Vertex Inc’s recent filing unveils that its 13(D) GROUP MEMBER ITEM SECOND IRR. TRUST FBO ANN unloaded Company’s shares for reported $0.51 million on Jun 24 ’25. In the deal valued at $35.24 per share,14,425 shares were sold. As a result of this transaction, ITEM SECOND IRR. TRUST FBO ANN now holds 173,074 shares worth roughly $4.42 million.
Then, ITEM SECOND IRR. TRUST FBO ANN sold 8,832 shares, generating $310,172 in total proceeds. Upon selling the shares at $35.12, the 13(D) GROUP MEMBER now owns 188,009 shares.
Before that, ITEM SECOND IRR. TRUST FBO ANN sold 510 shares. Vertex Inc shares valued at $17,850 were divested by the 13(D) GROUP MEMBER at a price of $35.00 per share. As a result of the transaction, ITEM SECOND IRR. TRUST FBO ANN now holds 187,499 shares, worth roughly $4.78 million.
BMO Capital Markets reiterated its Vertex Inc [VERX] rating to an Outperform in a research note published on August 07, 2025; the price target was $30. A number of analysts have revised their coverage, including Piper Sandler’s analysts, who began to cover the stock in mid June with a ‘”an Overweight”‘ rating. Exane BNP Paribas began covering VERX with “an Outperform” recommendation on April 22, 2025. Stifel revised its rating on February 28, 2025. It rated VERX as “a Hold” which previously was an “a Buy”.
Price Performance Review of VERX
On Tuesday, Vertex Inc [NASDAQ:VERX] saw its stock jump 6.51% to $25.52. Over the last five days, the stock has gained 3.11%. Vertex Inc shares have fallen nearly -28.33% since the year began. Nevertheless, the stocks have fallen -52.16% over the past one year.
How much short interest is there in Vertex Inc?
A steep rise in short interest was recorded in Vertex Inc stocks on 2025-08-29, growing by 0.26 million shares to a total of 6.9 million shares. Yahoo Finance data shows the prior-month short interest on 2025-07-31 was 6.64 million shares. There was a rise of 3.79%, which implies that there is a positive sentiment for the stock.