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
DeStefano David	PRESIDENT & CEO	SELL	$500K+	49K	$16.28	Dec 14, 2022
Robert Kevin L	Director	SELL	$100K–$500K	13K	$16.03	Dec 6, 2022
SCHWAB JOHN R	CHIEF FINANCIAL OF…	EXERCISE	$50K–$100K	18K	$4.70	Dec 6, 2022
SCHWAB JOHN R	CHIEF FINANCIAL OF…	SELL	$100K–$500K	18K	$16.76	Dec 6, 2022
Robert Kevin L	Director	EXERCISE	$1K–$15K	5K	$2.50	Nov 28, 2022
Robert Kevin L	Director	SELL	$100K–$500K	12K	$15.50	Nov 28, 2022
Westphal Jeffery	10% Owner	SELL	$1M+	1.5M	$15.15	Nov 22, 2022
Westphal Jeffery	10% Owner	SELL	$500K+	36K	$18.00	Nov 3, 2022
DeStefano David	PRESIDENT & CEO	SELL	$100K–$500K	18K	$14.56	Oct 11, 2022
DeStefano David	President & CEO	SELL	$1M+	99K	$13.66	Oct 1, 2022
DeStefano David	PRESIDENT & CEO	SELL	$1M+	135K	$14.10	Sep 19, 2022
Butler Lisa	CHIEF ACCOUNTING O…	SELL	$500K+	48K	$14.61	Sep 15, 2022
Butler Lisa	CHIEF ACCOUNTING O…	EXERCISE	$50K–$100K	25K	$2.50	Sep 15, 2022
Westphal Jeffery	10% Owner	SELL	$1M+	5.0M	$7.35	Aug 2, 2022
Westphal Jeffery	10% Owner	SELL	$500K+	72K	$11.35	Jul 13, 2022
Westphal Jeffery	10% Owner	SELL	$100K–$500K	25K	$12.02	Jul 12, 2022
Westphal Jeffery	10% Owner	SELL	$50K–$100K	7K	$12.03	Jul 8, 2022
Westphal Jeffery	10% Owner	SELL	$1M+	212K	$11.25	Jul 5, 2022
Butler Lisa	CHIEF ACCOUNTING O…	SELL	$100K–$500K	50K	$9.66	Jun 15, 2022
Westphal Jeffery	10% Owner	SELL	$500K+	49K	$12.01	May 25, 2022
Butler Lisa	CHIEF ACCOUNTING O…	SELL	$100K–$500K	20K	$13.00	Mar 17, 2022
Radcliffe Amanda Westphal	Director	BUY	$100K–$500K	8K	$12.91	Mar 16, 2022
SCHWAB JOHN R	CHIEF FINANCIAL OF…	BUY	$50K–$100K	3K	$19.00	Feb 14, 2022
Westphal Jeffery	10% Owner	SELL	$1M+	800K	$14.60	Jan 13, 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