VERX Vertex (VERX) Insider Trading, Ownership & Congress Trades
Software & IT · Services-prepackaged software · CIK 0001806837
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
913
13F, latest reported quarter
What the filings say about VERX
Insiders, 180 days
-$82.4K net sold
1 seller · 0% of sales under a 10b5-1 plan
Vertex insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and 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 no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 31 earlier Form 4 trades (code P or S) here by this insider (31 sales), the last on May 13, 2025.
- The trade is 3.3% of the 197,572 shares held after it.
- No other insider sold within 30 days.
- 913 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director DeStefano David sold about $82.4K of VERX on May 28, 2026; 913 funds added in the latest 13F quarter.Context
- 15 earlier Form 4 trades (code P or S) here by this insider (15 sales), the last on Jan 23, 2025.
- The trade is 0.8% of the 1,221,100 shares held after it.
- 3 other insiders bought within 30 days.
- 913 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 bought about $150.5K of VERX on Mar 9, 2026; 3 other insiders bought within 30 days and 913 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 100.0% of the 60,000 shares held after it.
- 3 other insiders bought within 30 days.
- 913 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO Young Christopher David bought about $730.8K of VERX on Feb 23, 2026; 3 other insiders bought within 30 days and 913 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Aug 13, 2024.
- The trade is 26.6% of the 150,341 shares held after it.
- 3 other insiders bought within 30 days.
- 913 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director ANDERSEN ERIC C. bought about $516.4K of VERX on Feb 20, 2026; 3 other insiders bought within 30 days and 913 funds added in the latest 13F quarter.Context
- 12 earlier Form 4 trades (code P or S) here by this insider (1 buy, 11 sales), the last on Feb 13, 2026.
- The trade is 37.7% of the 397,740 shares held after it.
- 3 other insiders bought within 30 days.
- 913 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Westphal Jeffrey bought about $1.9M of VERX on Feb 17, 2026; 3 other insiders bought within 30 days and 913 funds added in the latest 13F quarter.290 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$82.4K over 180 days
more than 74% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
913 funds bought in last quarter
more than 98% of Software & IT
Revenue
+12.2% year over year
more than 55% of Software & IT
Margin
1.0% net margin
more than 57% of Software & IT
Buybacks
$46.6M repurchased, FY to 2026-06-30
below 61% of Software & IT
Short interest
6.9% of the float short (float per yahoo 2026-10-26) · 3.5 days to cover · settled 2026-09-30
more than 96% of Software & IT
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch VERX
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-41.3%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns VERX: institutional holders (13F)
13F holdings, latest reported quarter
26,115,014 sh
$13.0B
30,345,525 sh
$12.0B
19,490,637 sh
$9.7B
19,754,596 sh
$8.3B
13,932,151 sh
$5.9B
Congress trades in VERX
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
VERX planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
VERX mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
VanEck Biotech ETF
$36.0M position · as of 2026-06-30
9.1%
iShares Biotechnology ETF
$734.3M position · as of 2026-06-30
8.1%
Invesco Nasdaq Biotechnology ETF
$5.0M position · as of 2026-05-31
7.4%
AlphaCentric Life Sciences and Healthcare Fund
$2.5M position · as of 2026-06-30
5.3%
Virtus KAR Health Sciences Fund
$4.9M position · as of 2026-06-30
5.3%
Invesco Biotechnology & Genome ETF
$14.1M position · as of 2026-07-31
5.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · David Destefano
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$8.4M
$36.0M
$2.1M
+53%
+65%
2023
$7.5M
$20.2M
$1.8M
-23%
+39%
2022
$7.0M
$6.7M
$1.4M
-58%
-12%
2021
$6.9M
-$14.9M
$942.9K
-54%
+31%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
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, 913 funds added last quarter. Each figure is a federal filing, dated the day it went public.
VERX financials
Revenue growth
+12.2%
XBRL, annual
Net margin
1.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$787.4M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM VERX
| FY Dec 2025 | $748.4M |
| FY Dec 2024 | $666.8M |
| FY Dec 2023 | $572.4M |
| FY Dec 2022 | $491.6M |
| FY Dec 2021 | $425.5M |
| Jun 2026 | $204.0M |
| Mar 2026 | $196.6M |
| Dec 2025 | $194.7M |
| Sep 2025 | $192.1M |
| Jun 2025 | $184.6M |
| Mar 2025 | $177.1M |
| Dec 2024 | $178.5M |
| Sep 2024 | $170.4M |
At each fiscal year end
Single quarter
Net margin, TTM
+0.5%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM VERX
| FY Dec 2025 | +1.0% |
| FY Dec 2024 | -7.9% |
| FY Dec 2023 | -2.3% |
| FY Dec 2022 | -2.5% |
| FY Dec 2021 | -0.4% |
| Jun 2026 | +4.4% |
| Mar 2026 | -1.3% |
| Dec 2025 | -3.6% |
| Sep 2025 | +2.1% |
| Jun 2025 | -0.5% |
| Mar 2025 | +6.3% |
| Dec 2024 | -38.0% |
| Sep 2024 | +4.2% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM VERX
| FY Dec 2025 | $93.8M |
| FY Dec 2024 | $93.1M |
| FY Dec 2023 | $25.1M |
| FY Dec 2022 | $18.3M |
| FY Dec 2021 | $58.6M |
| Jun 2026 | $30.9M |
| Mar 2026 | $16.0M |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | $41.1M |
| Sep 2024 | -$24.3M |
At each fiscal year end
Single quarter
Debt to equity
1.41x
long-term 2026-06-30 plus current 2024-03-31 (27 months older than the period end); equity 2026-06-30
Debt to equity VERX
| FY Dec 2025 | 1.31x |
| FY Dec 2024 | 1.88x |
| FY Dec 2023 | 0.18x |
| FY Dec 2022 | 0.21x |
| FY Dec 2021 | 0.00x |
| Jun 2026 | 1.41x |
| Mar 2026 | 1.38x |
| Dec 2025 | 1.31x |
| Sep 2025 | 1.28x |
| Jun 2025 | 1.37x |
| Mar 2025 | 1.69x |
| Dec 2024 | 1.88x |
| Sep 2024 | 1.30x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.51x
TTM operating cash flow over long-term 2026-06-30 plus current 2024-03-31 (27 months older than the period end)
Cash flow to debt VERX
| FY Dec 2025 | 0.49x |
| FY Dec 2024 | 0.49x |
| FY Dec 2023 | 1.60x |
| FY Dec 2022 | 1.31x |
| FY Dec 2021 | 81.56x |
| Jun 2026 | 0.51x |
| Mar 2026 | 0.55x |
| Dec 2025 | 0.49x |
| Sep 2025 | 0.48x |
| Jun 2025 | 0.42x |
| Mar 2025 | 0.46x |
| Dec 2024 | 0.49x |
| Sep 2024 | 0.51x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+1.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity VERX
| FY Dec 2025 | +3.3% |
| FY Dec 2024 | -24.4% |
| FY Dec 2023 | -5.4% |
| FY Dec 2022 | -5.4% |
| FY Dec 2021 | -0.7% |
| Jun 2026 | +1.5% |
| Mar 2026 | -2.9% |
| Dec 2025 | +3.3% |
| Sep 2025 | -20.5% |
| Jun 2025 | -20.9% |
| Mar 2025 | -19.6% |
| Dec 2024 | -24.4% |
| Sep 2024 | +12.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+0.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets VERX
| FY Dec 2025 | +0.6% |
| FY Dec 2024 | -5.5% |
| FY Dec 2023 | -1.8% |
| FY Dec 2022 | -1.8% |
| FY Dec 2021 | -0.2% |
| Jun 2026 | +0.3% |
| Mar 2026 | -0.5% |
| Dec 2025 | +0.6% |
| Sep 2025 | -4.4% |
| Jun 2025 | -4.5% |
| Mar 2025 | -4.6% |
| Dec 2024 | -5.5% |
| Sep 2024 | +3.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital VERX
| FY Dec 2025 | +0.9% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | +0.9% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-2.0%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed VERX
| FY Dec 2025 | +0.4% |
| FY Dec 2024 | -0.5% |
| FY Dec 2023 | -5.5% |
| FY Dec 2022 | -2.6% |
| FY Dec 2021 | -1.0% |
| Jun 2026 | -2.0% |
| Mar 2026 | -2.0% |
| Dec 2025 | +0.4% |
| Sep 2025 | -1.1% |
| Jun 2025 | -1.2% |
| Mar 2025 | +0.8% |
| Dec 2024 | -0.5% |
| Sep 2024 | +1.6% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
fewer than four consecutive quarters of diluted EPS
P/E, trailing VERX
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$510.5M
market value at close 2026-10-26 on 2020-08-31 shares, plus long-term 2026-06-30 plus current 2024-03-31 (27 months older than the period end), minus cash 2026-06-30
Enterprise value VERX
| FY Dec 2025 | $552.4M |
| FY Dec 2024 | $1.4B |
| FY Dec 2023 | $688.5M |
| FY Dec 2022 | $339.6M |
| FY Dec 2021 | $346.1M |
| Jun 2026 | $413.2M |
| Mar 2026 | $401.5M |
| Dec 2025 | $552.4M |
| Sep 2025 | $679.4M |
| Jun 2025 | $985.9M |
| Mar 2025 | $990.7M |
| Dec 2024 | $1.4B |
| Sep 2024 | $1.1B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
capex not filed for the four quarters
FCF yield VERX
| FY Dec 2025 | +17.8% |
| FY Dec 2024 | +6.6% |
| FY Dec 2023 | +3.5% |
| FY Dec 2022 | +4.8% |
| FY Dec 2021 | +14.0% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | +17.8% |
| Sep 2025 | +14.2% |
| Jun 2025 | +7.7% |
| Mar 2025 | +9.0% |
| Dec 2024 | +6.6% |
| Sep 2024 | +8.4% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
fewer than four consecutive quarters of diluted EPS
PEG, trailing VERX
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 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 | n/a | n/a | n/a |
SEC XBRL, fiscal years, as known on 2026-10-27
VERX Stock Sonar score 6/7 axes
Find similar shapesCompareVERX ranks highest on institutional and government (98th percentile) and growth (56th), and lowest on insider conviction (36th), among Software & IT peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
VERX filings, in plain words
Are Vertex insiders buying or selling VERX?
In the 180 days to 2026-10-27, Vertex insiders were net sellers, a net $82.4K across purchases and sales reported on Form 4, by 1 seller.
Read the full summary
In the 180 days to 2026-10-27, Vertex insiders were net sellers of VERX, a net $82.4K across purchases and sales reported on Form 4 by 1 seller. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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