Vertex (VERX) Ownership - Who Owns Vertex?

375 Followers

Vertex (VERX) Ownership Overview

6.75% Insiders

29.02% Mutual Funds

20.11% Other Institutional Investors

17.80% ETFs

26.32% Public Companies and

Individual Investors

The ownership structure of Vertex (VERX) stock is a mix of institutional, retail, and individual investors. Approximately 66.93% of the company’s stock is owned by Institutional Investors, 6.75% is owned by Insiders, and 26.32% 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 49.13% of the company’s stock is owned by Institutional Investors, 6.75% is owned by Insiders, and 17.80% is owned by Public Companies and Individual Investors.

Recent Insider Trading Activity

Date	Name	Activity	Value
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
Feb 18, 2026	Jeffery Westphal	xxxxxxxxxxxxx	$5119939

Show More Insider Trading Activity >

Recent Hedge Fund Trading Activity

Date	Firm	Activity	Value
Dec 31, 2023	Saba Capital Management	xxxxxxxxxxxxx	$5261576
Dec 31, 2023	Royce & Associates Llc	xxxxxxxxxxxxx	$2716559

Show More Hedge Fund Trading Activity >

Top Shareholders

# of Shares	Type	% Holding	Value
7,810,180	Institution	10.04%	96,690,028
5,481,223	Institution	7.05%	67,857,541
2,840,529	Institution	3.65%	35,165,749
1,843,353	Institution	2.37%	22,820,710
1,834,806	Institution	2.36%	22,714,898
1,598,257	Institution	2.05%	19,786,422
1,459,549	Insider	1.88%	18,069,217
1,221,100	Insider	1.57%	15,117,218
959,581	Institution	1.23%	11,879,613
817,494	Institution	1.05%	10,120,576

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
5,481,223	Institution	7.05%	67,857,541
1,843,353	Institution	2.37%	22,820,710
1,834,806	Institution	2.36%	22,714,898
1,598,257	Institution	2.05%	19,786,422
959,581	Institution	1.23%	11,879,613
805,818	Institution	1.04%	9,976,027
778,497	Institution	1.00%	9,637,793
740,196	Institution	0.95%	9,163,626
705,903	Institution	0.91%	8,739,079
666,766	Institution	0.86%	8,254,563

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
Vanguard Total Stock Market ETF	2,218,642	Institution	2.85%	26,379,653
Vanguard Information Technology ETF	1,802,202	Institution	2.32%	21,428,182
iShares Russell 2000 ETF	1,639,811	Institution	2.11%	22,186,643
Vanguard Small-Cap ETF	1,619,221	Institution	2.08%	19,252,538
Vanguard Small-Cap Growth ETF	907,848	Institution	1.17%	10,794,313
Vanguard Extended Market ETF	825,461	Institution	1.06%	9,814,731
iShares Russell 2000 Growth ETF	573,669	Institution	0.74%	7,761,742
Fidelity Enhanced Small Cap ETF	545,797	Institution	0.70%	7,592,036
Counterpoint Quantitative Equity ETF	417,223	Institution	0.54%	6,229,139
iShares Expanded Tech-Software Sector ETF	366,128	Institution	0.47%	4,953,712

FAQ

Who Owns Vertex (VERX)?

According to the latest TipRanks data, approximately 20.11% of the company's stock is held by institutional investors, 6.75% is held by insiders, and 26.32% is held by retail investors.

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

According to the latest TipRanks data, approximately 20.11% of Vertex (VERX) stock is held by institutional investors.

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

According to the latest TipRanks data, approximately 26.32% of Vertex (VERX) stock is held by retail investors.

Who owns the most shares of Vertex (VERX)?

Vanguard owns the most shares of Vertex (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.