Who owns Vertex, Inc.? VERX Stock Ownership

Vertex (VERX) Ownership Overview

7.59% Other Institutional Investors

17.01% ETFs

48.49% Public Companies and

Individual Investors

The ownership structure of Vertex (VERX) stock is a mix of institutional, retail, and individual investors. Approximately 46.67% of the company’s stock is owned by Institutional Investors, 4.84% is owned by Insiders, and 48.49% 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 29.66% 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%	98,899,876
5,570,022	Institution	6.96%	68,121,369
3,170,957	Institution	3.96%	38,780,804
1,843,353	Institution	2.30%	22,544,207
1,834,806	Institution	2.29%	22,439,677
1,468,727	Insider	1.83%	17,962,531
1,221,100	Insider	1.53%	14,934,053
1,070,263	Institution	1.34%	13,089,316
758,346	Institution	0.95%	9,274,572
701,497	Institution	0.88%	8,579,308

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
5,570,022	Institution	6.96%	68,121,369
1,843,353	Institution	2.30%	22,544,207
1,834,806	Institution	2.29%	22,439,677
758,346	Institution	0.95%	9,274,572
701,497	Institution	0.88%	8,579,308
688,370	Institution	0.86%	8,418,765
671,962	Institution	0.84%	8,218,095
663,808	Institution	0.83%	8,118,372
583,019	Institution	0.73%	7,130,322
503,837	Institution	0.63%	6,161,927

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	1,891,858	Institution	2.36%	23,137,423
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
Vanguard Extended Market ETF	846,887	Institution	1.06%	9,722,263
Fidelity Enhanced Small Cap ETF	841,423	Institution	1.05%	10,210,668
iShares Russell 2000 Growth ETF	669,088	Institution	0.84%	8,182,946
Vanguard Russell 2000 ETF	418,966	Institution	0.52%	4,809,730
iShares Expanded Tech-Software Sector ETF	368,352	Institution	0.46%	4,504,945

FAQ

Who Owns Vertex, Inc. (VERX)?

According to the latest TipRanks data, approximately 7.59% of the company's stock is held by institutional investors, 4.84% is held by insiders, and 48.49% is held by retail investors.

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

According to the latest TipRanks data, approximately 7.59% 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 48.49% 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?