Vertex
Automates indirect-tax determination, e-invoicing, returns, and reporting for global enterprises.
$14.23
After-hours close0.00 (0.00%)
At close$14.23(−0.52%)
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Breakdown13F · Form 4
Institutions 46.89%76.07M sharesInsiders 1.87%3.04M sharesOther 51.24%83.11M shares
Shares outstanding 162.22M · Float 144.49M · 89.1% free float
Institutions13F, as of Jun 30, 2026
233 holders · 76.07M shares · 48 new positions · 132 increased · 68 reduced · 42 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.24M | 3.84% | +576.8K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 4.98M | 3.07% | +203.5K | Aug 13, 2026 |
| Morgan Stanley | 4.13M | 2.55% | −160.8K | Aug 13, 2026 |
| Brown Advisory Inc | 3.55M | 2.19% | +1.74M | Aug 14, 2026 |
| Vanguard Capital Management LLC | 3.17M | 1.96% | +58.4K | Aug 13, 2026 |
| Tensile Capital Management LP | 2.90M | 1.79% | −500.0K | Aug 14, 2026 |
| JPMorgan Chase & Co | 2.53M | 1.56% | −843.1K | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | 2.19M | 1.35% | +550.9K | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Amanda Radcliffe | 20.90% | 33.27M | 13G | Aug 13, 2025 ↗ |
| BlackRock, Inc. | 7.20% | 5.59M | 13G | Jan 21, 2026 ↗ |
| Vanguard Portfolio Management | 6.22% | 4.84M | 13G | Apr 29, 2026 ↗ |
| Morgan Stanley | 5.30% | 4.15M | 13G | May 12, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | 1.98M | 1.22% | May 22, 2025 |
| ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | 1.94M | 1.20% | May 22, 2025 |
| ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | 1.94M | 1.20% | May 22, 2025 |
| David DeStefano | director | 1.47M | 0.91% | Jun 12, 2026 |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner | 1.22M | 0.75% | Mar 9, 2026 |
| Jeffrey Westphal | other: See Remarks | 793.6K | 0.49% | Feb 18, 2026 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | 173.1K | 0.11% | Jun 24, 2025 |
| Eric C. Andersen | director | 166.0K | 0.10% | Jun 12, 2026 |
| Amanda Westphal Radcliffe | director, 10 percent owner: | 159.0K | 0.10% | Jun 12, 2026 |
| John R. Schwab | officer: CHIEF FINANCIAL OFFICER | 132.3K | 0.08% | Feb 25, 2026 |
10 ten-percent owners hold 13.57M shares by Form 4, outside the officers-and-directors figure above · 3 people have not refiled in the last 18 months (862.2K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| May 28, 2026 | David DeStefanodirector | Sale | 6,460 | $12.75 | 197,572 |
| Mar 9, 2026 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110 percent owner | Purchase | 10,000 | $15.05 | 1,221,100 |
| Feb 23, 2026 | Christopher David Youngdirector, officer: President and CEO | Purchase | 60,000 | $12.18 | 60,000 |
| Feb 20, 2026 | Eric C. Andersendirector | Purchase | 40,000 | $12.91 | 150,341 |
| Feb 13, 2026 | Jeffrey Westphalother: See Remarks | Purchase | 247,740 | $13.08 | 247,740 |
| Feb 17, 2026 | Jeffrey Westphalother: See Remarks | Purchase | 150,000 | $12.53 | 397,740 |
CongressHouse and Senate disclosures
Not reported.