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 Westphal8.54%13,819,976$176.90MInsider
Tensile Capital Management LP6.85%11,083,016$141.86MInsider
Blackrock Inc3.50%5,659,374$72.44MInstitution
Ubs Group Ag3.38%5,464,034$69.94MInstitution
Vanguard Portfolio Management LLC2.95%4,780,681$61.19MInstitution
Morgan Stanley2.65%4,293,247$54.95MInstitution
Tensile Capital Management LP2.10%3,398,563$43.50MInstitution
Jpmorgan Chase Co2.08%3,371,170$43.15MInstitution
Healthcare Of Ontario Pension Plan Trust Fund1.96%3,178,800$40.69MInstitution
Vanguard Capital Management LLC1.93%3,115,457$39.88MInstitution

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VERX vs App Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
VERX49.62%19.22%Net BuyingNet Selling
WRD7.90%5.66%
PDFS80.63%18.86%Net SellingNet Selling
NCNO82.35%17.65%Net SellingNet Selling
KARO12.28%68.54%

Vertex Stock Ownership FAQ

Who owns Vertex?

Vertex (NASDAQ: VERX) is owned by 49.62% institutional shareholders, 19.22% Vertex insiders, and 31.17% retail investors. Jeffery Westphal is the largest individual Vertex shareholder, owning 13.82M shares representing 8.54% of the company. Jeffery Westphal's Vertex shares are currently valued at $176.90M.

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