// company-profile

Vertex, Inc.

VERX
ExchangeNasdaqSectorServices-Prepackaged SoftwareInc.DEFilings201Insiders24
// api This Vertex, Inc. insider-trading data is served live by the Form4API insider trading API. Get the same data via API.

// activity-summary

Recent insider activity is bullish. Over the last 30 days, 8 insiders purchased shares versus 1 sale. Buying was led by Mendola Mark J.

// 90-day insight

Over the last 90 days, Vertex, Inc. insiders bought $0 (8 transactions) and sold $82K (1 transaction).

  • Most active insider: DeStefano David with 2 transactions totaling $82K.
  • Largest single sale: $82K by DeStefano David on May 28, 2026.

Activity skews bullish — buys outpace sales.

Institutional Ownership

Top 13F-HR holders of Vertex, Inc. as of 2026-03-31

↓ decreasing
Total reported AUM
$891.0M
QoQ change
-43.0%
Reporting period
2026-03-31
#1
UBS Group AG
CIK 1610520
$64.8M
5.5M shares
#2
MORGAN STANLEY
CIK 895421
$43.8M
3.7M shares
#3
Tensile Capital Management LP
CIK 1598843
$40.4M
3.4M shares

Data source: SEC Form 13F-HR filings. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →

Insider Transactions

Sourced from SEC EDGAR Form 4 filings. Updated hourly.

DateInsiderCompanyTypeSharesPriceValue
Jun 10, 2026Mendola Mark JVERX
Award
15,638$0.00$0K
Jun 10, 2026DeStefano DavidVERX
Award
15,638$0.00$0K
Jun 10, 2026Stamm John RichardVERX
Award
15,638$0.00$0K
Jun 10, 2026Radcliffe Amanda WestphalVERX
Award
15,638$0.00$0K
Jun 10, 2026Thompson Stefanie WestphalVERX
Award
15,638$0.00$0K

45 more transactions hidden

Free account · No credit card required

Building something? Get API access →

Popular companies on Form4API

Browse insider trading activity for other actively-filed companies.