Vertex, Inc. VERX
Institutional shares held
56.7 Million
198K
calls
63.8K
puts
Total value of holdings
$1.87B
$6.55M
calls
$2.11M
puts
Market Cap
$1.6B
48,432,500
Shares Out.
Institutional ownership
117.05%
# of Institutions
182
We take great care to ensure that the data presented and summarized in this overview for Vertex, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding VERX
View all-
Vanguard Group Inc Valley Forge, PA5.79MShares$191 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.76MShares$157 Million17.27% of portfolio
-
Fred Alger Management, LLC New York, NY4.56MShares$151 Million0.73% of portfolio
-
Neuberger Berman Group LLC New York, NY3.57MShares$118 Million0.1% of portfolio
-
Conestoga Capital Advisors, LLC2.81MShares$92.8 Million1.3% of portfolio
-
Legacy Advisors, LLC2.16MShares$71.5 Million8.71% of portfolio
-
Jpmorgan Chase & CO New York, NY2.07MShares$68.5 Million0.01% of portfolio
-
Wsfs Capital Management, LLC Philadelphia, PA1.6MShares$52.7 Million2.79% of portfolio
-
Loomis Sayles & CO L P1.53MShares$50.5 Million0.07% of portfolio
-
Times Square Capital Management, LLC1.39MShares$45.8 Million0.64% of portfolio
Latest Institutional Activity in VERX
Top Purchases
Top Sells
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
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Apr 30
2024
|
Jeffery Westphal > 10% Shareholder |
BUY
Conversion of derivative security
|
Indirect |
2,500,000
+38.14%
|
-
|
|
Apr 05
2024
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
791,133
-33.73%
|
$23,733,990
$30.05 P/Share
|
|
Mar 27
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
30,692
-100.0%
|
$920,760
$30.22 P/Share
|
|
Mar 26
2024
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
27,128
-2.73%
|
$813,840
$30.27 P/Share
|
|
Mar 26
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
50,669
-62.28%
|
$1,520,070
$30.23 P/Share
|
|
Mar 25
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
47,522
-36.87%
|
$1,425,660
$30.09 P/Share
|
|
Mar 25
2024
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
47,571
-4.58%
|
$1,427,130
$30.09 P/Share
|
|
Mar 25
2024
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
2,859
-0.24%
|
$85,770
$30.03 P/Share
|
|
Mar 21
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
100
-0.08%
|
$3,000
$30.0 P/Share
|
|
Mar 21
2024
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
100
-0.01%
|
$3,000
$30.0 P/Share
|
|
Mar 21
2024
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
100
-0.01%
|
$3,000
$30.0 P/Share
|
|
Mar 20
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
10,926
-7.81%
|
$327,780
$30.04 P/Share
|
|
Mar 20
2024
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
10,917
-1.04%
|
$327,510
$30.04 P/Share
|
|
Mar 20
2024
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
10,955
-0.9%
|
$328,650
$30.04 P/Share
|
|
Mar 19
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
30,954
-18.12%
|
$928,620
$30.06 P/Share
|
|
Mar 19
2024
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
30,941
-2.86%
|
$928,230
$30.05 P/Share
|
|
Mar 19
2024
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
31,173
-2.51%
|
$935,190
$30.06 P/Share
|
|
Mar 18
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
6,954
-3.91%
|
$208,620
$30.05 P/Share
|
|
Mar 18
2024
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
6,910
-0.63%
|
$207,300
$30.05 P/Share
|
|
Mar 18
2024
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
6,967
-0.56%
|
$209,010
$30.04 P/Share
|
Last 12 Months Summary
Buy / Acquisition
9.08M
Shares
From
16
Insiders
| Grant, award, or other acquisition | 61.7K shares |
|---|---|
| Conversion of derivative security | 7.56M shares |
| Exercise of conversion of derivative security | 1.42M shares |
| Open market or private sale | 39.5K shares |
Sell / Disposition
12.7M
Shares
From
18
Insiders
| Open market or private sale | 12M shares |
|---|---|
| Payment of exercise price or tax liability | 689K shares |
| Bona fide gift | 37.5K shares |