Companies / Vertex, Inc.

Vertex, Inc.

Nasdaq: VERXCIK 1806837KING OF PRUSSIA, PA

Financials · FY2025

Revenue$748.44M
Net income$7.21M
Total debt$338.61M
Cash$230.49M
Diluted EPS—
Shares outstanding162.2M

Ownership

162.2M shares outstanding · as of Jul 31, 2026
1.0%Insiders
Ownership
50.6%Class B
Share classes
Class B50.65%
Class A49.35%
Insiders1.02%1,661,607
10%+ / strategic4.20%6,811,127
Institutions49.79%80,760,261
Public float44.99%72,984,985

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 9

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Insider% of sharesShares
DeStefano DavidDirector
0.77%1,255,517
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% owner
0.75%1,221,100
Westphal Jeffrey—
0.25%397,740
Andersen Eric C.Director
0.09%150,341
Schwab John RCHIEF FINANCIAL OFFICER
0.08%132,271
Young Christopher DavidCEOPresident and CEO · Director
0.04%60,000
Saunders Philip SethDirector
0.03%50,606
Rowland Bryan T.R.GENERAL COUNSEL
<0.01%12,872
Leib Ryan JFormerChief Accounting Officer
<0.01%7,423

Institutional holders 240

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HolderValue% of shares
Vanguard Group Inc$166.72M5.15%
UBS Group AG$114.40M3.53%
BlackRock, Inc.$71.59M3.84%
Neuberger Berman Group LLC$56.32M1.74%
Massachusetts Financial Services Company$53.88M1.66%
Conestoga Capital Advisors, LLC$50.06M1.55%
Park West Asset Management LLC$36.61M1.13%
JPMORGAN CHASE &amp; CO$34.34M1.06%
Nomura Holdings Inc$31.17M1.62%
Wellington Management Group LLP$30.76M0.95%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Feb 13, 2026Westphal JeffreyBuyClass A Common Stock$3.24M+248K
247,740
0.15% of shares
high
Feb 17, 2026Westphal JeffreyBuyClass A Common Stock$1.88M+150K
+60.55%
397,740
0.25% of shares
high
Feb 23, 2026Young Christopher David
CEO
BuyClass A Common Stock$730.8K+60K
60,000
0.04% of shares
high
Feb 24, 2026DeStefano David
Director
OtherClass A Common Stock$689.3K-52K
-3.98%
1,255,517
0.77% of shares
low
Feb 23, 2026DeStefano David
Director
OtherClass A Common Stock$566.8K-47K
-3.78%
1,198,267
0.74% of shares
low
Feb 20, 2026Andersen Eric C.
Director
BuyClass A Common Stock$516.4K+40K
+36.25%
150,341
0.09% of shares
high
Feb 20, 2026DeStefano David
Director
OtherClass A Common Stock$302.0K-24K
-2.09%
1,112,493
0.69% of shares
low
Feb 10, 2026Schwab John R
Executive
OtherClass A Common Stock$200.7K-13K
-11.87%
100,145
0.06% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—
BlackRock, Inc.Passive13G/A—5,590,027—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
VERX——92538J106—