VERX

Vertex, Inc.

Services-Prepackaged SoftwareNasdaqLarge accelerated filer

Total Trades

124

Buys

Sells

101

Largest Trade

$1M+

Insiders

Institutional Funds

172

Inst. Value

$1M+

Activist Filings

Insider Trades

Insider	Title	Type	Value	Shares	Price	Date
Young Christopher David	President and CEO	BUY	$500K+	60K	$12.18	Feb 25, 2026
Westphal Jeffrey	Insider	BUY	$1M+	398K	$12.88	Feb 18, 2026
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$500K+	24K	$35.19	Jun 24, 2025
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	381K	$36.59	Jun 18, 2025
Westphal Jeffrey	Insider	SELL	$1M+	3.0M	$38.45	Jun 11, 2025
Leib Ryan J	Chief Accounting O…	SELL	$100K–$500K	6K	$38.00	May 14, 2025
DeStefano David	PRESIDENT & CEO	SELL	$1M+	473K	$37.41	May 14, 2025
DeStefano David	PRESIDENT & CEO	EXERCISE	$1M+	748K	$8.08	May 14, 2025
Rowland Bryan T.R.	GENERAL COUNSEL	EXERCISE	$100K–$500K	32K	$4.63	Mar 21, 2025
Rowland Bryan T.R.	GENERAL COUNSEL	SELL	$1M+	43K	$35.98	Mar 21, 2025
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	72K	$56.49	Jan 23, 2025
Rowland Bryan T.R.	GENERAL COUNSEL	EXERCISE	$50K–$100K	3K	$32.16	Nov 27, 2024
Rowland Bryan T.R.	GENERAL COUNSEL	SELL	$100K–$500K	3K	$55.08	Nov 27, 2024
DeStefano David	PRESIDENT & CEO	SELL	$1M+	26K	$55.05	Nov 27, 2024
Stamm John Richard	Director	EXERCISE	$1K–$15K	3K	$3.73	Nov 27, 2024
Stamm John Richard	Director	SELL	$100K–$500K	3K	$53.81	Nov 27, 2024
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	72K	$52.58	Nov 21, 2024
DeStefano David	PRESIDENT & CEO	SELL	$1M+	198K	$49.60	Nov 18, 2024
Westphal Jeffrey	10% Owner	SELL	$1M+	2.5M	$48.90	Nov 14, 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	150K	$52.00	Nov 12, 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	150K	$51.76	Nov 12, 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	135K	$40.42	Oct 15, 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	75K	$40.16	Oct 15, 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	130K	$41.20	Oct 9, 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	125K	$41.20	Oct 9, 2024
Westphal Jeffrey	10% Owner	SELL	$1M+	1.2M	$39.42	Oct 7, 2024
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	159K	$37.27	Aug 27, 2024
SCHWAB JOHN R	CHIEF FINANCIAL OF…	SELL	$500K+	25K	$35.81	Aug 26, 2024
SCHWAB JOHN R	CHIEF FINANCIAL OF…	EXERCISE	$100K–$500K	25K	$4.70	Aug 26, 2024
Stamm John Richard	Director	EXERCISE	$50K–$100K	16K	$3.73	Aug 26, 2024
Stamm John Richard	Director	SELL	$500K+	16K	$35.95	Aug 26, 2024
Rowland Bryan T.R.	GENERAL COUNSEL	EXERCISE	$100K–$500K	30K	$3.73	Aug 22, 2024
Rowland Bryan T.R.	GENERAL COUNSEL	SELL	$1M+	38K	$35.71	Aug 22, 2024
Westphal Jeffrey	10% Owner	SELL	$1M+	1.5M	$32.93	Jun 7, 2024
Westphal Jeffrey	10% Owner	SELL	$1M+	791K	$30.05	Apr 9, 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10% Owner	SELL	$1M+	81K	$30.23	Mar 28, 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$500K+	27K	$30.27	Mar 28, 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10% Owner	SELL	$1M+	48K	$30.09	Mar 25, 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$50K–$100K	3K	$30.03	Mar 25, 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	48K	$30.09	Mar 25, 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	49K	$30.05	Mar 21, 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	49K	$30.05	Mar 21, 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10% Owner	SELL	$1M+	49K	$30.05	Mar 21, 2024
ANDERSEN ERIC C.	Director	SELL	$100K–$500K	10K	$25.88	Feb 16, 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	177K	$27.87	Dec 5, 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	229K	$28.20	Dec 1, 2023
ANDERSEN ERIC C.	Director	SELL	$100K–$500K	10K	$26.24	Nov 22, 2023
Westphal Jeffery	10% Owner	SELL	$1M+	1.9M	$26.06	Nov 16, 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	100K	$26.99	Nov 15, 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	100K	$27.09	Nov 15, 2023

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Institutional Ownership

13F filings as of Dec 31, 2025 · 172 funds holding

Fund	Shares	Value	Type
NOMURA HOLDINGS INC	3.2M	$1M+	SH
Neuberger Berman Group LLC	2.8M	$1M+	SH
Conestoga Capital Advisors, LLC	2.5M	$1M+	SH
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.4M	$1M+	SH
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	172K	$1M+	SH
GENEVA CAPITAL MANAGEMENT LLC	1.8M	$1M+	SH
STATE STREET CORP	1.8M	$1M+	SH
Park West Asset Management LLC	1.8M	$1M+	SH
GEODE CAPITAL MANAGEMENT, LLC	1.6M	$1M+	SH
BARCLAYS PLC	1.5M	$1M+	SH
Legacy Advisors, LLC	1.3M	$1M+	SH
PRINCIPAL FINANCIAL GROUP INC	1.3M	$1M+	SH
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.2M	$1M+	SH
CITIGROUP INC	1.0M	$1M+	SH
BANQUE PICTET & CIE SA	819K	$1M+	SH
TimesSquare Capital Management, LLC	766K	$1M+	SH
JENNISON ASSOCIATES LLC	762K	$1M+	SH
DIMENSIONAL FUND ADVISORS LP	755K	$1M+	SH
Champlain Investment Partners, LLC	740K	$1M+	SH
CIBC WORLD MARKETS CORP	705K	$1M+	SH