Vertex, Inc. VERX

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15.26 USD -0.57 (-3.60%)

At closeNov 3, 2026, 5:53 PM EST

15.70 +0.44 +2.89%

After hours · Nov 3, 5:53 PM ET

15.03 Day range 15.60
10.58 52-week range 20.71
YTD
-23.59%
1 year
-26.24%

Held by funds

89 US ETFs and mutual funds hold VERX · largest positions

Funds holding VERX, by value held
FundValue heldWeight in fund
IWM $28.23M0.04%
VTI $26.57M0.00%
FESM $22.10M0.33%
VGT $21.75M0.01%
NJM $21.25M0.03%
VB $20.18M0.01%
FSSNX $11.44M0.03%
VBK $11.23M0.03%
IWO $10.42M0.07%
VXF $9.94M0.01%
NLO $7.40M0.05%
SCHA $6.34M0.03%
IGV $5.27M0.04%
VTWO $4.98M0.03%
XSW $4.59M0.92%
FTEC $3.66M0.02%
FSMAX $3.30M0.01%
FSKAX $1.67M0.00%
ITOT $1.54M0.00%
VSTCX $1.38M0.04%

Ownership

Held by insiders 7.00%
Held by institutions 95.12%
Float held by institutions 102.27%
Institutions 322

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.7.79%6,236,15295.16MJun 29, 2026
Vanguard Portfolio Management LLC6.23%4,984,13376.06MJun 29, 2026
Morgan Stanley5.16%4,132,40463.06MJun 29, 2026
Brown Advisory Inc.4.43%3,549,05254.16MJun 29, 2026
Vanguard Capital Management LLC3.96%3,173,88348.43MJun 29, 2026
Tensile Capital Management, LP3.62%2,898,56344.23MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.82%2,255,64234.42MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.37%1,894,14228.90MSep 29, 2026
VANGUARD WORLD FUND-Vanguard Information Technology Index Fund2.31%1,847,18928.19MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.05%1,642,33725.06MJun 29, 2026
Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF1.51%1,210,22618.47MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund1.20%963,53114.70MJun 29, 2026
VERX insiders
InsiderRelationLatest transactionDateShares held
ANDERSEN ERIC CDirectorStock Award(Grant)Jun 9, 2026165,979
ANNE MARIE WESTPHALTrusteeStock GiftDec 22, 2024578,074
DESTEFANO DAVIDDirectorStock Award(Grant)Jun 9, 20261,468,730
ITEM SECOND IRR. TRUSTTrusteePurchaseMar 8, 20261,221,100
JACOB J WESTPHALTrusteeStock GiftDec 22, 2024745,706
KYLE R. WESTPHALTrusteeSaleNov 20, 20241,358,100