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VERTEX-A (VERX)
NASDAQ
$13.25-$0.22 (-1.63%)
Price as of Aug 21, 2026 7:30 PM EDT- $1.1BMarket Cap
- -47.89%1-Year Change
- Software - ApplicationIndustry
VERTEX-A (VERX)
$13.25-$0.22 (-1.63%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
DLD ASSET MANAGEMENT, LP | 5.24% | 8.5M | +8.5M (+100.00%) | Jun 30, 2025 |
VANGUARD GROUP INC | 5.15% | 8.3M | -38,529 (-0.46%) | Dec 31, 2025 |
BLACKROCK FUNDING, INC. /DE | 3.89% | 6.3M | +1.3M (+20.64%) | Dec 31, 2024 |
BLACKROCK, INC. | 3.84% | 6.2M | +576,778 (+9.25%) | Jun 30, 2026 |
N/A | 3.07% | 5.0M | +203,452 (+4.08%) | Jun 30, 2026 |
VANGUARD PORTFOLIO MANAGEMENT LLC | 3.07% | 5.0M | +203,452 (+4.08%) | Jun 30, 2026 |
BLACKROCK INC. | 2.88% | 4.7M | +3.4M (+73.22%) | Jun 30, 2024 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
Virtus Strategy Trust | 4.94% | 8.0M | 0 (0.00%) | Sep 30, 2025 |
COLUMBIA FUNDS SERIES TRUST | 3.70% | 6.0M | 0 (0.00%) | Apr 30, 2026 |
VANGUARD INDEX FUNDS | 3.43% | 5.6M | +88,799 (+1.59%) | Mar 31, 2026 |
ELLSWORTH GROWTH & INCOME FUND LTD | 1.36% | 2.2M | 0 (0.00%) | Mar 31, 2026 |
SMALLCAP WORLD FUND INC | 1.35% | 2.2M | 0 (0.00%) | Mar 31, 2026 |
MFS SERIES TRUST I | 1.23% | 2.0M | 0 (0.00%) | May 31, 2026 |
BANCROFT FUND LTD | 1.23% | 2.0M | 0 (0.00%) | Mar 31, 2026 |
Current Ownership Distribution
- Institutions1.1B (66.30%)
- Mutual Funds540.3M (32.75%)
- Insiders15.7M (0.95%)
- Other0 (0.00%)
Insider Transactions
- 0.95% (15.7M)Current InsiderOwnership (%, shares)
- 4Number of InsiderBuying (last 12 months)
- $22.8MAmount of InsiderBuying (last 12 months)
- 0Number of InsiderSelling (last 12 months)
- $0.00Amount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Saunders Philip Seth | Award | Jun 10, 2026 | $0.00 | 15,638 | $0.00 | 50,606 |
Thompson Stefanie Westphal | Award | Jun 10, 2026 | $0.00 | 15,638 | $0.00 | 66,995 |
Mendola Mark J | Award | Jun 10, 2026 | $0.00 | 15,638 | $0.00 | 20,965 |
DeStefano David | Award | Jun 10, 2026 | $0.00 | 15,638 | $0.00 | 1.3M |
Stamm John Richard | Award | Jun 10, 2026 | $0.00 | 15,638 | $0.00 | 32,685 |
ANDERSEN ERIC C. | Award | Jun 10, 2026 | $0.00 | 15,638 | $0.00 | 165,979 |
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Buy | Mar 09, 2026 | $150,477.00 | 10,000 | $15.05 | 1.2M |
DeStefano David | Exempt | Feb 24, 2026 | $0.00 | 109,233 | $0.00 | 0 |
DeStefano David | Exempt | Feb 24, 2026 | $0.00 | 109,233 | $0.00 | 1.3M |
DeStefano David | In Kind | Feb 24, 2026 | $689,294.58 | 51,983 | $13.26 | 1.3M |
SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Exempt | Feb 23, 2026 | $0.00 | 30,305 | $0.00 | 30,305 |
Young Christopher David President and CEO | Buy | Feb 23, 2026 | $730,794.00 | 60,000 | $12.18 | 60,000 |
Rowland Bryan T.R. GENERAL COUNSEL | Exempt | Feb 23, 2026 | $0.00 | 6,428 | $0.00 | 6,429 |
SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Exempt | Feb 23, 2026 | $0.00 | 30,305 | $0.00 | 148,682 |
Rowland Bryan T.R. GENERAL COUNSEL | Exempt | Feb 23, 2026 | $0.00 | 6,428 | $0.00 | 14,640 |
SCHWAB JOHN R CHIEF FINANCIAL OFFICER | In Kind | Feb 23, 2026 | $197,424.33 | 16,411 | $12.03 | 132,271 |
Rowland Bryan T.R. GENERAL COUNSEL | In Kind | Feb 23, 2026 | $21,269.04 | 1,768 | $12.03 | 12,872 |
DeStefano David | Exempt | Feb 20, 2026 | $0.00 | 69,527 | $0.00 | 139,055 |
Rowland Bryan T.R. GENERAL COUNSEL | Exempt | Feb 20, 2026 | $0.00 | 4,133 | $0.00 | 8,266 |
SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Exempt | Feb 20, 2026 | $0.00 | 23,888 | $0.00 | 47,776 |
Rowland Bryan T.R. GENERAL COUNSEL | Exempt | Feb 20, 2026 | $0.00 | 2,975 | $0.00 | 8,926 |
ANDERSEN ERIC C. | Buy | Feb 20, 2026 | $516,400.00 | 40,000 | $12.91 | 150,341 |
Rowland Bryan T.R. GENERAL COUNSEL | Exempt | Feb 20, 2026 | $0.00 | 4,133 | $0.00 | 7,472 |
SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Exempt | Feb 20, 2026 | $0.00 | 15,878 | $0.00 | 47,635 |
Rowland Bryan T.R. GENERAL COUNSEL | In Kind | Feb 20, 2026 | $16,039.66 | 1,259 | $12.74 | 6,213 |
DeStefano David | Exempt | Feb 20, 2026 | $0.00 | 44,014 | $0.00 | 132,043 |
Rowland Bryan T.R. GENERAL COUNSEL | Exempt | Feb 20, 2026 | $0.00 | 2,975 | $0.00 | 9,188 |
SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Exempt | Feb 20, 2026 | $0.00 | 23,888 | $0.00 | 124,033 |
Rowland Bryan T.R. GENERAL COUNSEL | In Kind | Feb 20, 2026 | $12,434.24 | 976 | $12.74 | 8,212 |
DeStefano David | Exempt | Feb 20, 2026 | $0.00 | 69,527 | $0.00 | 1.1M |