Vertex, Inc.
VERX- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001806837
No open-market purchases or sales by Vertex, Inc. insiders were filed in the last 90 days; 245 institutions reported holding it in 13F filings for Q2 2026, worth $1.18B in total; no superinvestor holds it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +12 vs. previous quarter
- 245
- 13F valueReported value at the end of Q2 2026
- $1.18B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding VERX, Q2 2026
No superinvestor reported holding VERX at the end of Q2 2026.
Latest insider trades
Open-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 |
|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| May 14, 2025 (view filing) | May 12-13 | 2 days | DeStefano DavidPRESIDENT & CEO | SSaleClass A Common Stock | −472.5K | $37.41 | −$17.7M | −30.7%1.07M after | 5 lots |
Top 10 13F holders, Q2 2026
The 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 | $77.8M | 0.00% | +576,778+10.2% | Added |
| Vanguard Portfolio Management LLC | 4,984,133 | $57.2M | 0.00% | +203,452+4.3% | Added |
| Opti Capital Management, LP | – | $53.5M | 3.27% | – | – |
| Morgan Stanley | 4,132,404 | $49.9M | 0.00% | −160,843−3.7% | Reduced |
| PenderFund Capital Management Ltd. | – | $44.8M | 5.74% | – | New |
| Brown Advisory Inc | 3,549,052 | $40.7M | 0.06% | +1,740,108+96.2% | Added |
| Weiss Asset Management LP | – | $36.9M | 0.41% | – | New |
| 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 | $31.8M | 0.00% | −843,126−25.0% | Reduced |