Vertex, Inc.

BST:56X Stock Report

Market Cap: €8.6b

Vertex Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BST:56X Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
10 Dec 24Sell€3,926,653Second Irrevocable TrustCompany75,000€52.47
06 Dec 24Sell€202,565J. StammIndividual3,815€53.10
06 Dec 24Sell€950,169David DeStefanoIndividual17,900€53.14
26 Nov 24Sell€1,346,326David DeStefanoIndividual25,607€52.58
21 Nov 24Sell€3,608,943Second Irrevocable TrustCompany72,000€50.65
18 Nov 24Sell€9,298,382David DeStefanoIndividual198,151€46.93
11 Nov 24Sell€7,323,401Jacob WestphalIndividual150,000€49.13
08 Nov 24Sell€7,237,996Second Irrevocable TrustCompany150,000€48.72
14 Oct 24Sell€5,006,174Jacob WestphalIndividual135,146€37.36
11 Oct 24Sell€2,757,148Second Irrevocable TrustCompany75,175€36.97
09 Oct 24Sell€4,695,447Second Irrevocable TrustCompany124,825€37.73
09 Oct 24Sell€4,883,955Jacob WestphalIndividual129,854€37.72
03 Oct 24Sell€37,744,988Jeffrey WestphalIndividual1,054,641€35.79
12 Sep 24Sell€160,463J. StammIndividual5,000€32.09
26 Aug 24Sell€5,303,617Second Irrevocable TrustCompany158,900€33.38
20 Aug 24Sell€263,059Bryan T. RowlandIndividual8,176€32.17
23 Jul 24Sell€52,245,858Jeffrey WestphalIndividual1,500,000€34.83
05 Jun 24Sell€45,458,219Jeffrey WestphalIndividual1,500,000€30.31
05 Apr 24Sell€21,954,870Jeffrey WestphalIndividual791,133€27.75
27 Mar 24Sell€2,273,042Nicholas ShuhanIndividual81,361€27.94
26 Mar 24Sell€758,535Second Irrevocable TrustCompany27,128€27.96
25 Mar 24Sell€1,323,950Second Irrevocable TrustCompany47,671€27.77
25 Mar 24Sell€81,997Jacob WestphalIndividual2,959€27.71
25 Mar 24Sell€1,322,545Nicholas ShuhanIndividual47,622€27.77
20 Mar 24Sell€1,351,719Nicholas ShuhanIndividual48,834€27.68
20 Mar 24Sell€1,349,864Second Irrevocable TrustCompany48,768€27.68
20 Mar 24Sell€1,358,894Jacob WestphalIndividual49,095€27.68
14 Mar 24Sell€546,293Nicholas ShuhanIndividual19,829€27.55
14 Mar 24Sell€526,726Second Irrevocable TrustCompany19,118€27.55
14 Mar 24Sell€539,635Jacob WestphalIndividual19,587€27.55
14 Mar 24Sell€225,500Lisa ButlerIndividual8,290€27.20
12 Mar 24Sell€431,910David DeStefanoIndividual15,677€27.57
08 Mar 24Sell€1,380,913Jacob WestphalIndividual50,246€27.53
08 Mar 24Sell€1,377,762Nicholas ShuhanIndividual50,133€27.53
08 Mar 24Sell€1,389,618Second Irrevocable TrustCompany50,566€27.53
05 Mar 24Sell€7,805,274Jacob WestphalIndividual278,113€30.90
05 Mar 24Sell€1,018,740Nicholas ShuhanIndividual33,673€30.94
05 Mar 24Sell€5,851,130Second Irrevocable TrustCompany206,749€30.94
05 Mar 24Sell€176,329J. StammIndividual6,500€27.13
04 Mar 24Sell€70,441,128Jeffrey WestphalIndividual2,416,307€31.07
15 Feb 24Sell€240,576Eric AndersenIndividual10,000€24.06

Insider Trading Volume

Insider Buying: 56X insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 56X?
Owner TypeNumber of SharesOwnership Percentage
Private Companies12,432,0317.8%
Institutions69,936,45243.9%
Individual Insiders76,926,90348.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 83.34% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
21.3%
Amanda Radcliffe
33,267,767€1.8b0%no data
21.2%
Stefanie Thompson
32,980,935€1.8b0%no data
6.27%
Second Irrevocable Trust
9,784,594€537.0m-20.7%no data
4.31%
The Vanguard Group, Inc.
6,721,315€368.9m5.23%0.01%
3.21%
BlackRock, Inc.
5,007,584€274.8m7.37%no data
2.9%
Jeffrey Westphal
4,521,822€248.2m-44.7%no data
2.6%
Tensile Capital Management LP
4,053,550€222.5m-12.5%22.24%
2.23%
Neuberger Berman Investment Advisers LLC
3,473,775€190.7m-0.41%0.15%
1.7%
Callum W. Radcliffe U/A Of Amanda W. Radcliffe Trust
2,647,437€145.3m0%no data
1.63%
Fred Alger Management, LLC
2,543,838€139.6m-37.8%0.61%
1.47%
FMR LLC
2,287,600€125.6m2.46%0.01%
1.46%
Conestoga Capital Advisors, LLC
2,280,290€125.1m-18.7%1.64%
1.39%
Legacy Advisors, LLC
2,163,058€118.7m-0.02%12.09%
1.27%
Andrea Schmerin
1,983,968€108.9m0%no data
1.25%
Mackenzie Lucas
1,941,750€106.6m0%no data
1.08%
Putnam LLC
1,690,045€92.8m17.6%0.09%
1.08%
JP Morgan Asset Management
1,681,338€92.3m-10.2%0.01%
1.06%
TimesSquare Capital Management, LLC
1,655,400€90.9m-5.62%1.25%
1%
Loomis Sayles & Company, L.P.
1,565,994€85.9m-2.24%0.11%
0.9%
Nationwide Fund Advisors
1,404,495€77.1m40.8%0.47%
0.87%
State Street Global Advisors, Inc.
1,361,901€74.7m36.4%no data
0.85%
T. Rowe Price Group, Inc.
1,322,428€72.6m8.31%0.01%
0.82%
Geode Capital Management, LLC
1,275,283€70.0m3.04%no data
0.79%
Fuller & Thaler Asset Management, Inc.
1,229,444€67.5m15.3%0.27%
0.72%
Palisade Capital Management, LP
1,129,690€62.0m-6.5%1.85%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/20 19:12
End of Day Share Price 2025/01/17 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Vertex, Inc. is covered by 18 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Robert OliverBaird
Andrew DeGasperiBerenberg
Daniel JesterBMO Capital Markets Equity Research