Vertex, Inc. VERX
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
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, PA7.7MShares$193 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$117 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.64MShares$91.5 Million15.54% of portfolio
-
Conestoga Capital Advisors, LLC3.4MShares$85.4 Million1.79% of portfolio
-
Neuberger Berman Group LLC New York, NY3.17MShares$79.5 Million0.09% of portfolio
-
Geneva Capital Management LLC3.02MShares$75.8 Million1.82% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT2.5MShares$62.8 Million0.48% of portfolio
-
Franklin Resources Inc San Mateo, CA2.36MShares$59.3 Million0.02% of portfolio
-
Capital World Investors Los Angeles, CA2.19MShares$55.1 Million0.01% of portfolio
-
Champlain Investment Partners, LLC Burlington, VT1.71MShares$42.9 Million0.45% 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 |
|---|---|---|---|---|---|
|
Jun 24
2025
|
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 |
14,425
-7.69%
|
$504,875
$35.24 P/Share
|
|
Jun 23
2025
|
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 |
510
-0.27%
|
$17,850
$35.0 P/Share
|
|
Jun 20
2025
|
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 |
8,832
-4.49%
|
$309,120
$35.12 P/Share
|
|
Jun 18
2025
|
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 |
157,874
-44.51%
|
$5,525,590
$35.93 P/Share
|
|
Jun 17
2025
|
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 |
145,111
-29.03%
|
$5,369,107
$37.16 P/Share
|
|
Jun 16
2025
|
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 |
78,248
-13.54%
|
$2,816,928
$36.87 P/Share
|
|
Jun 11
2025
|
Mark J Mendola |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+50.0%
|
-
|
|
Jun 11
2025
|
Eric C. Andersen |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+4.61%
|
-
|
|
Jun 11
2025
|
Philip Seth Saunders |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+13.22%
|
-
|
|
Jun 11
2025
|
Stefanie Westphal Thompson |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+9.4%
|
-
|
|
Jun 11
2025
|
Amanda Westphal Radcliffe |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+3.58%
|
-
|
|
Jun 11
2025
|
John Richard Stamm |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+23.81%
|
-
|
|
Jun 11
2025
|
Bradley M Gayton |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+9.15%
|
-
|
|
Jun 09
2025
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
3,000,000
-100.0%
|
$114,000,000
$38.45 P/Share
|
|
Jun 09
2025
|
Jeffery Westphal |
BUY
Conversion of derivative security
|
Indirect |
3,000,000
+50.0%
|
-
|
|
May 20
2025
|
Item Second Irr. Trust Fbo Mackenzie S. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 |
BUY
Conversion of derivative security
|
Direct |
600,000
+50.0%
|
-
|
|
May 20
2025
|
2020 Irrevocable Trust For Benefit Of Constance A. Thompson |
BUY
Conversion of derivative security
|
Direct |
22,500
+50.0%
|
-
|
|
May 20
2025
|
Item Second Irr. Trust Fbo Andrea P. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 |
BUY
Conversion of derivative security
|
Direct |
400,000
+50.0%
|
-
|
|
May 20
2025
|
Item Second Irr. Trust Fbo Melanie H. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 |
BUY
Conversion of derivative security
|
Direct |
300,000
+50.0%
|
-
|
|
May 13
2025
|
Ryan J Leib Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
5,755
-100.0%
|
$218,690
$38.0 P/Share
|
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 |