SEC ownership of Vertex, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001806837.

CIK: 0001806837
Symbol: VERX on Nasdaq
Location: King Of Prussia, PA
Parsed ownership evidence: 13D/G, 3/4/5, and 13F
Lead holder: Amanda Westphal Radcliffe
13D/G signal: Amanda Westphal Radcliffe
Latest evidence date: 31 Mar 2026

Ownership snapshot

Top shareholders of Vertex, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.

Lead holder

Amanda Westphal Radcliffe

13D/G signal

Amanda Westphal Radcliffe

Evidence rows

Latest as of

31 Mar 2026

13D/G 3/4/5 13F Lead comparable stake: 21% 13D/G row: Amanda Westphal Radcliffe

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Amanda Westphal Radcliffe	13D/G 3/4/5 Amanda Radcliffe · Director, 10%+ Owner 13D/G 3/4/5	21%	$1,192,507,697 33,273,094 shares	+$190,920	30 Jun 2025
BlackRock, Inc.	13D/G 13F Company 13D/G 13F	7.2%	$111,632,839 5,590,027 shares	+$24,668,362	31 Dec 2025
MORGAN STANLEY	13F 13D/G Company 13F 13D/G	5.3% from 13D/G	$51,046,712 4,293,247 shares	—	31 Mar 2026
Neuberger Berman Group LLC	13D/G 13D/G	4.6%	$133,424,852 3,319,852 shares	$0	28 Feb 2025
Tensile Capital Management LP	3/4/5 13D/G 13F 10%+ Owner · Arthur C. Young · Company 3/4/5 13D/G 13F	4.4% from 13D/G	$143,296,022 5,396,299 shares	—	09 Nov 2023
David DeStefano	3/4/5 Director 3/4/5	1.9%	$20,681,867 1,459,549 shares	—	24 Feb 2026
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	3/4/5 10%+ Owner 3/4/5	1.6%	$18,374,746 1,221,100 shares	-$150,477	09 Mar 2026
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	3/4/5 13(D) GROUP MEMBER, 10%+ Owner 3/4/5	0.22%	$6,099,740 173,074 shares	-$14,786,237	20 Jun 2025
Eric C. Andersen	3/4/5 Director 3/4/5	0.19%	$1,940,902 150,341 shares	+$516,400	20 Feb 2026
Bradley M. Gayton	3/4/5 Director 3/4/5	0.07%	$2,005,055 52,862 shares	—	11 Jun 2025
Stefanie Westphal Thompson	3/4/5 Director, 10%+ Owner 3/4/5	0.07%	$1,947,971 51,357 shares	—	11 Jun 2025
Philip Seth Saunders	3/4/5 Director 3/4/5	0.04%	$1,326,336 34,968 shares	—	11 Jun 2025
Mark J. Mendola	3/4/5 Director 3/4/5	0.01%	$202,053 5,327 shares	—	11 Jun 2025
UBS Group AG	13F Company 13F	7%	$64,967,364 5,464,034 shares	—	31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC	13F Company 13F	6.1%	$56,842,297 4,780,681 shares	—	31 Mar 2026
JPMORGAN CHASE & CO	13F Company 13F	4.3%	$39,341,554 3,371,170 shares	—	31 Mar 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	13F Company 13F	4.1%	$37,795,932 3,178,800 shares	—	31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC	13F Company 13F	4%	$37,042,784 3,115,457 shares	—	31 Mar 2026
NOMURA HOLDINGS INC	13F Company 13F	3.4%	$31,171,311 2,621,641 shares	—	31 Mar 2026
GOLDMAN SACHS GROUP INC	13F Company 13F	3%	$28,107,627 2,363,972 shares	—	31 Mar 2026
GENEVA CAPITAL MANAGEMENT LLC	13F Company 13F	2.7%	$25,381,477 2,134,691 shares	—	31 Mar 2026
STATE STREET CORP	13F Company 13F	2.4%	$22,718,853 1,910,753 shares	—	31 Mar 2026
BROWN ADVISORY INC	13F Company 13F	2.3%	$21,508,344 1,808,944 shares	—	31 Mar 2026
GEODE CAPITAL MANAGEMENT, LLC	13F Company 13F	2.3%	$21,069,560 1,771,692 shares	—	31 Mar 2026
D. E. Shaw & Co., Inc.	13F Company 13F	2.1%	$19,486,783 1,638,922 shares	—	31 Mar 2026
Legacy Advisors, LLC	13F Company 13F	1.7%	$15,977,532 1,343,779 shares	—	31 Mar 2026
BARCLAYS PLC	13F Company 13F	1.7%	$15,588,576 1,311,066 shares	—	31 Mar 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	13F Company 13F	1.6%	$15,209,331 1,279,170 shares	—	31 Mar 2026
Divisar Capital Management LLC	13F Company 13F	1.5%	$14,217,016 1,195,712 shares	—	31 Mar 2026
CITADEL ADVISORS LLC	13F Company 13F	1.5%	$13,704,521 1,152,609 shares	—	31 Mar 2026
CITIGROUP INC	13F Company 13F	1.5%	$13,678,399 1,150,412 shares	—	31 Mar 2026
PALISADE CAPITAL MANAGEMENT, LP	13F Company 13F	1.5%	$13,577,762 1,141,948 shares	—	31 Mar 2026
CIBC Bancorp USA Inc.	13F Company 13F	1.3%	$12,526,507 1,053,533 shares	—	31 Mar 2026
Hudson Bay Capital Management LP	13F Company 13F	1.3%	$11,890,000 1,000,000 shares	—	31 Mar 2026
JENNISON ASSOCIATES LLC	13F Company 13F	1.3%	$11,678,713 982,230 shares	—	31 Mar 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	13F Company 13F	1.2%	$11,125,093 935,668 shares	—	31 Mar 2026
BANK OF AMERICA CORP /DE/	13F Company 13F	1.2%	$11,087,639 932,518 shares	—	31 Mar 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F Company 13F	1%	$9,581,687 805,861 shares	—	31 Mar 2026
JANE STREET GROUP, LLC	13F Company 13F	0.9%	$8,330,705 700,648 shares	—	31 Mar 2026
TimesSquare Capital Management, LLC	13F Company 13F	0.87%	$8,116,732 682,652 shares	—	31 Mar 2026
MILLENNIUM MANAGEMENT LLC	13F Company 13F	0.84%	$7,770,258 653,512 shares	—	31 Mar 2026
NORTHERN TRUST CORP	13F Company 13F	0.82%	$7,614,665 640,426 shares	—	31 Mar 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F Company 13F	0.77%	$7,204,258 605,909 shares	—	31 Mar 2026
DIMENSIONAL FUND ADVISORS LP	13F Company 13F	0.74%	$6,924,407 582,427 shares	—	31 Mar 2026
Freshford Capital Management, LLC	13F Company 13F	0.72%	$6,724,354 565,547 shares	—	31 Mar 2026
BANQUE PICTET & CIE SA	13F Company 13F	0.71%	$6,586,763 553,975 shares	—	31 Mar 2026
CYPRESS POINT INVESTMENT MANAGEMENT LP	13F Company 13F	0.69%	$6,371,863 535,901 shares	—	31 Mar 2026
BNP PARIBAS FINANCIAL MARKETS	13F Company 13F	0.65%	$6,083,768 511,671 shares	—	31 Mar 2026
VANGUARD FIDUCIARY TRUST CO	13F Company 13F	0.65%	$6,032,594 507,367 shares	—	31 Mar 2026
Hyperion Capital Advisors LP	13F Company 13F	0.61%	$5,707,200 480,000 shares	—	31 Mar 2026

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$123,918,226.

Buys

$6,368,488

Insiders: 3

Sells

$130,286,714

Insiders: 3

Net

-$123,918,226

Shares: -2,917,260

Window

Last 12 months

4 rolling buckets

Buy value Sell value

Shares: 497,740 Shares: 3,415,000

Window (months)	Buy shares	Sell shares	Buy $	Sell $	Net $
0-3	0	10,000	$0	$150,477	-$150,477
3-6	497,740	0	$6,368,488	$0	+$6,368,488
6-9	0	0	$0	$0	$0
9-12	0	3,405,000	$0	$130,136,237	-$130,136,237

Vertex, Inc. executives and other stock owners filed with the SEC include:

Name	Relationship	Holdings Value	Past Year Net Change	Change %	Valuation	Report Date
Tensile Capital Management LP	10%+ Owner	$143,296,022			Mixed	09 Nov 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	13(D) GROUP MEMBER, 10%+ Owner	$39,557,168			Mixed	23 Dec 2024
Jeffrey Westphal	Other*	$35,072,051	-$110,228,706	-76%	Mixed	13 Feb 2026
ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001	13(d) Group Member, 10%+ Owner	$24,114,000			Mixed	20 May 2025
David DeStefano	Director	$20,681,867			Mixed	24 Feb 2026
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10%+ Owner	$18,374,746	-$150,477	-0.81%	Filing P/S	09 Mar 2026
ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001	13(d) Group Member, 10%+ Owner	$16,076,000			Mixed	20 May 2025
ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001	13(d) Group Member, 10%+ Owner	$12,057,000			Mixed	20 May 2025
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	13(D) GROUP MEMBER, 10%+ Owner	$6,099,740	-$14,786,237	-71%	Filing P/S	20 Jun 2025
Amanda Westphal Radcliffe	Director, 10%+ Owner	$5,438,858			Mixed	11 Jun 2025
Bradley M. Gayton	Director	$2,005,055			Mixed	11 Jun 2025
Stefanie Westphal Thompson	Director, 10%+ Owner	$1,947,971			Mixed	11 Jun 2025
Eric C. Andersen	Director	$1,940,902	+$516,400	+36%	Filing P/S	20 Feb 2026
John R. Schwab	Chief Financial Officer	$1,591,220			Mixed	23 Feb 2026
Terrence Kyle	Director	$1,487,344			Mixed	11 May 2021
Philip Seth Saunders	Director	$1,326,336			Mixed	11 Jun 2025
2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON	13(d) Group Member, 10%+ Owner	$904,275			Mixed	20 May 2025
Christopher David Young	President and CEO, Director	$730,794	+$730,794	+100%	Filing P/S	23 Feb 2026
John Richard Stamm	Director	$646,592			Mixed	11 Jun 2025
Kevin L. Robert	Director	$635,609			Mixed	15 Dec 2023
Ryan J. Leib	Chief Accounting Officer	$629,775			Mixed	20 Feb 2026
Mark J. Mendola	Director	$202,053			Mixed	11 Jun 2025
Lisa Butler	Chief Accounting Officer	$167,111			Mixed	14 Mar 2024
Rowland Bryan T.r.	General Counsel	$154,850			Mixed	23 Feb 2026
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	13(D) GROUP MEMBER, 10%+ Owner	$9			Filing P/S	26 Mar 2024

Recent Insider Transactions by Companies or Individuals for Vertex, Inc.

Showing up to 300 most recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	Value $	* Price $	Shares	Shares Owned	Date	Ownership
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Purchase	-0.81%	$150,477	$15.05	-10,000	1,221,100	09 Mar 2026	Direct
David DeStefano	VERX	Class A Common Stock	Tax liability	-3.98%			-51,983	1,255,517	24 Feb 2026	Direct
David DeStefano	VERX	Class A Common Stock	Options Exercise	9.12%			109,233	1,307,500	24 Feb 2026	Direct
David DeStefano	VERX	Restricted Stock Units	Options Exercise	-100%			-109,233	0	24 Feb 2026	Direct
Christopher David Young	VERX	Class A Common Stock	Purchase		$730,794	$12.18	60,000	60,000	23 Feb 2026	By Living Trust
David DeStefano	VERX	Class A Common Stock	Tax liability	-3.78%			-47,112	1,198,267	23 Feb 2026	Direct
David DeStefano	VERX	Class A Common Stock	Options Exercise	8.86%			101,395	1,245,379	23 Feb 2026	Direct
David DeStefano	VERX	Restricted Stock Units	Options Exercise	-50%			-101,395	101,396	23 Feb 2026	Direct
Rowland Bryan T.r.	VERX	Class A Common Stock	Tax liability	-12.1%			-1,768	12,872	23 Feb 2026	Direct
Rowland Bryan T.r.	VERX	Class A Common Stock	Options Exercise	78.3%			6,428	14,640	23 Feb 2026	Direct
Rowland Bryan T.r.	VERX	Restricted Stock Units	Options Exercise	-50%			-6,428	6,429	23 Feb 2026	Direct
John R. Schwab	VERX	Class A Common Stock	Tax liability	-11%			-16,411	132,271	23 Feb 2026	Direct
John R. Schwab	VERX	Class A Common Stock	Options Exercise	25.6%			30,305	148,682	23 Feb 2026	Direct
John R. Schwab	VERX	Restricted Stock Units	Options Exercise	-50%			-30,305	30,305	23 Feb 2026	Direct
David DeStefano	VERX	Class A Common Stock	Tax liability	-3.15%			-36,228	1,112,493	20 Feb 2026	Direct
David DeStefano	VERX	Class A Common Stock	Options Exercise	10.9%			113,541	1,156,507	20 Feb 2026	Direct
David DeStefano	VERX	Restricted Stock Units	Options Exercise	-46.2%			-113,541	132,043	20 Feb 2026	Direct
John R. Schwab	VERX	Class A Common Stock	Tax liability	-16.2%			-21,534	111,097	20 Feb 2026	Direct
John R. Schwab	VERX	Class A Common Stock	Options Exercise	45.6%			39,766	126,975	20 Feb 2026	Direct
John R. Schwab	VERX	Restricted Stock Units	Options Exercise	-45.5%			-39,766	47,635	20 Feb 2026	Direct
Rowland Bryan T.r.	VERX	Class A Common Stock	Tax liability	-26.5%			-2,235	6,213	20 Feb 2026	Direct
Rowland Bryan T.r.	VERX	Class A Common Stock	Options Exercise	341.7%			7,108	9,188	20 Feb 2026	Direct
Rowland Bryan T.r.	VERX	Restricted Stock Units	Options Exercise	-46.2%			-7,108	8,266	20 Feb 2026	Direct
Ryan J. Leib	VERX	Class A Common Stock	Tax liability	-25.8%			-2,045	5,892	20 Feb 2026	Direct
Ryan J. Leib	VERX	Class A Common Stock	Options Exercise	341.8%			6,348	8,205	20 Feb 2026	Direct
Ryan J. Leib	VERX	Restricted Stock Units	Options Exercise	-47.8%			-6,348	6,941	20 Feb 2026	Direct
Eric C. Andersen	VERX	Class A Common Stock	Purchase	36.2%	$516,400	$12.91	40,000	150,341	20 Feb 2026	Direct
Ryan J. Leib	VERX	Restricted Stock Units	Award				33,891	33,891	19 Feb 2026	Direct
Rowland Bryan T.r.	VERX	Restricted Stock Units	Award				43,443	43,443	19 Feb 2026	Direct
John R. Schwab	VERX	Restricted Stock Units	Award				269,399	269,399	19 Feb 2026	Direct
Jeffrey Westphal	VERX	Class A Common Stock	Purchase	60.6%	$1,880,235	$12.53	150,000	397,740	17 Feb 2026	By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Jeffrey Westphal	VERX	Class A Common Stock	Purchase		$3,241,059	$13.08	247,740	247,740	13 Feb 2026	By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Rowland Bryan T.r.	VERX	Class A Common Stock	Tax liability	-28.6%			-1,341	3,339	10 Feb 2026	Direct
Rowland Bryan T.r.	VERX	Class A Common Stock	Options Exercise	690.5%			4,088	4,680	10 Feb 2026	Direct
Rowland Bryan T.r.	VERX	Restricted Stock Units	Options Exercise	-100%			-4,088	0	10 Feb 2026	Direct
John R. Schwab	VERX	Class A Common Stock	Tax liability	-11.9%			-13,489	100,145	10 Feb 2026	Direct
John R. Schwab	VERX	Class A Common Stock	Options Exercise	26.8%			24,010	113,634	10 Feb 2026	Direct
John R. Schwab	VERX	Restricted Stock Units	Options Exercise	-100%			-24,010	0	10 Feb 2026	Direct
Ryan J. Leib	VERX	Class A Common Stock	Tax liability	-30.3%			-1,359	3,120	30 Jan 2026	Direct
Ryan J. Leib	VERX	Class A Common Stock	Options Exercise	873.7%			4,019	4,479	30 Jan 2026	Direct
Ryan J. Leib	VERX	Restricted Stock Units	Options Exercise	-33.3%			-4,019	8,039	30 Jan 2026	Direct
Christopher David Young	VERX	Restricted Stock Units	Award				1,300,728	1,300,728	01 Dec 2025	Direct
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Sale	-7.69%	$508,389	$35.24	-14,425	173,074	24 Jun 2025	Direct
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Sale	-0.27%	$17,850	$35.00	-510	187,499	23 Jun 2025	Direct
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Sale	-4.49%	$310,172	$35.12	-8,832	188,009	20 Jun 2025	Direct
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Sale	-44.5%	$5,672,634	$35.93	-157,874	196,841	18 Jun 2025	Direct
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Sale	-29%	$5,392,470	$37.16	-145,111	354,715	17 Jun 2025	Direct
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Sale	-13.5%	$2,884,722	$36.87	-78,248	499,826	16 Jun 2025	Direct
Bradley M. Gayton	VERX	Class A Common Stock	Award	11.2%			5,327	52,862	11 Jun 2025	Direct
John Richard Stamm	VERX	Class A Common Stock	Award	45.4%			5,327	17,047	11 Jun 2025	Direct

* An asterisk sign (*) next to the price indicates that the price is likely invalid.