Vertex, Inc.
VERX- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001806837
In the last 90 days, Vertex, Inc. insiders filed 0 open-market purchases and 1 sale; 229 institutions reported holding it in 13F filings for Q2 2026, worth $859.2M in total; no superinvestor holds it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $121.1K in total
- 1
- 13F holdersQ2 2026, +10 vs. previous quarter
- 229
- 13F valueReported value at the end of Q2 2026
- $859.2M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $748.4M
- +12.2% year over year
- Net income, FY2025
- $7.21M
- No comparable prior period
- Free cash flow, FY2025
- –
- No comparable prior period
- Revenue, Q3 FY2026
- $213.3M
- +11.0% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 5.54M
- Shares sold short
- Change
- +46.6K
- +0.9% vs. previous
- Days to cover
- 3.93
- At average daily volume
Superinvestors holding VERX, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding VERX at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Vertex, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 12, 2026 (view filing)4:18 PM ET | Nov 9 | 3 days | Leib Ryan JChief Accounting Officer | SSaleClass A Common Stock | −6.96K | $17.39 | −$121.1K | −89.6%810 after | |
| Jun 1, 2026 (view filing) | May 28 | 4 days | DeStefano DavidDirector | SSaleClass A Common Stock | −6.46K | $12.75 | −$82.4K | −3.2%197.6K after | |
| Mar 9, 2026 (view filing) | Mar 9 | Same day | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner | PPurchaseClass A Common Stock | −10.0K | $15.05 | −$150.5K | −0.8%1.22M after | |
| Feb 25, 2026 (view filing) | Feb 23 | 2 days | Young Christopher DavidPresident and CEO | PPurchaseClass A Common Stock | +60.0K | $12.18 | +$730.8K | New position60.0K after | |
| Feb 23, 2026 (view filing) | Feb 20 | 3 days | Andersen Eric C.Director | PPurchaseClass A Common Stock | +40.0K | $12.91 | +$516.4K | +36.3%150.3K after | |
| Feb 18, 2026 (view filing) | Feb 13-17 | 5 days | Westphal JefferyOther: See Remarks | PPurchaseClass A Common Stock | +397.7K | $12.87 | +$5.12M | New position397.7K after | 2 lots |
| Jun 24, 2025 (view filing) | Jun 20-24 | 4 days | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −23.8K | $35.19 | −$836.4K | −12.1%173.1K after | 3 lots |
| Jun 18, 2025 (view filing) | Jun 16-18 | 2 days | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −381.2K | $36.59 | −$13.9M | −65.9%196.8K after | 3 lots |
| Jun 11, 2025 (view filing) | Jun 9 | 2 days | Westphal JefferyOther: See Remarks | SSaleClass A Common Stock | −3.00M | $38.45 | −$115.3M | −100.0%0 after | 3 lots |
| May 14, 2025 (view filing) | May 13 | 1 day | Leib Ryan JChief Accounting Officer | SSaleClass A Common Stock | −5.75K | $38.00 | −$218.7K | −100.0%0 after |
Top 10 13F holders, Q2 2026
See all 229 holdersThe largest institutional positions in Vertex, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,236,152 | $71.6M | 0.00% | +576,778+10.2% | Added |
| Vanguard Portfolio Management LLC | 4,984,133 | $57.2M | 0.00% | +203,452+4.3% | Added |
| Morgan Stanley | 4,132,404 | $47.4M | 0.00% | −160,843−3.7% | Reduced |
| Brown Advisory Inc | 3,549,052 | $40.7M | 0.06% | +1,740,108+96.2% | Added |
| Vanguard Capital Management LLC | 3,173,883 | $36.4M | 0.00% | +58,426+1.9% | Added |
| Tensile Capital Management LP | 2,898,563 | $33.3M | 4.59% | −500,000−14.7% | Reduced |
| JPMorgan Chase & Co | 2,528,044 | $28.8M | 0.00% | −843,126−25.0% | Reduced |
| D. E. Shaw & Co., Inc. | 2,189,827 | $25.1M | 0.02% | +550,905+33.6% | Added |
| William Blair Investment Management, LLC | 2,128,372 | $24.4M | 0.07% | +849,202+66.4% | Added |
| State Street Corp | 2,060,692 | $23.6M | 0.00% | +149,939+7.8% | Added |
Holders of 5% or more of VERX
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Vertex, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Radcliffe Amanda Westphal | 13G/A | 20.90%33.3M shares | −0.30 ppfrom 21.20% | Feb 12, 20218 filings | Aug 13, 2025 | SEC |
| BlackRock, Inc. | 13G/A | 7.20%5.59M shares | +1.10 ppfrom 6.10% | Oct 22, 20245 filings | Jan 21, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 6.22%4.84M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Morgan Stanley | 13G | 5.30%4.15M shares | New | May 12, 20261 filing | May 12, 2026 | SEC |