Vertex, Inc.

NasdaqGM:VERX Stock Report

Market Cap: US$2.1b

Vertex Ownership

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

Recent Insider Transactions

NasdaqGM:VERX Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
23 Feb 26BuyUS$730,794Christopher YoungIndividual60,000US$12.18
20 Feb 26BuyUS$516,400Eric AndersenIndividual40,000US$12.91
17 Feb 26BuyUS$5,121,294Jeffrey WestphalIndividual397,740US$13.08
24 Jun 25SellUS$836,411Second Irrevocable TrustCompany23,767US$35.24
18 Jun 25SellUS$13,949,826Second Irrevocable TrustCompany381,233US$37.16
13 May 25SellUS$218,690Ryan LeibIndividual5,755US$38.00
04 Mar 25BuyUS$299,382Bradley GaytonIndividual9,400US$31.85

Insider Trading Volume

Insider Buying: VERX insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of VERX?
Owner TypeNumber of SharesOwnership Percentage
Private Companies13,238,1317.62%
Individual Insiders75,056,03443.2%
Institutions85,382,84449.2%

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

Top Shareholders

Top 25 shareholders own 86.68% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
20.9%
Amanda Radcliffe
33,273,094US$445.5m0%no data
20.7%
Stefanie Thompson
32,986,262US$441.7m0%no data
6.65%
Second Irrevocable Trust
10,590,694US$141.8m0%no data
5.24%
The Vanguard Group, Inc.
8,348,597US$111.8m-0.46%no data
3.78%
UBS Asset Management AG
6,011,271US$80.5m192%0.01%
3.54%
BlackRock, Inc.
5,641,180US$75.5m6.11%no data
2.15%
Tensile Capital Management LP
3,419,994US$45.8m-10.1%5.68%
1.99%
Nomura Holdings, Inc.
3,173,345US$42.5m31,700%0.12%
1.77%
Neuberger Berman Investment Advisers LLC
2,820,247US$37.8m-5.63%0.03%
1.74%
Brown Advisory Incorporated
2,777,851US$37.2m-9.78%0.05%
1.69%
Massachusetts Financial Services Company
2,698,276US$36.1m-24.4%0.01%
1.66%
Callum W. Radcliffe U/A Of Amanda W. Radcliffe Trust
2,647,437US$35.4m0%no data
1.65%
Nationwide Fund Advisors
2,619,645US$35.1m-7.44%0.16%
1.57%
Conestoga Capital Advisors, LLC
2,506,653US$33.6m-1.43%0.55%
1.25%
Andrea Schmerin
1,983,968US$26.6m0%no data
1.22%
Melanie Lucas
1,941,750US$26.0m0%no data
1.22%
Mackenzie Lucas
1,941,750US$26.0m0%no data
1.16%
State Street Global Advisors, Inc.
1,849,171US$24.8m7.98%no data
1.15%
Park West Asset Management LLC
1,833,428US$24.5m46.7%2.06%
1.13%
Geode Capital Management, LLC
1,792,864US$24.0m5.48%no data
0.97%
Wellington Management Group LLP
1,540,091US$20.6m-28.8%no data
0.92%
JP Morgan Asset Management
1,472,092US$19.7m-5.04%no data
0.92%
Barclays PLC
1,467,322US$19.6m74.3%0.01%
0.84%
Legacy Advisors, LLC
1,343,839US$18.0m0%1.88%
0.84%
Principal Global Investors, LLC
1,335,122US$17.9m49.5%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/26 16:47
End of Day Share Price 2026/02/26 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

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 21 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.

AnalystInstitution
Robert OliverBaird
Andrew DeGasperiBerenberg
Daniel JesterBMO Capital Markets Equity Research