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Vertex (Vertex) Institutional Ownership : 22.02% (As of May. 15, 2024)


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What is Vertex Institutional Ownership?

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Vertex's institutional ownership is 22.02%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Vertex's Insider Ownership is 0.76%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Vertex's Float Percentage Of Total Shares Outstanding is 39.55%.

Vertex Institutional Ownership Historical Data

The historical data trend for Vertex's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Vertex Institutional Ownership Chart

Vertex Historical Data

The historical data trend for Vertex can be seen below:

2023-07-31 2023-08-31 2023-09-30 2023-10-31 2023-11-30 2023-12-31 2024-01-31 2024-02-29 2024-03-31 2024-04-30
Institutional Ownership 17.55 17.64 18.53 18.61 19.44 21.33 21.38 21.59 22.21 22.02

Vertex Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

Vertex (Vertex) Business Description

Industry
GURUFOCUS.COM » STOCK LIST » Technology » Software » Vertex Inc (NAS:VERX) » Definitions » Institutional Ownership
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INST PEGA BLKB CXM CWAN ALIT LYFT PWSC PYCR NCNO CRM XTER:SAP INTU NOW UBER CDNS SHOP WDAY XPAR:DSY ROP
Traded in Other Exchanges
56X:Germany
Address
2301 Renaissance Boulevard, King of Prussia, PA, USA, 19406
Website
https://www.vertexinc.com
Vertex Inc is a provider of tax technology and services. It enables companies to realize the full strategic potential of the tax function by automating and integrating tax processes while leveraging advanced and predictive analytics of tax data. Vertex provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting among others. The company derives revenue from software subscriptions.
Executives
John R Schwab officer: Chief Financial Officer C/O NCO GROUP, INC., 507 PRUDENTIAL ROAD, HORSHAM PA 19044
Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 10 percent owner, other: 13(d) Group Member C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 10 percent owner, other: 13(d) Group Member C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Eric C. Andersen director C/O AMERICAN PUBLIC EDUCATION, INC., 111 W. CONGRESS STREET, CHARLES TOWN WV 25414
Jeffery Westphal director, 10 percent owner C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 10 percent owner, other: 13(d) Group Member C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Tensile Capital Management Lp 10 percent owner 700 LARKSPUR LANDING CIRCLE, SUITE 255, LARKSPUR CA 94939
John Richard Stamm director C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Lisa Butler officer: Chief Accounting Officer C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
David Destefano director, officer: President & CEO C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Rowland Bryan T.r. officer: General Counsel 101 WOLF DRIVE, THOROFARE NJ 08086
Kevin L Robert director 501 KANSAS AVENUE, KANSAS CITY KS 66105
Philip Seth Saunders director 13 MAPLE KNOLL LANE, MANALAPAN NJ 07726
Amanda Westphal Radcliffe director, 10 percent owner C/O VERTEX, INC., 2301 RENAISSANCE BLVD., KING OF PRUSSIA PA 19406
Bradley M Gayton director ONE COCA-COLA PLAZA, ATLANTA GA 30313