Vertex, Inc. VERX
Institutional shares held
67.3 Million
2.94M
calls
26K
puts
Total value of holdings
$3.56B
$156M
calls
$1.38M
puts
Market Cap
$2.53B
48,432,500
Shares Out.
Institutional ownership
139.01%
# of Institutions
229
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, PA6.72MShares$351 Million0.0% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$243 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.05MShares$211 Million17.62% of portfolio
-
Neuberger Berman Group LLC New York, NY3.47MShares$181 Million0.11% of portfolio
-
Fred Alger Management, LLC New York, NY2.54MShares$133 Million0.49% of portfolio
-
Conestoga Capital Advisors, LLC2.28MShares$119 Million1.22% of portfolio
-
Legacy Advisors, LLC2.16MShares$113 Million9.08% of portfolio
-
Jpmorgan Chase & CO New York, NY1.79MShares$93.5 Million0.01% of portfolio
-
Franklin Resources Inc San Mateo, CA1.69MShares$88.2 Million0.02% of portfolio
-
Times Square Capital Management, LLC1.66MShares$86.3 Million0.98% 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 |
|---|---|---|---|---|---|
|
Dec 31
2024
|
Jeffery Westphal |
SELL
Bona fide gift
|
Direct |
450,000
-98.28%
|
-
|
|
Dec 23
2024
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Bona fide gift
|
Direct |
37,000
-6.02%
|
-
|
|
Dec 23
2024
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Bona fide gift
|
Direct |
37,000
-4.73%
|
-
|
|
Dec 20
2024
|
Jeffery Westphal |
BUY
Conversion of derivative security
|
Direct |
450,000
+49.57%
|
-
|
|
Dec 17
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
20,000
-27.36%
|
$1,060,000
$53.05 P/Share
|
|
Dec 17
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+21.48%
|
$80,000
$4.7 P/Share
|
|
Dec 12
2024
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
575,000
-100.0%
|
$30,475,000
$53.01 P/Share
|
|
Dec 12
2024
|
Jeffery Westphal |
BUY
Conversion of derivative security
|
Indirect |
575,000
+50.0%
|
-
|
|
Dec 12
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
343,893
+35.05%
|
$0
$0.15 P/Share
|
|
Dec 11
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
216,268
-42.44%
|
$11,894,740
$55.04 P/Share
|
|
Dec 11
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
216,268
+29.79%
|
$432,536
$2.5 P/Share
|
|
Dec 10
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
164,832
-18.01%
|
$9,065,760
$55.28 P/Share
|
|
Dec 10
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
164,832
+26.46%
|
$329,664
$2.5 P/Share
|
|
Dec 10
2024
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
61,654
-4.58%
|
$3,329,316
$54.98 P/Share
|
|
Dec 09
2024
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
13,346
-0.98%
|
$734,030
$55.13 P/Share
|
|
Dec 06
2024
|
John Richard Stamm |
SELL
Open market or private sale
|
Direct |
3,815
-24.56%
|
$213,640
$56.11 P/Share
|
|
Dec 06
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Indirect |
17,900
-4.06%
|
$984,500
$55.77 P/Share
|
|
Nov 26
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Indirect |
25,607
-10.34%
|
$1,408,385
$55.05 P/Share
|
|
Nov 26
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
3,020
-100.0%
|
$166,100
$55.08 P/Share
|
|
Nov 26
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
3,020
+50.0%
|
$96,640
$32.16 P/Share
|
Last 12 Months Summary
Buy / Acquisition
7.99M
Shares
From
13
Insiders
| Grant, award, or other acquisition | 34.2K shares |
|---|---|
| Conversion of derivative security | 6.18M shares |
| Exercise of conversion of derivative security | 1.78M shares |
Sell / Disposition
14.7M
Shares
From
20
Insiders
| Bona fide gift | 735K shares |
|---|---|
| Open market or private sale | 13.6M shares |
| Payment of exercise price or tax liability | 398K shares |