WAVEMAN · COMPANY

VERX · Vertex, Inc.

LIVE

TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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VERX

Name: Vertex, Inc. (VERX) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Vertex, Inc.

SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001806837

SEC FILINGS☆ WATCH

INSIDER NET · 180D

-$82.4K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

910

13F, latest reported quarter

REVENUE GROWTH

+12.2%

XBRL, annual

NET MARGIN

1.0%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$82.4K over 180 days

more than 69% of Software & IT

CONGRESS

no member of Congress has reported trading it

FUNDS

910 funds added or opened last quarter

more than 98% of Software & IT

REVENUE

+12.2% year over year

more than 58% of Software & IT

MARGIN

1.0% net margin

more than 55% of Software & IT

BUYBACKS

$46.6M repurchased, FY to 2026-06-30

below 59% of Software & IT

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

910 funds added or opened positions in the latest 13F quarter, of 1,790 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -44.9%

-44.9%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $82.4K sold by insiders over 180 days, 910 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Vertex, Inc. insiders sold a net $82.4K of stock across 290 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

DeStefano David

Director

SELL

2026-05-28

6,460.0

$82.4K

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

—

BUY

2026-03-09

10,000.0

$150.5K

Young Christopher David

President and CEO

BUY

2026-02-23

60,000.0

$730.8K

ANDERSEN ERIC C.

Director

BUY

2026-02-20

40,000.0

$516.4K

Westphal Jeffrey

—

BUY

2026-02-17

150,000.0

$1.9M

290 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 285 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

Capital World Investors

26,115,014.0 sh

$13.0B

BlackRock, Inc.

30,345,525.0 sh

$12.0B

Capital Research Global Investors

19,490,637.0 sh

$9.7B

VANGUARD CAPITAL MANAGEMENT LLC

19,754,596.0 sh

$8.3B

STATE STREET CORP

13,932,151.0 sh

$5.9B

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Invesco Nasdaq Biotechnology ETF

$7.0M POSITION · AS OF 2026-02-28

9.3%

VanEck Biotech ETF

$29.9M POSITION · AS OF 2026-03-31

8.1%

iShares Biotechnology ETF

$604.6M POSITION · AS OF 2026-03-31

7.4%

ProShares Ultra Nasdaq Biotechnology

$5.8M POSITION · AS OF 2026-02-28

6.3%

AlphaCentric Life Sciences and Healthcare Fund

$2.2M POSITION · AS OF 2026-03-31

5.6%

ClearBridge Growth Fund

$229.0M POSITION · AS OF 2026-02-27

5.4%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$748.4M	$666.8M	$572.4M	$491.6M
GROSS PROFIT	$481.6M	$426.1M	$348.6M	$298.5M
OPERATING INCOME	$2.3M	$-2.2M	$-17.5M	$-8.1M
NET INCOME	$7.2M	$-52.7M	$-13.1M	$-12.3M
OPERATING CASH FLOW	$165.5M	$164.8M	$74.3M	$63.8M
CASH	$314.0M	$296.1M	$68.2M	$91.8M
LONG-TERM DEBT	$337.5M	$335.2M	$44.1M	$46.7M
BUYBACKS	$10.1M	—	—	—

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE