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VERX
Vertex, Inc.
12.52
2 x 9.10
2 x 15.27
bid
ask
+
1.04
9.06%
2 @ 04:00 PM
12.60 +0.08 (0.64%)
Ytd-37.31%
1y-64.61%
11.93
day range
12.65
10.21
52 week range
36.75
Open11.93Prev Close11.48Low11.93High12.65Mkt Cap2.03B
Vol2.52MAvg Vol1.54MEPS-0.05P/EN/AForward P/E11.18
Beta0.80Short Ratio5.40Inst. Own103.83%DividendN/ADiv YieldN/A
Ex Div DateN/AEarning08-0550-d Avg12.65200-d Avg17.111yr Est18.21
Earning
DateForEstimateReportedSurprisesurprise %
2026-05-072026-030.160.170.016.25%
2026-02-112025-120.170.17N/AN/A
2026-02-112025-120.17N/AN/AN/A
2025-11-032025-090.170.17N/AN/A
2025-11-032025-090.17N/AN/AN/A
2025-08-062025-060.140.150.017.14%
Upgrade / Downgrade
DateFirmActionFromTo
2026-06-29TD CowenUpgradeBuy
2026-05-08CitigroupUpgradeNeutralNeutral
2026-05-07Piper SandlerUpgradeNeutralNeutral
2026-02-12CitigroupUpgradeNeutralNeutral
2026-02-12BMO CapitalUpgradeMarket PerformMarket Perform
2026-02-12Goldman SachsUpgradeBuyBuy
Profile
Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
Insider Holder
DateNameRelationQuantityDescription
2026-06-09ANDERSEN ERIC CDirector165.98KStock Award(Grant)
2024-12-22ANNE MARIE WESTPHALTrustee578.07KStock Gift
2026-06-09DESTEFANO DAVIDDirector1.47MStock Award(Grant)
2026-03-08ITEM SECOND IRR. TRUSTTrustee1.22MPurchase
2024-12-22JACOB J WESTPHALTrustee745.71KStock Gift
2024-11-20KYLE R. WESTPHALTrustee1.36MSale
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30Blackrock Inc.5.66M70.86M7.10%
2026-03-30UBS Group AG5.46M68.41M6.86%
2026-03-30Vanguard Portfolio Management LLC4.78M59.85M6.00%
2026-03-30Morgan Stanley4.29M53.75M5.39%
2026-03-30Tensile Capital Management, LP3.40M42.55M4.27%
2026-03-30JPMORGAN CHASE & CO3.37M42.21M4.23%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.22M27.78M2.79%
2026-02-27VANGUARD WORLD FUND-Vanguard Information Technology Index Fund1.83M22.97M2.30%
2026-04-29iShares Trust-iShares Russell 2000 ETF1.66M20.76M2.08%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.62M20.27M2.03%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund907.49K11.36M1.14%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund824.99K10.33M1.04%