VERX Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 44.58%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $384,454,576.05

Vertex Insider Trading History Chart

Vertex Share Price & Price History

^$53.53

▼ -0.06 (-0.11%)

As of 12/20/2024 06:31 PM ET

Days: 30 | 90 | 365

Did You See Trump’s Bombshell Exec. Order 001?

From Banyan Hill Publishing | Ad

Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minutes of stepping into the Oval Office...

I put all the details together for you here — but please hurry.

Vertex Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
12/12/2024	Jeffrey Westphal	Insider	Sell	575,000	$53.01	$30,480,750.00	7,895
12/11/2024	David DeStefano	CEO	Sell	216,268	$55.04	$11,903,390.72	293,345
12/9/2024	Item Second Irr. Trust Fbo Kyl	Major Shareholder	Sell	13,346	$55.13	$735,764.98	1,344,754
11/26/2024	Bryan T.R. Rowland	General Counsel	Sell	3,020	$55.08	$166,341.60
11/26/2024	David DeStefano	CEO	Sell	25,607	$55.05	$1,409,665.35	221,932
11/22/2024	John Richard Stamm	Director	Sell	2,500	$53.81	$134,525.00	15,535
11/20/2024	Item Second Irr. Trust Fbo Kyl	Major Shareholder	Sell	40,966	$52.16	$2,136,786.56	1,389,134
11/18/2024	David DeStefano	CEO	Sell	22,275	$49.55	$1,103,726.25	293,246
11/14/2024	David DeStefano	CEO	Sell	159,107	$49.61	$7,893,298.27	332,290
11/11/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	8,485	$49.50	$420,007.50	782,706
11/11/2024	Jeffrey Westphal	Major Shareholder	Sell	2,485,000	$48.90	$121,516,500.00	7,895
11/7/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	26,645	$51.40	$1,369,553.00	906,061
10/14/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	56,419	$40.77	$2,300,202.63	932,706
10/11/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	46,098	$40.48	$1,866,047.04	989,125
10/9/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	49,114	$41.31	$2,028,899.34	1,067,852
10/7/2024	Item Second Irr. Trust Fbo Jac	Insider	Sell	52,713	$41.02	$2,162,287.26	1,144,993
10/3/2024	Jeffrey Westphal	Major Shareholder	Sell	1,225,000	$39.42	$48,289,500.00	7,895
8/26/2024	Item Second Irr. Trust Fbo Kyl	Major Shareholder	Sell	158,900	$37.27	$5,922,203.00	1,430,100
8/22/2024	John R. Schwab	CFO	Sell	25,000	$35.81	$895,250.00	53,104
8/22/2024	John Richard Stamm	Director	Sell	16,000	$35.95	$575,200.00	21,635
7/23/2024	Jeffrey Westphal	Major Shareholder	Sell	1,500,000	$37.81	$56,715,000.00	1,054,641
6/5/2024	Jeffrey Westphal	Major Shareholder	Sell	1,500,000	$32.93	$49,395,000.00	2,554,641
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

AI breakthrough about to upend industry

From Porter & Company | Ad

Everyone is talking about AI right now. The talk has been endless ever since ChatGPT was released to the market in late 2022. You might think it’s way too late to invest in AI. But here’s the thing.

I urge you to watch it now.

SEC Filings (Institutional Ownership Changes) for Vertex (NASDAQ:VERX)

70.32% 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
12/19/2024	Principal Financial Group Inc.	47,673	$1.84M	0.0%	-71.3%	0.031%
12/13/2024	Lord Abbett & CO. LLC	933,034	$35.93M	0.1%	+29.4%	0.598%
11/27/2024	Franklin Resources Inc.	1,690,045	$69.44M	0.0%	+17.6%	1.084%
11/18/2024	Neo Ivy Capital Management	61,136	$2.35M	0.8%	N/A	0.039%
11/16/2024	Geode Capital Management LLC	1,275,283	$49.12M	0.0%	+3.0%	0.820%
11/15/2024	Barclays PLC	582,273	$22.42M	0.0%	+5.4%	0.373%
11/15/2024	Pier Capital LLC	231,390	$8.91M	1.3%	+1.8%	0.149%
11/15/2024	Tensile Capital Management LP	4,053,550	$156.10M	16.9%	-12.5%	2.606%
11/15/2024	State Street Corp	1,361,901	$52.45M	0.0%	+36.4%	0.876%
11/15/2024	Petrus Trust Company LTA	14,893	$0.57M	0.1%	+51.2%	0.010%
11/15/2024	Janus Henderson Group PLC	772,286	$29.74M	0.0%	+0.1%	0.497%
11/14/2024	Fred Alger Management LLC	2,543,838	$97.96M	0.5%	-37.8%	1.636%
11/14/2024	Verition Fund Management LLC	13,800	$0.53M	0.0%	N/A	0.009%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	139,530	$5.37M	0.0%	+18.9%	0.090%
11/14/2024	MetLife Investment Management LLC	31,489	$1.21M	0.0%	+129.1%	0.020%
11/13/2024	Glenmede Trust Co. NA	19,752	$0.76M	0.0%	-7.6%	0.013%
11/13/2024	Quantbot Technologies LP	48,875	$1.88M	0.1%	+119,107.3%	0.031%
11/13/2024	FMR LLC	2,287,774	$88.10M	0.0%	+2.5%	1.471%
11/13/2024	The Manufacturers Life Insurance Company	33,634	$1.30M	0.0%	-2.2%	0.022%
11/13/2024	Loomis Sayles & Co. L P	1,565,994	$60.31M	0.1%	-2.2%	1.007%
11/13/2024	DRW Securities LLC	21,800	$0.84M	0.0%	N/A	0.014%
11/13/2024	Dynamic Technology Lab Private Ltd	18,103	$0.70M	0.1%	N/A	0.012%
11/12/2024	Nicolet Advisory Services LLC	7,755	$0.32M	0.0%	+25.5%	0.005%
11/12/2024	Charles Schwab Investment Management Inc.	432,068	$16.64M	0.0%	+5.6%	0.278%
11/12/2024	Banco Santander S.A.	310,000	$11.94M	0.1%	+4.1%	0.199%
11/12/2024	Brown Capital Management LLC	543,699	$20.94M	0.5%	N/A	0.350%
11/9/2024	Intech Investment Management LLC	11,643	$0.45M	0.0%	N/A	0.007%
11/8/2024	Advisors Asset Management Inc.	968	$37K	0.0%	+126.2%	0.001%
11/8/2024	Jennison Associates LLC	469,526	$18.08M	0.0%	+36.0%	0.302%
11/8/2024	Premier Fund Managers Ltd	524,775	$19.28M	0.7%	+787.0%	0.337%
11/7/2024	Quest Partners LLC	4,529	$0.17M	0.0%	+344.5%	0.003%
11/7/2024	RiverPark Advisors LLC	9,163	$0.35M	0.3%	-25.9%	0.006%
11/6/2024	Natixis Advisors LLC	30,697	$1.18M	0.0%	-11.6%	0.020%
11/6/2024	Mizuho Markets Americas LLC	256,399	$9.87M	0.2%	-25.5%	0.165%
11/6/2024	MeadowBrook Investment Advisors LLC	5,030	$0.19M	0.2%	N/A	0.003%
11/6/2024	KBC Group NV	2,099	$81K	0.0%	+46.1%	0.001%
11/6/2024	Oppenheimer Asset Management Inc.	22,262	$0.86M	0.0%	-49.9%	0.014%
11/5/2024	Geneva Capital Management LLC	1,450,599	$55.86M	0.9%	+40.1%	0.933%
11/5/2024	Victory Capital Management Inc.	34,386	$1.32M	0.0%	+406.9%	0.022%
11/4/2024	TimesSquare Capital Management LLC	1,655,400	$63.75M	1.0%	-5.6%	1.064%
11/4/2024	Sigma Planning Corp	9,487	$0.37M	0.0%	N/A	0.006%
11/1/2024	Verdence Capital Advisors LLC	8,313	$0.32M	0.0%	+6.1%	0.005%
10/31/2024	Principal Financial Group Inc.	47,673	$1.84M	0.0%	-71.3%	0.031%
10/29/2024	Cannon Global Investment Management LLC	18,000	$0.69M	1.1%	N/A	0.012%
10/29/2024	Harbor Capital Advisors Inc.	9,788	$0.38M	0.0%	+13.5%	0.006%
10/29/2024	Pembroke Management LTD	822,401	$31.67M	4.1%	-2.6%	0.529%
10/28/2024	Conestoga Capital Advisors LLC	2,280,290	$87.81M	1.2%	-18.7%	1.466%
10/28/2024	New York State Common Retirement Fund	509,517	$19.62M	0.0%	+22.1%	0.328%
10/25/2024	abrdn plc	588,345	$22.66M	0.0%	-8.6%	0.378%
10/24/2024	Sterling Investment Advisors Ltd.	31,720	$1.22M	0.3%	-4.1%	0.020%
10/22/2024	Bank Pictet & Cie Europe AG	38,410	$1.48M	0.0%	+3.8%	0.025%
10/21/2024	Whittier Trust Co. of Nevada Inc.	80,115	$3.08M	0.1%	+3.9%	0.052%
10/21/2024	Whittier Trust Co.	160,791	$6.19M	0.1%	+5.1%	0.103%
10/18/2024	Blue Trust Inc.	2,259	$81K	0.0%	+191.1%	0.001%
10/17/2024	Ellsworth Advisors LLC	16,707	$0.64M	0.2%	+4.4%	0.011%
10/16/2024	nVerses Capital LLC	5,400	$0.21M	0.1%	N/A	0.003%
10/9/2024	Westwind Capital	186,439	$7.18M	1.7%	N/A	0.120%
10/5/2024	Handelsbanken Fonder AB	11,700	$0.45M	0.0%	+37.6%	0.008%
10/3/2024	SG Americas Securities LLC	11,533	$0.44M	0.0%	N/A	0.007%
8/21/2024	Truist Financial Corp	57,003	$2.06M	0.0%	-7.2%	0.037%
8/16/2024	Algert Global LLC	19,626	$0.71M	0.0%	-47.7%	0.013%
8/16/2024	Driehaus Capital Management LLC	615,061	$22.17M	0.2%	N/A	0.397%
8/15/2024	The Manufacturers Life Insurance Company	34,378	$1.24M	0.0%	+269.4%	0.022%
8/15/2024	Dark Forest Capital Management LP	7,601	$0.27M	0.1%	N/A	0.005%
8/14/2024	Fred Alger Management LLC	4,087,510	$147.36M	0.7%	-10.4%	2.635%
8/13/2024	Sei Investments Co.	90,129	$3.25M	0.0%	+101.9%	0.058%
8/13/2024	Canada Pension Plan Investment Board	1,100	$40K	0.0%	N/A	0.001%
8/13/2024	Public Employees Retirement Association of Colorado	6,386	$0.23M	0.0%	N/A	0.004%
8/12/2024	Amalgamated Bank	1,878	$68K	0.0%	N/A	0.001%
8/9/2024	Renaissance Technologies LLC	377,100	$13.59M	0.0%	+36.2%	0.243%
8/9/2024	Dimensional Fund Advisors LP	668,178	$24.09M	0.0%	+6.5%	0.431%
8/8/2024	Envestnet Asset Management Inc.	248,001	$8.94M	0.0%	+10.0%	0.160%
8/8/2024	Oppenheimer Asset Management Inc.	44,454	$1.60M	0.0%	-13.9%	0.029%
8/8/2024	William Blair Investment Management LLC	782,715	$28.22M	0.1%	+8.1%	0.505%
8/8/2024	Westover Capital Advisors LLC	15,464	$0.56M	0.1%	N/A	0.010%
8/8/2024	Federated Hermes Inc.	50,605	$1.82M	0.0%	N/A	0.033%
8/7/2024	Pier Capital LLC	227,195	$8.19M	1.2%	-43.3%	0.146%
8/6/2024	Quest Partners LLC	1,019	$37K	0.0%	N/A	0.001%
8/5/2024	Arcadia Investment Management Corp MI	2,047	$74K	0.0%	-26.5%	0.001%
8/5/2024	Arizona State Retirement System	15,734	$0.57M	0.0%	+11.7%	0.010%
8/5/2024	Victory Capital Management Inc.	6,784	$0.25M	0.0%	N/A	0.004%
8/5/2024	MCF Advisors LLC	913	$33K	0.0%	-39.5%	0.001%
8/3/2024	TD Asset Management Inc	29,200	$1.05M	0.0%	N/A	0.019%
8/1/2024	Rhumbline Advisers	73,210	$2.64M	0.0%	+5,910.7%	0.047%
8/1/2024	Pembroke Management LTD	844,619	$30.45M	4.2%	-8.9%	0.545%
8/1/2024	Natixis Advisors LLC	34,720	$1.25M	0.0%	-7.4%	0.022%
7/31/2024	Mizuho Markets Americas LLC	344,024	$12.40M	0.3%	N/A	0.222%
7/31/2024	Legacy Advisors LLC	2,163,473	$77.99M	9.5%	0.0%	1.395%
7/29/2024	Principal Financial Group Inc.	166,262	$5.99M	0.0%	-43.4%	0.107%
7/29/2024	Zurcher Kantonalbank Zurich Cantonalbank	10,140	$0.37M	0.0%	+13.3%	0.007%
7/29/2024	Banco Santander S.A.	297,873	$10.74M	0.1%	N/A	0.192%
7/29/2024	Whittier Trust Co. of Nevada Inc.	77,116	$2.78M	0.1%	N/A	0.050%
7/29/2024	Whittier Trust Co.	152,933	$5.51M	0.1%	N/A	0.099%
7/26/2024	Conestoga Capital Advisors LLC	2,805,785	$101.15M	1.5%	0.0%	1.809%
7/26/2024	RiverPark Advisors LLC	12,371	$0.45M	0.4%	-19.2%	0.008%
7/26/2024	Allspring Global Investments Holdings LLC	409,571	$14.77M	0.0%	+8.0%	0.264%
7/26/2024	Verdence Capital Advisors LLC	7,836	$0.28M	0.0%	+16.9%	0.005%
7/26/2024	Bank of New York Mellon Corp	220,906	$7.96M	0.0%	+545.4%	0.142%
7/25/2024	Bank Pictet & Cie Europe AG	37,010	$1.33M	0.0%	N/A	0.024%
7/25/2024	Banque Pictet & Cie SA	949,540	$34.23M	0.3%	+551.9%	0.612%

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: $53.53

$52.00

$54.62

50 Day Range

MA: $49.45

$41.09

$56.92

52 Week Range

Now: $53.53

$23.31

$57.74

Volume

1,857,312 shs

Average Volume

797,302 shs

Market Capitalization

$8.35 billion

P/E Ratio

297.39

Dividend Yield

N/A

Beta

0.77

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)
Jeffrey Westphal (Major Shareholder)
Item Second Irr Trust Fbo Kyl (Insider)
Item Second Irr Trust Fbo Jac (Insider)
Item Second Irr Trust Fbo Ann (Insider)
Item Second Irr Trust Fbo Kyl (Major Shareholder)
David Destefano (CEO)
Eric C Andersen (Director)
2020 Irrevocable Trust For Ben (Insider)
John R Schwab (CFO)
John Richard Stamm (Director)
Jeffrey Westphal (Insider)
Bryan TR Rowland (General Counsel)
Lisa Butler (CAO)
Learn More about top insider investors at Vertex.
Who are the major institutional investors of Vertex?: Vertex's top institutional shareholders include:
Tensile Capital Management LP — 2.61%
Fred Alger Management LLC — 1.64%
FMR LLC — 1.47%
Conestoga Capital Advisors LLC — 1.47%
Franklin Resources Inc. — 1.08%
TimesSquare Capital Management LLC — 1.06%
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:
Fred Alger Management LLC
Tensile Capital Management LP
Conestoga Capital Advisors LLC
Principal Financial Group Inc.
Principal Financial Group Inc.
TimesSquare Capital Management LLC
Mizuho Markets Americas LLC
abrdn plc
Within the last year, company insiders that have sold Vertex company stock include:
Jeffery Westphal (Major Shareholder)
Tensile Capital Management Lp (Major Shareholder)
Jeffrey Westphal (Major Shareholder)
Item Second Irr Trust Fbo Kyl (Insider)
Item Second Irr Trust Fbo Jac (Insider)
Item Second Irr Trust Fbo Ann (Insider)
Item Second Irr Trust Fbo Kyl (Major Shareholder)
David Destefano (CEO)
Eric C Andersen (Director)
2020 Irrevocable Trust For Ben (Insider)
John R Schwab (CFO)
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:
Brown Capital Management LLC
Premier Fund Managers Ltd
Geneva Capital Management LLC
State Street Corp
Franklin Resources Inc.
Lord Abbett & CO. LLC
Westwind Capital
Jennison Associates LLC