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

Insider buying vs selling

Have Vertex Inc insiders been buying or selling?

Buy
Sell
NameRoleDateSharesPriceValue
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
Christopher David YoungPresident and CEO2026-02-2360,000$12.18
$730.80kBuy
David DestefanoDirector2026-02-2347,112$12.03
$566.76kSell
Bryan Tr RowlandGENERAL COUNSEL2026-02-231,768$12.03
$21.27kSell
John R. SchwabCHIEF FINANCIAL OFFICER2026-02-2316,411$12.03
$197.42kSell
David DestefanoDirector2026-02-2023,705$12.74
$302.00kSell
John R. SchwabCHIEF FINANCIAL OFFICER2026-02-208,598$12.74
$109.54kSell
Eric C. AndersenDirector2026-02-2040,000$12.91
$516.40kBuy
John R. SchwabCHIEF FINANCIAL OFFICER2026-02-2012,936$12.74
$164.80kSell

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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 Westphal8.64%13,819,976$156.72MInsider
Tensile Capital Management LP6.93%11,083,016$125.68MInsider
Vanguard Group Inc5.22%8,348,597$94.67MInstitution
Ubs Group Ag3.58%5,728,840$64.97MInstitution
Blackrock Inc3.53%5,641,180$63.97MInstitution
Tensile Capital Management LP2.14%3,419,994$38.78MInstitution
Nomura Holdings Inc1.98%3,173,345$35.99MInstitution
Neuberger Berman Group LLC1.76%2,820,247$31.98MInstitution
Brown Advisory Inc1.74%2,778,876$31.51MInstitution
Geneva Capital Management LLC1.69%2,710,499$30.74MInstitution

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VERX vs App Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
VERX52.75%19.37%Net SellingNet Buying
SEMR36.81%63.19%Net SellingNet Selling
GTM60.89%39.11%Net SellingNet Selling
BTDR32.38%0.92%
BLKB78.96%21.04%Net SellingNet Selling

Vertex Stock Ownership FAQ

Who owns Vertex?

Vertex (NASDAQ: VERX) is owned by 52.75% institutional shareholders, 19.37% Vertex insiders, and 27.88% retail investors. Jeffery Westphal is the largest individual Vertex shareholder, owning 13.82M shares representing 8.64% of the company. Jeffery Westphal's Vertex shares are currently valued at $156.72M.

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