Vertex, Inc. VERX

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17.59 USD +1.67 (+10.49%)

At closeNov 5, 2026, 4:00 PM EST

17.59 0.00 0.00%

After hours · Nov 5, 4:00 PM ET

17.05 Day range 18.53
10.21 52-week range 20.86
YTD
-11.92%
1 year
-12.40%

Held by funds

89 US ETFs and mutual funds hold VERX · largest positions

Funds holding VERX, by value held
FundValue heldWeight in fund
IWM $28.39M0.04%
VTI $26.57M0.00%
VGT $21.75M0.01%
FESM $21.30M0.31%
NJM $21.25M0.03%
VB $20.18M0.01%
FSSNX $11.44M0.03%
VBK $11.23M0.03%
IWO $10.37M0.07%
VXF $9.94M0.01%
NLO $7.40M0.05%
SCHA $6.35M0.03%
IGV $5.26M0.04%
VTWO $4.98M0.03%
XSW $4.46M0.90%
FTEC $3.53M0.02%
FSMAX $3.30M0.01%
FSKAX $1.67M0.00%
ITOT $1.53M0.00%
VSTCX $1.38M0.04%

Ownership

Held by insiders 7.00%
Held by institutions 94.86%
Float held by institutions 101.99%
Institutions 324

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.7.79%6,236,15299.28MJun 29, 2026
Vanguard Portfolio Management LLC6.23%4,984,13379.35MJun 29, 2026
Morgan Stanley5.16%4,132,40465.79MJun 29, 2026
Brown Advisory Inc.4.43%3,549,05256.50MJun 29, 2026
Vanguard Capital Management LLC3.96%3,173,88350.53MJun 29, 2026
Tensile Capital Management, LP3.62%2,898,56346.15MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.82%2,255,64235.91MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.37%1,894,14230.15MSep 29, 2026
VANGUARD WORLD FUND-Vanguard Information Technology Index Fund2.31%1,847,18929.41MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.05%1,642,33726.15MJun 29, 2026
Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF1.51%1,210,22619.27MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund1.20%963,53115.34MJun 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