SEC Filing on Google Icon
2/16/2021Charles Schwab Investment Management Inc.9,192$0.32M0.0%N/A0.006%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Vertex logo
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its software products through software license and software as a service subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
Read More on Vertex

Today's Range

Now: $18.59
Low: $18.05
High: $18.59

50 Day Range

MA: $19.43
Low: $17.80
High: $22.62

52 Week Range

Now: $18.59
Low: $16.06
High: $39.71

Volume

1,033 shs

Average Volume

278,422 shs

Market Capitalization

$2.75 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.65

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

Vertex's top insider shareholders include:
  1. Eric C Andersen (Director)
  2. John Richard Stamm (Director)
  3. Lisa Butler (CAO)
  4. David Destefano (CEO)
  5. Terrence Kyle (Director)

Who are the major institutional investors of Vertex?

Vertex's top institutional shareholders include:
  1. Legacy Advisors LLC — 0.04%

Which major investors are buying Vertex stock?

In the last quarter, VERX stock was purchased by institutional investors including:
  1. Legacy Advisors LLC
Infused Beverage Market is Hot
This company's disruptive model is helping build the foundation of the new social economy
Click here to see it.