Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its software products through software license and software as a service subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
Over the last 12 months, insiders at Vertex, Inc. have bought $0 and sold $364.71M worth of Vertex, Inc. stock.
On average, over the past 5 years, insiders at Vertex, Inc. have bought $1.96M and sold $149.02M worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 15,650 shares for transaction amount of $202,099 was made by Radcliffe Amanda Westphal () on 2022‑03‑15.
Tensile Capital Management LP | 10 percent owner | 5396299 3.5273% | $35.11 | 0 | 9 | |
Westphal Jeffrey | 10 percent owner | 2554641 1.5215% | $35.11 | 0 | 33 | |
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner | 1197706 1.0443% | $35.11 | 0 | 41 | |
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner | 1589000 1.0387% | $35.11 | 0 | 8 | |
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner | 965074 0.8923% | $35.11 | 0 | 41 | |
DeStefano David | PRESIDENT & CEO | 701363 0.2808% | $35.11 | 0 | 16 | |
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 13(D) GROUP MEMBER | 0 0.1607% | $35.11 | 0 | 16 | |
ANDERSEN ERIC C. | director | 77309 0.0571% | $35.11 | 0 | 4 | |
Robert Kevin L | director | 23936 0.0156% | $35.11 | 1 | 7 | +5.01% |
SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | 53104 0.0152% | $35.11 | 1 | 7 | +5.01% |
Stamm John Richard | director | 15930 0.0147% | $35.11 | 0 | 7 | |
Butler Lisa | CHIEF ACCOUNTING OFFICER | 250 0.0002% | $35.11 | 1 | 15 | +5.01% |
Rowland Bryan T.R. | GENERAL COUNSEL | 8018 0% | $35.11 | 0 | 4 | |
Radcliffe Amanda Westphal | 108424 0.0709% | $35.11 | 2 | 0 | +6.6% | |
Kyle Terrence | director | 47517 0.0311% | $35.11 | 0 | 1 |
The Vanguard Group | $183.93M | 3.73 | 5.79M | +4.24% | +$7.48M | <0.01 | |
Tensile Capital Management | $151.2M | 3.07 | 4.76M | -6.93% | -$11.25M | 16.69 | |
Alger | $144.94M | 2.94 | 4.56M | +3.31% | +$4.65M | 0.72 | |
Neuberger Berman | $113.42M | 2.3 | 3.57M | -2.67% | -$3.11M | 0.09 | |
Conestoga Capital Advisors, LLC | $89.14M | 1.81 | 2.81M | -0.91% | -$819,090.40 | 1.29 | |
Legacy Advisors | $68.74M | 1.4 | 2.16M | -33.3% | -$34.32M | 8.72 | |
JPMorgan Chase | $65.86M | 1.34 | 2.07M | -5.41% | -$3.76M | 0.01 | |
Bryn Mawr Capital Management Llc | $50.69M | 1.03 | 1.6M | 0% | +$0 | 0.82 | |
Loomis, Sayles & Company | $48.56M | 0.99 | 1.53M | +10.49% | +$4.61M | 0.07 | |
TimesSquare Capital Management LLC | $44.05M | 0.89 | 1.39M | +2.25% | +$969,404.04 | 0.64 | |
Next Century Growth Investors LLC | $40.5M | 0.82 | 1.28M | -1.67% | -$688,588.56 | 3.52 | |
BlackRock | $39.67M | 0.81 | 1.25M | +3.27% | +$1.26M | <0.01 | |
Palisade Capital Management | $37.55M | 0.76 | 1.18M | +0.47% | +$175,696.32 | 1.12 | |
Franklin Templeton Investments | $30.99M | 0.63 | 975,670 | New | +$30.99M | 0.01 | |
Pembroke Management | $29.45M | 0.6 | 927,129 | +255.35% | +$21.16M | 3.55 | |
Janus Henderson | $26.97M | 0.55 | 849,154 | -1.18% | -$321,184.71 | 0.02 | |
Fuller & Thaler Asset Management, Inc. | $26.24M | 0.53 | 826,280 | New | +$26.24M | 0.12 | |
Aperture Investors Llc | $25.99M | 0.53 | 818,225 | +76.86% | +$11.29M | 3.33 | |
Granahan Investment Management | $23.48M | 0.48 | 739,303 | +11.41% | +$2.4M | 0.83 | |
William Blair Investment Management | $23M | 0.47 | 724,037 | -45.77% | -$19.41M | 0.06 | |
Silvercrest Asset Management Group Inc | $22.64M | 0.46 | 712,926 | +13.58% | +$2.71M | 0.16 | |
Dimensional Fund Advisors | $19.93M | 0.41 | 627,585 | +29.84% | +$4.58M | 0.01 | |
Geode Capital Management | $17.18M | 0.35 | 540,932 | +4.27% | +$704,095.25 | <0.01 | |
Vista Equity Partners | $15.05M | 0.31 | 473,960 | -9.22% | -$1.53M | 0.4 | |
Susquehanna International Group | $14.49M | 0.29 | 456,292 | New | +$14.49M | 0.02 | |
Goldman Sachs | $14.4M | 0.29 | 453,344 | +390.31% | +$11.46M | <0.01 | |
Pier Capital LLC | $12.73M | 0.26 | 400,912 | +3.4% | +$418,946.16 | 1.76 | |
Axiom International Investors, LLC | $12.67M | 0.26 | 398,873 | +16.13% | +$1.76M | 0.11 | |
Bank of America | $12.33M | 0.25 | 388,359 | -19.5% | -$2.99M | <0.01 | |
State Street | $12.09M | 0.25 | 380,661 | +3.11% | +$364,954.15 | <0.01 | |
Allspring Global Investments | $12.04M | 0.24 | 379,180 | New | +$12.04M | 0.02 | |
Standard Life | $12M | 0.24 | 377,912 | New | +$12M | 0.02 | |
Kornitzer Capital Management Inc Ks | $10.97M | 0.22 | 345,257 | 0% | +$0 | 0.2 | |
Millennium Management LLC | $11.01M | 0.22 | 346,544 | +20.29% | +$1.86M | 0.01 | |
New York State Common Retirement Fund | $10.46M | 0.21 | 329,379 | +3.44% | +$348,055.28 | 0.01 | |
Morgan Stanley | $10.47M | 0.21 | 329,576 | -31.8% | -$4.88M | <0.01 | |
Two Sigma Advisers LP | $10.11M | 0.21 | 318,400 | +11.37% | +$1.03M | 0.02 | |
Citadel Advisors LLC | $9.83M | 0.2 | 309,539 | +170.57% | +$6.2M | 0.01 | |
Qube Research & Technologies | $9.82M | 0.2 | 309,078 | +91.66% | +$4.69M | 0.01 | |
Ameriprise Financial | $9.71M | 0.2 | 305,675 | -2.74% | -$273,326.56 | <0.01 | |
Cubist Systematic Strategies | $9.14M | 0.19 | 287,919 | +687.03% | +$7.98M | 0.08 | |
First Trust | $8.88M | 0.18 | 279,725 | -7.12% | -$680,712.08 | 0.01 | |
Renaissance Technologies | $8.79M | 0.18 | 276,800 | -19.23% | -$2.09M | 0.01 | |
Invesco | $8.74M | 0.18 | 275,263 | -1.59% | -$140,919.12 | <0.01 | |
Charles Schwab | $8.19M | 0.17 | 257,795 | +1.95% | +$156,449.76 | <0.01 | |
British Columbia Investment Management Corp | $8.04M | 0.16 | 253,000 | +65.36% | +$3.18M | 0.05 | |
Bessemer Group Inc | $7.9M | 0.16 | 248,738 | +7.96% | +$582,325.58 | 0.01 | |
Kennedy Capital Management Inc | $7.79M | 0.16 | 245,141 | -36.05% | -$4.39M | 0.16 | |
Comerica | $7.33M | 0.15 | 230,848 | +12.06% | +$789,267.71 | 0.03 | |
Envestnet Asset Management Inc | $7.16M | 0.15 | 225,487 | -7.99% | -$621,765.51 | <0.01 |