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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 WestphalInsider2025-06-09332,244$38.45
$12.77MSell
Jeffrey WestphalInsider2025-06-091,153,756$38.45
$44.36MSell
Jeffrey WestphalInsider2025-06-091,514,000$38.45
$58.21MSell
Ryan J. LeibChief Accounting Officer2025-05-135,755$38.00
$218.69kSell

1 of 5

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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$280.68MInsider
Tensile Capital Management LP6.95%11,083,016$225.10MInsider
Vanguard Group Inc5.26%8,387,126$170.34MInstitution
Blackrock Inc3.33%5,316,515$107.98MInstitution
Tensile Capital Management LP2.38%3,804,409$77.27MInstitution
Massachusetts Financial Services Co2.24%3,567,902$72.46MInstitution
Brown Advisory Inc1.93%3,080,905$62.57MInstitution
Neuberger Berman Group LLC1.87%2,988,570$60.70MInstitution
Geneva Capital Management LLC1.84%2,932,884$59.57MInstitution
Wasatch Advisors LP1.71%2,728,504$55.42MInstitution

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VERX vs App Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
VERX53.55%18.94%Net Selling
ASAN30.76%34.27%Net BuyingNet Selling
GTM61.90%38.10%Net SellingNet Selling
DAVE31.02%68.98%Net SellingNet Selling
AGYS41.95%58.05%Net SellingNet Selling
View Top App Stocks

Vertex Stock Ownership FAQ

Who owns Vertex?

Vertex (NASDAQ: VERX) is owned by 53.55% institutional shareholders, 18.94% Vertex insiders, and 27.51% 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 $280.68M.

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