Vertex, Inc. VERX
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
Ownership
Held by insiders 7.00%
Held by institutions 95.12%
Float held by institutions 102.27%
Institutions 322
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.79% | 6,236,152 | 95.16M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 6.23% | 4,984,133 | 76.06M | Jun 29, 2026 |
| Morgan Stanley | 5.16% | 4,132,404 | 63.06M | Jun 29, 2026 |
| Brown Advisory Inc. | 4.43% | 3,549,052 | 54.16M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.96% | 3,173,883 | 48.43M | Jun 29, 2026 |
| Tensile Capital Management, LP | 3.62% | 2,898,563 | 44.23M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.82% | 2,255,642 | 34.42M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.37% | 1,894,142 | 28.90M | Sep 29, 2026 |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 2.31% | 1,847,189 | 28.19M | Aug 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.05% | 1,642,337 | 25.06M | Jun 29, 2026 |
| Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF | 1.51% | 1,210,226 | 18.47M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.20% | 963,531 | 14.70M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| ANDERSEN ERIC C | Director | Stock Award(Grant) | Jun 9, 2026 | 165,979 |
| ANNE MARIE WESTPHAL | Trustee | Stock Gift | Dec 22, 2024 | 578,074 |
| DESTEFANO DAVID | Director | Stock Award(Grant) | Jun 9, 2026 | 1,468,730 |
| ITEM SECOND IRR. TRUST | Trustee | Purchase | Mar 8, 2026 | 1,221,100 |
| JACOB J WESTPHAL | Trustee | Stock Gift | Dec 22, 2024 | 745,706 |
| KYLE R. WESTPHAL | Trustee | Sale | Nov 20, 2024 | 1,358,100 |
