Vertex, Inc. VERX
Institutional shares held
75.8 Million
2.88M
calls
665K
puts
Total value of holdings
$2.95B
$112M
calls
$25.9M
puts
Market Cap
$1.89B
48,432,500
Shares Out.
Institutional ownership
156.47%
# of Institutions
275
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, PA6.87MShares$268 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$182 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA3.77MShares$147 Million20.89% of portfolio
-
Neuberger Berman Group LLC New York, NY3.26MShares$127 Million0.1% of portfolio
-
Conestoga Capital Advisors, LLC2.95MShares$115 Million1.56% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD2.43MShares$94.7 Million0.06% of portfolio
-
Fred Alger Management, LLC New York, NY2.06MShares$80.3 Million0.56% of portfolio
-
Geneva Capital Management LLC2.04MShares$79.7 Million1.36% of portfolio
-
Franklin Resources Inc San Mateo, CA1.89MShares$73.6 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.62MShares$63.1 Million0.0% 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 |
|---|---|---|---|---|---|
|
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
|
|
May 13
2025
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
109,415
-4.76%
|
$4,048,355
$37.67 P/Share
|
|
May 13
2025
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
186,591
+13.69%
|
$559,773
$3.73 P/Share
|
|
May 12
2025
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
363,116
-9.45%
|
$13,435,292
$37.88 P/Share
|
|
May 12
2025
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
561,195
+17.47%
|
$9,540,315
$17.33 P/Share
|
|
Mar 19
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
43,228
-71.62%
|
$1,512,980
$35.95 P/Share
|
|
Mar 19
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
32,105
+22.3%
|
$545,785
$17.95 P/Share
|
|
Mar 04
2025
|
Eric C. Andersen |
BUY
Exercise of conversion of derivative security
|
Direct |
22,000
+17.32%
|
$44,000
$2.5 P/Share
|
|
Mar 04
2025
|
Bradley M Gayton |
BUY
Open market or private purchase
|
Direct |
9,400
+8.28%
|
$291,400
$31.84 P/Share
|
|
Feb 28
2025
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
14,613
-1.81%
|
$467,616
$32.29 P/Share
|
|
Feb 28
2025
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
28,568
+3.42%
|
-
|
|
Feb 28
2025
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
932
-1.03%
|
$29,824
$32.29 P/Share
|
|
Feb 28
2025
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
1,721
+1.87%
|
-
|
|
Feb 28
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
239
-2.08%
|
$7,648
$32.29 P/Share
|
|
Feb 28
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
867
+7.01%
|
-
|
|
Feb 24
2025
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
55,873
-6.71%
|
$2,402,539
$43.64 P/Share
|
|
Feb 24
2025
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
109,232
+11.59%
|
-
|
|
Feb 21
2025
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
29,346
-15.16%
|
$1,291,224
$44.21 P/Share
|
|
Feb 21
2025
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
54,192
+21.86%
|
-
|
|
Feb 21
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
2,904
-15.13%
|
$127,776
$44.21 P/Share
|
Last 12 Months Summary
Buy / Acquisition
5.9M
Shares
From
14
Insiders
| Grant, award, or other acquisition | 34.2K shares |
|---|---|
| Open market or private purchase | 9.4K shares |
| Conversion of derivative security | 3.68M shares |
| Exercise of conversion of derivative security | 2.18M shares |
Sell / Disposition
10.8M
Shares
From
19
Insiders
| Bona fide gift | 735K shares |
|---|---|
| Open market or private sale | 9.83M shares |
| Payment of exercise price or tax liability | 205K shares |