Vertex (VERX) Stock: Insider Trades, Congress & Funds

Smart money at a glance

Filings to Oct 31, 2026

No insider open-market trades in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersSEC Form 4, last 90 days: $0No open-market trades
CongressSTOCK Act, last 180 days: NoneNo trades disclosed
Big fundsSEC 13F, quarter ended Jun 30, 2026: 1 added, 0 cutMore adding

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

See the 12-month consensus target and the buy/hold/sell rating split.

Unlock the full results

Questions about VERX filings

Are insiders buying or selling Vertex (VERX) stock?

Neither. Vertex (VERX) insiders filed no open-market purchases or sales in the 90 days to Oct 31, 2026, according to SEC Form 4 filings.

Which members of Congress have traded VERX recently?

None. No member of Congress disclosed a VERX trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this VERX smart-money data?

This summary uses filings available on Oct 31, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on VERX

Lean long1 source:
- Funds
Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
- David DeStefano, sold $82.4K, open market, filed Jun 1
Lean short · thin1 sale · $82.4K
Form 4 filings, open market.
Politicians
No recent politician filings found
Funds
- FMR LLC, added +$6.5M, holdings at Jun 30
- JPMorgan Chase, added +$5M, holdings at Mar 31
Lean long · thin2 added · 0 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about VERX filings

Are insiders buying or selling Vertex (VERX) stock?

Neither. Vertex (VERX) insiders filed no open-market purchases or sales in the 90 days to Oct 31, 2026, according to SEC Form 4 filings.

Which members of Congress have traded VERX recently?

None. No member of Congress disclosed a VERX trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this VERX smart-money data?

Funds

What funds are doing

2 moves · 6 mo

Buys/Adds$11.5M

Buys/Adds (2)

FM
FMR LLC
Q2 2026 13F
$6.5M
added
Signals like this: n=13770, 53% finished lower at D15, median -0.4% vs SPY -0.4%
JC
JPMorgan Chase
Q1 2026 13F
$5.0M
added

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Reported Aug 3, 2026

Earnings came in 4.8% above what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Aug 3, 2026

Period ending

Jun 30, 2026

Earnings per share

$0.20+4.79% beat

$0.19 expected

Revenue

$204.0M

SEC filing

EPS: Yahoo Finance

Next report

Estimated report: Nov 2, 2026, in 2 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Aug 3, 2026	$0.20est. $0.19	+4.79%beat	$204.0MSEC filing	+10.5%from $184.6M
Mar 31, 2026Reported May 7, 2026	$0.17est. $0.16	+3.28%beat	$196.6MSEC filing	+11.1%from $177.1M
Dec 31, 2025Reported Feb 11, 2026	$0.17est. $0.16	+3.47%beat	$194.7MYahoo Finance	No year-ago quarter
Sep 30, 2025Reported Nov 3, 2025	$0.17est. $0.16	+7.80%beat	$192.1MSEC filing	+12.7%from $170.4M
Jun 30, 2025Reported Aug 6, 2025	$0.15est. $0.14	+7.14%beat	$184.6MSEC filing	+14.6%from $161.1M
Mar 31, 2025Reported May 7, 2025	$0.15est. $0.13	+15.38%beat	$177.1MSEC filing	+12.9%from $156.8M
Dec 31, 2024Reported Feb 27, 2025	$0.15est. $0.14	+7.76%beat	$666.8M · FYSEC filing	No year-ago quarter
Sep 30, 2024Reported Nov 6, 2024	$0.16est. $0.14	+14.29%beat	$170.4MSEC filing	+17.5%from $145.0M

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $14.57
52-wk high: $22.95
High: $14.88
52-wk low: $10.21
Low: $14.31
Prev close: $14.81
Mkt cap: $2.40B
P/E: 1486.0x
ROE: +1.5%
Fwd P/E: 12.6x
Beta: 0.83
P/S: 3.1x
P/B: 10.0x
Profit margin: +0.4%
Op margin: +3.4%

Fundamentals

Is the business strong?

Richly priced and running thin margins.

Net margin: 0.4%
P/E: 1486.00
Forward P/E: 12.64
Market cap: $2.4B

Valuation

P/S3.06
P/B9.96

Quality

Operating margin3.4%
ROE1.5%
ROA0.7%

Growth

Beta0.83

Technicals

Price structure

This stock is in a strong uptrend, and looks overbought after a fast run-up.

Trend

Strong uptrend

85 / 100

RSI 14

73overbought

20D volatility

41%annualized

52-week range

$14.86

$10.21$22.95

20D support

$11.96recent floor

20D resistance

$15.52recent ceiling

Returns

5D -3.0%20D +20.8%60D +25.9%

Price vs moving averages

SMA20 +8.9%SMA50 +13.3%SMA200 +11.7%

Volume pace

0.88xvs prior 20D

Smart money at a glance

Filings to Oct 31, 2026

No insider open-market trades in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersSEC Form 4, last 90 days: $0No open-market trades
CongressSTOCK Act, last 180 days: NoneNo trades disclosed
Big fundsSEC 13F, quarter ended Jun 30, 2026: 1 added, 0 cutMore adding

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

See the 12-month consensus target and the buy/hold/sell rating split.

Unlock the full results

Questions about VERX filings

Are insiders buying or selling Vertex (VERX) stock?

Neither. Vertex (VERX) insiders filed no open-market purchases or sales in the 90 days to Oct 31, 2026, according to SEC Form 4 filings.

Which members of Congress have traded VERX recently?

None. No member of Congress disclosed a VERX trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this VERX smart-money data?

13F: filed up to 45 days late.

Smart money on VERX

Lean long1 source:
- Funds
Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
- David DeStefano, sold $82.4K, open market, filed Jun 1
Lean short · thin1 sale · $82.4K
Form 4 filings, open market.
Politicians
No recent politician filings found
Funds
- FMR LLC, added +$6.5M, holdings at Jun 30
- JPMorgan Chase, added +$5M, holdings at Mar 31
Lean long · thin2 added · 0 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Fin-fluencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about VERX filings

Are insiders buying or selling Vertex (VERX) stock?

Neither. Vertex (VERX) insiders filed no open-market purchases or sales in the 90 days to Oct 31, 2026, according to SEC Form 4 filings.

Which members of Congress have traded VERX recently?

None. No member of Congress disclosed a VERX trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this VERX smart-money data?

Funds

What funds are doing

2 moves · 6 mo

Buys/Adds$11.5M

Buys/Adds (2)

FM
FMR LLC
Q2 2026 13F
$6.5M
added
Signals like this: n=13770, 53% finished lower at D15, median -0.4% vs SPY -0.4%
JC
JPMorgan Chase
Q1 2026 13F
$5.0M
added

Unlock everything for $29/month

Unlock for $29/month

Reported Aug 3, 2026

Earnings came in 4.8% above what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Aug 3, 2026

Period ending

Jun 30, 2026

Earnings per share

$0.20+4.79% beat

$0.19 expected

Revenue

$204.0M

SEC filing

EPS: Yahoo Finance

Next report

Estimated report: Nov 2, 2026, in 2 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Aug 3, 2026	$0.20est. $0.19	+4.79%beat	$204.0MSEC filing	+10.5%from $184.6M
Mar 31, 2026Reported May 7, 2026	$0.17est. $0.16	+3.28%beat	$196.6MSEC filing	+11.1%from $177.1M
Dec 31, 2025Reported Feb 11, 2026	$0.17est. $0.16	+3.47%beat	$194.7MYahoo Finance	No year-ago quarter
Sep 30, 2025Reported Nov 3, 2025	$0.17est. $0.16	+7.80%beat	$192.1MSEC filing	+12.7%from $170.4M
Jun 30, 2025Reported Aug 6, 2025	$0.15est. $0.14	+7.14%beat	$184.6MSEC filing	+14.6%from $161.1M
Mar 31, 2025Reported May 7, 2025	$0.15est. $0.13	+15.38%beat	$177.1MSEC filing	+12.9%from $156.8M
Dec 31, 2024Reported Feb 27, 2025	$0.15est. $0.14	+7.76%beat	$666.8M · FYSEC filing	No year-ago quarter
Sep 30, 2024Reported Nov 6, 2024	$0.16est. $0.14	+14.29%beat	$170.4MSEC filing	+17.5%from $145.0M

Open: $14.57
52-wk high: $22.95
High: $14.88
52-wk low: $10.21
Low: $14.31
Prev close: $14.81
Mkt cap: $2.40B
P/E: 1486.0x
ROE: +1.5%
Fwd P/E: 12.6x
Beta: 0.83
P/S: 3.1x
P/B: 10.0x
Profit margin: +0.4%
Op margin: +3.4%

Fundamentals

Is the business strong?

Richly priced and running thin margins.

Net margin: 0.4%
P/E: 1486.00
Forward P/E: 12.64
Market cap: $2.4B

Valuation

P/S3.06
P/B9.96

Quality

Operating margin3.4%
ROE1.5%
ROA0.7%

Growth

Beta0.83

Technicals

Price structure

This stock is in a strong uptrend, and looks overbought after a fast run-up.

Trend

Strong uptrend

85 / 100

RSI 14

73overbought

20D volatility

41%annualized

52-week range

$14.86

$10.21$22.95

20D support

$11.96recent floor

20D resistance

$15.52recent ceiling

Returns

5D -3.0%20D +20.8%60D +25.9%

Price vs moving averages

SMA20 +8.9%SMA50 +13.3%SMA200 +11.7%

Volume pace

0.88xvs prior 20D

Vertex

Smart money at a glance

What do analysts expect?

Questions about VERX filings

Smart money on VERX

Questions about VERX filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 4.8% above what analysts expected.

Estimated report: Nov 2, 2026, in 2 days

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

Vertex

Smart money at a glance

What do analysts expect?

Questions about VERX filings

Smart money on VERX

Questions about VERX filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 4.8% above what analysts expected.

Estimated report: Nov 2, 2026, in 2 days

Previous reports

Is the business strong?

Price structure

Ask it in Claude or ChatGPT.

Vertex

Overview

Questions about VERX filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.

Vertex

Overview

Questions about VERX filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.