VERX Vertex, Inc.: institutional ownership and insider trading
250 funds reported holding $1.10B of Vertex, Inc. in their latest 13F filings; in Q2 2026 funds net sold $62.5M, with 46 new positions and 37 funds selling out; over the last 12 months insiders bought $6.52M and sold $82.4K on the open market; over its last four quarters it reported revenue of $787M and net income of $3.56M.
VERX revenue and earnings
- Quarter ended Jun 30, 2026: revenue $204M, net income $9.04M
- Quarter ended Mar 31, 2026: revenue $197M, net income −$2.51M
- Quarter ended Dec 31, 2025: revenue $195M, net income −$7.01M
- Quarter ended Sep 30, 2025: revenue $192M, net income $4.05M
Famous investors holding VERX
- D. E. Shaw (D. E. Shaw & Co.): $25.1M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $7.47M, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $3.51M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $1.33M, 0.0% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $456K, 0.0% of the portfolio
Largest institutional holders of VERX
- VANGUARD GROUP INC — $167M
- BlackRock, Inc. (BLK) — $71.6M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $57.2M
- UBS Group AG (UBS) — $55.9M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $47.4M
- BROWN ADVISORY INC — $40.7M
- VANGUARD CAPITAL MANAGEMENT LLC — $36.4M
- Tensile Capital Management LP — $33.3M
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $28.8M
- D. E. Shaw & Co., Inc. — $25.1M
Recent VERX insider trades
- May 28, 2026: DeStefano David sold 6,460 shares ($82.4K)
- Mar 9, 2026: ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 bought 10,000 shares ($151K)
- Feb 23, 2026: Young Christopher David bought 60,000 shares ($731K)
- Feb 20, 2026: Andersen Eric C. bought 40,000 shares ($516K)
5%+ owners
- Vanguard Portfolio Management: 6.2% (Schedule 13G, filed Apr 29, 2026)
- Morgan Stanley: 5.3% (Schedule 13G, filed May 12, 2026)