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Vertex Inc

VERX

32.220USD

-0.080-0.25%
Market hours ETQuotes delayed by 15 min
5.10BMarket Cap
LossP/E TTM

Vertex Inc

32.220

-0.080-0.25%
More Details of Vertex Inc Company
Vertex, Inc. is a global provider of indirect tax solutions. The Company and its subsidiaries operate as solutions providers of state, local and value-added tax calculation, compliance, and analytics, offering software products that are sold through software licenses and software-as-a-service (cloud) subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Its software includes tax determination, compliance and reporting, tax data management and document management tools, analytics and insights, as well as pre-built integrations with business applications. Its tax-determination solutions enable real-time calculation of indirect taxes and applicable fees for sale and purchase transactions. Its compliance and reporting solutions enable the automation of signature-ready returns and remittance of indirect tax to appropriate jurisdictions.
Company Info
Ticker SymbolVERX
Company nameVertex Inc
IPO dateJul 29, 2020
CEOMr. David Destefano
Number of employees1900
Security typeOrdinary Share
Fiscal year-endJul 29
Address2301 Renaissance Boulevard
CityKING OF PRUSSIA
Stock exchangeNASDAQ Global Market Consolidated
CountryUnited States of America
Postal code19406
Phone18003553500
Websitehttps://www.vertexinc.com/
Ticker SymbolVERX
IPO dateJul 29, 2020
CEOMr. David Destefano
Company Executives
Name
Name/Position
Position
Shareholding
Change
Mr. David Destefano
Mr. David Destefano
Chairman of the Board, President, Chief Executive Officer
Chairman of the Board, President, Chief Executive Officer
1.27M
+27.65%
Ms. Amanda Westphal Radcliffe
Ms. Amanda Westphal Radcliffe
Independent Director
Independent Director
143.39K
+3.86%
Mr. Eric C. (Ric) Andersen
Mr. Eric C. (Ric) Andersen
Lead Independent Director
Lead Independent Director
110.34K
+5.07%
Mr. Bradley Michael Gayton
Mr. Bradley Michael Gayton
Independent Director
Independent Director
52.86K
+11.21%
Ms. Stefanie Westphal Thompson
Ms. Stefanie Westphal Thompson
Independent Director
Independent Director
51.36K
+11.57%
Mr. Bryan T. R. Rowland, J.D.
Mr. Bryan T. R. Rowland, J.D.
Senior Vice President, General Counsel
Senior Vice President, General Counsel
--
--
Mr. J. Richard (Rick) Stamm
Mr. J. Richard (Rick) Stamm
Independent Director
Independent Director
--
--
Mr. Philip S. Saunders
Mr. Philip S. Saunders
Independent Director
Independent Director
--
--
Mr. John R. Schwab
Mr. John R. Schwab
Chief Financial Officer
Chief Financial Officer
--
--
Name
Name/Position
Position
Shareholding
Change
Mr. David Destefano
Mr. David Destefano
Chairman of the Board, President, Chief Executive Officer
Chairman of the Board, President, Chief Executive Officer
1.27M
+27.65%
Ms. Amanda Westphal Radcliffe
Ms. Amanda Westphal Radcliffe
Independent Director
Independent Director
143.39K
+3.86%
Mr. Eric C. (Ric) Andersen
Mr. Eric C. (Ric) Andersen
Lead Independent Director
Lead Independent Director
110.34K
+5.07%
Mr. Bradley Michael Gayton
Mr. Bradley Michael Gayton
Independent Director
Independent Director
52.86K
+11.21%
Ms. Stefanie Westphal Thompson
Ms. Stefanie Westphal Thompson
Independent Director
Independent Director
51.36K
+11.57%
Mr. Bryan T. R. Rowland, J.D.
Mr. Bryan T. R. Rowland, J.D.
Senior Vice President, General Counsel
Senior Vice President, General Counsel
--
--
Revenue Breakdown
No Data
No Data
By Business
By Region
No Data
Shareholding Stats
Updated: Sun, Aug 3
Updated: Sun, Aug 3
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
The Vanguard Group, Inc.
9.51%
BlackRock Institutional Trust Company, N.A.
5.56%
Tensile Capital Management LP
5.08%
Conestoga Capital Advisors, LLC
4.72%
Neuberger Berman, LLC
4.52%
Other
70.61%
Shareholders
Shareholders
Proportion
The Vanguard Group, Inc.
9.51%
BlackRock Institutional Trust Company, N.A.
5.56%
Tensile Capital Management LP
5.08%
Conestoga Capital Advisors, LLC
4.72%
Neuberger Berman, LLC
4.52%
Other
70.61%
Shareholder Types
Shareholders
Proportion
Investment Advisor
56.22%
Investment Advisor/Hedge Fund
41.38%
Individual Investor
11.41%
Hedge Fund
8.35%
Research Firm
2.17%
Pension Fund
1.81%
Bank and Trust
1.50%
Family Office
1.00%
Family Office
0.84%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q2
556
89.24M
123.94%
-2.61M
2025Q1
559
85.74M
119.09%
-2.26M
2024Q4
502
81.28M
113.48%
-4.08M
2024Q3
461
78.94M
120.45%
-9.68M
2024Q2
419
84.94M
131.82%
+16.24M
2024Q1
355
73.38M
118.21%
+8.42M
2023Q4
320
71.53M
117.36%
+12.94M
2023Q3
283
51.53M
92.58%
+1.30M
2023Q2
276
49.03M
90.78%
+1.77M
2023Q1
274
46.57M
87.12%
+71.21K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
The Vanguard Group, Inc.
6.85M
9.51%
+3.57K
+0.05%
Mar 31, 2025
BlackRock Institutional Trust Company, N.A.
4.00M
5.56%
-219.16K
-5.19%
Mar 31, 2025
Tensile Capital Management LP
3.66M
5.08%
-109.08K
-2.89%
Mar 31, 2025
Conestoga Capital Advisors, LLC
2.95M
4.09%
+686.14K
+30.34%
Mar 31, 2025
Neuberger Berman, LLC
3.26M
4.52%
-64.15K
-1.93%
Mar 31, 2025
T. Rowe Price Investment Management, Inc.
2.43M
3.37%
+939.03K
+63.01%
Mar 31, 2025
Geneva Capital Management LLC
2.04M
2.84%
+605.62K
+42.13%
Mar 31, 2025
Putnam Investment Management, L.L.C.
1.89M
2.62%
+127.79K
+7.27%
Mar 31, 2025
Fred Alger Management, LLC
1.67M
2.32%
-387.66K
-18.82%
Mar 31, 2025
Capital World Investors
1.59M
2.21%
+1.59M
--
Mar 31, 2025
View more
Related ETFs
Updated: Sat, Aug 2
Updated: Sat, Aug 2
Name
Proportion
Putnam Sustainable Future ETF
1.07%
Fidelity Cloud Computing ETF
0.86%
SPDR FactSet Innovative Technology ETF
0.68%
SPDR S&P Software & Services ETF
0.67%
Global X FinTech ETF
0.52%
Invesco Dorsey Wright SmallCap Momentum ETF
0.35%
JPMorgan Fundamental Data Science Small Core ETF
0.31%
AAM Transformers ETF
0.29%
John Hancock Multifactor Small Cap ETF
0.16%
JPMorgan BetaBuilders US Small Cap Equity ETF
0.15%
View more
Putnam Sustainable Future ETF
Proportion1.07%
Fidelity Cloud Computing ETF
Proportion0.86%
SPDR FactSet Innovative Technology ETF
Proportion0.68%
SPDR S&P Software & Services ETF
Proportion0.67%
Global X FinTech ETF
Proportion0.52%
Invesco Dorsey Wright SmallCap Momentum ETF
Proportion0.35%
JPMorgan Fundamental Data Science Small Core ETF
Proportion0.31%
AAM Transformers ETF
Proportion0.29%
John Hancock Multifactor Small Cap ETF
Proportion0.16%
JPMorgan BetaBuilders US Small Cap Equity ETF
Proportion0.15%
Dividend
A total of 0.00 USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
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