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
Date	Value	Name	Entity	Shares	Max Price
18 Jun 25	Sell€12,111,239	Second Irrevocable Trust	Company	381,233	€32.26
13 May 25	Sell€195,728	Ryan Leib	Individual	5,755	€34.01
04 Mar 25	Buy€284,293	Bradley Gayton	Individual	9,400	€30.24
23 Jan 25	Sell€3,906,628	Second Irrevocable Trust	Company	72,000	€54.29
10 Dec 24	Sell€3,926,653	Second Irrevocable Trust	Company	75,000	€52.47
06 Dec 24	Sell€202,565	J. Stamm	Individual	3,815	€53.10
06 Dec 24	Sell€950,169	David DeStefano	Individual	17,900	€53.14
26 Nov 24	Sell€1,346,326	David DeStefano	Individual	25,607	€52.58
21 Nov 24	Sell€3,608,943	Second Irrevocable Trust	Company	72,000	€50.65
18 Nov 24	Sell€9,298,382	David DeStefano	Individual	198,151	€46.93
11 Nov 24	Sell€7,323,401	Jacob Westphal	Individual	150,000	€49.13
08 Nov 24	Sell€7,237,996	Second Irrevocable Trust	Company	150,000	€48.72
14 Oct 24	Sell€5,006,174	Jacob Westphal	Individual	135,146	€37.36
11 Oct 24	Sell€2,757,148	Second Irrevocable Trust	Company	75,175	€36.97
09 Oct 24	Sell€4,695,447	Second Irrevocable Trust	Company	124,825	€37.73
09 Oct 24	Sell€4,883,955	Jacob Westphal	Individual	129,854	€37.72
03 Oct 24	Sell€37,744,988	Jeffrey Westphal	Individual	1,054,641	€35.79
12 Sep 24	Sell€160,463	J. Stamm	Individual	5,000	€32.09
26 Aug 24	Sell€5,303,617	Second Irrevocable Trust	Company	158,900	€33.38
20 Aug 24	Sell€263,059	Bryan T. Rowland	Individual	8,176	€32.17
23 Jul 24	Sell€52,245,858	Jeffrey Westphal	Individual	1,500,000	€34.83

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 Type	Number of Shares	Ownership Percentage
Private Companies	13,065,057	7.8%
Individual Insiders	75,772,691	45.2%
Institutions	78,617,122	46.9%

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

Top Shareholders

Top 25 shareholders own 81.43% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
21%	Amanda Radcliffe	33,273,094	€1.0b	0.02%	no data
20.8%	Stefanie Thompson	32,986,262	€1.0b	0.02%	no data
6.57%	Second Irrevocable Trust	10,417,620	€321.2m	-5.26%	no data
4.33%	The Vanguard Group, Inc.	6,866,041	€211.7m	0.1%	no data
3.35%	BlackRock, Inc.	5,306,587	€163.6m	-15.9%	no data
2.31%	Tensile Capital Management LP	3,660,474	€112.9m	-2.89%	16.59%
2.05%	Neuberger Berman Investment Advisers LLC	3,255,703	€100.4m	-7.71%	0.09%
2.01%	T. Rowe Price Group, Inc.	3,187,287	€98.3m	36.1%	0.01%
1.86%	Conestoga Capital Advisors, LLC	2,947,740	€90.9m	30.3%	1.6%
1.67%	Callum W. Radcliffe U/A Of Amanda W. Radcliffe Trust	2,647,437	€81.6m	0%	no data
1.25%	Andrea Schmerin	1,983,968	€61.2m	0%	no data
1.25%	Nationwide Fund Advisors	1,979,356	€61.0m	42.3%	0.63%
1.23%	Melanie Lucas	1,941,750	€59.9m	0%	no data
1.23%	Mackenzie Lucas	1,941,750	€59.9m	0%	no data
1.19%	Putnam LLC	1,885,794	€58.1m	7.27%	0.06%
1.06%	Fred Alger Management, LLC	1,672,623	€51.6m	-18.8%	0.29%
1%	Capital Research and Management Company	1,588,928	€49.0m	0%	no data
0.97%	Kayne Anderson Rudnick Investment Management, LLC	1,531,939	€47.2m	32.2%	0.13%
0.96%	JP Morgan Asset Management	1,522,776	€47.0m	30.6%	0.01%
0.95%	Aberdeen Group Plc	1,511,846	€46.6m	46.9%	0.03%
0.94%	Loomis Sayles & Company, L.P.	1,490,160	€45.9m	-2.06%	0.07%
0.88%	State Street Global Advisors, Inc.	1,396,384	€43.1m	1.63%	no data
0.88%	FMR LLC	1,393,566	€43.0m	-51.4%	no data
0.85%	Geode Capital Management, LLC	1,349,606	€41.6m	5.84%	no data
0.84%	Legacy Advisors, LLC	1,323,779	€40.8m	-5.29%	4.7%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/06/20 02:40
End of Day Share Price	2025/06/20 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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.

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 Github.

Analyst Sources

Vertex, Inc. is covered by 19 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Robert Oliver	Baird
Andrew DeGasperi	Berenberg
Daniel Jester	BMO Capital Markets Equity Research