Vertex (VERX) Ownership - Who Owns Vertex?

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Vertex (VERX) Ownership Overview

4.92% Insiders

23.44% Mutual Funds

30.54% Other Institutional Investors

16.94% ETFs

24.16% Public Companies and

Individual Investors

The ownership structure of Vertex (VERX) stock is a mix of institutional, retail, and individual investors. Approximately 70.92% of the company’s stock is owned by Institutional Investors, 4.92% is owned by Insiders, and 24.16% 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 53.98% of the company’s stock is owned by Institutional Investors, 4.92% is owned by Insiders, and 16.94% 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
7,816,786	Institution	9.81%	102,868,904
5,570,022	Institution	6.99%	73,301,490
2,937,093	Institution	3.69%	38,652,144
1,843,353	Institution	2.31%	24,258,525
1,834,806	Institution	2.30%	24,146,047
1,453,089	Insider	1.82%	19,122,651
1,221,100	Insider	1.53%	16,069,676
1,047,963	Institution	1.32%	13,791,193
959,581	Institution	1.20%	12,628,086
778,497	Institution	0.98%	10,245,021

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
5,570,022	Institution	6.99%	73,301,490
1,843,353	Institution	2.31%	24,258,525
1,834,806	Institution	2.30%	24,146,047
959,581	Institution	1.20%	12,628,086
778,497	Institution	0.98%	10,245,021
742,070	Institution	0.93%	9,765,641
701,497	Institution	0.88%	9,231,701
671,962	Institution	0.84%	8,843,020
660,788	Institution	0.83%	8,695,970
583,019	Institution	0.73%	7,672,530

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
Vanguard Total Stock Market ETF	2,218,642	Institution	2.79%	27,444,602
Vanguard Information Technology ETF	1,811,167	Institution	2.27%	22,404,136
iShares Russell 2000 ETF	1,661,290	Institution	2.09%	21,862,576
Vanguard Small-Cap ETF	1,612,532	Institution	2.02%	19,947,021
Vanguard Small-Cap Growth ETF	907,140	Institution	1.14%	11,221,322
Vanguard Extended Market ETF	829,746	Institution	1.04%	10,263,958
Fidelity Enhanced Small Cap ETF	772,969	Institution	0.97%	9,886,274
iShares Russell 2000 Growth ETF	578,634	Institution	0.73%	7,614,823
Counterpoint Quantitative Equity ETF	460,045	Institution	0.58%	6,054,192
iShares Expanded Tech-Software Sector ETF	414,007	Institution	0.52%	5,448,332

FAQ

Who Owns Vertex, Inc. (VERX)?

According to the latest TipRanks data, approximately 30.54% of the company's stock is held by institutional investors, 4.92% is held by insiders, and 24.16% is held by retail investors.

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

According to the latest TipRanks data, approximately 30.54% 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 24.16% 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.