Vertex, Inc.

VERX

Vertex, Inc.

VERX

Insider Sentiment (TTM):

Last Purchase:2026-03-09Last Sale:2026-05-28Shares Purchased (TTM):260,000Shares Sold (TTM):6,460

Institutional Sentiment:

As of:2024-06-30Institutional Shares Owned:62,763,135Shares Outstanding:61,560,000Institutional Ownership Pct.:101.95%

Earnings Market Reaction:

Filing Date:2026-08-04Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Common Class A	-	79	78	0	5	72	71	1	3	62	61	2
Common Class B	-	82	82	0	-4	86	86	0	-3	93	93	-1
Assets
Cash And Cash Equivalents At Carrying Value	230	252	314	314	284	270	296	279	326	56	68	49
Restricted Cash And Cash Equivalents At Carrying V…	26	18	24	25	26	33	30	26	35	37	21	32
Assets Current
Accounts Receivable Net Current	153	159	183	132	144	152	164	130	120	133	142	129
Assets Current	492	489	561	519	503	505	536	477	515	267	267	238
Prepaid Expense And Other Assets Current	82	59	39	49	48	49	37	34	25	32	26	20
Property Plant And Equipment Net	-	-	-	-	-	-	-	-	-	101	101	100
Property Plant And Equipment And Finance Lease Rig…	-	220	210	203	195	186	178	179	108	-	101	-
Capitalized Computer Software Net	34	35	35	36	36	36	36	37	38	39	39	39
Intangible Assets Net Including Goodwill	-	405	396	397	397	374	363	389	-	-	260	-
Capitalized Contract Cost Net Noncurrent	29	31	32	29	28	28	27	23	22	21	21	17
Deferred Income Tax Assets Net	0	0	0	0	0	0	0	61	62	44	42	41
Operating Lease Right Of Use Asset	8	9	10	10	11	11	12	13	13	14	15	15
Long Term Investments	15	15	15	15	15	-	-	-	-	-	-	-
Other Assets Noncurrent	8	10	12	13	13	14	14	14	14	15	16	15
Assets	1,210	1,214	1,271	1,222	1,198	1,154	1,167	1,191	1,024	756	760	720
Liabilities And Stockhold…
Long Term Debt Current	-	-	-	-	-	-	-	-	-	3	3	3
Accounts Payable Current	37	36	38	35	30	25	36	29	24	22	24	24
Accrued Liabilities Current	35	37	44	40	42	38	35	45	42	37	45	50
Employee Related Liabilities Current	21	32	24	24	15	22	15	20	13	19	12	17
Liabilities Current
Contract With Customer Liability Current	382	393	383	334	342	350	339	301	297	297	290	265
Liabilities Current	564	567	575	516	506	513	537	458	439	443	441	433
Operating Lease Liability Current	4	4	4	4	4	4	4	4	4	4	4	4
Finance Lease Liability Current	-	0	0	0	0	0	0	0	0	0	0	0
Business Combination Contingent Consideration Liab…	33	33	26	27	30	30	35	0	0	13	12	8
Contract With Customer Liability Noncurrent	5	5	5	5	5	5	5	4	2	4	3	2
Long Term Debt Noncurrent	339	338	337	337	336	336	335	335	334	43	44	45
Operating Lease Liability Noncurrent	7	8	9	10	11	11	13	14	14	16	17	17
Finance Lease Liability Noncurrent	-	0	0	0	-	-	0	0	0	0	0	0
Business Combination Contingent Consideration Liab…	41	41	80	79	80	78	87	105	-	-	3	2
Deferred Income Tax Liabilities Net	13	9	6	8	9	9	10	16	-	-	-	-
Liabilities	969	968	1,012	957	950	954	987	932	791	506	507	500
Treasury Stock Common Value	-57	-30	-10	-	-	-	-	-	-	-	-	-
Stockholders Equity
Additional Paid In Capital	348	333	316	304	292	273	278	264	255	274	275	265
Stockholders Equity	241	247	259	264	248	200	179	259	233	250	253	220
Retained Earnings Accumulated Deficit	-40	-49	-46	-39	-43	-42	-53	14	7	2	-1	-16
Accumulated Other Comprehensive Income Loss Net Of…	-11	-8	-1	-1	-1	-31	-46	-20	-29	-26	-22	-29
Liabilities And Stockholders Equity	1,210	1,214	1,271	1,222	1,198	1,154	1,167	1,191	1,024	756	760	720
Allowance For Doubtful Accounts Receivable Current	12	13	11	15	16	18	17	14	18	20	16	14
Preferred Stock Par Or Stated Value Per Share	0.001	0.001	0.001	0.001	0.001	0.001	0.001	0.001	0.001	0.001	0.001	0.001
Preferred Stock Shares Authorized	30	30	30	30	30	30	30	30	30	30	30	30
Preferred Stock Shares Issued	0	0	0	0	0	0	0	0	0	0	0	0
Preferred Stock Shares Outstanding	0	0	0	0	0	0	0	0	0	0	0	0
Treasury Stock Common Shares	4	2	1	-	-	-	0	-	-	-	-	-

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	-9.00%	-22.49%	-19.09%	-	-	-	-	-	-	-	-	-
2025	5.69%	-7.88%	-8.63%	-4.72%	-7.86%	-6.24%	-4.93%	-1.84%	-4.78%	-3.02%	-6.86%	-3.09%
2024	10.46%	20.49%	29.95%	11.76%	6.09%	21.52%	9.02%	5.93%	15.43%	3.39%	13.64%	10.47%
2023	-	-	-	14.96%	17.92%	16.18%	2.62%	-0.63%	-7.75%	-11.08%	-14.80%	-2.83%
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Performance and Valuation Metrics

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Metrics	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Liquidity Ratios
Current Ratio	0.87	0.86	0.98	1.01	0.99	0.98	1.00	1.04	1.17	0.60	0.60	0.55
Quick Ratio	0.73	0.76	0.91	0.91	0.90	0.89	0.93	0.97	1.12	0.53	0.55	0.50
Working Capital	-72.47M	-78.07M	-13.96M	2.89M	-3.59M	-8.15M	-1.04M	18.70M	75.74M	-175.67M	-174.16M	-195.00M
Leverage & Debt
Debt to Equity	4.02	3.93	3.91	3.62	3.83	4.76	5.51	3.60	3.39	2.02	2.00	2.27
Interest Coverage TTM	-3.88	-2.73	0.44	-1.44	-1.03	0.60	-0.44	1.13	0.29	-2.03	-3.45	-9.11
Debt Ratio	0.80	0.80	0.80	0.78	0.79	0.83	0.85	0.78	0.77	0.67	0.67	0.69
Efficiency & Turnover
Asset Turnover TTM	0.65	0.65	0.61	0.61	0.64	0.72	0.69	0.67	0.71	0.81	0.77	0.79
Days Sales Outstanding TTM	68.86	73.98	84.83	65.16	67.74	75.83	83.80	73.46	73.60	72.19	78.00	74.37
Receivables Turnover TTM	5.30	4.93	4.30	5.60	5.39	4.81	4.36	4.97	4.96	5.06	4.68	4.91
Per Share Metrics
Diluted EPS TTM	-	-	-	-	-	-	-	-	-	0.16	-0.09	-0.43
Free Cash Flow Per Share TTM	-	-	-	-	-	-	-	-	-	0.68	0.26	0.36
Dividend Per Share TTM	-	-	-	-	-	-	-	-	-	0.00	0.00	0.00
Margin Metrics
Gross Profit Margin TTM	63.95%	64.25%	64.35%	64.55%	65.00%	64.53%	63.91%	62.59%	61.54%	60.92%	60.90%	61.36%
Operating Profit Margin TTM	-1.69%	-1.66%	0.31%	-1.11%	-1.07%	0.56%	-0.33%	1.30%	0.24%	-1.70%	-3.06%	-3.35%
Net Profit Margin TTM	0.45%	-0.84%	0.96%	-7.10%	-6.87%	-6.21%	-7.91%	4.87%	3.71%	1.82%	-1.46%	-4.34%
Growth Metrics
Net Revenue Growth (1Y)	10.83%	11.79%	12.25%	13.83%	15.00%	15.20%	16.49%	17.25%	16.61%	17.08%	16.43%	16.19%
Net Income Growth (1Y)	-107.33%	-84.93%	-113.68%	-265.83%	-313.16%	-493.96%	529.83%	-231.66%	-199.76%	-150.22%	122.01%	289.40%
EPS Growth (1Y)	-	-	-	-	-	-	-	-	-	-141.16%	4.86%	243.73%
Valuation Metrics
P/E TTM	-	-	-	-	-	-	-	-	-	180.51	-312.47	-53.31
P/B TTM	-	-	-	-	-	-	-	-	-	7.82	10.34	5.76
P/S TTM	-	-	-	-	-	-	-	-	-	3.28	4.57	2.31
Market Cap	-	-	-	-	-	-	-	-	-	1.96B	2.62B	1.27B
Enterprise Value	-	-	-	-	-	-	-	-	-	1.91B	2.57B	1.24B
Calculated Values
Free Cash Flow TTM	106.50M	166.75M	165.54M	77.85M	-8.90M	11.55M	6.86M	71.22M	109.60M	41.75M	25.07M	19.60M
Net Debt	81.62M	67.93M	23.52M	-1.81M	25.65M	32.18M	9.23M	29.36M	-26.76M	-46.66M	-42.52M	-33.68M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
PEG Ratio
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
EV Revenue TTM
EV FCF TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-05-28Sale

Owner: Destefano, David

Title: -

Shares: 6,460

Price/Share: $12.75

Value: $82,365.00

Shares Owned: 197,572

Relationship: Director

Ownership: Indirect

2026-03-09Purchase

Owner: Item, Second Irr. Trust F…

Title: -

Shares: 10,000

Price/Share: $15.05

Value: $150,500.00

Shares Owned: 1,221,100

Relationship: TenPercentOwner

Ownership: Direct

2026-02-23Purchase

Owner: Young, Christopher David

Title: President and CEO

Shares: 60,000

Price/Share: $12.18

Value: $730,800.00

Shares Owned: 60,000

Relationship: Director,Officer

Ownership: Indirect

2026-02-20Purchase

Owner: Andersen, Eric C.

Title: -

Shares: 40,000

Price/Share: $12.91

Value: $516,400.00

Shares Owned: 150,341

Relationship: Director

Ownership: Direct

2026-02-17Purchase

Owner: Westphal, Jeffrey

Title: -

Shares: 150,000

Price/Share: $12.53

Value: $1,879,500.00

Shares Owned: 397,740

Relationship: Other

Ownership: Indirect

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-05-28	Destefano, David	Director	-	Indirect	Sale	6,460	12.75	$82,365.00	197,572	4
2026-03-09	Item, Second Irr. Trust F…	TenPercentOwner	-	Direct	Purchase	10,000	15.05	$150,500.00	1,221,100	4
2026-02-23	Young, Christopher David	Director,Officer	President and CEO	Indirect	Purchase	60,000	12.18	$730,800.00	60,000	4
2026-02-20	Andersen, Eric C.	Director	-	Direct	Purchase	40,000	12.91	$516,400.00	150,341	4
2026-02-17	Westphal, Jeffrey	Other	-	Indirect	Purchase	150,000	12.53	$1,879,500.00	397,740	4
2025-06-24	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	14,425	35.24	$508,337.00	173,074	4
2025-06-18	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	157,874	35.93	$5,672,412.82	196,841	4
2025-06-09	Westphal, Jeffrey	Other	-	Indirect	Sale	3,000,000	38.45	$115,350,000.00	0	4
2025-05-13	Leib, Ryan J	Officer	Chief Accounting Officer	Direct	Sale	5,755	38.00	$218,690.00	0	4
2025-05-13	Destefano, David	Director,Officer	PRESIDENT & CEO	Direct	Sale	109,415	37.67	$4,121,663.05	1,066,587	4
2025-03-19	Rowland, Bryan T.R.	Officer	GENERAL COUNSEL	Direct	Sale	43,228	35.95	$1,554,046.60	132	4
2025-03-04	Gayton, Bradley M	Director	-	Direct	Purchase	9,400	31.84	$299,296.00	47,535	4
2025-01-23	Item, Second Irr. Trust F…	TenPercentOwner	-	Direct	Sale	18,157	56.52	$1,026,233.64	1,211,100	4
2024-12-17	Schwab, John R	Officer	CHIEF FINANCIAL OFFICER	Direct	Sale	20,000	53.05	$1,061,000.00	53,104	4
2024-12-12	Westphal, Jeffrey	Other	-	Indirect	Sale	575,000	53.01	$30,480,750.00	0	4
2024-12-11	Destefano, David	Director,Officer	PRESIDENT & CEO	Direct	Sale	216,268	55.04	$11,903,390.72	293,345	4
2024-12-10	Item, Second Irr. Trust F…	TenPercentOwner	-	Direct	Sale	61,654	54.98	$3,389,736.92	1,283,100	4
2024-12-06	Stamm, John Richard	Director	-	Direct	Sale	3,815	56.11	$214,059.65	11,720	4
2024-12-06	Destefano, David	Director,Officer	PRESIDENT & CEO	Indirect	Sale	17,900	55.77	$998,283.00	204,032	4
2024-11-26	Destefano, David	Director,Officer	PRESIDENT & CEO	Indirect	Sale	25,607	55.05	$1,409,665.35	221,932	4
2024-11-26	Rowland, Bryan T.R.	Officer	GENERAL COUNSEL	Direct	Sale	3,020	55.08	$166,341.60	0	4
2024-11-22	Stamm, John Richard	Director	-	Direct	Sale	2,500	53.81	$134,525.00	15,535	4
2024-11-21	Item, Second Irr. Trust F…	TenPercentOwner	-	Direct	Sale	31,034	53.13	$1,648,836.42	1,358,100	4
2024-11-18	Destefano, David	Director,Officer	PRESIDENT & CEO	Direct	Sale	22,275	49.55	$1,103,726.25	293,246	4
2024-11-11	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	8,485	49.50	$420,007.50	782,706	4
2024-11-11	Westphal, Jeffrey	TenPercentOwner	-	Indirect	Sale	2,485,000	48.90	$121,516,500.00	0	4
2024-11-08	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	58,780	52.26	$3,071,842.80	615,074	4
2024-10-14	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	56,419	40.77	$2,300,202.63	932,706	4
2024-10-11	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	42,765	40.48	$1,731,127.20	765,074	4
2024-10-09	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	49,114	41.31	$2,028,899.34	1,067,852	4
2024-10-09	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	48,957	41.31	$2,022,413.67	840,249	4
2024-10-03	Westphal, Jeffrey	TenPercentOwner	-	Indirect	Sale	1,225,000	39.42	$48,289,500.00	0	4
2024-09-12	Stamm, John Richard	Director	-	Direct	Sale	10,000	35.42	$354,200.00	16,635	4
2024-08-26	Item, Second Irr. Trust F…	TenPercentOwner	-	Direct	Sale	158,900	37.27	$5,922,203.00	1,430,100	4
2024-08-22	Stamm, John Richard	Director	-	Direct	Sale	16,000	35.95	$575,200.00	21,635	4
2024-08-22	Schwab, John R	Officer	CHIEF FINANCIAL OFFICER	Direct	Sale	25,000	35.81	$895,250.00	53,104	4
2024-08-20	Rowland, Bryan T.R.	Officer	GENERAL COUNSEL	Direct	Sale	38,176	35.72	$1,363,646.72	0	4
2024-08-13	Andersen, Eric C.	Director	-	Direct	Sale	140,000	36.16	$5,062,400.00	83,014	4
2024-07-23	Westphal, Jeffrey	TenPercentOwner	-	Indirect	Sale	1,500,000	37.81	$56,715,000.00	1,054,641	4
2024-06-05	Westphal, Jeffrey	TenPercentOwner	-	Indirect	Sale	1,500,000	32.93	$49,395,000.00	2,554,641	4
2024-04-05	Westphal, Jeffrey	TenPercentOwner	-	Indirect	Sale	791,133	30.05	$23,773,546.65	1,554,641	4
2024-03-27	2020, Irrevocable Trust F…	TenPercentOwner,Other	-	Direct	Sale	30,692	30.22	$927,512.24	0	4
2024-03-26	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	27,128	30.27	$821,164.56	965,074	4
2024-03-25	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	47,571	30.09	$1,431,411.39	992,202	4
2024-03-25	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	2,859	30.03	$85,855.77	1,197,706	4
2024-03-21	2020, Irrevocable Trust F…	TenPercentOwner,Other	-	Direct	Sale	100	30.00	$3,000.00	128,883	4
2024-03-20	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	10,917	30.04	$327,946.68	1,039,873	4
2024-03-20	2020, Irrevocable Trust F…	TenPercentOwner,Other	-	Direct	Sale	10,926	30.04	$328,217.04	128,983	4
2024-03-20	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	10,955	30.04	$329,088.20	1,200,665	4
2024-03-14	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	8,538	30.01	$256,225.38	1,249,760	4
2024-03-14	Butler, Lisa	Officer	CHIEF ACCOUNTING OFFICER	Direct	Sale	8,290	29.63	$245,632.70	250	4
2024-03-14	2020, Irrevocable Trust F…	TenPercentOwner,Other	-	Direct	Sale	8,558	30.01	$256,825.58	177,817	4
2024-03-14	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	8,090	30.01	$242,780.90	1,088,641	4
2024-03-12	Destefano, David	Director,Officer	PRESIDENT & CEO	Direct	Sale	3,500	30.00	$105,000.00	701,363	4
2024-03-08	Rowland, Bryan T.R.	Officer	GENERAL COUNSEL	Direct	Sale	32,196	29.65	$954,611.40	8,018	4
2024-03-08	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	20,113	30.14	$606,205.82	1,107,759	4
2024-03-08	2020, Irrevocable Trust F…	TenPercentOwner,Other	-	Direct	Sale	19,705	30.14	$593,908.70	197,646	4
2024-03-08	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	19,737	30.14	$594,873.18	1,269,347	4
2024-03-05	2020, Irrevocable Trust F…	TenPercentOwner,Other	-	Direct	Sale	6,888	30.01	$206,708.88	247,779	4
2024-03-05	Stamm, John Richard	Director	-	Direct	Sale	6,500	29.48	$191,620.00	15,930	4
2024-03-05	Schwab, John R	Officer	CHIEF FINANCIAL OFFICER	Direct	Sale	10,000	30.00	$300,000.00	53,104	4
2024-03-05	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	6,749	30.01	$202,537.49	1,158,325	4
2024-03-05	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	8,115	30.00	$243,450.00	1,319,593	4
2024-03-04	Westphal, Jeffrey	TenPercentOwner	-	Indirect	Sale	2,291,537	31.55	$72,297,992.35	2,345,774	4
2024-02-15	Andersen, Eric C.	Director	-	Direct	Sale	10,000	25.88	$258,800.00	77,309	4
2023-12-18	Schwab, John R	Officer	CHIEF FINANCIAL OFFICER	Direct	Sale	25,000	26.55	$663,750.00	23,316	4
2023-12-15	Stamm, John Richard	Director	-	Direct	Sale	10,000	26.85	$268,500.00	22,430	4
2023-12-15	Destefano, David	Director,Officer	PRESIDENT & CEO	Direct	Sale	39,300	27.16	$1,067,388.00	429,645	4
2023-12-15	Rowland, Bryan T.R.	Officer	GENERAL COUNSEL	Direct	Sale	66,802	26.91	$1,797,641.82	0	4
2023-12-15	Robert, Kevin L	Director	-	Direct	Sale	8,494	26.86	$228,148.84	23,936	4
2023-12-13	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	9,300	28.19	$262,167.00	1,365,074	4
2023-12-13	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	11,400	28.18	$321,252.00	1,597,706	4
2023-12-12	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	42,555	28.88	$1,228,988.40	1,374,374	4
2023-12-11	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	49,049	28.72	$1,408,687.28	1,658,305	4
2023-12-07	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	47,226	28.69	$1,354,913.94	1,524,658	4
2023-12-06	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	21,696	29.41	$638,079.36	1,797,134	4
2023-12-04	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	18,900	27.82	$525,798.00	1,630,148	4
2023-12-01	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	79,200	27.77	$2,199,384.00	1,860,445	4
2023-11-20	Andersen, Eric C.	Director	-	Direct	Sale	10,000	26.24	$262,400.00	87,309	4
2023-11-15	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	39,473	26.38	$1,041,297.74	1,807,548	4
2023-11-15	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	50,318	26.35	$1,325,879.30	2,089,000	4
2023-11-14	Westphal, Jeffery	TenPercentOwner	-	Indirect	Sale	1,899,025	26.06	$49,488,591.50	0	4
2023-11-13	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	20,000	27.35	$547,000.00	1,589,000	4
2023-11-10	Tensile, Capital Manageme…	TenPercentOwner	-	Indirect	Sale	6,934	27.37	$189,783.58	5,396,299	4
2023-11-08	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	105,337	22.72	$2,393,256.64	1,889,000	4
2023-11-03	Item, Second Irr. Trust F…	TenPercentOwner,Other	-	Direct	Sale	168,208	23.36	$3,929,338.88	2,277,879	4
2023-10-10	Tensile, Capital Manageme…	TenPercentOwner	-	Indirect	Sale	10,000	24.55	$245,500.00	5,656,717	4
2023-10-02	Westphal, Jeffery	TenPercentOwner	-	Indirect	Sale	1,103,475	22.32	$24,629,562.00	1,076,727	4
2023-09-29	Tensile, Capital Manageme…	TenPercentOwner	-	Indirect	Sale	60,000	23.36	$1,401,600.00	5,806,717	4
2023-08-28	Stamm, John Richard	Director	-	Direct	Sale	10,691	22.41	$239,585.31	32,430	4
2023-08-14	Andersen, Eric C.	Director	-	Direct	Sale	15,121	19.50	$294,859.50	97,309	4
2023-07-14	Butler, Lisa	Officer	CHIEF ACCOUNTING OFFICER	Direct	Sale	10,000	18.71	$187,100.00	250	4
2023-07-14	Westphal, Jeffery	TenPercentOwner	-	Indirect	Sale	89,236	18.66	$1,665,143.76	5,584,181	4
2023-07-12	Westphal, Jeffery	TenPercentOwner	-	Indirect	Sale	80,618	18.90	$1,523,680.20	5,584,379	4/A
2023-06-30	Westphal, Jeffery	TenPercentOwner	-	Indirect	Sale	608,798	19.50	$11,871,561.00	1,301,202	4
2023-06-28	Westphal, Jeffery	TenPercentOwner	-	Indirect	Sale	800,000	18.26	$14,608,000.00	6,509,379	4
2023-06-15	Butler, Lisa	Officer	CHIEF ACCOUNTING OFFICER	Direct	Sale	10,000	21.35	$213,500.00	250	4
2023-06-15	Destefano, David	Director,Officer	PRESIDENT & CEO	Direct	Sale	100,000	21.06	$2,106,000.00	259,074	4
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Institutional Ownership

No data available for chart

2024-06-30

101.95%

Inst. Shares: 62,763,135

Shares Outstanding: 61,560,000

2024-03-31

83.96%

Inst. Shares: 51,684,132

Shares Outstanding: 61,560,000

2023-12-31

50.73%

Inst. Shares: 49,266,269

Shares Outstanding: 97,106,000

2023-09-30

77.62%

Inst. Shares: 42,636,431

Shares Outstanding: 54,931,000

2023-06-30

76.12%

Inst. Shares: 40,922,033

Shares Outstanding: 53,762,000

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2024-06-30	62,763,135	61,560,000	101.95%
2024-03-31	51,684,132	61,560,000	83.96%
2023-12-31	49,266,269	97,106,000	50.73%
2023-09-30	42,636,431	54,931,000	77.62%
2023-06-30	40,922,033	53,762,000	76.12%
2023-03-31	35,137,250	50,456,000	69.64%
2022-12-31	28,405,179	45,864,000	61.93%
2022-09-30	32,247,133	48,488,000	66.51%
2022-06-30	25,842,218	106,203,000	24.33%
2022-03-31	25,305,814	42,349,000	59.76%
2021-12-31	25,041,780	35,647,000	70.25%
2021-09-30	25,367,886	40,141,000	63.20%
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Vertex, Inc. (VERX) — SEC Financial Statements & Analysis

Vertex, Inc. (VERX) is a services-prepackaged software company, incorporated in DE. Vertex, Inc. trades on Nasdaq as: VERX. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), Vertex, Inc. reported a 10.83% year-over-year revenue growth, a Gross Profit Margin of 63.95% (TTM), a Debt-to-Equity ratio of 4.02x, a Price-to-Sales (P/S) ratio of 3.28x (TTM), a Price-to-Book (P/B) ratio of 7.82x (TTM), at a market cap of $1.96B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: 10.83%
Gross Profit Margin TTM: 63.95%
Debt To Equity: 4.02x
P/S TTM: 3.28x
P/B TTM: 7.82x
Market Cap: $1.96B

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Vertex, Inc. in?

Vertex, Inc. (VERX) operates in the Services-Prepackaged Software industry.

What is VERX's market cap?

Vertex, Inc. (VERX) has a market capitalization of $1.96B as of 2024-03-31.

What is VERX's P/E ratio?

Vertex, Inc. (VERX)'s trailing twelve month P/E ratio is 180.51x as of 2024-03-31.

What exchange does VERX trade on?

Vertex, Inc. (VERX) trades on the Nasdaq.

Where is Vertex, Inc. incorporated?

Vertex, Inc. is incorporated in DE.

Vertex, Inc.

Financial Statements

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Vertex, Inc. (VERX) — SEC Financial Statements & Analysis

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Companies in Services-Prepackaged Software

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Main Street's price.

Vertex, Inc. (VERX) — SEC Financial Statements & Analysis

Frequently Asked Questions

Companies in Services-Prepackaged Software

Wall Street's data.Main Street's price.

Wall Street's data.
Main Street's price.