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NASDAQ: VERX
Vertex Inc Stock Ownership - Who owns Vertex?

OverviewForecastEarningsRevenueDividendOwnership

Insider buying vs selling

Have Vertex Inc insiders been buying or selling?

Buy
Sell
NameRoleDateSharesPriceValue
Jeffrey WestphalInsider2025-06-091,153,756$38.45
$44.36MSell
Jeffrey WestphalInsider2025-06-09332,244$38.45
$12.77MSell
Jeffrey WestphalInsider2025-06-091,514,000$38.45
$58.21MSell
David DestefanoPRESIDENT CEO2025-05-1350,571$37.27
$1.88MSell
Ryan J. LeibChief Accounting Officer2025-05-135,755$38.00
$218.69kSell
David DestefanoPRESIDENT CEO2025-05-13186,591$3.73
$696.73kBuy
David DestefanoPRESIDENT CEO2025-05-1358,844$38.06
$2.24MSell
David DestefanoPRESIDENT CEO2025-05-12290,797$37.18
$10.81MSell
David DestefanoPRESIDENT CEO2025-05-12428,396$2.50
$1.07MBuy
David DestefanoPRESIDENT CEO2025-05-12132,799$32.16
$4.27MBuy

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Net Insider Buy/Sell (L12M) Ownership

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VERX Shareholders

What type of owners hold Vertex Inc stock?

Institutional
Insider
Retail
NameHoldSharesValueType
Jeffery Westphal8.72%13,819,976$510.23MInsider
Tensile Capital Management LP6.99%11,083,016$409.18MInsider
Vanguard Group Inc4.33%6,866,041$253.49MInstitution
Blackrock Inc3.35%5,306,587$195.92MInstitution
Tensile Capital Management LP2.31%3,660,474$135.14MInstitution
Neuberger Berman Group LLC2.05%3,255,703$120.20MInstitution
Conestoga Capital Advisors LLC1.86%2,947,740$108.83MInstitution
T Rowe Price Investment Management Inc1.53%2,429,416$89.69MInstitution
Geneva Capital Management LLC1.29%2,043,205$75.44MInstitution
Franklin Resources Inc1.19%1,887,860$69.70MInstitution

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VERX vs App Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
VERX49.25%19.32%Net SellingNet Selling
CCCS72.96%27.04%Net SellingNet Selling
AMTM45.83%54.17%Net Buying
LYFT79.67%20.33%Net SellingNet Selling
CWAN82.37%14.69%Net SellingNet Selling
View Top App Stocks

Vertex Stock Ownership FAQ

Who owns Vertex?

Vertex (NASDAQ: VERX) is owned by 49.25% institutional shareholders, 19.32% Vertex insiders, and 31.42% retail investors. Jeffery Westphal is the largest individual Vertex shareholder, owning 13.82M shares representing 8.72% of the company. Jeffery Westphal's Vertex shares are currently valued at $510.23M.

If you're new to stock investing, here's how to buy Vertex stock.
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