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VERX US
Vertex, Inc. Class A
(VERX US)
$15.39
+0.07
0.46%
Ext:
$14.44
-0.95
6.18%
(Market Closed · 23:55:09 UTC)
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SEC Filings by Owner
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Insider Ownership
Westphal Jeffrey
(40)
Expand
4
OWNERSHIP DOCUMENT
18 Feb
4
OWNERSHIP DOCUMENT
11 Jun 2025
4
OWNERSHIP DOCUMENT
3 Jan 2025
4
OWNERSHIP DOCUMENT
26 Dec 2024
4/A
OWNERSHIP DOCUMENT
3 Jan 2025
4
OWNERSHIP DOCUMENT
16 Dec 2024
4
OWNERSHIP DOCUMENT
13 Nov 2024
4
OWNERSHIP DOCUMENT
7 Oct 2024
4
OWNERSHIP DOCUMENT
24 Jul 2024
4
OWNERSHIP DOCUMENT
7 Jun 2024
DeStefano David
(37)
Expand
4
Statement of changes in beneficial ownership
12 Jun
4
Statement of changes in beneficial ownership
1 Jun
4
Statement of changes in beneficial ownership
26 Feb
4
Statement of changes in beneficial ownership
25 Feb
4
Statement of changes in beneficial ownership
24 Feb
4
Statement of changes in beneficial ownership
14 May 2025
4
Statement of changes in beneficial ownership
4 Mar 2025
4
Statement of changes in beneficial ownership
26 Feb 2025
4
Statement of changes in beneficial ownership
25 Feb 2025
4
Statement of changes in beneficial ownership
24 Feb 2025
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/a Of JEFFREY R. WESTPHAL Dated October 5, 2001
(26)
Expand
4
OWNERSHIP DOCUMENT
24 Jun 2025
4
OWNERSHIP DOCUMENT
18 Jun 2025
4
OWNERSHIP DOCUMENT
26 Dec 2024
4
OWNERSHIP DOCUMENT
12 Nov 2024
4
OWNERSHIP DOCUMENT
15 Oct 2024
4
OWNERSHIP DOCUMENT
9 Oct 2024
4
OWNERSHIP DOCUMENT
28 Mar 2024
4
OWNERSHIP DOCUMENT
25 Mar 2024
4
OWNERSHIP DOCUMENT
20 Mar 2024
4
OWNERSHIP DOCUMENT
14 Mar 2024
SCHWAB JOHN R
(25)
Expand
4
Statement of changes in beneficial ownership
25 Feb
4
Statement of changes in beneficial ownership
24 Feb
4
Statement of changes in beneficial ownership
23 Feb
4
Statement of changes in beneficial ownership
12 Feb
4
Statement of changes in beneficial ownership
4 Mar 2025
4
Statement of changes in beneficial ownership
25 Feb 2025
4
Statement of changes in beneficial ownership
24 Feb 2025
4
Statement of changes in beneficial ownership
12 Feb 2025
4
Statement of changes in beneficial ownership
18 Dec 2024
4
Statement of changes in beneficial ownership
26 Aug 2024
Rowland Bryan T.R.
(25)
Expand
4
Statement of changes in beneficial ownership
25 Feb
4
Statement of changes in beneficial ownership
24 Feb
4
Statement of changes in beneficial ownership
23 Feb
4
Statement of changes in beneficial ownership
12 Feb
4
Statement of changes in beneficial ownership
21 Mar 2025
4
Statement of changes in beneficial ownership
4 Mar 2025
4
Statement of changes in beneficial ownership
25 Feb 2025
4
Statement of changes in beneficial ownership
24 Feb 2025
4
Statement of changes in beneficial ownership
12 Feb 2025
4
Statement of changes in beneficial ownership
27 Nov 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/a Of JEFFREY R. WESTPHAL Dated October 5, 2001
(23)
Expand
4
OWNERSHIP DOCUMENT
26 Dec 2024
4
OWNERSHIP DOCUMENT
12 Nov 2024
4
OWNERSHIP DOCUMENT
15 Oct 2024
4
OWNERSHIP DOCUMENT
9 Oct 2024
4
OWNERSHIP DOCUMENT
25 Mar 2024
4
OWNERSHIP DOCUMENT
20 Mar 2024
4
OWNERSHIP DOCUMENT
14 Mar 2024
4
OWNERSHIP DOCUMENT
8 Mar 2024
4
OWNERSHIP DOCUMENT
5 Mar 2024
4
OWNERSHIP DOCUMENT
14 Dec 2023
Butler Lisa
(22)
Expand
4
Statement of changes in beneficial ownership
18 Mar 2024
4
Statement of changes in beneficial ownership
5 Mar 2024
4
Statement of changes in beneficial ownership
27 Feb 2024
4
Statement of changes in beneficial ownership
15 Feb 2024
4
Statement of changes in beneficial ownership
18 Jul 2023
4
Statement of changes in beneficial ownership
20 Jun 2023
4
Statement of changes in beneficial ownership
17 May 2023
4
Statement of changes in beneficial ownership
19 Apr 2023
4
Statement of changes in beneficial ownership
17 Mar 2023
4
Statement of changes in beneficial ownership
10 Mar 2023
Stamm John Richard
(18)
Expand
4
Statement of changes in beneficial ownership
12 Jun
4
Statement of changes in beneficial ownership
13 Jun 2025
4
Statement of changes in beneficial ownership
10 Dec 2024
4
Statement of changes in beneficial ownership
27 Nov 2024
4
Statement of changes in beneficial ownership
16 Sep 2024
4
Statement of changes in beneficial ownership
26 Aug 2024
4
Statement of changes in beneficial ownership
14 Jun 2024
4
Statement of changes in beneficial ownership
7 Mar 2024
4
Statement of changes in beneficial ownership
19 Dec 2023
4
Statement of changes in beneficial ownership
30 Aug 2023
ANDERSEN ERIC C.
(14)
Expand
4
Statement of changes in beneficial ownership
12 Jun
4
Statement of changes in beneficial ownership
23 Feb
4
Statement of changes in beneficial ownership
13 Jun 2025
4
Statement of changes in beneficial ownership
6 Mar 2025
4
Statement of changes in beneficial ownership
15 Aug 2024
4
Statement of changes in beneficial ownership
14 Jun 2024
4
Statement of changes in beneficial ownership
16 Feb 2024
4
Statement of changes in beneficial ownership
22 Nov 2023
4
Statement of changes in beneficial ownership
16 Aug 2023
4
Statement of changes in beneficial ownership
15 Jun 2023
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/a Of JEFFREY R. WESTPHAL Dated October 5, 2001
(10)
Expand
4
OWNERSHIP DOCUMENT
9 Mar
4
OWNERSHIP DOCUMENT
23 Jan 2025
4
OWNERSHIP DOCUMENT
11 Dec 2024
4
OWNERSHIP DOCUMENT
21 Nov 2024
4
OWNERSHIP DOCUMENT
27 Aug 2024
4
OWNERSHIP DOCUMENT
14 Nov 2023
4
OWNERSHIP DOCUMENT
8 Nov 2023
4
OWNERSHIP DOCUMENT
3 Nov 2023
4
Statement of changes in beneficial ownership
4 Apr 2023
3
Initial statement of beneficial ownership
29 Jul 2020
Radcliffe Amanda Westphal
(9)
Expand
4
Statement of changes in beneficial ownership
12 Jun
4
Statement of changes in beneficial ownership
13 Jun 2025
4
Statement of changes in beneficial ownership
14 Jun 2024
4
OWNERSHIP DOCUMENT
8 Dec 2023
4
Statement of changes in beneficial ownership
15 Jun 2023
4
Statement of changes in beneficial ownership
15 Jun 2022
4
Statement of changes in beneficial ownership
16 Mar 2022
4
OWNERSHIP DOCUMENT
13 May 2021
3
Initial statement of beneficial ownership
29 Jul 2020
Leib Ryan J
(8)
Expand
4
Statement of changes in beneficial ownership
24 Feb
4
Statement of changes in beneficial ownership
23 Feb
4
Statement of changes in beneficial ownership
3 Feb
4
Statement of changes in beneficial ownership
14 May 2025
4
Statement of changes in beneficial ownership
25 Feb 2025
4
Statement of changes in beneficial ownership
24 Feb 2025
4
Statement of changes in beneficial ownership
4 Feb 2025
3
Initial statement of beneficial ownership
20 Mar 2024
Gayton Bradley M
(8)
Expand
4
Statement of changes in beneficial ownership
12 Jun
4
Statement of changes in beneficial ownership
13 Jun 2025
4
Statement of changes in beneficial ownership
4 Mar 2025
4
Statement of changes in beneficial ownership
14 Jun 2024
4
Statement of changes in beneficial ownership
15 Jun 2023
4
Statement of changes in beneficial ownership
15 Jun 2022
4
OWNERSHIP DOCUMENT
21 May 2021
3
OWNERSHIP DOCUMENT
21 May 2021
Thompson Stefanie Westphal
(8)
Expand
4
Statement of changes in beneficial ownership
12 Jun
4
Statement of changes in beneficial ownership
13 Jun 2025
4
Statement of changes in beneficial ownership
14 Jun 2024
4
OWNERSHIP DOCUMENT
8 Dec 2023
4
Statement of changes in beneficial ownership
15 Jun 2023
4
Statement of changes in beneficial ownership
15 Jun 2022
4
OWNERSHIP DOCUMENT
13 May 2021
3
Initial statement of beneficial ownership
29 Jul 2020
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
(8)
Expand
4
OWNERSHIP DOCUMENT
28 Mar 2024
4
OWNERSHIP DOCUMENT
25 Mar 2024
4
OWNERSHIP DOCUMENT
20 Mar 2024
4
OWNERSHIP DOCUMENT
14 Mar 2024
4
OWNERSHIP DOCUMENT
8 Mar 2024
4
OWNERSHIP DOCUMENT
5 Mar 2024
4
OWNERSHIP DOCUMENT
25 Oct 2023
3
Initial statement of beneficial ownership
29 Jul 2020
Robert Kevin L
(7)
Expand
4
Statement of changes in beneficial ownership
19 Dec 2023
4
Statement of changes in beneficial ownership
15 Jun 2023
4
Statement of changes in beneficial ownership
6 Dec 2022
4
Statement of changes in beneficial ownership
28 Nov 2022
4
Statement of changes in beneficial ownership
15 Jun 2022
4
OWNERSHIP DOCUMENT
13 May 2021
3
Initial statement of beneficial ownership
29 Jul 2020
Saunders Philip Seth
(6)
Expand
4
Statement of changes in beneficial ownership
12 Jun
4
Statement of changes in beneficial ownership
13 Jun 2025
4
Statement of changes in beneficial ownership
14 Jun 2024
4
Statement of changes in beneficial ownership
15 Jun 2023
4
Statement of changes in beneficial ownership
15 Jun 2022
3
Initial statement of beneficial ownership
15 Jun 2022
Tensile Capital Management LP
(6)
Expand
4
Statement of changes in beneficial ownership
13 Nov 2023
4
Statement of changes in beneficial ownership
10 Oct 2023
4
Statement of changes in beneficial ownership
3 Oct 2023
4
Statement of changes in beneficial ownership
21 Apr 2023
4
Statement of changes in beneficial ownership
27 Oct 2022
3
Initial statement of beneficial ownership
5 Aug 2022
Kyle Terrence
(4)
Expand
4
OWNERSHIP DOCUMENT
13 May 2021
4
Statement of changes in beneficial ownership
31 Jul 2020
3
Initial statement of beneficial ownership
29 Jul 2020
4/A
Statement of changes in beneficial ownership (amendment)
12 Nov 2021
Young Christopher David
(3)
Expand
4
Statement of changes in beneficial ownership
25 Feb
4
Statement of changes in beneficial ownership
3 Dec 2025
3
Initial statement of beneficial ownership
10 Nov 2025
Mendola Mark J
(3)
Expand
4
Statement of changes in beneficial ownership
12 Jun
3
Initial statement of beneficial ownership
11 Jun 2025
4
Statement of changes in beneficial ownership
13 Jun 2025
ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS U/a Of STEFANIE W. LUCAS Dated October 5, 2001
(2)
Expand
4
Statement of changes in beneficial ownership
22 May 2025
3
Initial statement of beneficial ownership
29 Jul 2020
ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS U/a Of STEFANIE W. LUCAS Dated October 5, 2001
(2)
Expand
4
Statement of changes in beneficial ownership
22 May 2025
3
Initial statement of beneficial ownership
29 Jul 2020
ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS U/a Of STEFANIE W. LUCAS Dated October 5, 2001
(2)
Expand
4
Statement of changes in beneficial ownership
22 May 2025
3
Initial statement of beneficial ownership
29 Jul 2020
2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON
(2)
Expand
4
Statement of changes in beneficial ownership
22 May 2025
3
Initial statement of beneficial ownership
29 Jul 2020
Saha Debanjan
(2)
Expand
4
Statement of changes in beneficial ownership
9 Oct
3
Initial statement of beneficial ownership
8 Oct
ITEM SECOND IRR. TRUST FBO SAMANTHA W. LUCAS U/a Of STEFANIE W. LUCAS Dated October 5, 2001
(1)
Expand
3
Initial statement of beneficial ownership
29 Jul 2020
THIRD PARTY FUNDED SPECIAL NEEDS TRUST FOR CALLUM W. RADCLIFFE U/a Of AMANDA W RADCLIFFE Dated May 15, 2015
(1)
Expand
3
Initial statement of beneficial ownership
29 Jul 2020
ITEM SECOND IRREVOCABLE TRUST FBO ANTOINETTE R. RADCLIFFE U/a Of AMANDA W RADCLIFFE Dated 10/05/2001
(1)
Expand
3
Initial statement of beneficial ownership
29 Jul 2020
ITEM SECOND IRREVOCABLE TRUST FBO KAILEY RADCLIFFE U/a Of AMANDA W RADCLIFFE Dated 10/05/2001
(1)
Expand
3
Initial statement of beneficial ownership
29 Jul 2020
≥5% Ownership
Radcliffe Amanda Westphal
(8)
Expand
SC 13G/A
Vertex, Inc.
13 Aug 2025
SC 13G/A
Vertex, Inc.
12 Feb 2025
SC 13G/A
Vertex, Inc.
13 Nov 2024
SC 13G/A
Vertex, Inc.
13 Nov 2024
SC 13G/A
Vertex, Inc.
12 Feb 2024
SC 13G/A
Vertex, Inc.
10 Feb 2023
SC 13G/A
Vertex, Inc.
11 Feb 2022
SC 13G
Vertex, Inc.
12 Feb 2021
VANGUARD GROUP INC
(6)
Expand
SC 13G/A
Vertex, Inc.
27 Mar
SC 13G/A
Vertex, Inc.
2 Oct 2024
SC 13G/A
Vertex, Inc.
13 Feb 2024
SC 13G/A
Vertex, Inc.
9 Feb 2023
SC 13G/A
Vertex, Inc.
10 Feb 2022
SC 13G
Vertex, Inc.
10 Feb 2021
Neuberger Berman Group LLC
(6)
Expand
SC 13G/A
Vertex, Inc.
6 Mar 2025
SC 13G/A
Vertex, Inc.
12 Feb 2024
SC 13G/A
Vertex, Inc.
10 Feb 2023
SC 13G/A
Vertex, Inc.
14 Feb 2022
SC 13G/A
Vertex, Inc.
8 Apr 2021
SC 13G
Vertex, Inc.
11 Feb 2021
Tensile Capital Management LP
(6)
Expand
SC 13G/A
Vertex, Inc.
2 Apr
SC 13G/A
Vertex, Inc.
15 May 2025
SC 13G/A
Vertex, Inc.
14 Nov 2024
SC 13G/A
Vertex, Inc.
14 Feb 2024
SC 13G/A
Vertex, Inc.
14 Feb 2023
SC 13G
Vertex, Inc.
5 Aug 2022
JPMORGAN CHASE & CO
(5)
Expand
SC 13G/A
Vertex, Inc.
7 Dec 2023
SC 13G/A
Vertex, Inc.
27 Jan 2023
SC 13G/A
Vertex, Inc.
18 Jan 2022
SC 13G/A
Vertex, Inc.
8 Jun 2021
SC 13G
Vertex, Inc.
19 Jan 2021
ALGER ASSOCIATES INC
(5)
Expand
SC 13G/A
Vertex, Inc.
14 Nov 2024
SC 13G/A
Vertex, Inc.
14 Feb 2024
SC 13G/A
Vertex, Inc.
14 Feb 2023
SC 13G/A
Vertex, Inc.
10 Jan 2022
SC 13G
Vertex, Inc.
16 Feb 2021
Conestoga Capital Advisors, LLC
(5)
Expand
SC 13G/A
Vertex, Inc.
5 Jan 2024
SC 13G/A
Vertex, Inc.
19 Jan 2023
SC 13G/A
Vertex, Inc.
10 Jan 2022
SC 13G/A
Vertex, Inc.
7 Jan 2021
SC 13G
Vertex, Inc.
9 Dec 2020
BlackRock, Inc.
(5)
Expand
SC 13G/A
Vertex, Inc.
21 Jan
SC 13G/A
Vertex, Inc.
17 Apr 2025
SC 13G/A
Vertex, Inc.
5 Feb 2025
SC 13G
Vertex, Inc.
12 Nov 2024
SC 13G
Vertex, Inc.
22 Oct 2024
Capital International Investors
(3)
Expand
SC 13G/A
Vertex, Inc.
11 Feb 2022
SC 13G
Vertex, Inc.
16 Feb 2021
SC 13G
Vertex, Inc.
16 Feb 2021
DeStefano David
(3)
Expand
SC 13G/A
Vertex, Inc.
10 Feb 2023
SC 13G/A
Vertex, Inc.
10 Feb 2022
SC 13G
Vertex, Inc.
16 Feb 2021
WELLS FARGO & COMPANY/MN
(2)
Expand
SC 13G/A
Vertex, Inc.
27 Jan 2022
SC 13G
Vertex, Inc.
11 Feb 2021
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
(2)
Expand
SC 13G/A
Vertex, Inc.
2 Feb 2022
SC 13G
Vertex, Inc.
11 Feb 2021
VIKING GLOBAL INVESTORS LP
(2)
Expand
SC 13G/A
Vertex, Inc.
16 Feb 2021
SC 13G
Vertex, Inc.
10 Aug 2020
MORGAN STANLEY
(1)
Expand
SC 13G
Vertex, Inc.
12 May
VANGUARD PORTFOLIO MANAGEMENT LLC
(1)
Expand
SC 13G
Vertex, Inc.
29 Apr
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