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關於 Vertex Inc 公司

Vertex, Inc. 是一家全球間接稅解決方案提供商。該公司及其子公司是州、地方和增值稅計算、合規和分析的解決方案提供商，提供通過軟件許可和軟件即服務 (雲) 訂閱銷售的軟件產品。該公司還提供與其軟件許可和雲訂閱、交易納稅申報外包和其他稅務相關服務相關的實施和培訓服務。其軟件包括稅務確定、合規和報告、稅務數據管理和文檔管理工具、分析和見解，以及與業務應用程序的預構建集成。其稅務確定解決方案可實時計算銷售和購買交易的間接稅和適用費用。其合規和報告解決方案可實現簽名就緒申報和間接稅匯款到適當司法管轄區的自動化。

公司簡介

公司代碼VERX

公司名稱Vertex Inc

上市日期Jul 29, 2020

CEOMr. David Destefano

員工數量1900

證券類型Ordinary Share

年結日Jul 29

公司地址2301 Renaissance Boulevard

城市KING OF PRUSSIA

上市交易所NASDAQ Global Market Consolidated

國家United States of America

郵編19406

電話18003553500

網址https://www.vertexinc.com/

公司代碼VERX

上市日期Jul 29, 2020

CEOMr. David Destefano

公司高階主管

名稱

名稱/職務

職務

持股

持股變動

Mr. David Destefano

Chairman of the Board, President, Chief Executive Officer

1.27M

+27.65%

Ms. Amanda Westphal Radcliffe

Independent Director

143.39K

+3.86%

Mr. Eric C. (Ric) Andersen

Lead Independent Director

110.34K

+5.07%

Mr. Bradley Michael Gayton

Independent Director

52.86K

+11.21%

Ms. Stefanie Westphal Thompson

Independent Director

51.36K

+11.57%

Mr. Bryan T. R. Rowland, J.D.

Senior Vice President, General Counsel

--

Mr. J. Richard (Rick) Stamm

Independent Director

--

Mr. Philip S. Saunders

Independent Director

--

Mr. John R. Schwab

Chief Financial Officer

--

名稱

名稱/職務

職務

持股

持股變動

Mr. David Destefano

Chairman of the Board, President, Chief Executive Officer

1.27M

+27.65%

Ms. Amanda Westphal Radcliffe

Independent Director

143.39K

+3.86%

Mr. Eric C. (Ric) Andersen

Lead Independent Director

110.34K

+5.07%

Mr. Bradley Michael Gayton

Independent Director

52.86K

+11.21%

Ms. Stefanie Westphal Thompson

Independent Director

51.36K

+11.57%

Mr. Bryan T. R. Rowland, J.D.

Senior Vice President, General Counsel

--

收入明細

暫無數據

暫無數據

業務

地區

暫無數據

股東統計

更新時間: 8月3日週日

持股股東

股東類型

持股股東

佔比

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%

持股股東

佔比

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%

股東類型

持股股東

佔比

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%

機構持股

更新時間: 7月1日週二

報告期間

機構數

持股數

持股佔比

持股變動

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

股東持股明細

名稱

持股數

佔比

持股變動

變動比例

公告日期

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

持股ETF

更新時間: 8月2日週六

機構名稱

佔比

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%

Putnam Sustainable Future ETF

佔比1.07%

Fidelity Cloud Computing ETF

佔比0.86%

SPDR FactSet Innovative Technology ETF

佔比0.68%

SPDR S&P Software & Services ETF

佔比0.67%

Global X FinTech ETF

佔比0.52%

Invesco Dorsey Wright SmallCap Momentum ETF

佔比0.35%

JPMorgan Fundamental Data Science Small Core ETF

佔比0.31%

AAM Transformers ETF

佔比0.29%

John Hancock Multifactor Small Cap ETF

佔比0.16%

JPMorgan BetaBuilders US Small Cap Equity ETF

佔比0.15%

分紅派息

近5年累計派現 0.00 美元

公告日期

分紅計劃

股權登記日

現金發放日

除權除息日

暫無數據

拆合股

公告日期

類型

比率

暫無數據

公告日期

類型

比率

暫無數據

Vertex Inc

33.040USD

Vertex Inc

33.040

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