As of November 4, 2026, Vertex, Inc. is a publicly traded company (Nasdaq: VERX); its largest reported holder is Amanda Radcliffe, with 20.9% on Schedule 13G/A of August 13, 2025, then BlackRock (7.2%). The largest insider holding is David DeStefano, a director, with 1,468,727 shares (5.6% of shares outstanding), per Form 4 of June 12, 2026 (Schedule 13G/A, August 13, 2025).
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Is Vertex, Inc. a real, registered company?
- Vertex, Inc. files with the SEC under CIK 1806837 (its SEC filings).
- Its shares are listed under the ticker VERX on Nasdaq (SEC company record).
- Incorporated in Delaware; business address in King Of Prussia, Pennsylvania, as its SEC filings state.
- Court and bankruptcy records: see Before you sign or pay below.
Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under Vertex, Inc. in our court records and SEC 8-K records (as of 2026-11-04).
- Layoffs: 1 exit or restructuring plan reported on Form 8-K, Item 2.05 (latest filed 2026-04-28, about 170 jobs).
- Leadership changes: the latest reported is Debanjan Saha, Director (Form 8-K filed 2026-10-01). Check you are dealing with the people now in charge.
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names Morgan Stanley (filed 2026-05-12).
Who are Vertex, Inc.'s owners and officers?
Vertex, Inc.: incorporated in Delaware; business address in King Of Prussia, Pennsylvania; industry Services-Prepackaged Software (Form D, 2026-10-01).
| Report | Holder | Share |
|---|---|---|
| Schedule 13G, 2026-05-12 | Morgan Stanley | 5.3% |
| Schedule 13G, 2026-04-29 | Vanguard Portfolio Management | 6.22% |
| Schedule 13G/A, 2026-04-02 | Arthur C. Young | 4.37% |
| Schedule 13G/A, 2026-03-27 | The Vanguard Group | 0% |
| Schedule 13G/A, 2026-01-21 | Blackrock, Inc. | 7.2% |
| Schedule 13G/A, 2025-08-13 | Amanda Radcliffe | 20.9% |
Questions about who owns Vertex, Inc.
Who owns Vertex, Inc.?
On this page, 4 holders' latest ownership filings report 5% or more of Vertex, Inc.: Amanda Radcliffe (20.9%, Schedule 13G/A, filed 2025-08-13), Blackrock, Inc. (7.2%, Schedule 13G/A, filed 2026-01-21), Vanguard Portfolio Management (6.22%, Schedule 13G, filed 2026-04-29) and Morgan Stanley (5.3%, Schedule 13G, filed 2026-05-12).
Who are the largest shareholders of Vertex, Inc.?
By the share each holder's latest filing reports, the largest holders of Vertex, Inc. on this page are Amanda Radcliffe (20.9%), Blackrock, Inc. (7.2%) and Vanguard Portfolio Management (6.22%).
When did Amanda Radcliffe buy into Vertex, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Amanda Radcliffe on this page is the Schedule 13G/A, filed 2025-08-13, reporting 20.9%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 6 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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| Filed | Person | Role | Change | Effective |
|---|---|---|---|---|
| Form 8-K, 2026-10-01 | Debanjan Saha | Director | appointed | 2026-10-07 |
Which insiders own Vertex, Inc. shares?
Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.
- , a director: 1,468,727 shares (5.6% of shares outstanding), 1,271,155 held directly and 197,572 indirectly (Form 4, 2026-06-12).
- ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001, a 10% owner: 1,221,100 shares (4.6% of shares outstanding) (Form 4, 2026-03-09).
- ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001, a 10% owner: 745,706 shares (2.8% of shares outstanding) (Form 4, 2024-12-26).
- ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001, a 10% owner: 600,000 shares (2.3% of shares outstanding) (Form 4, 2025-05-22).
- Jeffrey Westphal: 405,635 shares (1.5% of shares outstanding), 7,895 held directly and 397,740 indirectly (Form 4, 2026-02-18).
Shares outstanding: 26,359,623 as of 2020-08-31, from the company's latest SEC cover page.
How much has Vertex, Inc. raised?
No fundraising or offering filing from Vertex, Inc. is on file with us.
Red flags found
1 exit or restructuring plan on Form 8-K (latest Form 8-K, 2026-04-28).
Keep reading
More on Vertex, Inc. and the records around it.
Vertex, Inc. elsewhere on the record
- Leadership changes Oct 2026
- Layoff notices Apr 2026
Companies that share a holder
- Morgan Stanley also filed stake reports on 181 other companies: RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. (Oct 2026), Arbutus Biopharma Corp (Oct 2026), Evolent Health, Inc. (Sep 2026)
- Vanguard Portfolio Management also filed stake reports on 941 other companies: A10 Networks Inc (Oct 2026), ADT Inc (Oct 2026), Appian Corp (Oct 2026)
- BlackRock, Inc. also filed stake reports on 1586 other companies: 908 Devices Inc. (Oct 2026), ACRES COMMERCIAL REALTY CORP (Oct 2026), Allogene Therapeutics, Inc (Oct 2026)
Related pages
LayoffsLeadership changes5%+ holders
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