NASDAQ · VERX

Vertex, Inc.

Smart money pulse

What insiders and funds are doing

Selling Insiders: as of Nov 12 Funds: as of Jun 30, 2026
−1000+100 −46
  • account_balance
    124 funds bought, 105 sold in the quarter ended Jun 30, 2026. 50 were new holders.
  • info
    1 real insider sale in 12 months. $121K in total, not counting planned sales.

−100 means everyone selling, +100 everyone buying. This is data, not advice.

How the Pulse works

Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then.

Who owns it

229 funds report owning VERX, up from 220

Holdings as of Jun 30, 2026
New50
Added74
Held41
Trimmed64
Sold out41

Last quarter

Who bought and who sold

Change in shares held, biggest holdings first. Bars stop at ±100%.

Insider trades · last 12 months

Real buys and sales

● Open-market buy● Open-market sale
CEOCFOOther officersDirectorsDecJanFebMarAprMayJunJulAugSepOctNovOption exercise · Nov 10 · 325,182 shShares withheld for tax · Nov 10 · $2.8MOpen-market sale · Nov 9 · $121K
CEOCFOOther officersDirectorsJunJulAugSepOctNovOption exercise · Nov 10 · 325,182 shShares withheld for tax · Nov 10 · $2.8MOpen-market sale · Nov 9 · $121K

Last 6 months. A wider screen shows 12.

Showing 1 real trade. Hidden: 1 tax withholding, 1 option exercise. Those happen on a schedule and say little about what an insider thinks. Bigger dot means a bigger trade.

Real trades, newest first

Nov 9 Ryan Leib Chief Accounting Officer Open-market sale $121K 6,963 sh at $17.39

Showing every filing. Dashed circles are routine: grants, tax withholding, option exercises and planned sales.

Top holders

Biggest funds in VERX

As of Jun 30, 2026

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast