VERXNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Vertex, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$13.53+0.16 (+1.20%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
46.0%
75M of 162M shares
Institutional holders
228
48 new, 38 sold out
Net institutional buying
-6M
In Q2 2026
Insider trades, 12 months
5 buys · 1 sales
Net bought $6.44M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 5,590,027 | 7.20% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Portfolio Management | 4,841,652 | 6.22% | 13G (passive) | Mar 31, 2026 |
| Morgan Stanley | 4,146,241 | 5.30% | 13G (passive) | Mar 31, 2026 |
| Tensile Capital Management GP LLC | 3,630,850 | 5.10% | 13G (passive) amendment | Mar 31, 2025 |
| Amanda Radcliffe | 33,273,094 | 20.90% | 13G (passive) amendment | Jun 30, 2025 |
| Conestoga Capital Advisors, LLC | 3,021,860 | 5.01% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VERX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,236,152 | 3.84% | $71.59M | +576,778 | 0.00% |
| Vanguard Portfolio Management LLC | 4,984,133 | 3.07% | $57.22M | +203,452 | 0.00% |
| Morgan Stanley | 4,132,404 | 2.55% | $47.44M | −160,843 | 0.00% |
| Brown Advisory Inc | 3,549,052 | 2.19% | $40.74M | +1,740,108 | 0.06% |
| Vanguard Capital Management LLC | 3,173,883 | 1.96% | $36.44M | +58,426 | 0.00% |
| Tensile Capital Management LP | 2,898,563 | 1.79% | $33.28M | −500,000 | 4.59% |
| JPMorgan Chase & Co | 2,528,044 | 1.56% | $28.82M | −843,126 | 0.00% |
| D. E. Shaw & Co., Inc. | 2,189,827 | 1.35% | $25.14M | +550,905 | 0.01% |
| William Blair Investment Management, LLC | 2,128,372 | 1.31% | $24.43M | +849,202 | 0.07% |
| State Street Corp | 2,060,692 | 1.27% | $23.65M | +149,939 | 0.00% |
| UBS Group AG | 2,024,166 | 1.25% | $23.24M | −3,439,868 | 0.00% |
| Geode Capital Management, LLC | 1,836,548 | 1.13% | $21.09M | +64,856 | 0.00% |
| Nomura Holdings Inc | 1,664,099 | 1.03% | $19.10M | −957,542 | 0.02% |
| Divisar Capital Management LLC | 1,640,895 | 1.01% | $18.84M | +445,183 | 4.34% |
| Healthcare Of Ontario Pension Plan Trust Fund | 1,487,000 | 0.92% | $17.07M | −1,691,800 | 0.02% |
| Goldman Sachs Group Inc | 1,483,311 | 0.91% | $17.03M | −880,661 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 1,472,893 | 0.91% | $16.91M | +537,225 | 0.01% |
| Legacy Advisors, LLC | 1,343,838 | 0.83% | $15.43M | +59 | 1.44% |
| Norges Bank | 1,310,400 | 0.81% | $15.04M | New | 0.00% |
| Marshall Wace, Llp | 1,214,224 | 0.75% | $13.94M | +925,588 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 228 | 75M | 46.0% | 48 / 85 | 70 / 38 | 13M | 19M |
| Q1 2026 | 222 | 80M | 49.6% | 60 / 72 | 69 / 54 | 30M | 25M |
| Q4 2025 | 221 | 84M | 52.0% | 40 / 78 | 81 / 55 | 17M | 20M |
| Q3 2025 | 240 | 87M | 53.8% | 34 / 85 | 96 / 61 | 20M | 17M |
| Q2 2025 | 270 | 84M | 52.0% | 54 / 118 | 75 / 43 | 18M | 12M |
| Q1 2025 | 264 | 79M | 48.4% | 63 / 104 | 73 / 51 | 15M | 11M |
| Q4 2024 | 253 | 74M | 45.5% | 57 / 94 | 78 / 22 | 12M | 9M |
| Q3 2024 | 219 | 71M | 43.8% | 44 / 85 | 65 / 26 | 13M | 8M |
| Q2 2024 | 204 | 71M | 43.6% | 64 / 67 | 52 / 35 | 19M | 7M |
| Q1 2024 | 176 | 59M | 36.1% | 47 / 62 | 48 / 14 | 8M | 4M |
| Q4 2023 | 144 | 56M | 34.5% | 39 / 60 | 30 / 13 | 15M | 4M |
| Q3 2023 | 120 | 45M | 27.8% | 20 / 56 | 31 / 21 | 5M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VERX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,255,642 | 1.39% | $25.89M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,914,348 | 1.18% | $21.98M | 0.03% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,840,855 | 1.13% | $24.58M | 0.01% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,642,337 | 1.01% | $18.85M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 963,531 | 0.59% | $11.06M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 847,157 | 0.52% | $9.73M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 797,113 | 0.49% | $10.29M | 0.03% | Jul 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 764,562 | 0.47% | $8.78M | 0.15% | Jun 30, 2026 |
| William Blair Small Cap Growth Fund | 725,075 | 0.45% | $8.32M | 0.68% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 683,929 | 0.42% | $7.85M | 0.05% | Jun 30, 2026 |
| JPMorgan Small Cap Growth Fund | 638,415 | 0.39% | $7.33M | 0.28% | Jun 30, 2026 |
| SmallCap Growth Fund I | 602,880 | 0.37% | $7.78M | 0.31% | Jul 31, 2026 |
| Nationwide Geneva Small Cap Growth Fund | 494,850 | 0.31% | $6.39M | 0.73% | Jul 31, 2026 |
| Brown Advisory Small-Cap Growth Fund | 470,840 | 0.29% | $5.41M | 0.91% | Jun 30, 2026 |
| Virtus KAR Mid-Cap Growth Fund | 455,318 | 0.28% | $5.23M | 1.29% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher David Young | President and CEO, Director | 60,000 | 0.04% | Feb 25, 2026 |
| John R. Schwab | CHIEF FINANCIAL OFFICER | 148,682 | 0.09% | Feb 25, 2026 |
| Bryan T.R. Rowland | GENERAL COUNSEL | 14,640 | 0.01% | Feb 25, 2026 |
| Ryan J. Leib | Chief Accounting Officer | 7,155 | 0.00% | Feb 24, 2026 |
| Mark J. Mendola | Director | 20,965 | 0.01% | Jun 12, 2026 |
| Eric C. Andersen | Director | 278,409 | 0.17% | Jun 12, 2026 |
| Bradley M. Gayton | Director | 68,500 | 0.04% | Jun 12, 2026 |
| David DeStefano | Director | 2,171,812 | 1.34% | Jun 12, 2026 |
| Stefanie Westphal Thompson | Director, 10% owner | 33,001,900 | 20.34% | Jun 12, 2026 |
| John Richard Stamm | Director | 32,685 | 0.02% | Jun 12, 2026 |
| Amanda Westphal Radcliffe | Director, 10% owner | 33,288,732 | 20.52% | Jun 12, 2026 |
| Philip Seth Saunders | Director | 50,606 | 0.03% | Jun 12, 2026 |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% owner | 1,221,100 | 0.75% | Mar 9, 2026 |
| Jeffrey Westphal | – | 1,919,562 | 1.18% | Feb 18, 2026 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% owner | 173,074 | 0.11% | Jun 24, 2025 |
| ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10% owner | 1,941,750 | 1.20% | May 22, 2025 |
| ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10% owner | 1,983,968 | 1.22% | May 22, 2025 |
| Irrevocable Trust For Benefit Of Constance A. Thompson 2020 | 10% owner | 112,581 | 0.07% | May 22, 2025 |
| ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10% owner | 1,941,750 | 1.20% | May 22, 2025 |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% owner | 745,706 | 0.46% | Dec 26, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Stefanie Westphal Thompson Director, 10% owner | Jun 10, 2026 | Award | +15,638 | – | – | 66,995 |
| Mark J. Mendola Director | Jun 10, 2026 | Award | +15,638 | – | – | 20,965 |
| Bradley M. Gayton Director | Jun 10, 2026 | Award | +15,638 | – | – | 68,500 |
| Philip Seth Saunders Director | Jun 10, 2026 | Award | +15,638 | – | – | 50,606 |
| John Richard Stamm Director | Jun 10, 2026 | Award | +15,638 | – | – | 32,685 |
| Amanda Westphal Radcliffe Director, 10% owner | Jun 10, 2026 | Award | +15,638 | – | – | 159,030 |
| Eric C. Andersen Director | Jun 10, 2026 | Award | +15,638 | – | – | 165,979 |
| David DeStefano Director | Jun 10, 2026 | Award | +15,638 | – | – | 1,271,155 |
| David DeStefano Director | May 28, 2026 | Sale | −6,460 | $12.75 | $82.37K | 197,572 |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Mar 9, 2026 | Buy | −10,000 | $15.05 | $150.50K | 1,221,100 |
| David DeStefano Director | Feb 24, 2026 | Tax withholding | −51,983 | $13.26 | $689.29K | 1,255,517 |
| David DeStefano Director | Feb 24, 2026 | Option exercise | +109,233 | – | – | 1,307,500 |
| John R. Schwab CHIEF FINANCIAL OFFICER | Feb 23, 2026 | Option exercise | +30,305 | – | – | 148,682 |
| John R. Schwab CHIEF FINANCIAL OFFICER | Feb 23, 2026 | Tax withholding | −16,411 | $12.03 | $197.42K | 132,271 |
| Bryan T.R. Rowland GENERAL COUNSEL | Feb 23, 2026 | Option exercise | +6,428 | – | – | 14,640 |
| Bryan T.R. Rowland GENERAL COUNSEL | Feb 23, 2026 | Tax withholding | −1,768 | $12.03 | $21.27K | 12,872 |
| David DeStefano Director | Feb 23, 2026 | Option exercise | +101,395 | – | – | 1,245,379 |
| David DeStefano Director | Feb 23, 2026 | Tax withholding | −47,112 | $12.03 | $566.76K | 1,198,267 |
| Christopher David Young President and CEO, Director | Feb 23, 2026 | Buy | +60,000 | $12.18 | $730.80K | 60,000 |
| Ryan J. Leib Chief Accounting Officer | Feb 20, 2026 | Option exercise | +4,035 | – | – | 7,155 |
| Ryan J. Leib Chief Accounting Officer | Feb 20, 2026 | Tax withholding | −1,263 | $12.74 | $16.09K | 5,892 |
| Ryan J. Leib Chief Accounting Officer | Feb 20, 2026 | Option exercise | +2,313 | – | – | 8,205 |
| Ryan J. Leib Chief Accounting Officer | Feb 20, 2026 | Tax withholding | −782 | $12.74 | $9.96K | 7,423 |
| Bryan T.R. Rowland GENERAL COUNSEL | Feb 20, 2026 | Tax withholding | −1,259 | $12.74 | $16.04K | 6,213 |
| Bryan T.R. Rowland GENERAL COUNSEL | Feb 20, 2026 | Option exercise | +2,975 | – | – | 9,188 |
| Bryan T.R. Rowland GENERAL COUNSEL | Feb 20, 2026 | Tax withholding | −976 | $12.74 | $12.43K | 8,212 |
| Bryan T.R. Rowland GENERAL COUNSEL | Feb 20, 2026 | Option exercise | +4,133 | – | – | 7,472 |
| David DeStefano Director | Feb 20, 2026 | Tax withholding | −12,523 | $12.74 | $159.54K | 1,143,984 |
| David DeStefano Director | Feb 20, 2026 | Tax withholding | −23,705 | $12.74 | $302.00K | 1,112,493 |
| David DeStefano Director | Feb 20, 2026 | Option exercise | +69,527 | – | – | 1,136,198 |
| David DeStefano Director | Feb 20, 2026 | Option exercise | +44,014 | – | – | 1,156,507 |
| John R. Schwab CHIEF FINANCIAL OFFICER | Feb 20, 2026 | Option exercise | +23,888 | – | – | 124,033 |
| John R. Schwab CHIEF FINANCIAL OFFICER | Feb 20, 2026 | Tax withholding | −12,936 | $12.74 | $164.80K | 111,097 |
| John R. Schwab CHIEF FINANCIAL OFFICER | Feb 20, 2026 | Tax withholding | −8,598 | $12.74 | $109.54K | 118,377 |
| John R. Schwab CHIEF FINANCIAL OFFICER | Feb 20, 2026 | Option exercise | +15,878 | – | – | 126,975 |
| Eric C. Andersen Director | Feb 20, 2026 | Buy | +40,000 | $12.91 | $516.40K | 150,341 |
| Jeffrey Westphal – | Feb 17, 2026 | Buy | +150,000 | $12.53 | $1.88M | 397,740 |
| Jeffrey Westphal – | Feb 13, 2026 | Buy | +247,740 | $13.08 | $3.24M | 247,740 |
| John R. Schwab CHIEF FINANCIAL OFFICER | Feb 10, 2026 | Option exercise | +24,010 | – | – | 113,634 |
| John R. Schwab CHIEF FINANCIAL OFFICER | Feb 10, 2026 | Tax withholding | −13,489 | $14.88 | $200.72K | 100,145 |
| Bryan T.R. Rowland GENERAL COUNSEL | Feb 10, 2026 | Tax withholding | −1,341 | $14.88 | $19.95K | 3,339 |
| Bryan T.R. Rowland GENERAL COUNSEL | Feb 10, 2026 | Option exercise | +4,088 | – | – | 4,680 |
| Ryan J. Leib Chief Accounting Officer | Jan 30, 2026 | Option exercise | +4,019 | – | – | 4,479 |
| Ryan J. Leib Chief Accounting Officer | Jan 30, 2026 | Tax withholding | −1,359 | $18.55 | $25.21K | 3,120 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Jun 24, 2025 | Sale | −14,425 | $35.24 | $508.34K | 173,074 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Jun 23, 2025 | Sale | −510 | $35.00 | $17.85K | 187,499 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Jun 20, 2025 | Sale | −8,832 | $35.12 | $310.18K | 188,009 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Jun 18, 2025 | Sale | −157,874 | $35.93 | $5.67M | 196,841 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Jun 17, 2025 | Sale | −145,111 | $37.16 | $5.39M | 354,715 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Jun 16, 2025 | Sale | −78,248 | $36.87 | $2.89M | 499,826 |
| John Richard Stamm Director | Jun 11, 2025 | Award | +5,327 | – | – | 17,047 |
| Bradley M. Gayton Director | Jun 11, 2025 | Award | +5,327 | – | – | 52,862 |
| Philip Seth Saunders Director | Jun 11, 2025 | Award | +5,327 | – | – | 34,968 |
| Amanda Westphal Radcliffe Director, 10% owner | Jun 11, 2025 | Award | +5,327 | – | – | 143,392 |
| Mark J. Mendola Director | Jun 11, 2025 | Award | +5,327 | – | – | 5,327 |
| Eric C. Andersen Director | Jun 11, 2025 | Award | +5,327 | – | – | 110,341 |
| Stefanie Westphal Thompson Director, 10% owner | Jun 11, 2025 | Award | +5,327 | – | – | 51,357 |
| Jeffrey Westphal – | Jun 9, 2025 | Sale | −1,153,756 | $38.45 | $44.36M | 0 |
| Jeffrey Westphal – | Jun 9, 2025 | Conversion | +1,514,000 | – | – | 1,514,000 |
| Jeffrey Westphal – | Jun 9, 2025 | Sale | −1,514,000 | $38.45 | $58.21M | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| DeStefano David director | May 28, 2026 | 6,460 | $82.37K | May 28, 2026 | Retsricted Stock Unit Lapsed |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 Member of immediate family of any of the foregoing | Jun 16, 2025 | 405,000 | $15.05M | Jun 16, 2025 | Stock Option Exercise |
| Westphal Jeffrey Other | Jun 9, 2025 | 3,000,000 | $123.21M | Jun 9, 2025 | Acquired as a gift |
| Ryan J. Leib Officer | May 13, 2025 | 5,755 | $218.69K | May 13, 2025 | ESPP Purchase |
| David DeStefano Officer, Director | May 13, 2025 | 109,415 | $4.10M | May 13, 2025 | Option Granted - 07/28/2020 |
| David DeStefano Officer, Director | May 12, 2025 | 363,116 | $14.28M | May 12, 2025 | Options Granted - 07/28/2020 |
| Bryan T.R. Rowland Officer | Mar 19, 2025 | 43,228 | $1.56M | Mar 19, 2025 | Restricted Stock Vesting |
| and Jenifer Westphal Foundation Jeff Other | Jan 14, 2025 | 534,778 | $28.04M | Jan 14, 2025 | Acquired as a gift |
| John R. Schwab Officer | Dec 17, 2024 | 20,000 | $1.06M | Dec 17, 2024 | Options Granted 07/28/2020 |
| Westphal Jeffrey Affiliate | Dec 12, 2024 | 575,000 | $31.57M | Dec 12, 2024 | Acquired as a gift |
| David DeStefano Officer, Director | Dec 11, 2024 | 216,268 | $11.90M | Dec 11, 2024 | Option Granted - 07/28/2020 |
| David DeStefano Officer, Director | Dec 10, 2024 | 164,832 | $9.07M | Dec 10, 2024 | Option Granted - 07/28/2020 |
| John Richard Stamm Director | Dec 6, 2024 | 3,815 | $214.06K | Dec 6, 2024 | Restricted Stock Vesting |
| David DeStefano Officer | Dec 5, 2024 | 17,900 | $1.00M | Dec 6, 2024 | Stock Option Exercise |
| Bryan T.R. Rowland Officer | Nov 26, 2024 | 3,020 | $166.34K | Nov 26, 2024 | Option Granted - 03/01/2021 |