Vertex, Inc.

NasdaqGM:VERX Stock Report

Market Cap: US$8.2b

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
10 Dec 24SellUS$4,125,502Second Irrevocable TrustCompany75,000US$55.13
06 Dec 24SellUS$214,060J. StammIndividual3,815US$56.11
06 Dec 24SellUS$1,004,089David DeStefanoIndividual17,900US$56.15
26 Nov 24SellUS$1,409,765David DeStefanoIndividual25,607US$55.05
21 Nov 24SellUS$3,785,737Second Irrevocable TrustCompany72,000US$53.13
18 Nov 24SellUS$9,828,118David DeStefanoIndividual198,151US$49.61
11 Nov 24SellUS$7,799,980Jacob WestphalIndividual150,000US$52.32
08 Nov 24SellUS$7,764,424Second Irrevocable TrustCompany150,000US$52.26
14 Oct 24SellUS$5,462,274Jacob WestphalIndividual135,146US$40.77
11 Oct 24SellUS$3,018,886Second Irrevocable TrustCompany75,175US$40.48
09 Oct 24SellUS$5,142,877Second Irrevocable TrustCompany124,825US$41.32
09 Oct 24SellUS$5,349,348Jacob WestphalIndividual129,854US$41.32
03 Oct 24SellUS$41,573,948Jeffrey WestphalIndividual1,054,641US$39.42
12 Sep 24SellUS$177,073J. StammIndividual5,000US$35.41
26 Aug 24SellUS$5,922,521Second Irrevocable TrustCompany158,900US$37.27
20 Aug 24SellUS$292,061Bryan T. RowlandIndividual8,176US$35.72
23 Jul 24SellUS$56,715,000Jeffrey WestphalIndividual1,500,000US$37.81
05 Jun 24SellUS$49,395,000Jeffrey WestphalIndividual1,500,000US$32.93
05 Apr 24SellUS$23,773,547Jeffrey WestphalIndividual791,133US$30.05
27 Mar 24SellUS$2,459,469Nicholas ShuhanIndividual81,361US$30.23
26 Mar 24SellUS$821,192Second Irrevocable TrustCompany27,128US$30.27
25 Mar 24SellUS$1,434,554Second Irrevocable TrustCompany47,671US$30.09
25 Mar 24SellUS$88,847Jacob WestphalIndividual2,959US$30.03
25 Mar 24SellUS$1,433,032Nicholas ShuhanIndividual47,622US$30.09
20 Mar 24SellUS$1,467,506Nicholas ShuhanIndividual48,834US$30.06
20 Mar 24SellUS$1,465,491Second Irrevocable TrustCompany48,768US$30.05
20 Mar 24SellUS$1,475,294Jacob WestphalIndividual49,095US$30.06
14 Mar 24SellUS$595,025Nicholas ShuhanIndividual19,829US$30.01
14 Mar 24SellUS$573,713Second Irrevocable TrustCompany19,118US$30.01
14 Mar 24SellUS$587,774Jacob WestphalIndividual19,587US$30.01
14 Mar 24SellUS$245,616Lisa ButlerIndividual8,290US$29.63
12 Mar 24SellUS$471,569David DeStefanoIndividual15,677US$30.10
08 Mar 24SellUS$1,511,508Jacob WestphalIndividual50,246US$30.14
08 Mar 24SellUS$1,508,059Nicholas ShuhanIndividual50,133US$30.14
08 Mar 24SellUS$1,521,035Second Irrevocable TrustCompany50,566US$30.14
05 Mar 24SellUS$8,482,150Jacob WestphalIndividual278,113US$33.58
05 Mar 24SellUS$1,107,085Nicholas ShuhanIndividual33,673US$33.62
05 Mar 24SellUS$6,358,541Second Irrevocable TrustCompany206,749US$33.62
05 Mar 24SellUS$191,620J. StammIndividual6,500US$29.48
04 Mar 24SellUS$76,508,231Jeffrey WestphalIndividual2,416,307US$33.74
15 Feb 24SellUS$258,823Eric AndersenIndividual10,000US$25.88

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of VERX?
Owner TypeNumber of SharesOwnership Percentage
Private Companies12,432,0317.81%
Institutions69,401,92143.6%
Individual Insiders77,376,90348.6%

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

Top Shareholders

Top 25 shareholders own 83.63% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
21.3%
Amanda Radcliffe
33,267,767US$1.8b0%no data
21.2%
Stefanie Thompson
32,980,935US$1.7b0%no data
6.27%
Second Irrevocable Trust
9,784,594US$515.7m-20.7%no data
4.31%
The Vanguard Group, Inc.
6,721,315US$354.3m5.23%0.01%
3.21%
BlackRock, Inc.
5,007,584US$263.9m7.37%no data
3.19%
Jeffrey Westphal
4,971,822US$262.1m-39.2%no data
2.6%
Tensile Capital Management LP
4,053,550US$213.7m-12.5%20.83%
2.23%
Neuberger Berman Investment Advisers LLC
3,473,775US$183.1m-0.41%0.14%
1.7%
Callum W. Radcliffe U/A Of Amanda W. Radcliffe Trust
2,647,437US$139.5m0%no data
1.63%
Fred Alger Management, LLC
2,543,838US$134.1m-37.8%0.58%
1.47%
FMR LLC
2,287,600US$120.6m2.46%0.01%
1.46%
Conestoga Capital Advisors, LLC
2,280,290US$120.2m-18.7%1.61%
1.39%
Legacy Advisors, LLC
2,163,058US$114.0m-0.02%11.72%
1.27%
Andrea Schmerin
1,983,968US$104.6m0%no data
1.25%
Mackenzie Lucas
1,941,750US$102.3m0%no data
1.08%
Putnam LLC
1,690,045US$89.1m17.6%0.08%
1.08%
JP Morgan Asset Management
1,681,338US$88.6m-10.2%0.01%
1.06%
TimesSquare Capital Management, LLC
1,655,400US$87.3m-5.62%1.22%
1%
Loomis Sayles & Company, L.P.
1,565,994US$82.5m-2.24%0.1%
0.9%
Nationwide Fund Advisors
1,404,495US$74.0m40.8%0.45%
0.87%
State Street Global Advisors, Inc.
1,361,901US$71.8m36.4%no data
0.85%
T. Rowe Price Group, Inc.
1,322,428US$69.7m8.31%0.01%
0.82%
Geode Capital Management, LLC
1,275,283US$67.2m3.04%no data
0.79%
Fuller & Thaler Asset Management, Inc.
1,229,444US$64.8m15.3%0.26%
0.72%
Palisade Capital Management, LP
1,129,690US$59.5m-6.5%1.8%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 06:04
End of Day Share Price 2024/12/27 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 16 analysts. 12 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