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
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	300K	$27.18	Nov 14, 2023
Tensile Capital Management LP	10% Owner	SELL	$1M+	260K	$26.51	Nov 13, 2023
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	389K	$22.74	Nov 8, 2023
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	311K	$23.40	Nov 4, 2023
Tensile Capital Management LP	10% Owner	SELL	$1M+	150K	$24.23	Oct 10, 2023
Westphal Jeffery	10% Owner	SELL	$1M+	1.1M	$22.32	Oct 4, 2023
Tensile Capital Management LP	10% Owner	SELL	$1M+	60K	$23.36	Oct 3, 2023
Stamm John Richard	Director	SELL	$100K–$500K	11K	$22.41	Aug 30, 2023
ANDERSEN ERIC C.	Director	SELL	$100K–$500K	15K	$19.50	Aug 16, 2023
Butler Lisa	CHIEF ACCOUNTING O…	SELL	$100K–$500K	10K	$18.71	Jul 18, 2023
Butler Lisa	CHIEF ACCOUNTING O…	EXERCISE	$15K–$50K	10K	$2.50	Jul 18, 2023
Westphal Jeffery	10% Owner	SELL	$1M+	325K	$18.84	Jul 14, 2023
Westphal Jeffery	10% Owner	SELL	$1M+	609K	$19.08	Jul 5, 2023
Westphal Jeffery	10% Owner	SELL	$1M+	800K	$18.26	Jun 30, 2023
DeStefano David	PRESIDENT & CEO	SELL	$1M+	100K	$20.43	Jun 20, 2023
Butler Lisa	CHIEF ACCOUNTING O…	SELL	$100K–$500K	10K	$20.89	Jun 20, 2023
Butler Lisa	CHIEF ACCOUNTING O…	EXERCISE	$15K–$50K	10K	$2.50	Jun 20, 2023
Butler Lisa	CHIEF ACCOUNTING O…	SELL	$100K–$500K	10K	$19.56	May 17, 2023
Butler Lisa	CHIEF ACCOUNTING O…	EXERCISE	$15K–$50K	10K	$2.50	May 17, 2023
SCHWAB JOHN R	CHIEF FINANCIAL OF…	EXERCISE	$100K–$500K	30K	$4.70	May 17, 2023
SCHWAB JOHN R	CHIEF FINANCIAL OF…	SELL	$500K+	30K	$19.61	May 17, 2023
Tensile Capital Management LP	10% Owner	SELL	$1M+	104K	$22.46	Apr 22, 2023
Butler Lisa	CHIEF ACCOUNTING O…	SELL	$100K–$500K	10K	$22.45	Apr 19, 2023
Butler Lisa	CHIEF ACCOUNTING O…	EXERCISE	$15K–$50K	10K	$2.50	Apr 19, 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$100K–$500K	19K	$21.33	Apr 7, 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$100K–$500K	19K	$21.33	Apr 7, 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	96K	$21.09	Apr 4, 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	96K	$21.09	Apr 4, 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	85K	$20.00	Mar 30, 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	85K	$20.00	Mar 30, 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$100K–$500K	24K	$18.24	Mar 23, 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$100K–$500K	24K	$18.24	Mar 23, 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	131K	$18.49	Mar 17, 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$1M+	131K	$18.49	Mar 17, 2023
Butler Lisa	CHIEF ACCOUNTING O…	SELL	$100K–$500K	10K	$18.09	Mar 17, 2023
Butler Lisa	CHIEF ACCOUNTING O…	EXERCISE	$15K–$50K	10K	$2.50	Mar 17, 2023
Westphal Jeffery	10% Owner	SELL	$1M+	1.5M	$17.82	Mar 16, 2023
Stamm John Richard	Director	SELL	$100K–$500K	12K	$18.37	Mar 15, 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$500K+	45K	$18.41	Mar 14, 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	SELL	$500K+	45K	$18.41	Mar 14, 2023
Westphal Jeffery	10% Owner	SELL	$1M+	98K	$18.71	Mar 11, 2023
Rowland Bryan T.R.	GENERAL COUNSEL	EXERCISE	$100K–$500K	31K	$3.73	Mar 10, 2023
Rowland Bryan T.R.	GENERAL COUNSEL	SELL	$1M+	82K	$16.51	Mar 10, 2023
Butler Lisa	CHIEF ACCOUNTING O…	EXERCISE	$50K–$100K	20K	$2.50	Mar 10, 2023
Butler Lisa	CHIEF ACCOUNTING O…	SELL	$100K–$500K	23K	$16.42	Mar 10, 2023
Butler Lisa	CHIEF ACCOUNTING O…	SELL	$1K–$15K	763	$15.29	Mar 8, 2023
Westphal Jeffery	10% Owner	SELL	$1M+	133K	$15.73	Mar 2, 2023
Butler Lisa	CHIEF ACCOUNTING O…	SELL	$15K–$50K	3K	$15.04	Feb 23, 2023
SCHWAB JOHN R	CHIEF FINANCIAL OF…	SELL	$100K–$500K	7K	$16.28	Dec 16, 2022
SCHWAB JOHN R	CHIEF FINANCIAL OF…	EXERCISE	$15K–$50K	7K	$4.70	Dec 16, 2022

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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