VERX
Vertex, Inc.
NASDAQ · Technology · Software - Application · US
$13.77
−0.07%0
Insider buys (3m)
0
Insider sells (3m)
$0.00
Net value (3m)
+4.7%
Price return (3m)
Form 4 filings
| Date | Insider | Activity | Shares | Price |
|---|---|---|---|---|
| Jun 12, 2026 | Stamm John Richard · director | A-Award | 15,638 | $0.00 |
| Jun 12, 2026 | Radcliffe Amanda Westphal · director, 10 percent owner: | A-Award | 15,638 | $0.00 |
| Jun 12, 2026 | Mendola Mark J · director | A-Award | 15,638 | $0.00 |
| Jun 12, 2026 | Thompson Stefanie Westphal · director, 10 percent owner: | A-Award | 15,638 | $0.00 |
| Jun 12, 2026 | Gayton Bradley M · director | A-Award | 15,638 | $0.00 |
| Jun 12, 2026 | Saunders Philip Seth · director | A-Award | 15,638 | $0.00 |
| Jun 12, 2026 | DeStefano David · director | A-Award | 15,638 | $0.00 |
| Jun 12, 2026 | ANDERSEN ERIC C. · director | A-Award | 15,638 | $0.00 |
| Jun 1, 2026 | DeStefano David · director | Sale | 6,460 | $13 |
| Mar 9, 2026 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · 10 percent owner | Purchase | 10,000 | $15 |
| Feb 26, 2026 | DeStefano David · director | M-Exempt | 109,233 | $0.00 |
| Feb 26, 2026 | DeStefano David · director | F-InKind | 51,983 | $13 |
| Feb 25, 2026 | Young Christopher David · director, officer: President and CEO | Purchase | 60,000 | $12 |
| Feb 25, 2026 | SCHWAB JOHN R · officer: CHIEF FINANCIAL OFFICER | M-Exempt | 30,305 | $0.00 |
| Feb 25, 2026 | DeStefano David · director | F-InKind | 47,112 | $12 |
| Feb 25, 2026 | Rowland Bryan T.R. · officer: GENERAL COUNSEL | M-Exempt | 6,428 | $0.00 |
| Feb 25, 2026 | SCHWAB JOHN R · officer: CHIEF FINANCIAL OFFICER | F-InKind | 16,411 | $12 |
| Feb 25, 2026 | DeStefano David · director | M-Exempt | 101,395 | $0.00 |
| Feb 25, 2026 | Rowland Bryan T.R. · officer: GENERAL COUNSEL | F-InKind | 1,768 | $12 |
| Feb 24, 2026 | SCHWAB JOHN R · officer: CHIEF FINANCIAL OFFICER | F-InKind | 8,598 | $13 |
| Feb 24, 2026 | SCHWAB JOHN R · officer: CHIEF FINANCIAL OFFICER | M-Exempt | 23,888 | $0.00 |
| Feb 24, 2026 | DeStefano David · director | F-InKind | 23,705 | $13 |
| Feb 24, 2026 | DeStefano David · director | F-InKind | 12,523 | $13 |
| Feb 24, 2026 | Leib Ryan J · officer: Chief Accounting Officer | F-InKind | 782 | $13 |
| Feb 24, 2026 | Leib Ryan J · officer: Chief Accounting Officer | F-InKind | 1,263 | $13 |
| Feb 24, 2026 | Leib Ryan J · officer: Chief Accounting Officer | M-Exempt | 2,313 | $0.00 |
| Feb 24, 2026 | Rowland Bryan T.R. · officer: GENERAL COUNSEL | M-Exempt | 4,133 | $0.00 |
| Feb 24, 2026 | SCHWAB JOHN R · officer: CHIEF FINANCIAL OFFICER | M-Exempt | 15,878 | $0.00 |
| Feb 24, 2026 | DeStefano David · director | M-Exempt | 44,014 | $0.00 |
| Feb 24, 2026 | DeStefano David · director | M-Exempt | 69,527 | $0.00 |
Institutional positioning
13F filings over the trailing two quarters
New 109Increased 157Reduced 141Sold out 39
| Filer | Action | Shares | Filed |
|---|---|---|---|
| UBS GROUP AG | Reduced | 8,313,554 | May 5, 2026 |
| BlackRock, Inc. | Increased | 6,236,152 | Aug 7, 2026 |
| BLACKROCK, INC. | Increased | 5,659,374 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 4,984,133 | Aug 13, 2026 |
| UBS Group AG | Reduced | 4,873,686 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 4,780,681 | May 8, 2026 |
| MORGAN STANLEY | Increased | 4,293,247 | May 15, 2026 |
| MORGAN STANLEY | Reduced | 4,132,404 | Aug 13, 2026 |
| BROWN ADVISORY INC | Increased | 3,549,052 | Aug 14, 2026 |
| TENSILE CAPITAL MANAGEMENT LP | Reduced | 3,398,563 | May 15, 2026 |
| JPMORGAN CHASE & CO | Increased | 3,371,170 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | New Position | 3,178,800 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 3,173,883 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 3,115,457 | May 15, 2026 |
| Tensile Capital Management LP | Reduced | 2,898,563 | Aug 14, 2026 |
Insider activity from SEC Form 4; institutional positioning from 13F filings · Latest filing Jun 12, 2026