Vertex, Inc.· VERX

🇺🇸 US · MidBroad USNASDAQ

TechnologySoftware - ApplicationWebsite

Price: $12.39
Day: -7.54%
Mkt Cap: $2.00B
52W Range: $10.21 – $33.54
Volume: 5.70M
Beta: 0.81

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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stockoscope.com

Vertex, Inc.

VERX|Technology|Software - Application

Current price: $12

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$82.4K

Net share flow-6.5K

Purchases0 ($0)

Sales1 ($82.4K)

Top Notable Transactions

Insider

Type

Value

Date

Westphal Jeffrey

Sale

$121.5M

Nov 11

Westphal Jeffrey

Sale

$72.3M

Mar 4

Westphal Jeffrey

Sale

$56.7M

Jul 23

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership55.7%

13F share flow-76.6%

Investors holding224

+190 adding-129 reducing

131

New 59Inc 131Red 68Closed 61

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$67.3M

+0.3%

MORGAN STANLEY

$51.0M

+364.2%

TENSILE CAPITAL MANAGEMENT LP

$40.4M

-0.6%

JPMORGAN CHASE & CO

$39.3M

+120.5%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting123

Total shares held20.3M

Share flow-15.2%

19 buying19 selling

Buying 19Unchanged 85Selling 19

Top Fund Holders

Fund

Weight

Change

MFS SERIES TRUST I

2.0M

9.00%

NEUBERGER BERMAN EQUITY FUNDS

1.8M

11.15%

AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)

1.1M

0.41%

JPMORGAN TRUST II

672.0K

0.03%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

VERX Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.9/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

-16

Fund Flow

10% weight

Overall Smart Money sentiment of 2.9/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for VERX

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

1 sale totaling $82.4K (6.5K shares)

Share volume is well below the historical pace (0.0x average), insiders are holding more

Buying seen in 2 of 7 quarters

Notable Recent Transactions, VERX

Top 8 highest-value recent insider trades

Westphal Jeffrey

Insider

Sell

2,485,000 shares at $48.90

Nov 11, 2024$121.52M

Westphal Jeffrey

Insider

Sell

2,291,537 shares at $31.55

Mar 4, 2024$72.30M

Westphal Jeffrey

Insider

Sell

1,500,000 shares at $37.81

Jul 23, 2024$56.72M

Westphal Jeffrey

Insider

Sell

1,500,000 shares at $32.93

Jun 5, 2024$49.40M

Westphal Jeffrey

Insider

Sell

1,225,000 shares at $39.42

Oct 3, 2024$48.29M

Westphal Jeffrey

Insider

Sell

575,000 shares at $53.01

Dec 12, 2024$30.48M

Westphal Jeffery

Insider

Sell

1,076,727 shares at $26.06

Nov 14, 2023$28.06M

Westphal Jeffery

Insider

Sell

1,103,475 shares at $22.32

Oct 2, 2023$24.63M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for VERX

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

55.7% institutional ownership

Slight accumulation: 190 adding vs 129 reducing

13F shares decreased by 5.1%, a significant shift

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+31 growing-197 shrinkingNet: -166

178

New (11)

Increased (20)

Reduced (19)

Closed (178)

Top Institutional Holders, VERX

Largest 8 institutional positions by ownership percentage as of Q2 2026

LEGACY ADVISORS, LLC

1.3M

$15.4M

Ownership

0.77%

+0.0%

CITIGROUP INC

973.0K

$11.2M

Ownership

0.56%

-15.4%

BANQUE PICTET & CIE SA

548.0K

$6.3M

Ownership

0.31%

-1.1%

NEW YORK STATE COMMON RETIREMENT FUND

434.8K

$5.0M

Ownership

0.25%

No change

BROWN CAPITAL MANAGEMENT LLC

373.8K

$4.3M

Ownership

0.21%

-14.0%

Y-INTERCEPT (HONG KONG) LTD

303.5K

$3.5M

Ownership

0.17%

+18.4%

HERALD INVESTMENT MANAGEMENT LTD

300.0K

$3.4M

Ownership

0.17%

+50.0%

KORNITZER CAPITAL MANAGEMENT INC /KS

266.4K

$3.1M

Ownership

0.15%

-0.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 123 ETFs and mutual funds reporting

19 buying19 sellingNet: 0

Buying (19)

Unchanged (85)

Selling (19)

Neutral

Mixed fund activity in Q2 2026

123 ETFs and mutual funds reporting

19 buying vs 19 selling (balanced)

Top Fund Holders, VERX

Largest 8 ETF and mutual fund positions by shares held as of latest filing

MFS SERIES TRUST I

2.0M

Weight

9.00%

No change

NEUBERGER BERMAN EQUITY FUNDS

1.8M

Weight

11.15%

No change

AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)

1.1M

Weight

0.41%

No change

JPMORGAN TRUST II

672.0K

Weight

0.03%

No change

Manager Directed Portfolios

520.0K

Weight

170.70%

No change

Putnam ETF Trust

113.8K

Weight

0.44%

No change

RBB FUND, INC.

54.9K

Weight

0.04%

Increased

TRUST FOR PROFESSIONAL MANAGERS

34.3K

Weight

0.01%

No change

Vertex, Inc.· VERX

Holdings Analysis

Insider Trading Activity

1.3Transaction History227Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings70Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History227Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings70Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights