Vertex, Inc. (VERX)
Nasdaq: VERX · Services-Prepackaged Software · King Of Prussia, PA · filing with the SEC since 2020
Who owns Vertex, Inc.
As filed with the SECHolders of 5% or more
4
Amanda Radcliffe holds 20.9% of Class A Common Stock, $0.001 par value per share, as its SCHEDULE 13G/A filed Aug 13, 2025 says.
Directors and officers
14
report now, of 17 people on the record since 2020. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Amanda Radcliffe
SCHEDULE 13G/A · filed Aug 13, 2025 · Class A Common Stock, $0.001 par value per share · 21.2% in Feb 12, 2025
Blackrock, Inc.
SCHEDULE 13G/A · filed Jan 21, 2026 · Class A Stock · 6.1% in Apr 17, 2025
Vanguard Portfolio Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
Morgan Stanley
SCHEDULE 13G · filed May 12, 2026 · Class A Common Stock
Neuberger Berman Group LLC
SCHEDULE 13G/A · filed Mar 6, 2025 · Common · reported falling below 5%
Arthur C. Young
SCHEDULE 13G/A · filed Apr 2, 2026 · Class A Common Stock · reported falling below 5%, from 5.1% in May 15, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What VERX reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Ecosio
A company bought · acquisition · owns, named in the 10-K filed Feb 24, 2026
Ryan, Llc Artificial Intelligence Tax Categorization
A company bought · asset acquisition · owns, named in the 10-K filed Feb 24, 2026
Insider tradesForm 4
2sales
4purchases
0sales on a scheduled plan
2people selling
$200,000sold, in dollars
$6.4Mbought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 30 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Destefano David | PRESIDENT & CEO | 1 | $100,000 | 0 | 0 | $0 |
| Leib Ryan J | Chief Accounting Officer | 1 | $100,000 | 0 | 0 | $0 |
| Westphal Jeffery | director | 0 | $0 | 0 | 2 | $5.1M |
| Young Christopher David | President and CEO | 0 | $0 | 0 | 1 | $700,000 |
| Andersen Eric C. | director | 0 | $0 | 0 | 1 | $500,000 |
| Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 | 10% owner | 0 | $0 | 0 | 1 | $200,000 |