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Vertex, Inc. VERX

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17.08 USD -0.51 (-2.90%)

At closeNov 6, 2026, 4:01 PM EST

17.08 0.00 0.00%

After hours · Nov 6, 4:01 PM ET

16.45 Day range 17.22
10.58 52-week range 20.71
YTD
-14.47%
1 year
-10.58%

Held by funds

89 US ETFs and mutual funds hold VERX · largest positions

Funds holding VERX, by value held
FundValue heldWeight in fund
IWM $34.11M0.04%
VTI $26.57M0.00%
FESM $24.75M0.37%
VGT $21.75M0.01%
NJM $21.25M0.03%
VB $20.18M0.01%
IWO $12.17M0.09%
FSSNX $11.44M0.03%
VBK $11.23M0.03%
VXF $9.94M0.01%
NLO $7.40M0.05%
SCHA $7.07M0.03%
IGV $6.08M0.05%
XSW $5.25M1.05%
VTWO $4.98M0.03%
FTEC $4.08M0.02%
FSMAX $3.30M0.01%
ITOT $1.77M0.00%
FSKAX $1.67M0.00%
VSTCX $1.38M0.04%

Ownership

Held by insiders 7.05%
Held by institutions 96.02%
Float held by institutions 103.30%
Institutions 324

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.7.79%6,236,152106.51MJun 29, 2026
Vanguard Portfolio Management LLC6.23%4,984,13385.13MJun 29, 2026
Morgan Stanley5.16%4,132,40470.58MJun 29, 2026
Brown Advisory Inc.4.43%3,549,05260.62MJun 29, 2026
Vanguard Capital Management LLC3.96%3,173,88354.21MJun 29, 2026
Tensile Capital Management, LP3.62%2,898,56349.51MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.82%2,255,64238.53MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.37%1,894,14232.35MSep 29, 2026
VANGUARD WORLD FUND-Vanguard Information Technology Index Fund2.31%1,847,18931.55MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.05%1,642,33728.05MJun 29, 2026
Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF1.51%1,210,22620.67MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund1.20%963,53116.46MJun 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