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Vertex Inc

VERX
11.340USD
-0.430-3.65%
āļ›āļīāļ” 03/27, 16:00ETāļĢāļēāļ„āļēāļĨāđˆāļēāļŠāđ‰āļē 15 āļ™āļēāļ—āļĩ
1.62BāļĄāļđāļĨāļ„āđˆāļēāļ•āļĨāļēāļ”
249.94P/E TTM
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āļĢāļēāļĒāļĨāļ°āđ€āļ­āļĩāļĒāļ”āđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄāļ‚āļ­āļ‡ Vertex Inc āļšāļĢāļīāļĐāļąāļ—

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.

āļ‚āđ‰āļ­āļĄāļđāļĨ Vertex Inc

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āļŠāļąāļāļĨāļąāļāļĐāļ“āđŒāļĒāđˆāļ­āļ‚āļ­āļ‡āļŦāļļāđ‰āļ™VERX
āļŠāļ·āđˆāļ­āļšāļĢāļīāļĐāļąāļ—Vertex Inc
āļ§āļąāļ™āļ—āļĩāđˆāđ€āļŠāļ™āļ­āļ‚āļēāļĒāļ„āļĢāļąāđ‰āļ‡āđāļĢāļJul 29, 2020
āļ‹āļĩāļ­āļĩāđ‚āļ­Young (Christopher D)
āļˆāļģāļ™āļ§āļ™āļžāļ™āļąāļāļ‡āļēāļ™1900
āļ›āļĢāļ°āđ€āļ āļ—āļāļēāļĢāļĢāļąāļāļĐāļēāļ„āļ§āļēāļĄāļ›āļĨāļ­āļ”āļ āļąāļĒOrdinary Share
āļŠāļīāđ‰āļ™āļ›āļĩāļ‡āļšāļ›āļĢāļ°āļĄāļēāļ“Jul 29
āļ—āļĩāđˆāļ­āļĒāļđāđˆ2301 Renaissance Boulevard
āđ€āļĄāļ·āļ­āļ‡KING OF PRUSSIA
āļ•āļĨāļēāļ”āļŦāļĨāļąāļāļ—āļĢāļąāļžāļĒāđŒNASDAQ OMX - NASDAQ BASIC
āļ›āļĢāļ°āđ€āļ—āļĻUnited States of America
āļĢāļŦāļąāļŠāđ„āļ›āļĢāļĐāļ“āļĩāļĒāđŒ19406
āđ‚āļ—āļĢāļĻāļąāļžāļ—āđŒ18003553500
āđ€āļ§āđ‡āļšāđ„āļ‹āļ•āđŒhttps://www.vertexinc.com/
āļŠāļąāļāļĨāļąāļāļĐāļ“āđŒāļĒāđˆāļ­āļ‚āļ­āļ‡āļŦāļļāđ‰āļ™VERX
āļ§āļąāļ™āļ—āļĩāđˆāđ€āļŠāļ™āļ­āļ‚āļēāļĒāļ„āļĢāļąāđ‰āļ‡āđāļĢāļJul 29, 2020
āļ‹āļĩāļ­āļĩāđ‚āļ­Young (Christopher D)

āļœāļđāđ‰āļšāļĢāļīāļŦāļēāļĢāļšāļĢāļīāļĐāļąāļ—āļ‚āļ­āļ‡ Vertex Inc

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āļŠāļ·āđˆāļ­
āļŠāļ·āđˆāļ­/āļ•āļģāđāļŦāļ™āđˆāļ‡
āļ•āļģāđāļŦāļ™āđˆāļ‡
āļāļēāļĢāļ–āļ·āļ­āļŦāļļāđ‰āļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™
Mr. David DeStefano
Mr. David DeStefano
Chairman of the Board
Chairman of the Board
488.85K
+38.63%
Mr. Eric C. (Ric) Andersen
Mr. Eric C. (Ric) Andersen
Lead Independent Director
Lead Independent Director
150.34K
+26.61%
Ms. Amanda Westphal Radcliffe
Ms. Amanda Westphal Radcliffe
Independent Director
Independent Director
143.39K
+3.71%
Mr. Bradley Michael Gayton
Mr. Bradley Michael Gayton
Independent Director
Independent Director
52.86K
+10.08%
Ms. Stefanie Westphal Thompson
Ms. Stefanie Westphal Thompson
Independent Director
Independent Director
51.36K
+10.37%
Mr. John R. Schwab
Mr. John R. Schwab
Chief Financial Officer
Chief Financial Officer
--
--
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. Christopher D. Young
Mr. Christopher D. Young
President, Chief Executive Officer, Director
President, Chief Executive Officer, Director
--
--
āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ
āļŠāļ·āđˆāļ­
āļŠāļ·āđˆāļ­/āļ•āļģāđāļŦāļ™āđˆāļ‡
āļ•āļģāđāļŦāļ™āđˆāļ‡
āļāļēāļĢāļ–āļ·āļ­āļŦāļļāđ‰āļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™
Mr. David DeStefano
Mr. David DeStefano
Chairman of the Board
Chairman of the Board
488.85K
+38.63%
Mr. Eric C. (Ric) Andersen
Mr. Eric C. (Ric) Andersen
Lead Independent Director
Lead Independent Director
150.34K
+26.61%
Ms. Amanda Westphal Radcliffe
Ms. Amanda Westphal Radcliffe
Independent Director
Independent Director
143.39K
+3.71%
Mr. Bradley Michael Gayton
Mr. Bradley Michael Gayton
Independent Director
Independent Director
52.86K
+10.08%
Ms. Stefanie Westphal Thompson
Ms. Stefanie Westphal Thompson
Independent Director
Independent Director
51.36K
+10.37%
Mr. John R. Schwab
Mr. John R. Schwab
Chief Financial Officer
Chief Financial Officer
--
--

āļŠāļąāļ”āļŠāđˆāļ§āļ™āļ‚āļ­āļ‡āļĢāļēāļĒāđ„āļ”āđ‰

āļŠāļāļļāļĨāđ€āļ‡āļīāļ™: USDāļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļ­āļąāļ‡āļ„āļēāļĢāļ—āļĩāđˆ 6 āļĄ.āļ„.
āļŠāļāļļāļĨāđ€āļ‡āļīāļ™: USDāļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļ­āļąāļ‡āļ„āļēāļĢāļ—āļĩāđˆ 6 āļĄ.āļ„.
FY2025Q3
FY2025Q2
FY2025Q1
āļ•āļēāļĄāļ˜āļļāļĢāļāļīāļˆUSD
āļŠāļ·āđˆāļ­
āļĢāļēāļĒāđ„āļ”āđ‰
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Cloud Subscriptions
91.99M
47.88%
Software Licenses
72.84M
37.91%
Service
27.29M
14.20%
āļ•āļēāļĄāļ āļđāļĄāļīāļ āļēāļ„USD
āļŠāļ·āđˆāļ­
āļĢāļēāļĒāđ„āļ”āđ‰
āļŠāļąāļ”āļŠāđˆāļ§āļ™
United States
174.82M
91.00%
Foreign
17.29M
9.00%
āļ•āļēāļĄāļ˜āļļāļĢāļāļīāļˆ
āļ•āļēāļĄāļ āļđāļĄāļīāļ āļēāļ„
āļ•āļēāļĄāļ˜āļļāļĢāļāļīāļˆUSD
āļŠāļ·āđˆāļ­
āļĢāļēāļĒāđ„āļ”āđ‰
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Cloud Subscriptions
91.99M
47.88%
Software Licenses
72.84M
37.91%
Service
27.29M
14.20%

āļŠāļ–āļīāļ•āļīāļāļēāļĢāļ–āļ·āļ­āļŦāļļāđ‰āļ™

āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļžāļĪāļŦāļąāļŠāļ—āļĩāđˆ 19 āļ.āļž.
āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļžāļĪāļŦāļąāļŠāļ—āļĩāđˆ 19 āļ.āļž.
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļ›āļĢāļ°āđ€āļ āļ—āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļŠāļąāļ”āļŠāđˆāļ§āļ™
The Vanguard Group, Inc.
10.71%
UBS Financial Services, Inc.
7.36%
BlackRock Institutional Trust Company, N.A.
6.54%
Tensile Capital Management LP
4.40%
Nomura Securities Co., Ltd.
4.08%
āļ­āļ·āđˆāļ™ āđ†
66.92%
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļŠāļąāļ”āļŠāđˆāļ§āļ™
The Vanguard Group, Inc.
10.71%
UBS Financial Services, Inc.
7.36%
BlackRock Institutional Trust Company, N.A.
6.54%
Tensile Capital Management LP
4.40%
Nomura Securities Co., Ltd.
4.08%
āļ­āļ·āđˆāļ™ āđ†
66.92%
āļ›āļĢāļ°āđ€āļ āļ—āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Investment Advisor
51.57%
Investment Advisor/Hedge Fund
36.32%
Research Firm
11.38%
Hedge Fund
9.77%
Individual Investor
9.33%
Family Office
0.84%
Family Office
0.84%
Bank and Trust
0.81%
Pension Fund
0.63%

āļāļēāļĢāļ–āļ·āļ­āļŦāļļāđ‰āļ™āļ‚āļ­āļ‡āļŠāļ–āļēāļšāļąāļ™

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āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļžāļĪāļŦāļąāļŠāļ—āļĩāđˆ 1 āļĄ.āļ„.
āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āļžāļĪāļŦāļąāļŠāļ—āļĩāđˆ 1 āļĄ.āļ„.
āļŠāđˆāļ§āļ‡āđ€āļ§āļĨāļēāļāļēāļĢāļĢāļēāļĒāļ‡āļēāļ™
āļˆāļģāļ™āļ§āļ™āļŠāļ–āļēāļšāļąāļ™
āļŦāļļāđ‰āļ™āļ—āļĩāđˆāļ–āļ·āļ­āļ„āļĢāļ­āļ‡
āļŠāļąāļ”āļŠāđˆāļ§āļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™
2025Q4
581
88.83M
114.80%
-10.79M
2025Q3
564
89.30M
115.42%
-2.19M
2025Q2
560
89.45M
115.69%
-4.50M
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
āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ

āļāļīāļˆāļāļĢāļĢāļĄāļœāļđāđ‰āļ–āļ·āļ­āļŦāļļāđ‰āļ™

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āļŠāļ·āđˆāļ­
āļŦāļļāđ‰āļ™āļ—āļĩāđˆāļ–āļ·āļ­āļ„āļĢāļ­āļ‡
āļŠāļąāļ”āļŠāđˆāļ§āļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™
āđ€āļ›āļĨāļĩāđˆāļĒāļ™%
āļ§āļąāļ™āļ—āļĩāđˆ
The Vanguard Group, Inc.
8.37M
10.82%
+687.17K
+8.95%
Sep 30, 2025
UBS Financial Services, Inc.
1.92M
2.48%
+921.97K
+92.18%
Sep 30, 2025
BlackRock Institutional Trust Company, N.A.
4.81M
6.22%
+305.81K
+6.79%
Sep 30, 2025
Tensile Capital Management LP
3.80M
4.92%
+160.56K
+4.41%
Sep 30, 2025
Neuberger Berman, LLC
2.99M
3.86%
-177.91K
-5.62%
Sep 30, 2025
Brown Advisory
3.08M
3.98%
+1.87M
+153.90%
Sep 30, 2025
Geneva Capital Management LLC
2.93M
3.79%
-84.85K
-2.81%
Sep 30, 2025
MFS Investment Management
3.40M
4.4%
+2.32M
+215.53%
Sep 30, 2025
Conestoga Capital Advisors, LLC
2.54M
3.29%
-855.43K
-25.17%
Sep 30, 2025
āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ

ETF āļ—āļĩāđˆāđ€āļāļĩāđˆāļĒāļ§āļ‚āđ‰āļ­āļ‡

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āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āđ€āļŠāļēāļĢāđŒāļ—āļĩāđˆ 6 āļ˜.āļ„.
āļ­āļąāļ›āđ€āļ”āļ•āđ€āļĄāļ·āđˆāļ­: āļ§āļąāļ™āđ€āļŠāļēāļĢāđŒāļ—āļĩāđˆ 6 āļ˜.āļ„.
āļŠāļ·āđˆāļ­
āļŠāļąāļ”āļŠāđˆāļ§āļ™
Fidelity Cloud Computing ETF
0.8%
State Street SPDR S&P Software & Services ETF
0.67%
State Street SPDR FactSet Innovative Technolgy ETF
0.45%
Global X FinTech ETF
0.32%
WisdomTree US SmallCap Quality Growth Fund
0.18%
JPMorgan Fundamental Data Science Small Core ETF
0.18%
John Hancock Multifactor Small Cap ETF
0.1%
JPMorgan BetaBuilders US Small Cap Equity ETF
0.09%
iShares Russell 2000 Growth ETF
0.09%
iShares MSCI USA Small-Cap Min Vol Factor ETF
0.08%
āļ”āļđāđ€āļžāļīāđˆāļĄāđ€āļ•āļīāļĄ
Fidelity Cloud Computing ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.8%
State Street SPDR S&P Software & Services ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.67%
State Street SPDR FactSet Innovative Technolgy ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.45%
Global X FinTech ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.32%
WisdomTree US SmallCap Quality Growth Fund
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.18%
JPMorgan Fundamental Data Science Small Core ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.18%
John Hancock Multifactor Small Cap ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.1%
JPMorgan BetaBuilders US Small Cap Equity ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.09%
iShares Russell 2000 Growth ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.09%
iShares MSCI USA Small-Cap Min Vol Factor ETF
āļŠāļąāļ”āļŠāđˆāļ§āļ™0.08%

āđ€āļ‡āļīāļ™āļ›āļąāļ™āļœāļĨ

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āļĄāļĩāļāļēāļĢāļˆāđˆāļēāļĒāđ€āļ‡āļīāļ™āļ›āļąāļ™āļœāļĨāđ€āļ›āđ‡āļ™āļˆāļģāļ™āļ§āļ™āļĢāļ§āļĄ 0.00 USD āđƒāļ™āļŠāđˆāļ§āļ‡ 5 āļ›āļĩāļ—āļĩāđˆāļœāđˆāļēāļ™āļĄāļē
āļ§āļąāļ™āļ—āļĩāđˆ
āđ€āļ‡āļīāļ™āļ›āļąāļ™āļœāļĨ
āļ§āļąāļ™āļ—āļĩāđˆāļšāļąāļ™āļ—āļķāļ
āļ§āļąāļ™āļ—āļĩāđˆāļŠāļģāļĢāļ°āđ€āļ‡āļīāļ™
āļ§āļąāļ™āļ—āļĩāđˆāđ„āļĄāđˆāđ„āļ”āđ‰āļĢāļąāļšāļŠāļīāļ—āļ˜āļīāļ›āļąāļ™āļœāļĨ
āđ„āļĄāđˆāļĄāļĩāļ‚āđ‰āļ­āļĄāļđāļĨ

āļāļēāļĢāđāļšāđˆāļ‡āļŦāļļāđ‰āļ™

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