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Buy Day today: Neutral (55) Mixed market breadth · no major macro event
VERX

Vertex

Technology · Software - Application

15.30$ -3.6% vs. previous close Closing price · As of: Nov 3, 2026

Ownership

Ownership Structure

Who owns Vertex (VERX)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 89.0% of the shares are freely tradable; institutional investors hold 103.8%.

Institutional ownership ?Share of the stock held by institutional investors (funds, banks, insurers) according to regulatory filings. 103.8%
Insiders ?Share of the stock held by the executives, founders and major shareholders of the company itself. 9.1%
Float ?Share of stock freely tradable on the market — not locked up in the hands of founders, insiders, or major shareholders. 89.0%
Short % of float ?Shares sold short as a percentage of the freely tradable float — high values signal many bets on falling prices. 6.2%
Shares Outstanding ?Total number of shares issued. Price times share count gives market cap. 80Mio.

Largest Shareholders

Institutions

Institutions VERX
Name Stake (%) Shares Change (%) Date
BlackRock Inc 3.84 6,236,152 +10.2 06/30/2026
Vanguard Portfolio Management, LLC 3.07 4,984,133 +4.3 06/30/2026
Morgan Stanley - Brokerage Accounts 2.55 4,132,404 -3.7 06/30/2026
Brown Advisory Holdings Inc 2.19 3,549,052 +96.2 06/30/2026
Vanguard Capital Management, LLC 1.96 3,173,883 +1.9 06/30/2026
Tensile Capital Management LP 1.79 2,898,563 -14.7 06/30/2026
JPMorgan Chase & Co 1.56 2,528,044 -25.0 06/30/2026
D. E. Shaw & Co LP 1.35 2,189,827 +33.6 06/30/2026
William Blair Investment Management, LLC 1.31 2,128,372 +66.4 06/30/2026

Funds

Funds VERX
Name Stake (%) Shares Change (%) Date
Vanguard MStar Total Stk Mkt Idx Invest 1.39 2,255,642 +0.0 09/30/2026

Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.

Insider holdings

Insider holdings VERX
Person Role Shares Value As of Type
Saha Debanjan Director 11,199 171,345 $ Oct 7, 2026 direct

Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.

Insiders

Insider Transactions

Insider Transactions
Date Person Role Type Shares Price Value
Oct 7, 2026 Saha Debanjan Director Other 11,199 0.00 –

Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →

Data as of: November 3, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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