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

Insider buying vs selling

Have Vertex Inc insiders been buying or selling?

Buy
Sell
NameRoleDateSharesPriceValue
David DestefanoDirector2026-05-286,460$12.75
$82.37kSell
Second Irr Trust Fbo Kyle R. Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item10% Owner2026-03-0910,000$15.05
$150.48kBuy
David DestefanoDirector2026-02-2451,983$13.26
$689.29kSell
Bryan Tr RowlandGENERAL COUNSEL2026-02-231,768$12.03
$21.27kSell
John R. SchwabCHIEF FINANCIAL OFFICER2026-02-2316,411$12.03
$197.42kSell
David DestefanoDirector2026-02-2347,112$12.03
$566.76kSell
Christopher David YoungPresident and CEO2026-02-2360,000$12.18
$730.80kBuy
Eric C. AndersenDirector2026-02-2040,000$12.91
$516.40kBuy
David DestefanoDirector2026-02-2023,705$12.74
$302.00kSell
David DestefanoDirector2026-02-2012,523$12.74
$159.54kSell

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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 Westphal8.52%13,819,976$177.31MInsider
Tensile Capital Management LP6.83%11,083,016$142.20MInsider
David Destefano0.91%1,468,727$18.84MInsider
Second Irr Trust Fbo Kyle R. Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item0.75%1,221,100$15.67MInsider
Second Irr Trust Fbo Jacob J. Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item0.46%745,706$9.57MInsider
Second Irr Trust Fbo Mackenzie S. Lucas Ua Of Stefanie W. Lucas Dated October 5. 2001 Item0.37%600,000$7.70MInsider
Jeffrey Westphal0.25%405,635$5.20MInsider
Second Irr Trust Fbo Andrea P. Lucas Ua Of Stefanie W. Lucas Dated October 5. 2001 Item0.25%400,000$5.13MInsider
Second Irr Trust Fbo Melanie H. Lucas Ua Of Stefanie W. Lucas Dated October 5. 2001 Item0.18%300,000$3.85MInsider
Second Irr Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item0.11%173,073$2.22MInsider

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VERX vs App Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
VERX0.05%19.17%Net BuyingNet Selling
DV0.09%99.91%Net SellingNet Selling
WRD0.01%5.66%
ASAN0.05%34.81%Net SellingNet Selling
VIA0.06%48.85%Net SellingNet Buying

Vertex Stock Ownership FAQ

Who owns Vertex?

Vertex (NASDAQ: VERX) is owned by 0.05% institutional shareholders, 19.17% Vertex insiders, and 80.78% retail investors. Jeffery Westphal is the largest individual Vertex shareholder, owning 13.82M shares representing 8.52% of the company. Jeffery Westphal's Vertex shares are currently valued at $177.31M.

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