Vertex
VERX
12.33
+0.04
+0.33%
Vertex
US · VERX
#2791 by market cap
Listed 2020
12.33
+0.04
+0.33%
Live - 5344 symbols - heartbeat 311s ago
· 2026-10-08 07:09
Pre-market
12.56
+1.87%
After-hours
12.33
0.00%
- Market cap
- 2.00B
- P/E (TTM)i
- 616.50
- P/Bi
- 8.30
- EPSi
- 0.04
- Div yieldi
- 0.00%
- 52W posi
- 13%
Reader sentiment
Are you bullish or bearish on VERX?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- The number of reporting institutions decreased by 2 in the most recent period (2026/Q3).
- Total institutional ownership fell 1.7 percentage points.
Institutional ownership
- Held by institutions
- 55.18% -1.73pp
- Institutions
- 264 -2
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions trimmed shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Individual/Insider47.45%
Mutual Fund27.39%
Private Company10.52%
Hedge Fund8.34%
Public Company6.62%
Government Pension Fund1.44%
Sovereign Wealth Fund0.81%
Top holders as of 2026-06-10
Amanda Radcliffe
20.52% · 33.29M sh
Stefanie Thompson
20.34% · 33.00M sh
Second Irrevocable Trust
7.22% · 11.71M sh
BlackRock
3.84% · 6.24M sh
Vanguard Portfolio Management, LLC
3.07% · 4.98M sh
Morgan Stanley
2.43% · 3.94M sh
Vanguard Capital Management, LLC
2.28% · 3.70M sh
Brown Advisory Incorporated
2.19% · 3.55M sh
Tensile Capital Management LP
1.79% · 2.90M sh
Callum W. Radcliffe U/A Of Amanda W. Radcliffe Trust
1.63% · 2.65M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 34 buys · 16 sells
| Name | Role | Stake |
|---|---|---|
| Amanda Radcliffe | Co-Owner & Director | 20.52% |
| Stefanie Thompson | Co-Owner & Director | 20.34% |
| Andrea Schmerin | -- | 1.22% |
| Mackenzie Lucas | -- | 1.20% |
| Melanie Lucas | -- | 1.20% |
| Jeffrey Westphal | Co-Owner & Former Director | 1.18% |
| David DeStefano | Chairperson & CEO | 0.91% |
| Jacob Westphal | -- | 0.46% |
| Eric Andersen | Lead Independent Director | 0.10% |
| John Schwab | Chief Financial Officer | 0.08% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-06-09 | Eric Andersen | Lead Independent Director | Other Acquisition | +15,638 | -- |
| 2026-06-09 | J. Stamm | Independent Director | Other Acquisition | +15,638 | -- |
| 2026-06-09 | Mark Mendola | Director | Other Acquisition | +15,638 | -- |
| 2026-06-09 | Philip Saunders | Independent Director | Other Acquisition | +15,638 | -- |
| 2026-06-09 | Amanda Radcliffe | Co-Owner & Director | Other Acquisition | +15,638 | -- |
| 2026-06-09 | Stefanie Thompson | Co-Owner & Director | Other Acquisition | +15,638 | -- |
| 2026-06-09 | David DeStefano | Chairperson & CEO | Other Acquisition | +15,638 | -- |
| 2026-06-09 | Bradley Gayton | Director | Other Acquisition | +15,638 | -- |
| 2026-05-27 | David DeStefano | Chairperson & CEO | Open Market Disposition | -6,460 | $12.75 |
| 2026-03-08 | Second Irrevocable Trust | -- | Open Market Acquisition | +10,000 | $15.05 |
| 2026-02-23 | David DeStefano | Chairperson & CEO | Derivative Exercise and Sale | -51,983 | $13.26 |
| 2026-02-23 | David DeStefano | Chairperson & CEO | Derivative Exercise and Retained | +57,250 | -- |
| 2026-02-22 | John Schwab | Chief Financial Officer | Derivative Exercise and Sale | -16,411 | $12.03 |
| 2026-02-22 | John Schwab | Chief Financial Officer | Derivative Exercise and Retained | +13,894 | -- |
| 2026-02-22 | Christopher Young | Chief Executive Officer | Open Market Acquisition | +60,000 | $12.18 |
| 2026-02-22 | David DeStefano | Chairperson & CEO | Derivative Exercise and Sale | -47,112 | $12.03 |
| 2026-02-22 | David DeStefano | Chairperson & CEO | Derivative Exercise and Retained | +54,283 | -- |
| 2026-02-22 | Bryan T. Rowland | Vice President | Derivative Exercise and Sale | -1,768 | $12.03 |
| 2026-02-22 | Bryan T. Rowland | Vice President | Derivative Exercise and Retained | +4,660 | -- |
| 2026-02-19 | John Schwab | Chief Financial Officer | Derivative Exercise and Sale | -21,534 | $12.74 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 07:09:53 · For reference only, not investment advice and not tailored to your situation.