Vertex, Inc. (VERX) ownership: Top institutional holder: VANGUARD GROUP INC ($166.72M). Insider activity: Net Seller (6 buys, 14 sells). SEC EDGAR first-party data.
| Holder | Shares | Market Value | Reported |
|---|---|---|---|
| VANGUARD GROUP INC | 8348597.00 | $166.72M | 2025-12-31 |
| BlackRock, Inc. | 5659374.00 | $67.29M | 2026-03-31 |
| UBS Group AG | 5464034.00 | $64.97M | 2026-03-31 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4780681.00 | $56.84M | 2026-03-31 |
| NEUBERGER BERMAN GROUP LLC | 2820247.00 | $56.32M | 2025-12-31 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2698276.00 | $53.88M | 2025-12-31 |
| MORGAN STANLEY | 4293247.00 | $51.05M | 2026-03-31 |
| Conestoga Capital Advisors, LLC | 2506653.00 | $50.06M | 2025-12-31 |
| Insider | Transaction | Value | Date |
|---|---|---|---|
| Sell | null | 2026-03-09 | |
| Sell | null | 2026-02-24 | |
| Buy | null | 2026-02-24 | |
| Sell | null | 2026-02-24 | |
| Sell | null | 2026-02-23 | |
| Buy | null | 2026-02-23 | |
| Sell | null | 2026-02-23 | |
| Sell | null | 2026-02-23 |
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Institutional data from SEC Form 13F. Insider data from SEC Form 4. Congressional data from STOCK Act disclosures. Not personalized investment advice.