Vertex (VERX)
Automates indirect-tax determination, e-invoicing, returns, and reporting for global enterprises.
$11.75
vs last close−0.04 (−0.30%)
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13F · 13D/G · Form 4
| Institutions | 92.95% | 150.78M shares | |
|---|---|---|---|
| 235 holders · as of Jun 30, 2026 | |||
| Insiders | 43.04% | 69.81M shares | |
| 12 holders · as of Jun 12, 2026 | |||
| Strategic holders | 0.55% | 900.0K shares | |
| 2 holders · as of May 22, 2025 | |||
| Adds to | 136.54% | ||
162.22M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 136.54%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
13F, as of Jun 30, 2026
235 holders · 75.39M shares · 48 new positions · 135 increased · 68 reduced · 41 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.24M | 3.84% | +576.8K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 4.98M | 3.07% | +203.5K | Aug 13, 2026 |
| Morgan Stanley | 4.13M | 2.55% | −160.8K | Aug 13, 2026 |
| Brown Advisory Inc | 3.55M | 2.19% | +1.74M | Aug 14, 2026 |
| Vanguard Capital Management LLC | 3.17M | 1.96% | +58.4K | Aug 13, 2026 |
| Tensile Capital Management LP | 2.90M | 1.79% | −500.0K | Aug 14, 2026 |
| JPMorgan Chase & Co | 2.53M | 1.56% | −843.1K | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | 2.19M | 1.35% | +550.9K | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Amanda Radcliffe | 20.90% | 33.27M | 13G | Aug 13, 2025 |
| BlackRock, Inc. | 7.20% | 5.59M | 13G | Jan 21, 2026 |
| Vanguard Portfolio Management | 6.22% | 4.84M | 13G | Apr 29, 2026 |
| Morgan Stanley | 5.30% | 4.15M | 13G | May 12, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| May 28, 2026 | David DeStefanodirector | Sale | 6,460 | $12.75 | 197,572 |
| Mar 9, 2026 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110 percent owner | Purchase | 10,000 | $15.05 | 1,221,100 |
| Feb 23, 2026 | Christopher David Youngdirector, officer: President and CEO | Purchase | 60,000 | $12.18 | 60,000 |
| Feb 20, 2026 | Eric C. Andersendirector | Purchase | 40,000 | $12.91 | 150,341 |
| Feb 13, 2026 | Jeffrey Westphalother: See Remarks | Purchase | 247,740 | $13.08 | 247,740 |
| Feb 17, 2026 | Jeffrey Westphalother: See Remarks | Purchase | 150,000 | $12.53 | 397,740 |
House and Senate disclosures
Not reported.