VERX Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 45.00%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $175,044,107.68

Vertex Insider Trading History Chart

Vertex Share Price & Price History

^$29.41

▲ +0.5 (1.73%)

As of 04/25/2024 01:00 AM ET

Days: 30 | 90 | 365

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Vertex Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
1/11/2022	Jeffery Westphal	Major Shareholder	Sell	800,000	$14.60	$11,680,000.00
12/3/2021	John Richard Stamm	Director	Sell	12,000	$16.88	$202,560.00
11/18/2021	Bryan T.R. Rowland	General Counsel	Sell	20,602	$20.47	$421,722.94
8/19/2021	John Richard Stamm	Director	Sell	8,678	$19.17	$166,357.26	43,028
6/9/2021	Lisa Butler	CAO	Sell	84,000	$18.82	$1,580,880.00	13,249
6/7/2021	Eric C. Andersen	Director	Sell	21,317	$18.35	$391,166.95	88,494

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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

Vertex Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/23/2024	F M Investments LLC	6,578	$0.21M	0.1%	N/A	0.004%
4/18/2024	Allspring Global Investments Holdings LLC	379,180	$12.04M	0.0%	N/A	0.246%
4/17/2024	Cannon Global Investment Management LLC	21,200	$0.67M	1.8%	N/A	0.014%
4/16/2024	Toth Financial Advisory Corp	19,780	$0.63M	0.1%	N/A	0.013%
4/16/2024	Harbour Capital Advisors LLC	12,560	$0.40M	0.1%	-6.5%	0.008%
4/11/2024	Capital CS Group LLC	19,403	$0.62M	0.6%	N/A	0.013%
4/4/2024	Moody National Bank Trust Division	25,369	$0.81M	0.1%	+34.7%	0.016%
3/25/2024	Quadrature Capital Ltd	73,909	$1.99M	0.0%	+175.0%	0.048%
3/11/2024	Vanguard Group Inc.	5,555,808	$149.67M	0.0%	+13.0%	3.600%
2/17/2024	Bullseye Asset Management LLC	45,071	$1.21M	0.6%	+12.5%	0.029%
2/15/2024	Palisade Capital Management LP	1,176,808	$31.70M	0.8%	-6.9%	0.769%
2/15/2024	Palogic Value Management L.P.	175,000	$4.71M	2.1%	-22.2%	0.114%
2/15/2024	G2 Investment Partners Management LLC	258,768	$6.97M	2.0%	-3.8%	0.169%
2/15/2024	Granahan Investment Management LLC	663,606	$17.88M	0.6%	+49.4%	0.434%
2/14/2024	Quadrature Capital Ltd	73,909	$1.99M	0.0%	+175.0%	0.048%
2/13/2024	Tower Research Capital LLC TRC	2,672	$72K	0.0%	N/A	0.002%
2/12/2024	Axiom Investors LLC DE	343,470	$9.25M	0.1%	N/A	0.225%
2/12/2024	Legacy Advisors LLC	3,244,871	$87.42M	11.3%	+1,517.0%	2.121%
2/9/2024	Trexquant Investment LP	52,134	$1.40M	0.0%	+97.9%	0.034%
2/7/2024	Principal Financial Group Inc.	233,813	$6.30M	0.0%	+164.0%	0.153%
2/7/2024	Jump Financial LLC	71,901	$1.94M	0.1%	N/A	0.047%
2/7/2024	TimesSquare Capital Management LLC	1,356,325	$36.54M	0.5%	-6.1%	0.887%
2/6/2024	Charles Schwab Investment Management Inc.	252,869	$6.81M	0.0%	+13.6%	0.165%
2/6/2024	Natixis Advisors L.P.	48,567	$1.31M	0.0%	-4.7%	0.032%
2/6/2024	Swiss National Bank	96,000	$2.59M	0.0%	-9.9%	0.063%
2/5/2024	Russell Investments Group Ltd.	141,155	$3.80M	0.0%	N/A	0.092%
2/2/2024	Truist Financial Corp	71,509	$1.93M	0.0%	-42.7%	0.047%
2/2/2024	Bryn Mawr Capital Management LLC	1,596,000	$43M	2.7%	-38.5%	1.043%
2/1/2024	New York State Common Retirement Fund	318,420	$8.58M	0.0%	+1.1%	0.208%
1/31/2024	Kornitzer Capital Management Inc. KS	345,257	$9.30M	0.2%	+824.0%	0.226%
1/31/2024	Calamos Advisors LLC	74,794	$2.02M	0.0%	N/A	0.049%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	8,953	$0.24M	0.0%	+33.1%	0.006%
1/26/2024	Conestoga Capital Advisors LLC	2,832,620	$76.31M	1.1%	+19.0%	1.852%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	59,727	$1.61M	0.0%	-2.8%	0.039%
1/11/2024	RiverPark Advisors LLC	3,319	$89K	0.1%	+28.4%	0.002%
1/11/2024	Moody National Bank Trust Division	18,840	$0.51M	0.0%	+39.6%	0.012%
1/5/2024	Harbour Capital Advisors LLC	13,435	$0.35M	0.1%	N/A	0.009%
12/18/2023	Vanguard Group Inc.	4,918,733	$113.62M	0.0%	+5.7%	3.215%
11/21/2023	Comerica Bank	206,172	$4.76M	0.0%	N/A	0.136%
11/17/2023	TimesSquare Capital Management LLC	1,444,930	$33.38M	0.5%	+9.6%	0.950%
11/15/2023	Kennedy Capital Management LLC	297,308	$6.87M	0.2%	N/A	0.195%
11/15/2023	Ardsley Advisory Partners LP	61,000	$1.41M	0.3%	-39.2%	0.040%
11/15/2023	Glenmede Trust Co. NA	16,896	$0.39M	0.0%	+14.6%	0.011%
11/14/2023	Quadrature Capital Ltd	26,878	$0.62M	0.0%	-19.8%	0.018%
11/14/2023	Fred Alger Management LLC	4,651,701	$107.45M	0.6%	+9.5%	3.059%
11/14/2023	Trexquant Investment LP	26,348	$0.61M	0.0%	-63.8%	0.017%
11/13/2023	Natixis Advisors L.P.	50,967	$1.18M	0.0%	+29.4%	0.034%
11/13/2023	Algert Global LLC	33,760	$0.78M	0.0%	N/A	0.022%
11/13/2023	Invesco Ltd.	425,192	$9.82M	0.0%	+85.7%	0.280%
11/13/2023	Envestnet Asset Management Inc.	284,834	$6.58M	0.0%	+31.5%	0.187%
11/13/2023	Nordea Investment Management AB	303,499	$7.08M	0.0%	-1.1%	0.200%
11/9/2023	William Blair Investment Management LLC	1,428,008	$32.99M	0.1%	+32.4%	0.939%
11/8/2023	Campbell & CO Investment Adviser LLC	13,789	$0.32M	0.0%	-15.0%	0.009%
11/8/2023	Pathstone Family Office LLC	14,905	$0.34M	0.0%	N/A	0.010%
11/8/2023	Charles Schwab Investment Management Inc.	222,675	$5.14M	0.0%	+1,195.7%	0.146%
11/8/2023	Swiss National Bank	106,500	$2.46M	0.0%	+14.8%	0.070%
11/8/2023	RiverPark Advisors LLC	2,584	$60K	0.1%	N/A	0.002%
11/8/2023	Bryn Mawr Capital Management LLC	2,596,000	$59.97M	3.9%	+0.3%	1.707%
11/8/2023	Oppenheimer Asset Management Inc.	61,235	$1.42M	0.0%	+13.0%	0.040%
11/8/2023	Premier Fund Managers Ltd	11,848	$0.27M	0.0%	N/A	0.008%
11/7/2023	Quantbot Technologies LP	13,031	$0.30M	0.0%	-6.0%	0.009%
11/7/2023	New York State Common Retirement Fund	314,812	$7.27M	0.0%	+12.0%	0.207%
11/7/2023	Barclays PLC	23,112	$0.53M	0.0%	+43.4%	0.015%
11/7/2023	Arizona State Retirement System	13,802	$0.32M	0.0%	+15.2%	0.009%
11/6/2023	Sterling Investment Advisors Ltd.	33,067	$0.76M	0.3%	+2.6%	0.022%
11/3/2023	Meridian Wealth Partners LLC	125,865	$2.91M	0.6%	N/A	0.083%
11/2/2023	Principal Financial Group Inc.	88,567	$2.05M	0.0%	+131.1%	0.058%
10/31/2023	Teacher Retirement System of Texas	9,346	$0.22M	0.0%	-16.9%	0.006%
10/31/2023	Kornitzer Capital Management Inc. KS	37,365	$0.86M	0.0%	N/A	0.025%
10/30/2023	Conestoga Capital Advisors LLC	2,379,780	$54.97M	0.9%	-15.8%	1.565%
10/27/2023	Allspring Global Investments Holdings LLC	2,129	$49K	0.0%	N/A	0.001%
10/26/2023	Mirae Asset Global Investments Co. Ltd.	61,455	$1.42M	0.0%	-2.5%	0.040%
10/24/2023	Bank of New York Mellon Corp	34,526	$0.80M	0.0%	+2.0%	0.023%
10/24/2023	Raymond James & Associates	9,712	$0.22M	0.0%	N/A	0.006%
10/23/2023	Arcadia Investment Management Corp MI	2,664	$62K	0.0%	+22.4%	0.002%
10/12/2023	Moody National Bank Trust Division	13,500	$0.31M	0.0%	N/A	0.009%
8/14/2023	Schonfeld Strategic Advisors LLC	616,300	$12.02M	0.1%	+7.5%	0.407%
8/14/2023	Palisade Capital Management LP	1,134,375	$22.12M	0.6%	+5.0%	0.748%
8/14/2023	Silvercrest Asset Management Group LLC	574,236	$11.20M	0.1%	N/A	0.379%
8/11/2023	Bryn Mawr Capital Management LLC	2,589,000	$50.49M	4.7%	N/A	1.708%
8/11/2023	Pinebridge Investments L.P.	1,376	$27K	0.0%	N/A	0.001%
8/11/2023	Campbell & CO Investment Adviser LLC	16,220	$0.32M	0.1%	N/A	0.011%
8/11/2023	Trexquant Investment LP	72,834	$1.42M	0.0%	-4.5%	0.048%
8/11/2023	JPMorgan Chase & Co.	2,358,543	$45.99M	0.0%	-1.3%	1.556%
8/11/2023	William Blair Investment Management LLC	1,078,325	$21.03M	0.1%	-2.1%	0.711%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	63,031	$1.23M	0.0%	-9.1%	0.042%
8/9/2023	Swiss National Bank	92,800	$1.81M	0.0%	-11.7%	0.061%
8/9/2023	TimesSquare Capital Management LLC	1,318,700	$25.72M	0.4%	-6.4%	0.870%
8/7/2023	Principal Financial Group Inc.	38,328	$0.75M	0.0%	+36.7%	0.025%
8/4/2023	Envestnet Asset Management Inc.	216,545	$4.22M	0.0%	+29.8%	0.143%
8/4/2023	Simplex Trading LLC	3,440	$67K	0.0%	-78.3%	0.002%
8/3/2023	Sterling Investment Advisors Ltd.	32,215	$0.63M	0.2%	N/A	0.021%
8/3/2023	Oppenheimer Asset Management Inc.	54,189	$1.06M	0.0%	+50.0%	0.036%
8/1/2023	Truist Financial Corp	114,419	$2.23M	0.0%	+38.9%	0.075%
8/1/2023	Arizona State Retirement System	11,980	$0.23M	0.0%	-15.2%	0.008%
7/31/2023	LPL Financial LLC	24,959	$0.49M	0.0%	+48.1%	0.016%
7/28/2023	Conestoga Capital Advisors LLC	2,826,148	$55.11M	0.9%	-2.8%	1.864%
7/20/2023	Legacy Advisors LLC	200,637	$3.91M	0.6%	-45.1%	0.132%
7/19/2023	Teacher Retirement System of Texas	11,245	$0.22M	0.0%	-16.2%	0.007%
7/13/2023	Counterpoint Mutual Funds LLC	11,670	$0.23M	0.2%	+107.1%	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: $29.41

$28.08

$29.46

50 Day Range

MA: $29.47

$24.50

$33.58

52 Week Range

Now: $29.41

$17.59

$35.38

Volume

1,174,609 shs

Average Volume

645,574 shs

Market Capitalization

$4.54 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:
Jeffery Westphal (Major Shareholder)
Tensile Capital Management Lp (Major Shareholder)
Item Second Irr Trust Fbo Kyl (Insider)
Item Second Irr Trust Fbo Jac (Insider)
Item Second Irr Trust Fbo Ann (Insider)
Jeffrey Westphal (Major Shareholder)
David Destefano (CEO)
Eric C Andersen (Director)
2020 Irrevocable Trust For Ben (Insider)
John R Schwab (CFO)
Lisa Butler (CAO)
John Richard Stamm (Director)
Kevin L Robert (Director)
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:
Allspring Global Investments Holdings LLC — 0.25%
Moody National Bank Trust Division — 0.02%
Cannon Global Investment Management LLC — 0.01%
Toth Financial Advisory Corp — 0.01%
Capital CS Group LLC — 0.01%
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:
Harbour Capital Advisors LLC
Within the last year, company insiders that have sold Vertex company stock include:
Jeffery Westphal (Major Shareholder)
Tensile Capital Management Lp (Major Shareholder)
Item Second Irr Trust Fbo Kyl (Insider)
Item Second Irr Trust Fbo Jac (Insider)
Item Second Irr Trust Fbo Ann (Insider)
Jeffrey Westphal (Major Shareholder)
David Destefano (CEO)
Eric C Andersen (Director)
2020 Irrevocable Trust For Ben (Insider)
John R Schwab (CFO)
Lisa Butler (CAO)
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:
Allspring Global Investments Holdings LLC
Cannon Global Investment Management LLC
Toth Financial Advisory Corp
Capital CS Group LLC
F M Investments LLC
Moody National Bank Trust Division
Simplex Trading LLC