Vertex, Inc.
VERXAs of the close on Sep 25, 2026
Price
$11.37
Market cap
—
The latest share count on file is too old
P/E (diluted TTM)
—
Per-share earnings are not available for each of the last four quarters
EPS (TTM)
—
Per-share earnings are not available for each of the last four quarters
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Vertex, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 5 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 12, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Swiss National Bank | 2026-03-31 | 144,900 | $1.72M | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 1,000 | $11.9K | SEC filing |
| MARSHALL WACE, LLP | 2026-03-31 | 288,636 | $3.43M | SEC filing |
| Aigen Investment Management, LP | 2026-03-31 | 17,126 | $204K | SEC filing |
| SEI INVESTMENTS CO | 2026-03-31 | 89,988 | $1.07M | SEC filing |
| SG Americas Securities, LLC | 2026-03-31 | 14,142 | Not shown | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 434,848 | $5.17M | SEC filing |
| Pictet Asset Management Holding SA | 2026-03-31 | 12,994 | $154K | SEC filing |
| RENAISSANCE TECHNOLOGIES LLC | 2026-03-31 | 290,500 | $3.45M | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 2026-03-31 | 6,386 | Not shown | SEC filing |
| US BANCORP \DE\ | 2026-03-31 | 366 | $4.35K | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 511,671 | $6.08M | SEC filing |
| Caption Management, LLC | 2026-03-31 | 41,159 | $489K | SEC filing |
| NATIONAL BANK OF CANADA /FI/ | 2026-03-31 | 218 | $2.59K | SEC filing |
| FEDERATED HERMES, INC. | 2026-03-31 | 10,218 | $121K | SEC filing |
| Dynamic Technology Lab Private Ltd | 2026-03-31 | 26,498 | $315K | SEC filing |
| Engineers Gate Manager LP | 2026-03-31 | 34,999 | $416K | SEC filing |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2026-03-31 | 1,223 | $14.5K | SEC filing |
| Blue Trust, Inc. | 2026-03-31 | 38 | $452 | SEC filing |
- Each value is checked against Vertex, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Vertex, Inc.'s share price.
- 1 row left out: the value per share it reports is far from Vertex, Inc.'s share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Vertex, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-06-09 · Westphal Jeffrey: Larger than 64 of the 65 other insider sales of Class A Common Stock on file. SEC filing
- 2025-06-09 · Westphal Jeffrey: Larger than 59 of the 65 other insider sales of Class A Common Stock on file. SEC filing
- 2025-06-09 · Westphal Jeffrey: Larger than 61 of the 65 other insider sales of Class A Common Stock on file. SEC filing
- 2024-12-12 · Westphal Jeffrey: Larger than 60 of the 65 other insider sales of Class A Common Stock on file. SEC filing
- 2024-11-11 · Westphal Jeffrey: Larger than all 65 other insider sales of Class A Common Stock on file. SEC filing
- 2024-10-03 · Westphal Jeffrey: Larger than 62 of the 65 other insider sales of Class A Common Stock on file. SEC filing
- 2024-07-23 · Westphal Jeffrey: Larger than 63 of the 65 other insider sales of Class A Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2026-02-17–2026-02-23: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2026-02-13–2026-02-20: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-28 | DeStefano David · Director | Class A Common Stock | S — Open market or private sale | −6,460 | 12.75 | SEC filing |
| 2026-03-09 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · 10% owner | Class A Common Stock | P — Open market or private purchase | −10,000 | 15.05 | SEC filing |
| 2026-02-23 | Young Christopher David · President and CEO | Class A Common Stock | P — Open market or private purchase | +60,000 | 12.18 | SEC filing |
| 2026-02-20 | ANDERSEN ERIC C. · Director | Class A Common Stock | P — Open market or private purchase | +40,000 | 12.91 | SEC filing |
| 2026-02-17 | Westphal Jeffrey · Other | Class A Common Stock | P — Open market or private purchase | +150,000 | 12.53 | SEC filing |
| 2026-02-13 | Westphal Jeffrey · Other | Class A Common Stock | P — Open market or private purchase | +247,740 | 13.08 | SEC filing |
| 2025-06-24 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · 10% owner, other | Class A Common Stock | S — Open market or private sale | −14,425 | 35.24 | SEC filing |
| 2025-06-23 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · 10% owner, other | Class A Common Stock | S — Open market or private sale | −510 | 35.00 | SEC filing |
Showing 8 of 17 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-10 | DeStefano David · Director | Class A Common Stock | A — Grant, award, or other acquisition | +15,638 | SEC filing |
| 2026-06-10 | Stamm John Richard · Director | Class A Common Stock | A — Grant, award, or other acquisition | +15,638 | SEC filing |
| 2026-06-10 | Thompson Stefanie Westphal · Director, 10% owner | Class A Common Stock | A — Grant, award, or other acquisition | +15,638 | SEC filing |
| 2026-06-10 | Radcliffe Amanda Westphal · Director, 10% owner | Class A Common Stock | A — Grant, award, or other acquisition | +15,638 | SEC filing |
| 2026-06-10 | Saunders Philip Seth · Director | Class A Common Stock | A — Grant, award, or other acquisition | +15,638 | SEC filing |
| 2026-06-10 | ANDERSEN ERIC C. · Director | Class A Common Stock | A — Grant, award, or other acquisition | +15,638 | SEC filing |
| 2026-06-10 | Gayton Bradley M · Director | Class A Common Stock | A — Grant, award, or other acquisition | +15,638 | SEC filing |
| 2026-06-10 | Mendola Mark J · Director | Class A Common Stock | A — Grant, award, or other acquisition | +15,638 | SEC filing |
Showing 8 of 35 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.