Vertex Ownership

VERX Stock  USD 54.64  0.39  0.72%   
The majority of Vertex outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Vertex to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Vertex. Please pay attention to any change in the institutional holdings of Vertex as this could imply that something significant has changed or is about to change at the company.
 
Shares in Circulation  
First Issued
2019-03-31
Previous Quarter
161.4 M
Current Value
144.4 M
Avarage Shares Outstanding
147.6 M
Quarterly Volatility
10.3 M
 
Covid
Some institutional investors establish a significant position in stocks such as Vertex in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Vertex, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Dividends Paid is expected to grow at the current pace this year. Dividend Yield is likely to drop to 0.0003 in 2024. Common Stock Shares Outstanding is likely to drop to about 136.1 M in 2024. Net Loss is likely to drop to about (11.6 M) in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vertex. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
For more information on how to buy Vertex Stock please use our How to Invest in Vertex guide.

Vertex Stock Ownership Analysis

About 90.0% of the company outstanding shares are owned by institutional investors. The company had not issued any dividends in recent years. Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania. Vertex Inc operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. It employs 1300 people. For more information please call David DeStefano at 800 355 3500 or visit https://www.vertexinc.com.
Besides selling stocks to institutional investors, Vertex also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Vertex's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Vertex's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Vertex Quarterly Liabilities And Stockholders Equity

1.19 Billion

Vertex Insider Trades History

About 10.0% of Vertex are currently held by insiders. Unlike Vertex's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Vertex's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Vertex's insider trades
 
Covid

Vertex Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Vertex is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Vertex backward and forwards among themselves. Vertex's institutional investor refers to the entity that pools money to purchase Vertex's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Loomis, Sayles & Company Lp2024-09-30
1.6 M
Geneva Capital Management2024-09-30
1.5 M
State Street Corp2024-09-30
1.4 M
Geode Capital Management, Llc2024-09-30
1.3 M
Fuller & Thaler Asset Management Inc2024-09-30
1.2 M
Palisade Capital Management Llc2024-09-30
1.1 M
T. Rowe Price Investment Management,inc.2024-09-30
1.1 M
Driehaus Capital Management Llc2024-09-30
M
Ameriprise Financial Inc2024-09-30
977.6 K
Vanguard Group Inc2024-09-30
6.7 M
Blackrock Inc2024-06-30
4.7 M
Note, although Vertex's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Vertex Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Vertex insiders, such as employees or executives, is commonly permitted as long as it does not rely on Vertex's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Vertex insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
David DeStefano over two weeks ago
Disposition of 22275 shares by David DeStefano of Vertex at 49.5536 subject to Rule 16b-3
 
David DeStefano over two weeks ago
Disposition of 16769 shares by David DeStefano of Vertex at 49.5717 subject to Rule 16b-3
 
David DeStefano over a month ago
Disposition of 210084 shares by David DeStefano of Vertex subject to Rule 16b-3
 
Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 over a month ago
Disposition of 56419 shares by Item Second Irr. Trust Fbo Jacob J. Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 40.7688 subje...
 
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 over a month ago
Disposition of 42765 shares by Item Second Irr. Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 40.4849 sub...
 
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 over a month ago
Disposition of 27732 shares by Item Second Irr. Trust Fbo Anne Marie Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 41.3234 sub...
 
Stamm John Richard over two months ago
Disposition of 5000 shares by Stamm John Richard of Vertex at 35.4408 subject to Rule 16b-3
 
Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 over three months ago
Disposition of 158900 shares by Item Second Irr. Trust Fbo Kyle R. Westphal Ua Of Jeffrey R. Westphal Dated October 5, 2001 of Vertex at 37.272 subjec...
 
Stamm John Richard over three months ago
Disposition of 16000 shares by Stamm John Richard of Vertex at 35.9487 subject to Rule 16b-3
 
Bryan Rowland over three months ago
Disposition of 30000 shares by Bryan Rowland of Vertex at 3.734 subject to Rule 16b-3
 
Andersen Eric C. over three months ago
Disposition of 140000 shares by Andersen Eric C. of Vertex at 2.5 subject to Rule 16b-3
 
Westphal Jeffrey over six months ago
Acquisition by Westphal Jeffrey of 2500000 shares of Vertex subject to Rule 16b-3

Vertex Outstanding Bonds

Vertex issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Vertex uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Vertex bonds can be classified according to their maturity, which is the date when Vertex has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Vertex Corporate Filings

F4
27th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
13A
14th of November 2024
An amended filing to the original Schedule 13G
ViewVerify
13A
12th of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify
8K
8th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

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