Vertex (VERX) Ownership - Who Owns Vertex?

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Vertex (VERX) Ownership Overview

4.86% Insiders

22.28% Mutual Funds

30.54% Other Institutional Investors

16.69% ETFs

25.63% Public Companies and

Individual Investors

The ownership structure of Vertex (VERX) stock is a mix of institutional, retail, and individual investors. Approximately 69.50% of the company’s stock is owned by Institutional Investors, 4.86% is owned by Insiders, and 25.63% 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 52.81% of the company’s stock is owned by Institutional Investors, 4.86% is owned by Insiders, and 16.69% 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

Show More Hedge Fund Trading Activity >

Top Shareholders

# of Shares	Type	% Holding	Value
7,852,216	Institution	9.86%	85,118,021
5,570,022	Institution	6.99%	60,379,038
2,881,631	Institution	3.62%	31,236,880
1,843,353	Institution	2.31%	19,981,947
1,834,806	Institution	2.30%	19,889,297
1,468,727	Insider	1.84%	15,921,001
1,221,100	Insider	1.53%	13,236,724
995,423	Institution	1.25%	10,790,385
742,070	Institution	0.93%	8,044,039
701,497	Institution	0.88%	7,604,227

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
5,570,022	Institution	6.99%	60,379,038
1,843,353	Institution	2.31%	19,981,947
1,834,806	Institution	2.30%	19,889,297
742,070	Institution	0.93%	8,044,039
701,497	Institution	0.88%	7,604,227
688,370	Institution	0.86%	7,461,931
671,962	Institution	0.84%	7,284,068
660,788	Institution	0.83%	7,162,942
583,019	Institution	0.73%	6,319,926
503,837	Institution	0.63%	5,461,593

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
Vanguard Total Stock Market ETF	2,218,642	Institution	2.79%	29,618,871
Vanguard Information Technology ETF	1,823,671	Institution	2.29%	24,346,008
iShares Russell 2000 ETF	1,657,076	Institution	2.08%	18,443,256
Vanguard Small-Cap ETF	1,612,077	Institution	2.02%	21,521,228
Vanguard Small-Cap Growth ETF	909,618	Institution	1.14%	12,143,400
Vanguard Extended Market ETF	834,411	Institution	1.05%	11,139,387
Fidelity Enhanced Small Cap ETF	761,497	Institution	0.96%	8,315,547
iShares Russell 2000 Growth ETF	580,132	Institution	0.73%	6,456,869
Counterpoint Quantitative Equity ETF	485,317	Institution	0.61%	5,401,578
iShares Expanded Tech-Software Sector ETF	389,242	Institution	0.49%	4,332,263

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, 4.86% is held by insiders, and 25.63% 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 25.63% 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.