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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
Bryan Tr RowlandGENERAL COUNSEL2026-02-101,341$14.88
$19.95kSell
John R. SchwabCHIEF FINANCIAL OFFICER2026-02-1013,489$14.88
$200.72kSell
Ryan J. LeibChief Accounting Officer2026-01-301,359$18.55
$25.21kSell
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 WestphalInsider2025-06-09332,244$38.45
$12.77MSell

1 of 4

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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 Westphal8.66%13,819,976$177.31MInsider
Tensile Capital Management LP6.95%11,083,016$142.20MInsider
Vanguard Group Inc5.26%8,387,126$107.61MInstitution
Blackrock Inc3.33%5,316,515$68.21MInstitution
Tensile Capital Management LP2.38%3,804,409$48.81MInstitution
Massachusetts Financial Services Co2.24%3,567,902$45.78MInstitution
Brown Advisory Inc1.93%3,080,905$39.53MInstitution
Neuberger Berman Group LLC1.87%2,988,570$38.34MInstitution
Geneva Capital Management LLC1.84%2,932,884$37.63MInstitution
Wasatch Advisors LP1.71%2,728,504$35.01MInstitution

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VERX vs App Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
VERX53.55%18.95%Net SellingNet Selling
FRSH71.51%14.06%Net SellingNet Selling
BRZE42.04%57.96%Net SellingNet Selling
ADEA91.34%8.66%Net Selling
GTM61.88%38.12%Net SellingNet Selling
View Top App Stocks

Vertex Stock Ownership FAQ

Who owns Vertex?

Vertex (NASDAQ: VERX) is owned by 53.55% institutional shareholders, 18.95% Vertex insiders, and 27.50% retail investors. Jeffery Westphal is the largest individual Vertex shareholder, owning 13.82M shares representing 8.66% of the company. Jeffery Westphal's Vertex shares are currently valued at $170.95M.

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