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Vertex, Inc. (VERX) institutional ownership

Market cap$2.2B SectorTechnology
Funds holding · Q1 2026
246
reported VERX position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
126 buyers · 120 sellers

Vertex, Inc. (VERX) price and institutional activity

Dates

Q1 2026

$0 bought by 126 investors
Morgan StanleyHealthcare of Ontario Pension Plan Trust Fund +124 more
$0 sold by 120 investors
Neuberger Berman Group LLCMassachusetts Financial Services Co +118 more
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Bought Sold Totals per quarter; hover a bar for the names.

Vertex, Inc. (VERX) institutional activity · 246

Investor Type Est. change Change Δ Own Date
Morgan Stanley · Added
Change +3.4M Date Q1 2026
Morgan Stanley Added· Q1 2026 +3.4M Q1 2026
Healthcare of Ontario Pension Plan Trust Fund · New
Change +3.2M Date Q1 2026
Healthcare of Ontario Pension Plan Trust Fund New· Q1 2026 +3.2M Q1 2026
Neuberger Berman Group LLC · Exited
Change −2.8M Δ Own −100.0% Date Q1 2026
Neuberger Berman Group LLC Exited· Q1 2026 −2.8M −100.0% Q1 2026
Massachusetts Financial Services Co · Exited
Change −2.7M Δ Own −100.0% Date Q1 2026
Massachusetts Financial Services Co Exited· Q1 2026 −2.7M −100.0% Q1 2026
Conestoga Capital Advisors, LLC · Exited
Change −2.5M Δ Own −100.0% Date Q1 2026
Conestoga Capital Advisors, LLC Exited· Q1 2026 −2.5M −100.0% Q1 2026
Park West Asset Management LLC · Exited
Change −1.8M Δ Own −100.0% Date Q1 2026
Park West Asset Management LLC Exited· Q1 2026 −1.8M −100.0% Q1 2026
JPMorgan Chase & Co · Added
Change +1.7M Date Q1 2026
JPMorgan Chase & Co Added· Q1 2026 +1.7M Q1 2026
Wellington Management Group LLP · Exited
Change −1.5M Δ Own −100.0% Date Q1 2026
Wellington Management Group LLP Exited· Q1 2026 −1.5M −100.0% Q1 2026
D. E. Shaw & Co., Inc. · Added
Change +1.4M Δ Own +494.1% Date Q1 2026
D. E. Shaw & Co., Inc. Added· Q1 2026 +1.4M +494.1% Q1 2026
Principal Financial Group Inc · Exited
Change −1.3M Δ Own −100.0% Date Q1 2026
Principal Financial Group Inc Exited· Q1 2026 −1.3M −100.0% Q1 2026
Goldman Sachs Group Inc · Added
Change +1.3M Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +1.3M Q1 2026
Aberdeen Group PLC · Exited
Change −1.2M Δ Own −100.0% Date Q1 2026
Aberdeen Group PLC Exited· Q1 2026 −1.2M −100.0% Q1 2026
CIBC Bancorp USA Inc. · Added
Change +1.0M Date Q1 2026
CIBC Bancorp USA Inc. Added· Q1 2026 +1.0M Q1 2026
Hudson Bay Capital Management LP · New
Change +1.0M Date Q1 2026
Hudson Bay Capital Management LP New· Q1 2026 +1.0M Q1 2026
Brown Advisory Inc · Reduced
Change −970K Date Q1 2026
Brown Advisory Inc Reduced· Q1 2026 −970K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 246

Famous investor activity in Vertex, Inc. (VERX)

Vertex, Inc. (VERX) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Destefano David · Director Grant (A) 16K
Owned 1.3M Trade date Jun 10, 2026 Filed date Jun 12, 2026
Destefano David Director Grant (A) 16K 1.3M Jun 10, 2026 Jun 12, 2026
Gayton Bradley M. · Director Grant (A) 16K
Owned 68K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Gayton Bradley M. Director Grant (A) 16K 68K Jun 10, 2026 Jun 12, 2026
Saunders Philip Seth · Director Grant (A) 16K
Owned 51K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Saunders Philip Seth Director Grant (A) 16K 51K Jun 10, 2026 Jun 12, 2026
Radcliffe Amanda Westphal · Director Grant (A) 16K
Owned 159K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Radcliffe Amanda Westphal Director Grant (A) 16K 159K Jun 10, 2026 Jun 12, 2026
Stamm John Richard · Director Grant (A) 16K
Owned 33K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Stamm John Richard Director Grant (A) 16K 33K Jun 10, 2026 Jun 12, 2026
Andersen Eric C. · Director Grant (A) 16K
Owned 166K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Andersen Eric C. Director Grant (A) 16K 166K Jun 10, 2026 Jun 12, 2026
Thompson Stefanie Westphal · Director Grant (A) 16K
Owned 67K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Thompson Stefanie Westphal Director Grant (A) 16K 67K Jun 10, 2026 Jun 12, 2026
Mendola Mark J. · Director Grant (A) 16K
Owned 21K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Mendola Mark J. Director Grant (A) 16K 21K Jun 10, 2026 Jun 12, 2026
Destefano David · Director Sell −$82K
Price $12.75 Qty −6K Owned 198K Trade date May 28, 2026 Filed date Jun 1, 2026
Destefano David Director Sell $12.75 −6K −$82K 198K May 28, 2026 Jun 1, 2026
Item Second Irr. Trust Fbo Kyle R. Westphal U/a of Jeffrey R. Westphal Dated October 5, 2001 · 10% Owner Buy +$150K
Price $15.05 Qty +10K Owned 1.2M Trade date Mar 9, 2026 Filed date Mar 9, 2026
Item Second Irr. Trust Fbo Kyle R. Westphal U/a of Jeffrey R. Westphal Dated October 5, 2001 10% Owner Buy $15.05 +10K +$150K 1.2M Mar 9, 2026 Mar 9, 2026
Destefano David · Director 2 operations 0
Owned 0 Trade date Feb 24, 2026 Filed date Feb 26, 2026
Destefano David Director 2 operations 0 0 Feb 24, 2026 Feb 26, 2026
Destefano David · Director Tax withholding or exercise payment (F) -$689K
Price $13.26 Qty -52K Owned 1.3M Trade date Feb 24, 2026 Filed date Feb 26, 2026
Destefano David Director Tax withholding or exercise payment (F) $13.26 -52K -$689K 1.3M Feb 24, 2026 Feb 26, 2026
Young Christopher David · Director, Officer Buy +$731K
Price $12.18 Qty +60K Owned 60K Trade date Feb 23, 2026 Filed date Feb 25, 2026
Young Christopher David Director, Officer Buy $12.18 +60K +$731K 60K Feb 23, 2026 Feb 25, 2026
Destefano David · Director 2 operations 0
Owned 101K Trade date Feb 23, 2026 Filed date Feb 25, 2026
Destefano David Director 2 operations 0 101K Feb 23, 2026 Feb 25, 2026
Destefano David · Director Tax withholding or exercise payment (F) -$567K
Price $12.03 Qty -47K Owned 1.2M Trade date Feb 23, 2026 Filed date Feb 25, 2026
Destefano David Director Tax withholding or exercise payment (F) $12.03 -47K -$567K 1.2M Feb 23, 2026 Feb 25, 2026
15 of 40
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Vertex, Inc. (VERX) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Radcliffe Amanda Westphal 33.3M
% of shares outstanding 21.3% Filing date Nov 13, 2024
Radcliffe Amanda Westphal 33.3M 21.3% Nov 13, 2024
Vanguard Group Inc 6.7M
% of shares outstanding 10.3% Filing date Oct 2, 2024
Vanguard Group Inc 6.7M 10.3% Oct 2, 2024
Blackrock, Inc. 5.0M
% of shares outstanding 7.7% Filing date Nov 12, 2024
Blackrock, Inc. 5.0M 7.7% Nov 12, 2024
Vanguard Portfolio Management 4.8M
% of shares outstanding 6.2% Filing date Apr 29, 2026
Vanguard Portfolio Management 4.8M 6.2% Apr 29, 2026
Tensile Capital Management LP 4.1M
% of shares outstanding 6.1% Filing date Nov 14, 2024
Tensile Capital Management LP 4.1M 6.1% Nov 14, 2024
Neuberger Berman Group LLC 3.7M
% of shares outstanding 6.0% Filing date Feb 12, 2024
Neuberger Berman Group LLC 3.7M 6.0% Feb 12, 2024
Morgan Stanley 4.1M
% of shares outstanding 5.3% Filing date May 12, 2026
Morgan Stanley 4.1M 5.3% May 12, 2026
Conestoga Capital Advisors, LLC 3.0M
% of shares outstanding 5.0% Filing date Jan 5, 2024
Conestoga Capital Advisors, LLC 3.0M 5.0% Jan 5, 2024
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Vertex, Inc. (VERX) ownership FAQ

Who owns VERX?

246 reporting institutions disclosed VERX position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.