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| Keyboard |
| Vertex Inc | |
|---|---|
| Ticker | VERX |
| CIK # | 0001806837 |
| CUSIP | 92538J106 |
| Sector | Technology - Services-Prepackaged Software |
| Address | 2301 Renaissance Boulevard, King of Prussia, PA 19406 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001806837] | 10-K | |
| [0001806837] | 10-Q | |
| [0001806837] | 3 | |
| [0001806837] | 4 | |
| [0001806837] | 5 | |
| [0001806837] | 8-K | |
| [0001806837] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Item Second IRR Trust FBO Kyle R Westphal U/A of Jeffrey R
Class A Common Stock
|
2026-03-09 | Buy | 10,000 | $15.05 | 150,500 |
|
DeStefano David
Class A Common Stock
|
2026-02-24 | Option exercise | 109,233 | $0.00 | |
|
DeStefano David
Restricted Stock Units · derivative
|
2026-02-24 | Option exercise | 109,233 | $0.00 | |
|
DeStefano David
Class A Common Stock
|
2026-02-24 | Tax withheld | 51,983 | $13.26 | 689,295 |
|
Rowland Bryan TR
Class A Common Stock
|
2026-02-23 | Tax withheld | 1,768 | $12.03 | 21,269 |
|
Schwab John R
Class A Common Stock
|
2026-02-23 | Option exercise | 30,305 | $0.00 | |
|
DeStefano David
Class A Common Stock
|
2026-02-23 | Option exercise | 101,395 | $0.00 | |
|
Schwab John R
Restricted Stock Units · derivative
|
2026-02-23 | Option exercise | 30,305 | $0.00 | |
|
DeStefano David
Class A Common Stock
|
2026-02-23 | Tax withheld | 47,112 | $12.03 | 566,757 |
|
Rowland Bryan TR
Class A Common Stock
|
2026-02-23 | Option exercise | 6,428 | $0.00 | |
|
DeStefano David
Restricted Stock Units · derivative
|
2026-02-23 | Option exercise | 101,395 | $0.00 | |
|
Young Christopher David
Class A Common Stock
|
2026-02-23 | Buy | 60,000 | $12.18 | 730,800 |
|
Rowland Bryan TR
Restricted Stock Units · derivative
|
2026-02-23 | Option exercise | 6,428 | $0.00 | |
|
Schwab John R
Class A Common Stock
|
2026-02-23 | Tax withheld | 16,411 | $12.03 | 197,424 |
|
Schwab John R
Class A Common Stock
|
2026-02-20 | Option exercise | 15,878 | $0.00 | |
|
DeStefano David
Class A Common Stock
|
2026-02-20 | Tax withheld | 12,523 | $12.74 | 159,543 |
|
DeStefano David
Restricted Stock Units · derivative
|
2026-02-20 | Option exercise | 44,014 | $0.00 | |
|
Leib Ryan J
Class A Common Stock
|
2026-02-20 | Option exercise | 4,035 | $0.00 | |
|
Rowland Bryan TR
Restricted Stock Units · derivative
|
2026-02-20 | Option exercise | 4,133 | $0.00 | |
|
Rowland Bryan TR
Class A Common Stock
|
2026-02-20 | Tax withheld | 976 | $12.74 | 12,434 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 219 | 83,937,638 |
| 2025-12-31 | 221 | 87,635,523 |
| 2025-09-30 | 240 | 89,643,904 |
| 2025-06-30 | 272 | 84,794,413 |
| 2025-03-31 | 268 | 74,634,710 |
| 2024-12-31 | 256 | 70,267,014 |
| 2024-09-30 | 222 | 69,653,196 |
| 2024-06-30 | 208 | 70,835,527 |
| 2024-03-31 | 178 | 57,275,116 |
| 2023-12-31 | 146 | 54,457,449 |
| 2023-09-30 | 122 | 44,935,516 |
| 2023-06-30 | 124 | 43,315,054 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Y-Intercept Hong Kong Ltd | [2026-06-30] | SOLE | 303,502 | 303,502 |
| Counterpoint Mutual Funds LLC | [2026-06-30] | SOLE | 48,583 | 48,583 |
| Handelsbanken Fonder AB | [2026-06-30] | SOLE | 0 | 28,500 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 8,604 | 8,604 |
| Gamma Investing LLC | [2026-06-30] | DFND | 1,305 | 1,305 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 304 |
| Noble Wealth Management PBC | [2026-06-30] | SOLE | 100 | 100 |
| Spire Wealth Management | [2026-06-30] | SOLE | 0 | 52 |
| MassMutual Private Wealth & Trust FSB | [2026-06-30] | SOLE | 51 | 51 |
| Marquette Asset Management LLC | [2026-06-30] | SOLE | 0 | 44 |
| JFS Wealth Advisors LLC | [2026-06-30] | SOLE | 0 | 2 |
| Capital Advisors Ltd LLC | [2026-06-30] | SOLE | 0 | 2 |
| Dinuzzo Private Wealth Inc | [2026-06-30] | SOLE | 0 | 1 |
| LRI Investments LLC | [2026-06-30] | SOLE | 1 | 1 |
| Hughes Financial Services LLC | [2026-06-30] | SOLE | 1 | 1 | Prev | Page 1 | Next |