VERX NASDAQ
Vertex, Inc.
1W: +6.4%
1M: +5.9%
3M: +3.4%
YTD: -30.7%
1Y: -66.0%
3Y: -35.1%
5Y: -29.2%
$13.44
+0.27 (+2.05%)
After Hours: $13.60 (+0.16, +1.19%)
Weekly Expected Move ±12.3%
$10
$11
$13
$14
$16
Overview
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Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
🏦 Institutional Activity
Latest: Q1 2026272
Institutions Holding
-6 vs prior
35.5%
Ownership
-41.88%
52
New
58
Increased
142
Reduced
82
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-02-24 | DeStefano David | director | F-Tax Withholding | 51,983 | $13.26 | $689K | Filing |
| 2026-02-23 | DeStefano David | director | F-Tax Withholding | 47,112 | $12.03 | $567K | Filing |
| 2026-02-23 | SCHWAB JOHN R | officer: chief financial officer | F-Tax Withholding | 16,411 | $12.03 | $197K | Filing |
| 2026-02-23 | Rowland Bryan T.R. | officer: general counsel | F-Tax Withholding | 1,768 | $12.03 | $21K | Filing |
| 2026-02-23 | Young Christopher David | officer: president and ceo | P-Purchase | 60,000 | $12.18 | $731K | Filing |
| 2026-02-20 | Leib Ryan J | officer: chief accounting officer | F-Tax Withholding | 1,263 | $12.74 | $16K | Filing |
| 2026-02-20 | ANDERSEN ERIC C. | director | P-Purchase | 40,000 | $12.91 | $516K | Filing |
| 2026-02-20 | DeStefano David | director | F-Tax Withholding | 23,705 | $12.74 | $302K | Filing |
| 2026-02-20 | DeStefano David | director | F-Tax Withholding | 12,523 | $12.74 | $160K | Filing |
| 2026-02-20 | Leib Ryan J | officer: chief accounting officer | F-Tax Withholding | 782 | $12.74 | $10K | Filing |
| 2026-02-20 | Rowland Bryan T.R. | officer: general counsel | F-Tax Withholding | 1,259 | $12.74 | $16K | Filing |
| 2026-02-20 | Rowland Bryan T.R. | officer: general counsel | F-Tax Withholding | 976 | $12.74 | $12K | Filing |
| 2026-02-20 | SCHWAB JOHN R | officer: chief financial officer | F-Tax Withholding | 12,936 | $12.74 | $165K | Filing |
| 2026-02-20 | SCHWAB JOHN R | officer: chief financial officer | F-Tax Withholding | 8,598 | $12.74 | $110K | Filing |
| 2026-02-17 | Westphal Jeffrey | other | P-Purchase | 150,000 | $12.53 | $1.9M | Filing |
| 2026-02-13 | Westphal Jeffrey | other | P-Purchase | 247,740 | $13.08 | $3.2M | Filing |
| 2026-02-10 | Rowland Bryan T.R. | officer: general counsel | F-Tax Withholding | 1,341 | $14.88 | $20K | Filing |
| 2026-02-10 | SCHWAB JOHN R | officer: chief financial officer | F-Tax Withholding | 13,489 | $14.88 | $201K | Filing |
| 2026-01-30 | Leib Ryan J | officer: chief accounting officer | F-Tax Withholding | 1,359 | $18.55 | $25K | Filing |
| 2025-06-24 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% owner | S-Sale | 14,425 | $35.24 | $508K | Filing |
| 2025-06-23 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% owner | S-Sale | 510 | $35.00 | $18K | Filing |
| 2025-06-20 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% owner | S-Sale | 8,832 | $35.12 | $310K | Filing |
| 2025-06-18 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% owner | S-Sale | 157,874 | $35.93 | $5.7M | Filing |
| 2025-06-17 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% owner | S-Sale | 145,111 | $37.16 | $5.4M | Filing |
| 2025-06-16 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% owner | S-Sale | 78,248 | $36.87 | $2.9M | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,659,374 | $67M | +18,194 | 2026-03-31 | Filing |
| UBS Group AG | 5,464,034 | $65M | -264,806 | 2026-03-31 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,780,681 | $57M | +4,780,681 | 2026-03-31 | Filing |
| JPMORGAN CHASE & CO | 3,371,170 | $39M | +1,651,594 | 2026-03-31 | Filing |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST | 3,178,800 | $38M | +3,178,800 | 2026-03-31 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,115,457 | $37M | +3,115,457 | 2026-03-31 | Filing |
| NOMURA HOLDINGS INC | 2,621,641 | $31M | -551,704 | 2026-03-31 | Filing |
| GOLDMAN SACHS GROUP INC | 2,363,972 | $28M | +1,282,274 | 2026-03-31 | Filing |
| GENEVA CAPITAL MANAGEMENT LLC | 2,134,691 | $25M | -575,808 | 2026-03-31 | Filing |
| STATE STREET CORP | 1,910,753 | $23M | +61,582 | 2026-03-31 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,771,692 | $21M | -21,172 | 2026-03-31 | Filing |
| Legacy Advisors, LLC | 1,343,779 | $16M | -60 | 2026-03-31 | Filing |
| BARCLAYS PLC | 1,311,066 | $16M | -156,305 | 2026-03-31 | Filing |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,279,170 | $15M | +63,998 | 2026-03-31 | Filing |
| Divisar Capital Management LLC | 1,195,712 | $14M | +945,712 | 2026-03-31 | Filing |
| PALISADE CAPITAL MANAGEMENT, LP | 1,141,948 | $14M | +395,591 | 2026-03-31 | Filing |
| Strategic Advocates LLC | 1,123 | $13M | -1,325 | 2026-03-31 | Filing |
| CIBC Bancorp USA Inc. | 1,053,533 | $13M | +1,053,533 | 2026-03-31 | Filing |
| Hudson Bay Capital Management LP | 1,000,000 | $12M | +1,000,000 | 2026-03-31 | Filing |
| JENNISON ASSOCIATES LLC | 982,230 | $12M | -9,590 | 2026-03-31 | Filing |