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

Insider buying vs selling

Have Vertex Inc insiders been buying or selling?
Buy
Sell
NameRoleDateSharesPriceValue
Jeffrey Westphal10% Owner2024-04-05791,133$30.05
$23.77MSell
Irrevocable Trust For Benefit Of Nicholas A. Shuhan 202010% Owner2024-03-2730,692$30.22
$927.54kSell
Irrevocable Trust For Benefit Of Nicholas A. Shuhan 202010% Owner2024-03-2650,669$30.23
$1.53MSell
Second Irr Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item10% Owner2024-03-2627,128$30.27
$821.19kSell
Irrevocable Trust For Benefit Of Nicholas A. Shuhan 202010% Owner2024-03-2547,522$30.09
$1.43MSell
Second Irr Trust Fbo Jacob J. Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item10% Owner2024-03-252,859$30.03
$85.85kSell
Second Irr Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item10% Owner2024-03-2547,571$30.09
$1.43MSell
Second Irr Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item10% Owner2024-03-21100$30.00
$3.00kSell
Second Irr Trust Fbo Jacob J. Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item10% Owner2024-03-21100$30.00
$3.00kSell
Irrevocable Trust For Benefit Of Nicholas A. Shuhan 202010% Owner2024-03-21100$30.00
$3.00kSell

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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 Westphal8.95%13,819,976$415.15MInsider
Tensile Capital Management LP7.18%11,083,016$332.93MInsider
Vanguard Group Inc3.60%5,555,808$166.90MInstitution
Tensile Capital Management LP3.31%5,114,805$153.65MInstitution
Fred Alger Management LLC2.86%4,417,130$132.69MInstitution
Neuberger Berman Group LLC2.38%3,669,050$110.22MInstitution
Legacy Advisors LLC2.10%3,244,871$97.48MInstitution
Conestoga Capital Advisors LLC1.84%2,832,620$85.09MInstitution
Jpmorgan Chase Co1.42%2,192,115$65.85MInstitution
Bryn Mawr Capital Management LLC1.03%1,596,000$47.94MInstitution

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VERX vs App Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
VERX34.56%20.33%Net SellingNet Selling
CVLT51.59%48.41%Net SellingNet Selling
BLKB80.90%19.10%Net SellingNet Selling
WK86.27%12.75%Net BuyingNet Buying
FROG64.02%25.13%Net SellingNet Selling

Vertex Stock Ownership FAQ

Who owns Vertex?

Vertex (NASDAQ: VERX) is owned by 34.56% institutional shareholders, 20.33% Vertex insiders, and 45.11% retail investors. Jeffery Westphal is the largest individual Vertex shareholder, owning 13.82M shares representing 8.95% of the company. Jeffery Westphal's Vertex shares are currently valued at $386.13M.

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