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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
Second Irr Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item10% Owner2025-06-2414,425$35.24
$508.39kSell
Second Irr Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item10% Owner2025-06-23510$35.00
$17.85kSell
Second Irr Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item10% Owner2025-06-208,832$35.12
$310.17kSell
Second Irr Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item10% Owner2025-06-18157,874$35.93
$5.67MSell
Second Irr Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item10% Owner2025-06-17145,111$37.16
$5.39MSell
Second Irr Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item10% Owner2025-06-1678,248$36.87
$2.88MSell
Jeffrey WestphalInsider2025-06-091,514,000$38.45
$58.21MSell
Jeffrey WestphalInsider2025-06-091,153,756$38.45
$44.36MSell
Jeffrey WestphalInsider2025-06-09332,244$38.45
$12.77MSell
David DestefanoPRESIDENT CEO2025-05-1358,844$38.06
$2.24MSell

1 of 9

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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 Westphal8.67%13,819,976$352.69MInsider
Tensile Capital Management LP6.95%11,083,016$282.84MInsider
Vanguard Group Inc4.83%7,697,983$196.45MInstitution
Blackrock Inc3.65%5,823,990$148.63MInstitution
Tensile Capital Management LP2.28%3,643,850$92.99MInstitution
Conestoga Capital Advisors LLC2.13%3,398,435$86.73MInstitution
Neuberger Berman Group LLC1.99%3,166,478$80.81MInstitution
Geneva Capital Management LLC1.89%3,017,735$77.01MInstitution
Wasatch Advisors LP1.57%2,498,730$63.77MInstitution
Franklin Resources Inc1.48%2,361,526$60.27MInstitution

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VERX vs App Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
VERX52.92%18.95%Net SellingNet Selling
CALX77.45%22.55%Net SellingNet Selling
GBTG38.11%61.89%Net SellingNet Selling
GTM60.94%39.06%Net SellingNet Selling
FRSH70.38%12.80%Net SellingNet Selling
View Top App Stocks

Vertex Stock Ownership FAQ

Who owns Vertex?

Vertex (NASDAQ: VERX) is owned by 52.92% institutional shareholders, 18.95% Vertex insiders, and 28.13% retail investors. Jeffery Westphal is the largest individual Vertex shareholder, owning 13.82M shares representing 8.67% of the company. Jeffery Westphal's Vertex shares are currently valued at $347.37M.

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