The company
Vertex, Inc.
VERX · Nasdaq
VERX stood above a rising 150-day average in 0 of the last 52 weekly readings. It is 7.6% above that average now. Software: 43% of its 234 stocks in an uptrend (+4 points in four weeks); Technology: 30% (−5 points in four weeks).
Statistics
- Rotation
- Above a falling average
- Weeks in an uptrend
- out for 52
- Industry in uptrend
- 43% +4 in 4 wk
- Insider buys, 12 months
- $13.0M
- Insider sales, 12 months
- $165K
- Officials’ trades on record
- 0
- Institutions holding
- 215 (+8)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 0 of 52 weeks.
Software: About half its stocks are in an uptrend and the share has been climbing. Technology: A minority of its stocks are in an uptrend and the share has been slipping.
Money in and out
Open-market buys above the line and sales below, in dollars.
Congress and officials
No member of Congress or official has disclosed a trade in it.
Insiders
| Who | Did | Shares | Traded |
|---|---|---|---|
| David DestefanoDirector | sold | 6,460at $12.75 | 28 May 2026filed 1 Jun 2026 |
| Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200110% owner | bought | 10,000at $15.05 | 9 Mar 2026filed 9 Mar 2026 |
| Christopher David YoungPresident and CEO | bought | 60,000at $12.18 | 23 Feb 2026filed 25 Feb 2026 |
| Eric C. AndersenDirector | bought | 40,000at $12.91 | 20 Feb 2026filed 23 Feb 2026 |
| Jeffrey WestphalOther | bought | 150,000at $12.53 | 17 Feb 2026filed 18 Feb 2026 |
| Jeffrey WestphalOther | bought | 247,740at $13.08 | 13 Feb 2026filed 18 Feb 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc.added · filed 7 Aug 2026 | 6,236,152$71.6M | +576,778+10.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026 | 4,984,133$57.2M | +203,452+4.3% |
| MORGAN STANLEYreduced · filed 13 Aug 2026 | 4,132,404$47.4M | -160,843−3.7% |
| BROWN ADVISORY INCadded · filed 14 Aug 2026 | 3,549,052$40.7M | +1,740,108+96.2% |
| VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026 | 3,173,883$36.4M | +58,426+1.9% |
| Tensile Capital Management LPreduced · filed 14 Aug 2026 | 2,898,563$33.3M | -500,000−14.7% |
| JPMORGAN CHASE & COnew · filed 12 Aug 2026 | 2,528,044$28.8M | +2,528,044 |
| D. E. Shaw & Co., Inc.added · filed 14 Aug 2026 | 2,189,827$25.1M | +550,905+33.6% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCadded · filed 12 Aug 2026 | 2,128,372$24.4M | +849,202+66.4% |
| STATE STREET CORPadded · filed 7 Aug 2026 | 2,060,692$23.6M | +149,939+7.8% |
News
No headline names it lately.
Everyone who traded it
Same industry
Government contracts
From its SEC filings
Analyst forecasts
No analyst forecasts yet.