Who owns Vertex, Inc.? VERX Stock Ownership

Vertex (VERX) Ownership Overview

24.77% Other Institutional Investors

17.01% ETFs

31.31% Public Companies and

Individual Investors

The ownership structure of Vertex (VERX) stock is a mix of institutional, retail, and individual investors. Approximately 63.85% of the company’s stock is owned by Institutional Investors, 4.84% is owned by Insiders, and 31.31% is owned by Public Companies and Individual Investors.

The ownership structure of Vertex (VERX) stock is a mix of institutional, retail, and individual investors. Approximately 46.84% of the company’s stock is owned by Institutional Investors, 4.84% is owned by Insiders, and 17.01% is owned by Public Companies and Individual Investors.

Recent Insider Trading Activity

Date	Name	Activity	Value
Jun 01, 2026	David Destefano	xxxxxxxxxxxxx	$82365
Mar 09, 2026	Item Second Irr. Trust Fbo Kyle R. Westphal U A Of	xxxxxxxxxxxxx	$150400
Feb 25, 2026	Christopher David Young	xxxxxxxxxxxxx	$730200
Feb 23, 2026	Eric Andersen	xxxxxxxxxxxxx	$516400

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Recent Hedge Fund Trading Activity

Date	Firm	Activity	Value

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Top Shareholders

# of Shares	Type	% Holding	Value
8,086,662	Institution	10.10%	102,862,341
5,570,022	Institution	6.96%	70,850,680
3,168,838	Institution	3.96%	40,307,619
1,843,353	Institution	2.30%	23,447,450
1,834,806	Institution	2.29%	23,338,732
1,468,727	Insider	1.83%	18,682,207
1,221,100	Insider	1.53%	15,532,392
1,071,048	Institution	1.34%	13,623,731
758,346	Institution	0.95%	9,646,161
701,497	Institution	0.88%	8,923,042

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
5,570,022	Institution	6.96%	70,850,680
1,843,353	Institution	2.30%	23,447,450
1,834,806	Institution	2.29%	23,338,732
758,346	Institution	0.95%	9,646,161
701,497	Institution	0.88%	8,923,042
688,370	Institution	0.86%	8,756,066
671,962	Institution	0.84%	8,547,357
663,808	Institution	0.83%	8,443,638
583,019	Institution	0.73%	7,416,002
503,837	Institution	0.63%	6,408,807

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
Vanguard Total Stock Market ETF	2,255,642	Institution	2.82%	25,894,770
iShares Russell 2000 ETF	1,893,588	Institution	2.37%	24,086,439
Vanguard Information Technology ETF	1,842,679	Institution	2.30%	21,153,955
Vanguard Small-Cap ETF	1,653,704	Institution	2.07%	18,984,522
Vanguard Small-Cap Growth ETF	963,531	Institution	1.20%	11,061,336
Fidelity Enhanced Small Cap ETF	848,358	Institution	1.06%	11,240,744
Vanguard Extended Market ETF	846,887	Institution	1.06%	9,722,263
iShares Russell 2000 Growth ETF	668,215	Institution	0.83%	8,499,695
Vanguard Russell 2000 ETF	418,966	Institution	0.52%	4,809,730
iShares Expanded Tech-Software Sector ETF	366,911	Institution	0.46%	4,667,108

FAQ

Who Owns Vertex, Inc. (VERX)?

According to the latest TipRanks data, approximately 24.77% of the company's stock is held by institutional investors, 4.84% is held by insiders, and 31.31% is held by retail investors.

What percentage of Vertex, Inc. (VERX) stock is held by institutional investors?

According to the latest TipRanks data, approximately 24.77% of Vertex, Inc. (VERX) stock is held by institutional investors.

What percentage of Vertex, Inc. (VERX) stock is held by retail investors?

According to the latest TipRanks data, approximately 31.31% of Vertex, Inc. (VERX) stock is held by retail investors.

Who owns the most shares of Vertex, Inc. (VERX)?

Vanguard owns the most shares of Vertex, Inc. (VERX).

What is the significance of the ownership structure for a publicly traded company?

The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.

Vertex (VERX) Ownership - Who Owns Vertex?