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
John R. SchwabCHIEF FINANCIAL OFFICER2026-02-2316,411$12.03
$197.42kSell
Bryan Tr RowlandGENERAL COUNSEL2026-02-231,768$12.03
$21.27kSell
David DestefanoDirector2026-02-2347,112$12.03
$566.76kSell
Christopher David YoungPresident and CEO2026-02-2360,000$12.18
$730.80kBuy
Ryan J. LeibChief Accounting Officer2026-02-20782$12.74
$9.96kSell
David DestefanoDirector2026-02-2023,705$12.74
$302.00kSell
David DestefanoDirector2026-02-2012,523$12.74
$159.54kSell
Ryan J. LeibChief Accounting Officer2026-02-201,263$12.74
$16.09kSell

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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 Westphal8.54%13,819,976$177.59MInsider
Tensile Capital Management LP6.85%11,083,016$142.42MInsider
Ubs Group Ag3.38%5,464,034$70.21MInstitution
Vanguard Portfolio Management LLC2.95%4,780,681$61.43MInstitution
Vanguard Capital Management LLC1.93%3,115,457$40.03MInstitution
Geneva Capital Management LLC1.32%2,134,691$27.43MInstitution
David Destefano0.90%1,459,549$18.76MInsider
Legacy Advisors LLC0.83%1,343,779$17.27MInstitution
William Blair Investment Management LLC0.79%1,279,170$16.44MInstitution
Second Irr Trust Fbo Kyle R. Westphal Ua Of Jeffrey R. Westphal Dated October 5. 2001 Item0.75%1,221,100$15.69MInsider

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VERX vs App Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
VERX18.49%19.14%Net SellingNet Selling
ALRM17.43%82.57%Net SellingNet Selling
PLUS36.63%57.13%Net SellingNet Selling
AGYS21.37%78.63%Net BuyingNet Buying
BRZE21.79%78.21%Net SellingNet Selling

Vertex Stock Ownership FAQ

Who owns Vertex?

Vertex (NASDAQ: VERX) is owned by 18.49% institutional shareholders, 19.14% Vertex insiders, and 62.37% retail investors. Jeffery Westphal is the largest individual Vertex shareholder, owning 13.82M shares representing 8.54% of the company. Jeffery Westphal's Vertex shares are currently valued at $177.59M.

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