Vertex

VERX · NASDAQ

$14.32+$0.79 (+5.84%)TodayMarket closed ·
Prev close $13.53

Who owns VERX

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 20.0% of VERX’s shares.

  • BlackRock Institutional Trust Company, N.A.3.4%
  • Vanguard Portfolio Management, LLC3.1%
  • Morgan Stanley & Co. LLC2.4%
  • Brown Advisory2.2%
  • Next 6 largest institutions8.9%
  • All other shareholders80.0%
Top institutional holders of VERX
HolderShares% of shares
BlackRock Institutional Trust Company, N.A.5.50M3.40%
Vanguard Portfolio Management, LLC4.98M3.08%
Morgan Stanley & Co. LLC3.89M2.41%
Brown Advisory3.55M2.19%
Vanguard Capital Management, LLC3.17M1.96%
Tensile Capital Management LP2.90M1.79%
D. E. Shaw & Co., L.P.2.19M1.35%
William Blair Investment Management, LLC2.13M1.32%
State Street Investment Management (US)2.06M1.27%
UBS Financial Services, Inc.2.02M1.25%

Largest mutual fund holders

Top mutual fund holders of VERX
HolderShares% of shares
Vanguard Total Stock Market Index Fund2.26M1.39%
iShares Russell 2000 ETF1.91M1.18%
Vanguard Information Technology Index Fund1.85M1.14%
Vanguard Small-Cap Index Fund1.66M1.02%
Vanguard Small-Cap Growth Index Fund961.86K0.59%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders sold $82.36K (1 trade) of VERX on the open market, with no buys.

Latest VERX insider transactions
InsiderTypeSharesValue
Saha DebanjanAward11.20K—
Mendola Mark JAward15.64K—
Stamm John RichardAward15.64K—
DeStefano DavidAward15.64K—
Radcliffe Amanda WestphalAward15.64K—
Thompson Stefanie WestphalAward15.64K—
Gayton Bradley MAward15.64K—
ANDERSEN ERIC C.Award15.64K—
Saunders Philip SethAward15.64K—
DeStefano DavidSale6.46K$82.36K

Short interest

Settled Sep 30, 2026

Shares short
4.87M
Days to cover
3.54
% of shares outstanding
3.01%
Average daily volume
1.38M
Change since last report
−10.4%

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