VERX Insider Trading

Insider Ownership Percentage: 45.00%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $255,372,983.87

Vertex Insider Trading History Chart

This chart shows the insider buying and selling history at Vertex by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Vertex Share Price & Price History

Current Price: $37.16
Price Change: Price Increase of +0.78 (2.14%)
As of 09/19/2024 01:59 PM ET

This chart shows the closing price history over time for VERX up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Vertex Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
8/26/2024Item Second Irr. Trust Fbo KylMajor ShareholderSell158,900$37.27$5,922,203.001,430,100View SEC Filing Icon  
8/22/2024John R. SchwabCFOSell25,000$35.81$895,250.0053,104View SEC Filing Icon  
8/22/2024John Richard StammDirectorSell16,000$35.95$575,200.0021,635View SEC Filing Icon  
7/23/2024Jeffrey WestphalMajor ShareholderSell1,500,000$37.81$56,715,000.001,054,641View SEC Filing Icon  
6/5/2024Jeffrey WestphalMajor ShareholderSell1,500,000$32.93$49,395,000.002,554,641View SEC Filing Icon  
4/5/2024Jeffrey WestphalMajor ShareholderSell791,133$30.05$23,773,546.651,554,641View SEC Filing Icon  
3/27/20242020 Irrevocable Trust For BeninsiderSell30,692$30.22$927,512.24View SEC Filing Icon  
3/25/20242020 Irrevocable Trust For BenInsiderSell47,522$30.09$1,429,936.9881,361View SEC Filing Icon  
3/20/2024Item Second Irr. Trust Fbo JacInsiderSell10,955$30.04$329,088.201,200,665View SEC Filing Icon  
3/18/2024Item Second Irr. Trust Fbo JacInsiderSell6,967$30.04$209,288.681,242,793View SEC Filing Icon  
3/14/2024Item Second Irr. Trust Fbo JacInsiderSell8,538$30.01$256,225.381,249,760View SEC Filing Icon  
3/14/2024Lisa ButlerCAOSell8,290$29.63$245,632.70250View SEC Filing Icon  
3/12/2024Item Second Irr. Trust Fbo JacInsiderSell9,749$30.01$292,567.491,259,598View SEC Filing Icon  
3/8/2024Item Second Irr. Trust Fbo AnnInsiderSell20,113$30.14$606,205.821,107,759View SEC Filing Icon  
3/6/2024Item Second Irr. Trust Fbo AnnInsiderSell10,589$30.01$317,775.891,147,736View SEC Filing Icon  
3/5/2024John R. SchwabCFOSell10,000$30.00$300,000.0053,104View SEC Filing Icon  
3/5/2024John Richard StammDirectorSell6,500$29.48$191,620.0015,930View SEC Filing Icon  
3/4/2024Item Second Irr. Trust Fbo AnnInsiderSell173,391$30.34$5,260,682.941,165,074View SEC Filing Icon  
3/1/2024Item Second Irr. Trust Fbo AnnInsiderSell26,609$33.62$894,594.581,338,465View SEC Filing Icon  
12/18/2023John R. SchwabCFOSell25,000$26.55$663,750.0023,316View SEC Filing Icon  
12/13/2023Item Second Irr. Trust Fbo JacInsiderSell11,400$28.18$321,252.001,597,706View SEC Filing Icon  
12/11/2023Item Second Irr. Trust Fbo JacInsiderSell49,049$28.72$1,408,687.281,658,305View SEC Filing Icon  
12/8/2023Item Second Irr. Trust Fbo JacInsiderSell50,227$28.65$1,439,003.551,707,354View SEC Filing Icon  
12/6/2023Item Second Irr. Trust Fbo JacInsiderSell21,696$29.41$638,079.361,797,134View SEC Filing Icon  
12/4/2023Item Second Irr. Trust Fbo AnnInsiderSell18,900$27.82$525,798.001,630,148View SEC Filing Icon  
12/1/2023Item Second Irr. Trust Fbo JacInsiderSell79,200$27.77$2,199,384.001,860,445View SEC Filing Icon  
11/29/2023Item Second Irr. Trust Fbo JacInsiderSell67,000$28.89$1,935,630.002,022,000View SEC Filing Icon  
11/15/2023Item Second Irr. Trust Fbo JacInsiderSell50,318$26.35$1,325,879.302,089,000View SEC Filing Icon  
11/14/2023Jeffery WestphalMajor ShareholderSell1,899,025$26.06$49,488,591.507,895View SEC Filing Icon  
11/13/2023Item Second Irr. Trust Fbo JacInsiderSell4,682$27.35$128,052.702,184,318View SEC Filing Icon  
11/9/2023Tensile Capital Management LpMajor ShareholderSell253,484$26.49$6,714,791.165,403,233View SEC Filing Icon  
11/8/2023Item Second Irr. Trust Fbo KylInsiderSell105,337$22.72$2,393,256.641,889,000View SEC Filing Icon  
11/6/2023Item Second Irr. Trust Fbo KylInsiderSell126,155$22.29$2,811,994.952,151,724View SEC Filing Icon  
11/3/2023Item Second Irr. Trust Fbo KylInsiderSell168,208$23.36$3,929,338.882,277,879View SEC Filing Icon  
11/1/2023Item Second Irr. Trust Fbo KylInsiderSell63,195$23.60$1,491,402.002,525,805View SEC Filing Icon  
10/9/2023Tensile Capital Management LpMajor ShareholderSell20,000$23.98$479,600.005,666,717View SEC Filing Icon  
10/6/2023Tensile Capital Management LpMajor ShareholderSell120,000$24.25$2,910,000.005,686,717View SEC Filing Icon  
10/2/2023Jeffery WestphalMajor ShareholderSell1,103,475$22.32$24,629,562.001,076,727View SEC Filing Icon  
9/29/2023Tensile Capital Management LpMajor ShareholderSell60,000$23.36$1,401,600.005,806,717View SEC Filing Icon  
8/28/2023John Richard StammDirectorSell10,691$22.41$239,585.3132,430View SEC Filing Icon  
8/14/2023Eric C. AndersenDirectorSell15,121$19.50$294,859.5097,309View SEC Filing Icon  
7/14/2023Jeffery WestphalMajor ShareholderSell89,236$18.66$1,665,143.765,584,181View SEC Filing Icon  
7/14/2023Lisa ButlerCAOSell10,000$18.71$187,100.00250View SEC Filing Icon  
7/12/2023Jeffery WestphalMajor ShareholderSell80,816$18.90$1,527,422.405,828,563View SEC Filing Icon  
6/30/2023Jeffery WestphalMajor ShareholderSell608,798$19.08$11,615,865.841,301,202View SEC Filing Icon  
6/28/2023Jeffery WestphalMajor ShareholderSell800,000$18.26$14,608,000.006,509,379View SEC Filing Icon  
6/15/2023David DeStefanoCEOSell100,000$20.43$2,043,000.00259,074View SEC Filing Icon  
6/15/2023Lisa ButlerCAOSell10,000$20.89$208,900.00250View SEC Filing Icon  
5/15/2023John R. SchwabCFOSell30,000$19.61$588,300.0023,316View SEC Filing Icon  
5/15/2023Lisa ButlerCAOSell10,000$19.56$195,600.00250View SEC Filing Icon  
4/21/2023Tensile Capital Management LpMajor ShareholderSell4,383$22.32$97,828.565,866,717View SEC Filing Icon  
4/19/2023Tensile Capital Management LpMajor ShareholderSell44,313$22.61$1,001,916.935,925,945View SEC Filing Icon  
4/17/2023Lisa ButlerCAOSell10,000$22.45$224,500.00250View SEC Filing Icon  
4/5/2023Item Second Irr. Trust Fbo JacInsiderSell18,780$21.33$400,577.40100,000View SEC Filing Icon  
4/3/2023Item Second Irr. Trust Fbo AnnInsiderSell27,123$21.05$570,939.15155,260View SEC Filing Icon  
3/30/2023Item Second Irr. Trust Fbo AnnInsiderSell35,766$20.52$733,918.32214,750View SEC Filing Icon  
3/28/2023Item Second Irr. Trust Fbo AnnInsiderSell5,730$19.18$109,901.40294,270View SEC Filing Icon  
3/22/2023Item Second Irr. Trust Fbo AnnInsiderSell10,533$18.23$192,016.59300,000View SEC Filing Icon  
3/20/2023Item Second Irr. Trust Fbo AnnInsiderSell2,354$18.25$42,960.50321,912View SEC Filing Icon  
3/17/2023Item Second Irr. Trust Fbo AnnInsiderSell30,153$18.29$551,498.37324,266View SEC Filing Icon  
3/16/2023Jeffery WestphalMajor ShareholderSell1,375,164$17.75$24,409,161.007,309,379View SEC Filing Icon  
3/15/2023Item Second Irr. Trust Fbo AnnInsiderSell27,417$18.42$505,021.14427,681View SEC Filing Icon  
3/15/2023Lisa ButlerCAOSell10,000$18.09$180,900.00250View SEC Filing Icon  
3/14/2023Jeffery WestphalMajor ShareholderSell23,884$18.67$445,914.288,794,868View SEC Filing Icon  
3/13/2023Item Second Irr. Trust Fbo AnnInsiderSell17,376$18.21$316,416.96479,686View SEC Filing Icon  
3/10/2023Item Second Irr. Trust Fbo AnnInsiderSell2,938$18.07$53,089.66497,062View SEC Filing Icon  
3/8/2023Bryan T.R. RowlandGeneral CounselSell81,729$16.51$1,349,345.793,911View SEC Filing Icon  
3/8/2023Jeffery WestphalMajor ShareholderSell62,857$18.63$1,171,025.918,853,836View SEC Filing Icon  
3/8/2023Lisa ButlerCAOSell22,894$16.42$375,919.48250View SEC Filing Icon  
3/2/2023Jeffery WestphalMajor ShareholderSell50,000$15.66$783,000.008,916,693View SEC Filing Icon  
2/28/2023Jeffery WestphalMajor ShareholderSell44,391$15.82$702,265.629,005,609View SEC Filing Icon  
12/14/2022David DeStefanoCEOSell9,089$16.14$146,696.46267,660View SEC Filing Icon  
12/12/2022David DeStefanoCEOSell9,631$16.05$154,577.55306,749View SEC Filing Icon  
11/23/2022Kevin L. RobertDirectorSell11,843$15.50$183,566.5031,510View SEC Filing Icon  
11/17/2022Jeffery WestphalMajor ShareholderSell1,500,000$15.15$22,725,000.009,050,000View SEC Filing Icon  
10/10/2022David DeStefanoCEOSell17,671$14.56$257,289.76316,102View SEC Filing Icon  
9/30/2022David DeStefanoCEOSell28,900$13.94$402,866.00333,773View SEC Filing Icon  
9/28/2022David DeStefanoCEOSell36,419$13.59$494,934.21396,603View SEC Filing Icon  
9/19/2022David DeStefanoCEOSell26,340$13.73$361,648.20433,022View SEC Filing Icon  
9/15/2022David DeStefanoCEOSell47,275$14.51$685,960.25520,305View SEC Filing Icon  
9/13/2022Lisa ButlerCAOSell47,793$14.61$698,255.733,144View SEC Filing Icon  
7/29/2022Jeffery WestphalMajor ShareholderSell5,000,000$7.35$36,750,000.0011,300,000View SEC Filing Icon  
7/11/2022Jeffery WestphalMajor ShareholderSell69,562$11.36$790,224.321,347,937View SEC Filing Icon  
7/7/2022Jeffery WestphalMajor ShareholderSell6,723$12.03$80,877.691,442,842View SEC Filing Icon  
6/30/2022Jeffery WestphalMajor ShareholderSell150,000$11.32$1,698,000.001,511,420View SEC Filing Icon  
6/13/2022Lisa ButlerCAOSell34,968$9.68$338,490.2441,314View SEC Filing Icon  
1/11/2022Jeffery WestphalMajor ShareholderSell800,000$14.60$11,680,000.00View SEC Filing Icon  
12/3/2021John Richard StammDirectorSell12,000$16.88$202,560.00View SEC Filing Icon  
11/18/2021Bryan T.R. RowlandGeneral CounselSell20,602$20.47$421,722.94View SEC Filing Icon  
See Full Table

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

59.10% 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

This chart shows the instiutional buying and selling at VERX by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Vertex Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2024Truist Financial Corp57,003$2.06M0.0%-7.2%0.037%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC19,626$0.71M0.0%-47.7%0.013%Search for SEC Filing on Google Icon
8/16/2024Driehaus Capital Management LLC615,061$22.17M0.2%N/A0.397%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company 34,378$1.24M0.0%+269.4%0.022%Search for SEC Filing on Google Icon
8/15/2024Dark Forest Capital Management LP7,601$0.27M0.1%N/A0.005%Search for SEC Filing on Google Icon
8/14/2024Fred Alger Management LLC4,087,510$147.36M0.7%-10.4%2.635%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.90,129$3.25M0.0%+101.9%0.058%Search for SEC Filing on Google Icon
8/13/2024Canada Pension Plan Investment Board1,100$40K0.0%N/A0.001%Search for SEC Filing on Google Icon
8/13/2024Public Employees Retirement Association of Colorado6,386$0.23M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/12/2024Amalgamated Bank1,878$68K0.0%N/A0.001%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC377,100$13.59M0.0%+36.2%0.243%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP668,178$24.09M0.0%+6.5%0.431%Search for SEC Filing on Google Icon
8/8/2024Envestnet Asset Management Inc.248,001$8.94M0.0%+10.0%0.160%Search for SEC Filing on Google Icon
8/8/2024Oppenheimer Asset Management Inc.44,454$1.60M0.0%-13.9%0.029%Search for SEC Filing on Google Icon
8/8/2024William Blair Investment Management LLC782,715$28.22M0.1%+8.1%0.505%Search for SEC Filing on Google Icon
8/8/2024Westover Capital Advisors LLC15,464$0.56M0.1%N/A0.010%Search for SEC Filing on Google Icon
8/8/2024Federated Hermes Inc.50,605$1.82M0.0%N/A0.033%Search for SEC Filing on Google Icon
8/7/2024Pier Capital LLC227,195$8.19M1.2%-43.3%0.146%Search for SEC Filing on Google Icon
8/6/2024Quest Partners LLC1,019$37K0.0%N/A0.001%Search for SEC Filing on Google Icon
8/5/2024Arcadia Investment Management Corp MI2,047$74K0.0%-26.5%0.001%Search for SEC Filing on Google Icon
8/5/2024Arizona State Retirement System15,734$0.57M0.0%+11.7%0.010%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.6,784$0.25M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/5/2024MCF Advisors LLC913$33K0.0%-39.5%0.001%Search for SEC Filing on Google Icon
8/3/2024TD Asset Management Inc29,200$1.05M0.0%N/A0.019%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers73,210$2.64M0.0%+5,910.7%0.047%Search for SEC Filing on Google Icon
8/1/2024Pembroke Management LTD844,619$30.45M4.2%-8.9%0.545%Search for SEC Filing on Google Icon
8/1/2024Natixis Advisors LLC34,720$1.25M0.0%-7.4%0.022%Search for SEC Filing on Google Icon
7/31/2024Mizuho Markets Americas LLC344,024$12.40M0.3%N/A0.222%Search for SEC Filing on Google Icon
7/31/2024Legacy Advisors LLC2,163,473$77.99M9.5%0.0%1.395%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.166,262$5.99M0.0%-43.4%0.107%Search for SEC Filing on Google Icon
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank10,140$0.37M0.0%+13.3%0.007%Search for SEC Filing on Google Icon
7/29/2024Banco Santander S.A.297,873$10.74M0.1%N/A0.192%Search for SEC Filing on Google Icon
7/29/2024Whittier Trust Co. of Nevada Inc.77,116$2.78M0.1%N/A0.050%Search for SEC Filing on Google Icon
7/29/2024Whittier Trust Co.152,933$5.51M0.1%N/A0.099%Search for SEC Filing on Google Icon
7/26/2024Conestoga Capital Advisors LLC2,805,785$101.15M1.5%0.0%1.809%Search for SEC Filing on Google Icon
7/26/2024RiverPark Advisors LLC12,371$0.45M0.4%-19.2%0.008%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC409,571$14.77M0.0%+8.0%0.264%Search for SEC Filing on Google Icon
7/26/2024Verdence Capital Advisors LLC7,836$0.28M0.0%+16.9%0.005%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp220,906$7.96M0.0%+545.4%0.142%Search for SEC Filing on Google Icon
7/25/2024Bank Pictet & Cie Europe AG37,010$1.33M0.0%N/A0.024%Search for SEC Filing on Google Icon
7/25/2024Banque Pictet & Cie SA949,540$34.23M0.3%+551.9%0.612%Search for SEC Filing on Google Icon
7/18/2024Blue Trust Inc.776$28K0.0%N/A0.001%Search for SEC Filing on Google Icon
7/18/2024Ellsworth Advisors LLC16,010$0.58M0.2%+6.6%0.010%Search for SEC Filing on Google Icon
7/18/2024PICTET BANK & TRUST Ltd7,700$0.28M0.3%N/A0.005%Search for SEC Filing on Google Icon
7/16/2024Bank Pictet & Cie Asia Ltd.10,800$0.39M0.0%N/A0.007%Search for SEC Filing on Google Icon
7/9/2024Harbor Capital Advisors Inc.8,620$0.31M0.0%-48.4%0.006%Search for SEC Filing on Google Icon
7/3/2024Moody National Bank Trust Division30,369$1.10M0.1%+19.7%0.020%Search for SEC Filing on Google Icon
5/24/2024Cetera Advisors LLC7,517$0.24M0.0%N/A0.005%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank230,848$7.33M0.0%+12.1%0.150%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System46,115$1.47M0.0%+6.3%0.030%Search for SEC Filing on Google Icon
5/16/2024Janus Henderson Group PLC849,154$26.97M0.0%-1.2%0.550%Search for SEC Filing on Google Icon
5/16/2024Kennedy Capital Management LLC245,141$7.79M0.2%-36.0%0.159%Search for SEC Filing on Google Icon
5/16/2024Bayesian Capital Management LP10,100$0.32M0.0%N/A0.007%Search for SEC Filing on Google Icon
5/16/2024Silvercrest Asset Management Group LLC712,926$22.64M0.2%+13.6%0.462%Search for SEC Filing on Google Icon
5/15/2024Sandia Investment Management LP5,000$0.16M0.2%N/A0.003%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD9,630$0.31M0.0%-96.5%0.006%Search for SEC Filing on Google Icon
5/15/2024Lazard Asset Management LLC6,053$0.19M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/15/2024Quadrature Capital Ltd92,167$2.93M0.1%+24.7%0.060%Search for SEC Filing on Google Icon
5/14/2024Gagnon Securities LLC218,234$6.93M1.6%+120.4%0.141%Search for SEC Filing on Google Icon
5/14/2024Gagnon Advisors LLC115,594$3.67M3.2%+100.0%0.075%Search for SEC Filing on Google Icon
5/13/2024Bessemer Group Inc.248,738$7.90M0.0%+8.0%0.161%Search for SEC Filing on Google Icon
5/11/2024Hillsdale Investment Management Inc.142,682$4.53M0.4%+8.6%0.092%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.5,791,215$183.93M0.0%+4.2%3.752%Search for SEC Filing on Google Icon
5/9/2024Pembroke Management LTD927,129$29.45M3.5%+255.3%0.601%Search for SEC Filing on Google Icon
5/8/2024William Blair Investment Management LLC724,037$23M0.1%-45.8%0.469%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.3,467$0.11M0.0%-97.5%0.002%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.44,636$1.42M0.0%-11.9%0.029%Search for SEC Filing on Google Icon
5/7/2024Swiss National Bank101,200$3.21M0.0%+5.4%0.066%Search for SEC Filing on Google Icon
5/7/2024TimesSquare Capital Management LLC1,386,848$44.05M0.6%+2.3%0.899%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer Asset Management Inc.51,624$1.64M0.0%+1.2%0.033%Search for SEC Filing on Google Icon
5/7/2024SG Americas Securities LLC5,237$0.17M0.0%N/A0.003%Search for SEC Filing on Google Icon
5/6/2024Quantbot Technologies LP18,833$0.60M0.0%-50.5%0.012%Search for SEC Filing on Google Icon
5/3/2024RiverPark Advisors LLC15,309$0.49M0.4%+361.3%0.010%Search for SEC Filing on Google Icon
5/1/2024Mirae Asset Global Investments Co. Ltd.68,036$2.16M0.0%+13.9%0.044%Search for SEC Filing on Google Icon
4/30/2024Allspring Global Investments Holdings LLC379,180$12.04M0.0%N/A0.246%Search for SEC Filing on Google Icon
4/29/2024Principal Financial Group Inc.293,760$9.33M0.0%+25.6%0.190%Search for SEC Filing on Google Icon
4/26/2024Conestoga Capital Advisors LLC2,806,830$89.15M1.3%-0.9%1.819%Search for SEC Filing on Google Icon
4/26/2024Verdence Capital Advisors LLC6,702$0.21M0.0%N/A0.004%Search for SEC Filing on Google Icon
4/23/2024F M Investments LLC6,578$0.21M0.1%N/A0.004%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC379,180$12.04M0.0%N/A0.246%Search for SEC Filing on Google Icon
4/17/2024Cannon Global Investment Management LLC21,200$0.67M1.8%N/A0.014%Search for SEC Filing on Google Icon
4/16/2024Toth Financial Advisory Corp19,780$0.63M0.1%N/A0.013%Search for SEC Filing on Google Icon
4/16/2024Harbour Capital Advisors LLC12,560$0.40M0.1%-6.5%0.008%Search for SEC Filing on Google Icon
4/11/2024Capital CS Group LLC19,403$0.62M0.6%N/A0.013%Search for SEC Filing on Google Icon
4/4/2024Moody National Bank Trust Division25,369$0.81M0.1%+34.7%0.016%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd73,909$1.99M0.0%+175.0%0.048%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.5,555,808$149.67M0.0%+13.0%3.600%Search for SEC Filing on Google Icon
2/17/2024Bullseye Asset Management LLC45,071$1.21M0.6%+12.5%0.029%Search for SEC Filing on Google Icon
2/15/2024Palisade Capital Management LP1,176,808$31.70M0.8%-6.9%0.769%Search for SEC Filing on Google Icon
2/15/2024Palogic Value Management L.P.175,000$4.71M2.1%-22.2%0.114%Search for SEC Filing on Google Icon
2/15/2024G2 Investment Partners Management LLC258,768$6.97M2.0%-3.8%0.169%Search for SEC Filing on Google Icon
2/15/2024Granahan Investment Management LLC663,606$17.88M0.6%+49.4%0.434%Search for SEC Filing on Google Icon
2/14/2024Quadrature Capital Ltd73,909$1.99M0.0%+175.0%0.048%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC2,672$72K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/12/2024Axiom Investors LLC DE343,470$9.25M0.1%N/A0.225%Search for SEC Filing on Google Icon
2/12/2024Legacy Advisors LLC3,244,871$87.42M11.3%+1,517.0%2.121%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP52,134$1.40M0.0%+97.9%0.034%Search for SEC Filing on Google Icon
2/7/2024Principal Financial Group Inc.233,813$6.30M0.0%+164.0%0.153%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC71,901$1.94M0.1%N/A0.047%Search for SEC Filing on Google Icon
2/7/2024TimesSquare Capital Management LLC1,356,325$36.54M0.5%-6.1%0.887%Search for SEC Filing on Google Icon
Data available starting January 2016

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Vertex logo
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.
Read More on Vertex

Today's Range

Now: $37.16
Low: $36.71
High: $37.27

50 Day Range

MA: $36.94
Low: $34.62
High: $40.01

52 Week Range

Now: $37.16
Low: $20.62
High: $40.05

Volume

211,094 shs

Average Volume

775,299 shs

Market Capitalization

$5.78 billion

P/E Ratio

929.00

Dividend Yield

N/A

Beta

0.69

Who are the company insiders with the largest holdings of Vertex?

Vertex's top insider shareholders include:
  1. Jeffery Westphal (Major Shareholder)
  2. Tensile Capital Management Lp (Major Shareholder)
  3. Jeffrey Westphal (Major Shareholder)
  4. Item Second Irr Trust Fbo Kyl (Insider)
  5. Item Second Irr Trust Fbo Jac (Insider)
  6. Item Second Irr Trust Fbo Ann (Insider)
  7. Item Second Irr Trust Fbo Kyl (Major Shareholder)
  8. David Destefano (CEO)
  9. Eric C Andersen (Director)
  10. 2020 Irrevocable Trust For Ben (Insider)
  11. John R Schwab (CFO)
  12. John Richard Stamm (Director)
  13. Kevin L Robert (Director)
  14. Bryan TR Rowland (General Counsel)
  15. 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:
  1. Fred Alger Management LLC — 2.64%
  2. Conestoga Capital Advisors LLC — 1.81%
  3. Legacy Advisors LLC — 1.39%
  4. Banque Pictet & Cie SA — 0.61%
  5. Pembroke Management LTD — 0.54%
  6. William Blair Investment Management LLC — 0.50%
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:
  1. Fred Alger Management LLC
  2. Pier Capital LLC
  3. Principal Financial Group Inc.
  4. Pembroke Management LTD
  5. Susquehanna International Group LLP
  6. Algert Global LLC
  7. Harbor Capital Advisors Inc.
  8. Oppenheimer Asset Management Inc.
Within the last year, company insiders that have sold Vertex company stock include:
  1. Jeffery Westphal (Major Shareholder)
  2. Tensile Capital Management Lp (Major Shareholder)
  3. Jeffrey Westphal (Major Shareholder)
  4. Item Second Irr Trust Fbo Kyl (Insider)
  5. Item Second Irr Trust Fbo Jac (Insider)
  6. Item Second Irr Trust Fbo Ann (Insider)
  7. Item Second Irr Trust Fbo Kyl (Major Shareholder)
  8. David Destefano (CEO)
  9. Eric C Andersen (Director)
  10. 2020 Irrevocable Trust For Ben (Insider)
  11. 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:
  1. Banque Pictet & Cie SA
  2. Driehaus Capital Management LLC
  3. Mizuho Markets Americas LLC
  4. Banco Santander S.A.
  5. Bank of New York Mellon Corp
  6. Whittier Trust Co.
  7. Renaissance Technologies LLC
  8. Whittier Trust Co. of Nevada Inc.