Vertex, Inc.
Vertex, Inc. (VERX) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · VERX · as of Sep 30, 2025
Ownership Breakdown
248
Institutional Holders
▼ 25 vs Q2
$2.12B
Total Inst. Value
▼ $2.20B vs Q2
161.82M
Shares Outstanding
freeFloat 89.07%
85.45M
13F Shares Held
▼ 7.07M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
VERX largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-prepackaged software | 8.39M | 5.28% | 5.28% | $207.92B | Nov 7, 2025 | ▲ 689.1K |
BLACKROCK, INC. services-prepackaged software | 5.32M | 3.35% | 3.35% | $131.80B | Nov 12, 2025 | ▼ 507.5K |
TENSILE CAPITAL MANAGEMENT LP services-prepackaged software | 3.80M | 2.39% | 2.39% | $94.31B | Nov 14, 2025 | ▲ 160.6K |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ services-prepackaged software | 3.57M | 2.25% | 2.25% | $88.45B | Oct 29, 2025 | ▲ 2.49M |
BROWN ADVISORY INC services-prepackaged software | 3.08M | 1.94% | 1.94% | $76.38B | Nov 14, 2025 | NEW |
NEUBERGER BERMAN GROUP LLC services-prepackaged software | 2.99M | 1.88% | 1.88% | $74.09B | Nov 12, 2025 | ▼ 177.9K |
GENEVA CAPITAL MANAGEMENT LLC services-prepackaged software | 2.93M | 1.85% | 1.85% | $72.71B | Nov 13, 2025 | ▼ 84.9K |
UBS GROUP AG services-prepackaged software | 2.85M | 1.79% | 1.79% | $70.64B | Nov 13, 2025 | — held |
WASATCH ADVISORS LP services-prepackaged software | 2.73M | 1.72% | 1.72% | $67.64B | Nov 14, 2025 | ▲ 229.8K |
CONESTOGA CAPITAL ADVISORS, LLC services-prepackaged software | 2.54M | 1.60% | 1.60% | $63.04B | Oct 24, 2025 | ▼ 855.4K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
27
Increased
+10.94M shares3
New Positions
first time holders19
Decreased
−4.54M shares0
Sold Out
fully exitedNet shares change (top 50)
+6.40M
+10.94M / −4.54M
Net new holders
+11
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
VERX insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
22
Buy transactions
31
Sell transactions
0.71
Buy/Sell ratio
$1M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
DeStefano David director | May 28, 2026 | Sale | 6,460 | $12.75 | $82.4K | 197.6K | Form 4 ↗ |
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10 percent owner | Mar 9, 2026 | Purchase | 10,000 | $15.05 | $150.5K | 1.22M | Form 4 ↗ |
DeStefano David director | Feb 24, 2026 | Tax Withhold | 51,983 | $13.26 | $689.3K | 1.26M | Form 4 ↗ |
Young Christopher David President and CEO | Feb 23, 2026 | Purchase | 60,000 | $12.18 | $730.8K | 60.0K | Form 4 ↗ |
DeStefano David director | Feb 23, 2026 | Tax Withhold | 47,112 | $12.03 | $566.8K | 1.20M | Form 4 ↗ |
Rowland Bryan T.R. GENERAL COUNSEL | Feb 23, 2026 | Tax Withhold | 1,768 | $12.03 | $21.3K | 12.9K | Form 4 ↗ |
SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Feb 23, 2026 | Tax Withhold | 16,411 | $12.03 | $197.4K | 132.3K | Form 4 ↗ |
DeStefano David director | Feb 20, 2026 | Tax Withhold | 12,523 | $12.74 | $159.5K | 1.14M | Form 4 ↗ |
DeStefano David director | Feb 20, 2026 | Tax Withhold | 23,705 | $12.74 | $302.0K | 1.11M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Vertex, Inc. (VERX) is primarily owned by institutional investors, who hold approximately 52.8% of total shares outstanding. Company insiders own approximately 10.93%, while retail and public investors account for the remaining 36.26%.
The largest institutional shareholder of Vertex, Inc. is VANGUARD GROUP INC, holding approximately 8.39 million shares — equal to 5.28% of outstanding shares — as of September 30, 2025.
A total of 248 institutional investors currently hold VERX stock, with a combined institutional value of approximately $2.12 billion as of the most recent 13F filing period.
Frequently asked questions
VERX ownershipVertex, Inc. (VERX) is primarily owned by institutional investors, who hold approximately 52.8% of shares. The largest shareholder is VANGUARD GROUP INC with a 5.28% stake. Company insiders hold 10.93%. Data sourced from SEC Form 13F as of September 30, 2025.