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; 229 institutions reported holding it in 13F filings for Q2 2026, worth $859.2M in total; no superinvestor holds it.
Holders of 5% or more of VERX
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Vertex, Inc., largest stake first. The change is against the holder's previous filing.
| 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 |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
58 Schedule 13D and 13G filings on Vertex, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Feb 16, 2021 | DeStefano David | 13GOld format | – | New | – | SEC |
| Feb 12, 2021 | Radcliffe Amanda Westphal | 13GOld format | – | New | – | SEC |
| Feb 11, 2021 | Neuberger Berman Group LLC | 13GOld format | – | New | – | SEC |
| Feb 11, 2021 | Massachusetts Financial Services Co | 13GOld format | – | New | – | SEC |
| Feb 11, 2021 | Wells Fargo & Company | 13GOld format | – | New | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13GOld format | – | New | – | SEC |
| Jan 19, 2021 | JPMorgan Chase & Co | 13GOld format | – | New | – | SEC |
| Jan 7, 2021 | Conestoga Capital Advisors, LLC | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
73 notices from officers, directors and other affiliates planning to sell Vertex, Inc. shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| May 28, 20261:40 PM ET | David DeStefanoDirector | 6.46K | $82.4K | May 28, 2026 | Merrill Lynch | SEC |
| Jun 16, 202511:39 AM ET | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001Family member of an insider | 405.0K | $15.1M | Jun 16, 2025 | Charles Schwab Corporation | SEC |
| Jun 9, 20255:33 PM ET | Jeffrey WestphalOther | 3.00M | $123.2M | Jun 9, 2025 | Goldman Sachs & Co. LLC | SEC |
| May 13, 20252:27 PM ET | Leib Ryan JOfficer | 5.75K | $218.7K | May 13, 2025 | Fidelity Brokerage Services LLC | SEC |
| May 13, 202510:33 AM ET | DeStefano DavidOfficer · Director | 109.4K | $4.10M | May 13, 2025 | Fidelity Brokerage Services LLC | SEC |
| May 12, 20251:23 PM ET | DeStefano DavidOfficer · Director | 363.1K | $14.3M | May 12, 2025 | Fidelity Brokerage Services LLC | SEC |
| Mar 19, 20254:21 PM ET | Rowland Bryan T.R.Officer | 43.2K | $1.56M | Mar 19, 202510b5-1 | Fidelity Brokerage Services LLC | SEC |
| Jan 14, 20254:55 PM ET | Jeff and Jenifer Westphal FoundationOther | 534.8K | $28.0M | Jan 14, 2025 | Goldman Sachs & Co. LLC | SEC |
| Dec 17, 20241:25 PM ET | Schwab John ROfficer | 20.0K | $1.06M | Dec 17, 2024 | Fidelity Brokerage Services LLC | SEC |
| Dec 12, 20244:46 PM ET | Jeffrey WestphalAffiliate | 575.0K | $31.6M | Dec 12, 2024 | Goldman Sachs & Co. LLC | SEC |
| Dec 11, 20244:22 PM ET | DeStefano DavidOfficer · Director | 216.3K | $11.9M | Dec 11, 2024 | Fidelity Brokerage Services LLC | SEC |
| Dec 10, 20244:45 PM ET | DeStefano DavidOfficer · Director | 164.8K | $9.07M | Dec 10, 2024 | Fidelity Brokerage Services LLC | SEC |
| Dec 6, 20242:15 PM ET | Stamm John RichardDirector | 3.81K | $214.1K | Dec 6, 2024 | Fidelity Brokerage Services LLC | SEC |
| Dec 5, 20244:42 PM ET | DeStefano DavidOfficer | 17.9K | $1.00M | Dec 6, 2024 | Merrill Lynch | SEC |
| Nov 26, 20244:16 PM ET | DeStefano DavidOfficer | 25.6K | $1.41M | Nov 26, 2024 | Merrill Lynch | SEC |
| Nov 26, 202411:44 AM ET | Rowland Bryan T.R.Officer | 3.02K | $166.3K | Nov 26, 2024 | Fidelity Brokerage Services LLC | SEC |
| Nov 22, 202412:58 PM ET | Stamm John RichardDirector | 2.50K | $134.5K | Nov 22, 2024 | Fidelity Brokerage Services LLC | SEC |
| Nov 20, 20245:07 PM ET | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% stockholder | 1.43M | $73.2M | Nov 20, 2024 | Merrill Lynch | SEC |
| Nov 18, 20245:08 PM ET | DeStefano DavidOfficer · Director | 22.3K | $1.10M | Nov 18, 2024 | Fidelity Brokerage Services LLC | SEC |
| Nov 15, 20244:40 PM ET | DeStefano DavidOfficer · Director | 16.8K | $831.3K | Nov 15, 2024 | Fidelity Brokerage Services LLC | SEC |
| Nov 14, 20245:00 PM ET | DeStefano DavidOfficer · Director | 159.1K | $7.89M | Nov 14, 2024 | Fidelity Brokerage Services LLC | SEC |
| Nov 12, 20248:07 AM ET | Jeffrey Westphal10% stockholder | 2.48M | $129.2M | Nov 11, 2024 | Goldman Sachs & Co. LLC | SEC |
| Oct 4, 20243:06 PM ET | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001Family member of an insider | 500.0K | $20.4M | Oct 4, 2024 | Charles Scwhab Corporation | SEC |
| Oct 4, 20242:50 PM ET | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001Family member of an insider | 500.0K | $20.4M | Oct 4, 2024 | Charles Scwhab Corporation | SEC |
| Oct 3, 20244:40 PM ET | Jeffrey Westphal10% stockholder | 1.23M | $50.3M | Oct 3, 2024 | Goldman Sachs & Co. LLC | SEC |
Showing the latest 25. See the VERX notices from the last 12 months