Stocks › VERX
Vertex, Inc.
VERX·Nasdaq·
United States·USD
United States·USD$12.29
+0.01 (+0.08%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
VERX
Vertex, Inc. · Nasdaq
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
VERXS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of VERX by members of U.S. Congress · 2 on record
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 Kenny MarchantHouse · R · TX |
VERXVertex, Inc. · Stock |
Purchase $1,001 - $15,000 |
Dec 11, 2020 | Nov 11, 2020 | Filing ↗ |
| Kenny MarchantHouse · R · TX |
VERXVertex, Inc. · Stock |
Sale $1,001 - $15,000 |
Nov 13, 2015 | Oct 29, 2015 | Filing ↗ |
Whale Activity
Position changes in VERX reported for 2026-06-30 by 15 tracked institutional filers
- Increased6
- New0
- Held0
- Decreased4
- Closed0
- No prior filing5
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 6.2M | $71.6M | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.0M | $57.2M | increased |
| Opti Capital Management, LP | 59.5M | $53.5M | — |
| PenderFund Capital Management Ltd. | 50.0M | $44.8M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $36.4M | increased |
| D. E. Shaw & Co., Inc. | 2.2M | $25.1M | increased |
| Freshford Capital Management, LLC | 1.0M | $12.0M | — |
| SILVERBACK ASSET MANAGEMENT LLC | 12.5M | $11.2M | — |
| Hyperion Capital Advisors LP | 630.0K | $7.2M | — |
| CITADEL ADVISORS LLC | 576.9K | $6.6M | decreased |
| BlackRock, Inc. | 6.9M | $6.2M | increased |
| Point72 Asset Management, L.P. | 5.0M | $4.5M | decreased |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by VERX insiders, by quarter · Form 4
Recent Insider Transactions
531 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Mendola Mark JDirector | Grant / award | +15.6K | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Stamm John RichardDirector | Grant / award | +15.6K | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| DeStefano DavidDirector | Grant / award | +15.6K | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Radcliffe Amanda WestphalDirector · 10% owner | Grant / award | +15.6K | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Thompson Stefanie WestphalDirector · 10% owner | Grant / award | +15.6K | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Gayton Bradley MDirector | Grant / award | +15.6K | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| ANDERSEN ERIC C.Director | Grant / award | +15.6K | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| Saunders Philip SethDirector | Grant / award | +15.6K | $0.00 | $0 | Jun 10, 2026 | Form 4 ↗ |
| DeStefano DavidDirector | Sale | −6,460 | $12.75 | $82K | May 28, 2026 | Form 4 ↗ |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% owner | Purchase | −10.0K | $15.05 | $151K | Mar 9, 2026 | Form 4 ↗ |
| DeStefano DavidDirector | Tax withholding | −52.0K | $13.26 | $689K | Feb 24, 2026 | Form 4 ↗ |
| DeStefano DavidDirector | Option exercise | +109.2K | $0.00 | $0 | Feb 24, 2026 | Form 4 ↗ |
| DeStefano DavidDirector | Tax withholding | −47.1K | $12.03 | $567K | Feb 23, 2026 | Form 4 ↗ |
| DeStefano DavidDirector | Option exercise | +101.4K | $0.00 | $0 | Feb 23, 2026 | Form 4 ↗ |
| Young Christopher DavidPresident and CEO · Director | Purchase | +60.0K | $12.18 | $731K | Feb 23, 2026 | Form 4 ↗ |
| Rowland Bryan T.R.GENERAL COUNSEL | Tax withholding | −1,768 | $12.03 | $21K | Feb 23, 2026 | Form 4 ↗ |
| Rowland Bryan T.R.GENERAL COUNSEL | Option exercise | +6,428 | $0.00 | $0 | Feb 23, 2026 | Form 4 ↗ |
| SCHWAB JOHN RCHIEF FINANCIAL OFFICER | Tax withholding | −16.4K | $12.03 | $197K | Feb 23, 2026 | Form 4 ↗ |
| SCHWAB JOHN RCHIEF FINANCIAL OFFICER | Option exercise | +30.3K | $0.00 | $0 | Feb 23, 2026 | Form 4 ↗ |
| DeStefano DavidDirector | Tax withholding | −12.5K | $12.74 | $160K | Feb 20, 2026 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding VERX · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2.3M | $25.9M | 0.00% | Jun 30, 2026 |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 1.8M | $24.6M | 0.01% | May 31, 2026 |
| iShares Russell 2000 ETF iShares Trust | 1.9M | $22.0M | 0.03% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1.6M | $18.9M | 0.01% | Jun 30, 2026 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 963.5K | $11.1M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 797.1K | $10.3M | 0.03% | Jul 31, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 847.2K | $9.7M | 0.01% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 764.6K | $8.8M | 0.15% | Jun 30, 2026 |
| PGIM Jennison Small Company Fund PRUDENTIAL JENNISON SMALL CO FUND, INC. | 701.5K | $8.3M | 0.26% | Mar 31, 2026 |
| William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 725.1K | $8.3M | 0.68% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list VERX's shares (CUSIP 92538J106), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
- Morgan StanleySCHEDULE 13G · passive (13G) · 4.1M shares5.3%
May 12, 2026 · ↗
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming vertex as client
Government Contracts
Federal awards to vertex · USAspending
$69KAwarded · 16 contracts on record
- Department of Defense8512222087!MARKER,IDENTIFICATI$795
Jul 6, 2026 · ↗ - Department of Defense8511621253!BE LENEXA INSULATE$216
Sep 12, 2025 · ↗ - Department of Defense8511815960!VALVE,SAFETY RELIEF$20K
Dec 16, 2025 · ↗ - Department of Defense8511708466!CABLE ASSEMBLY,SPEC$5K
Oct 17, 2025 · ↗ - Department of Defense8511631702!CABLE ASSEMBLY,RADI$374
Sep 10, 2025 · ↗ - Department of Defense8511591440!SETSCREW$237
Aug 21, 2025 · ↗ - Department of Defense8511829124!INSERT,TUBE FITTING$518
Dec 22, 2025 · ↗ - Department of Defense8512019339!MACHINE GUN FRAME,L$259
Apr 2, 2026 · ↗
U.S. Patents
Recent USPTO applications naming Vertex, Inc.
No USPTO patent applications found for Vertex, Inc..
Annual Financials
From VERX's 10-K filings · XBRL
No annual XBRL figures on record for VERX. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
No stock splits in VERX's price history.
About Vertex, Inc.
From SEC EDGAR company records
Industry (SIC 7372)Services-Prepackaged Software
SectorTechnology
HeadquartersKING OF PRUSSIA, PA
IncorporatedDE
SEC CIK0001806837 ↗