Institutional shares held 81.8 Million
2.91M calls
13.5K puts
Total value of holdings $2.05B
$73M calls
$339K puts
Market Cap $1.22B
48,432,500 Shares Out.
Institutional ownership 168.83%
# of Institutions 289


Latest Institutional Activity in VERX

Top Purchases

Q2 2025
Dld Asset Management, LP Shares Held: 8.5M ($214M)
Q2 2025
Wasatch Advisors Inc Shares Held: 2.5M ($62.8M)
Q2 2025
Champlain Investment Partners, LLC Shares Held: 1.71M ($42.9M)
Q2 2025
Wellington Management Group LLP Shares Held: 1.22M ($30.7M)
Q2 2025
Massachusetts Financial Services CO Shares Held: 1.08M ($27.1M)

Top Sells

Q2 2025
Legacy Advisors, LLC Shares Held: 47.5K ($1.19M)
Q2 2025
Price T Rowe Associates Inc Shares Held: 52.8K ($1.33M)
Q2 2025
Invesco Ltd. Shares Held: 783K ($19.7M)
Q2 2025
Bank Of America Corp Shares Held: 285K ($7.16M)
Q2 2025
Granahan Investment Management, LLC Shares Held: 54.4K ($1.37M)

About VERX

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. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.


Insider Transactions at VERX

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
10.1M Shares
From 19 Insiders
Grant, award, or other acquisition 37.3K shares
Open market or private purchase 9.4K shares
Conversion of derivative security 8M shares
Exercise of conversion of derivative security 2.04M shares
Sell / Disposition
11M Shares
From 18 Insiders
Bona fide gift 735K shares
Open market or private sale 10.1M shares
Payment of exercise price or tax liability 205K shares

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