Vertex, Inc. VERX
Institutional shares held
66.9 Million
2.94M
calls
24K
puts
Total value of holdings
$3.75B
$165M
calls
$1.34M
puts
Market Cap
$2.54B
48,432,500
Shares Out.
Institutional ownership
138.09%
# of Institutions
249
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, PA6.86MShares$359 Million0.01% of portfolio
-
Black Rock Inc. New York, NY4.66MShares$244 Million0.0% of portfolio
-
Tensile Capital Management LP Larkspur, CA4.05MShares$212 Million17.62% of portfolio
-
Neuberger Berman Group LLC New York, NY3.47MShares$182 Million0.11% of portfolio
-
Fred Alger Management, LLC New York, NY2.54MShares$133 Million0.49% of portfolio
-
Conestoga Capital Advisors, LLC2.26MShares$118 Million1.61% of portfolio
-
Legacy Advisors, LLC2.16MShares$113 Million9.08% of portfolio
-
Franklin Resources Inc San Mateo, CA2.13MShares$111 Million0.03% of portfolio
-
Loomis Sayles & CO L P1.52MShares$79.7 Million0.1% of portfolio
-
Geneva Capital Management LLC1.44MShares$75.3 Million1.35% 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 |
|---|---|---|---|---|---|
|
Feb 10
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
1,250
-29.62%
|
$70,000
$56.02 P/Share
|
|
Feb 10
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
4,088
+49.21%
|
-
|
|
Feb 10
2025
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
13,124
-17.02%
|
$734,944
$56.02 P/Share
|
|
Feb 10
2025
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
24,009
+23.74%
|
-
|
|
Jan 31
2025
|
Ryan J Leib Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,281
-30.86%
|
$73,017
$57.75 P/Share
|
|
Jan 31
2025
|
Ryan J Leib Chief Accounting Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
4,019
+49.19%
|
-
|
|
Jan 23
2025
|
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 |
18,157
-1.48%
|
$1,016,792
$56.52 P/Share
|
|
Jan 22
2025
|
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 |
53,843
-4.2%
|
$3,015,208
$56.48 P/Share
|
|
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
|
Last 12 Months Summary
Buy / Acquisition
8.02M
Shares
From
14
Insiders
| Grant, award, or other acquisition | 34.2K shares |
|---|---|
| Conversion of derivative security | 6.18M shares |
| Exercise of conversion of derivative security | 1.81M shares |
Sell / Disposition
14.8M
Shares
From
21
Insiders
| Bona fide gift | 735K shares |
|---|---|
| Open market or private sale | 13.7M shares |
| Payment of exercise price or tax liability | 413K shares |