VERTEX INC CLASS A (VERX)
Information Technology · Financial Technology / Tax Software · NASDAQ
Vertex provides enterprise-grade, automated global tax software that streamlines complex tax compliance and integration for large organizations.
What VERTEX INC CLASS A does
Vertex Inc. is a global provider of tax technology solutions that enable businesses to automate and integrate tax compliance processes into their operations. The company offers software that calculates, collects, and reports transaction taxes, helping enterprises manage the complexities of global indirect tax regulations.
Themes: tax automation, enterprise software, regulatory compliance, fintech, ERP integration
Fundamentals
- Price$13.47 as of 2026-08-21 close
- Market cap$2.0B as of 2026-08-24
- 1-year return-46.9% 2025-08-21 close $25.37 → 2026-08-21 close $13.47
- P/E569.22 as of 2026-08-24
- Net margin+0.5% as of 2026-08-24
- Gross margin+64.0% as of 2026-08-24
- ROE+1.4% as of 2026-08-24
- Debt / equity1.40 as of 2026-08-24
- Revenue growth (YoY)+10.8% as of 2026-08-24
- Revenue CAGR (3y)+15.0% SEC XBRL
- Beta0.82 as of 2026-08-24
- Last reported earnings2026-08-03 SEC EDGAR Form 8-K (Item 2.02)
Dividend: at least 3 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How VERX compares in its sector
- price-to-earnings ratiotop 10% 265 covered Information Technology peers, as of 2026-08-24
- net profit marginmiddle range 405 covered Information Technology peers, as of 2026-08-24
- operating marginmiddle range 405 covered Information Technology peers, as of 2026-08-24
- gross marginmiddle range 403 covered Information Technology peers, as of 2026-08-24
- return on equitymiddle range 405 covered Information Technology peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 386 covered Information Technology peers
Position among covered Information Technology companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
VERX is not currently in any published Top 10 list. Its scores are below.
Long-term score
26.5 #967 of 987 scored · #83 of 84 in Information Technology
Growth 76th (3-year revenue CAGR 15%, revenue growth year over year 10.8%) and capital return 28th (consecutive years of dividend increases 3 years); weakest is valuation (6th, price to earnings 569.2, price to book 12.3).
Short-term score
42.0 #1302 of 1,704 scored · #190 of 261 in Information Technology
Setup 75th: day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 8% of the past ~6 months), which often precedes a bigger move; trend 57th: the price is 8% above the average price paid over the period covered, so the typical buyer over that stretch is showing a gain; weakest is volume and participation 23rd: trading volume is unusually light — only about 37% of its 30-day average. Its score is docked 10 points for overextended (RSI above 75 or stochastic above 90).
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage
Not assessed — last reported dividend predates the accounts. The most recent fiscal year in which VERX reported a dividend payment is FY2020, while its reported financial statements run through FY2025. Coverage is therefore not assessed for the latest year — an FY2020 ratio would not describe VERX today.
Coverage is derived from reported SEC EDGAR XBRL figures, comparing dividends paid against net income and free cash flow for the SAME fiscal year. It is not shown here because the latest fiscal year with a reported dividend payment (FY2020) is older than the latest year of reported financial statements (FY2025), so any ratio would describe an out-of-date year. Informational only — not financial advice.
How VERTEX INC CLASS A looks technically
VERTEX INC CLASS A (VERX) is trading 11.3% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed below its 200-day average about 343 trading days ago — a "death cross", a bearish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 12, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 57, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 7 trading days ago (its momentum flipped positive). It made a new 20-day high about 2 trading days ago. It is 49.4% below its highest point of the past year. Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 8% of the past ~6 months), which often precedes a bigger move. Trading volume is unusually light — only about 37% of its 30-day average.
Trend
8
| Distance from the 200-day | it is trading 11.3% below its 200-day average, the long-term trend line — a long-term downtrend | -11.3% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $12.31 | $12.31 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $15.18 | $15.18 |
| Swing structure | each recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes next | higher highs and higher lows |
| Last swing turn | its last significant turn was a swing low 17 calendar days ago — the swings before that are what the structure reading is measured on | 17 sessions |
| Wave structure | its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five; the labelling fails if price closes below 11.285. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a three-part correction in leg C. | possible upward five-wave sequence, in wave 3 (one of several readings) |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 343 trading days ago — a "death cross", a bearish long-term signal | 343 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 12, below the 25 that marks a real trend) | 12.2 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 57, neither overbought (above 70) nor oversold (below 30) | 57.5 |
|---|---|---|
| Position in its 14-day range | it is trading near the top of its 14-day range ($11.29 to $13.68) — its "stochastic" reading is 91 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 91.4 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 7 trading days ago (its momentum flipped positive) | 7 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $26.63 | $26.63 |
|---|---|---|
| From the 52-week high | it is 49.4% below its 52-week high (its highest price of the past year) | -49.4% |
| Above the 52-week low | it is 31.9% above its 52-week low (its lowest price of the past year) | +31.9% |
| Below the 52-week high | it is 49.4% below its highest point of the past year | 49.4% |
| Since a 20-day breakout | it made a new 20-day high about 2 trading days ago | 2 sessions |
| Since a 55-day breakout | it made a new 55-day low about 44 trading days ago | 44 sessions |
| All-time high | its highest closing price on record is $60.71 (set on 2025-02-06) | $60.71 |
| Given back of the 52-week move | over the past year its closes ranged ($10.58 to $25.94), and it has recovered roughly a quarter of its fall from last year’s high — 19% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $20.07 to $20.56. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 18.8% |
| From the all-time high | it is 77.8% below its all-time high | -77.8% |
| Nearest price level | it is trading 0.6% above a support level at $13.39 — a price it turned at twice since 2026-07-07, most recently on 2026-07-17. Since 2024-08-21 it has 4 such levels below the current price and 18 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -0.6% |
| All-time low | its lowest closing price on record is $9.44 (set on 2022-06-14) | $9.44 |
| Above the all-time low | it is 42.7% above its all-time low | +42.7% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 8% of the past ~6 months), which often precedes a bigger move | 8th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $0.7133 between its high and its low — about 5.3% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $0.7133 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $11.52 and $13.91 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $11.52 – $12.72 – $13.91 |
| Typical daily range (% of price) | its price moves about 5.3% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 5.3% |
| Stretch from the 200-day average | it is trading 2.4 daily ranges below its 200-day average price (11.3% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 2.4 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is unusually light — only about 37% of its 30-day average | 0.37× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
2
| Since a doji | 1 session ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 1 session ago |
|---|---|---|
| Since a bearish engulfing | today it opened above the previous session's close and finished below that session's open — a "bearish engulfing" pair, where one down day more than undid the up day before it | today |
Price gaps
3
| Gap at the open | it opened on 2026-08-21 0.3% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +0.3% |
|---|---|---|
| Open gap | it gapped 2.3% above the previous close 3 sessions ago and has not traded back through the level it left behind at 12.47 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +2.3% |
| Gap filled | a 2.2% gap down opened on 2026-08-17 has been "filled" 3 sessions ago — price traded back through the level the gap left behind, and it took 1 session to close | 3 sessions ago |
Price streaks
1
| Closing streak | it closed lower in its latest session, after a session that did not close lower — a single down day rather than a run | 1 session down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 7.4 percentage points (the stock gained 9.7% while the market gained 2.3%) | +7.4% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 0.8 percentage points (the stock gained 2.3% while the market gained 3.1%) | -0.8% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 5.3 percentage points (the stock gained 5.7% while the market gained 11.1%) | -5.3% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 67.4 percentage points (the stock lost 46.9% while the market gained 20.5%) | -67.4% |
Signal agreement
2
| Bullish technical signals | 3 of the 9 technical signals we can compute for it are currently in a bullish state: a fresh 20-day high, MACD momentum is positive, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 3 of 9 |
|---|---|---|
| Bearish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, trading below its 200-day average, lagging the market over 6 months, near the top of its 14-day range (overbought) — these describe past price behaviour, not a forecast | 4 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 6.9% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 2.1% of the share price. | +6.9% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 1% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $13.59 — a volume-weighted average of daily closes over 155 sessions, not a true tick-by-tick VWAP. | -0.9% |
|---|---|---|
| Vs the average paid since it last reported | the price is 8% above the average price paid since it last reported on 2026-08-03 (its 8-K), so the typical buyer over that stretch is showing a gain. That average is $12.45 — a volume-weighted average of daily closes over 15 sessions, not a true tick-by-tick VWAP. | +8.2% |
Price levels it has turned at before
VERX last closed at $13.47 on 2026-08-21. Since 2024-08-21 it has turned at 4 prices below its last close and 18 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $13.39 | Support | 0.6% below the last close | turned there twice · 2026-07-07 to 2026-07-17 |
| $13.74 | Resistance | 2.0% above the last close | turned there twice · 2026-04-21 to 2026-08-03 |
| $12.41 | Support | 7.9% below the last close | turned there three times · 2026-04-01 to 2026-05-28 |
| $14.98 | Resistance | 11.2% above the last close | turned there twice · 2026-05-08 to 2026-06-01 |
| $11.91 | Support | 11.6% below the last close | turned there twice · 2026-02-12 to 2026-02-23 |
| $18.50 | Resistance | 37.4% above the last close | turned there twice · 2025-11-07 to 2026-01-21 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five.
This labelling fails — stops being a possible reading at all — if it closes below $11.29.
This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $14.19 and $15.98 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
Alternate reading: The same swings also read as a three-part correction in leg C, which fails on a close below $11.29.
This labelling was already in place when we began recording count changes on 2026-08-12, so how long it has stood is not something we can say yet.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Pulled back from the 12-month high · Broke out to a new 20-day high · in a Bollinger Band volatility squeeze · trendless / choppy (low ADX) · lagging the market | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low · bollinger bands · volume and relative volume
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.27 mean, 1=Strong Buy…5=Strong Sell) — 13 analysts
- Mean price target$17.15 range $12.00 – $25.00; median $16.00
Analyst estimates, as of 2026-08-18. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for VERX
- Consensus EPS estimate$0.2223 next reporting period, as of 2026-08-18
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Reliance on complex and frequently changing global tax laws and regulations.","Exposure to liability from potential errors, bugs, or system failures in tax calculation software.","Competition from alternative tax software providers and native enterprise resource planning (ERP) tax functions."]
What changed in the latest 10-Q
AI-assisted comparison of VERX's 10-Q filed 2026-05-07 against the prior one filed 2025-11-03.
Management's Discussion & Analysis (MD&A)
- Added:
- Added 2026 Annual Report filing date reference (February 24, 2026) in newer filing
- Added descriptor 'enterprise compliance technology for global commerce' in company overview in newer filing
- Added mention of 'automating and governing transaction-based compliance obligations' in newer filing
- Added reference to e-invoicing as specific tax line in newer filing overview
- Added specification that on-premise and cloud subscriptions are 'typically sold through one- to three-year contracts' (consolidated language) in newer filing
- Added reference to 'Europe's largest companies in the industrial and chemical manufacturing, pharmaceutical, medical device and metals and mining industries' in newer filing
- Added cloud subscription percentages for Q1 2026 and Q1 2025 (58% and 53%) in newer filing
- Added on-premise subscription percentages for Q1 2026 and Q1 2025 (42% and 47%) in newer filing
- Added 'Kintsugi AI, Inc.' to partner ecosystem list in newer filing
- Added revenue figures of $196.6 million and $177.1 million for three months ended March 31, 2026 and 2025 in newer filing
- Added net loss of $(2.5) million and net income of $11.1 million for three months ended March 31, 2026 and 2025 in newer filing
- Added Adjusted EBITDA figures of $44.1 million and $37.2 million for three months ended March 31, 2026 and 2025 in newer filing
- Added 'acquisition-related retained employee compensation' to Adjusted EBITDA adjustments in newer filing
- Added 'Brinta Acquisition' section describing acquisition of Finta Inc. completed March 2, 2026 for $22.0 million in newer filing
- Added description of Brinta as 'Latin American provider of business-to-business integration services, specializing in indirect tax calculation, tax filing, and e-invoicing' in newer filing
- Removed:
- Removed 2024 Annual Report filing date reference (February 27, 2025) from older filing
- Removed descriptor 'global provider of indirect tax solutions' replacing with 'enterprise compliance technology for global commerce' in newer filing
- Removed 'empowers the world's leading brands to simplify the complexity of continuous compliance' from mission statement in newer filing
- Removed employee count specification 'over 1,900 professionals' and replaced with 'over 2,100 professionals' in newer filing
- Removed specification that 'On-premise subscriptions are typically sold through one-year contracts' in newer filing (merged into combined statement)
- Removed reference to 'a majority of the Fortune 500' replacing with 'the majority of the Fortune 500' in newer filing
- Removed customer reference to 'Our customer base also includes many of Europe's largest companies' specific statement structure in older filing
- Removed cloud subscription percentages for Q3 2025 and Q3 2024 (56% and 49%) from newer filing
- Removed nine-month period cloud subscription percentages (55% and 48%) from newer filing
- Removed on-premise subscription percentages for Q3 2025 and Q3 2024 (44% and 51%) from newer filing
- Removed nine-month period on-premise subscription percentages (45% and 52%) from newer filing
- Removed revenue figures of $192.1 million and $170.4 million for Q3 periods and nine-month figures from newer filing
- Removed net income figures of $4.0 million and $7.2 million for Q3 periods and nine-month figures from newer filing
- Removed Adjusted EBITDA figures of $43.5 million and $38.6 million for Q3 and nine-month figures from newer filing
- Removed reference to 'including adjustments to the settlement value of deferred purchase commitment liabilities' in Adjusted EBITDA definition in newer filing
- Removed reference to 'changes in the settlement value of deferred purchase commitment liabilities recorded as interest expense' from Adjusted EBITDA adjustments in newer filing
- Removed 'Recent Developments' section regarding David DeStefano retirement and Christopher Young appointment from newer filing
- Reworded:
- Changed company description from 'global provider of indirect tax solutions' to 'leading provider of enterprise compliance technology for global commerce' in newer filing
- Changed 'Our mission is to deliver the most trusted tax technology enabling global businesses to transact, comply and grow with confidence' to include period after 'transact, comply, and grow with confidence' in newer filing
- Changed 'Vertex provides solutions' to 'Vertex provides cloud-based and on-premise solutions' in newer filing
- Changed 'Our software is offered on a subscription basis to our customers, regardless of their deployment preferences. On-premise subscriptions are typically sold through one-year contracts, and cloud-based subscriptions are typically sold through one- to three-year contracts.' to 'On-premise subscriptions and cloud-based subscriptions are typically sold through one- to three-year contracts.' in newer filing
- Changed 'a majority of the Fortune 500' to 'the majority of the Fortune 500' in newer filing
- Changed reference structure for European customer base from integrated sentence to specific callout in newer filing
- Changed specific quarter/year references from September 30, 2025/2024 to March 31, 2026/2025 reflecting different reporting periods between filings
- Adjusted Adjusted EBITDA definition to remove reference to 'interest (including adjustments to the settlement value of deferred purchase commitment liabilities)' and simplify in newer filing
- Notes:
- The two filings cover different fiscal periods (Q3 2025 vs Q1 2026), so financial metrics and examples naturally differ and are not directly comparable
- The older filing (November 2025) is a Q3 filing while the newer filing (May 2026) is a Q1 filing, explaining the shift from September 30 dates to March 31 dates
- Brinta/Finta acquisition is a factual Recent Development unique to the newer filing as it occurred March 2, 2026, after the older filing date
- Employee count increase from 1,900 to 2,100 professionals may reflect organic growth and/or the Brinta acquisition completed in March 2026
Risk Factors
- Added:
- Added risk factor: 'risks related to our reliance on government infrastructure to support our e-invoicing services' (filed 2026-05-07)
- Added risk factor: 'risks related to our Repurchase Program (as defined in the notes to the financial statements)' (filed 2026-05-07)
- Added risk factor: 'risks related to our Value Creation Plan' (filed 2026-05-07)
- Removed:
- Removed risk factor: 'risks related to failures in information technology, infrastructure, and third-party service providers' (filed 2025-11-03)
- Reworded:
- Updated annual report reference from 'year ended December 31, 2024, filed with the Securities and Exchange Commission (the "SEC") on February 27, 2025 (the "2024 Annual Report")' to 'year ended December 31, 2025, filed with the Securities and Exchange Commission (the "SEC") on February 24, 2026 (the "2025 Annual Report")' (filed 2026-05-07)
- Reordered risk factor list: moved 'our ability to effectively protect, maintain, and enhance our brand' earlier in list and consolidated related IT infrastructure risks (filed 2026-05-07)
- Notes:
- Page numbers changed from 60-62 range to 56-59 range between filings, indicating document restructuring
- Newer filing text appears truncated at end of forward-looking statements section
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 1 open-market sale by insiders in the last 90 days.
- Last 90 days0 buys · 1 sell ($82365) — 1 selling insider
- Last 180 days1 buy ($150477) · 1 sell ($82365) — 1 buying, 1 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-05-28. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about VERX's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
5 institutional 13F filers reported holding VERX as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 9,439,151
- Reported value $112,231,510
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 5 increased, 0 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
VERX had 6,768,931 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for VERX because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 6,768,931
- Prior settlement (shares) 7,048,561
- Reported change -3.97%
- Days to cover (reported) 3
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Avalara
- Thomson Reuters (TRI)
- Wolters Kluwer (WKL)
- Sovos Compliance
- Bloomberg Tax (Bloomberg L.P.)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare VERX vs…
VERTEX INC CLASS A is found in…
Frequently asked questions
What does VERTEX INC CLASS A (VERX) do?
Vertex Inc. is a global provider of tax technology solutions that enable businesses to automate and integrate tax compliance processes into their operations. The company offers software that calculates, collects, and reports transaction taxes, helping enterprises manage the complexities of global indirect tax regulations.
What sector is VERTEX INC CLASS A (VERX) in?
VERTEX INC CLASS A (VERX) is classified in the Information Technology sector. Its industry is Financial Technology / Tax Software. It trades on NASDAQ.
Who are VERTEX INC CLASS A's (VERX) competitors?
Notable peers of VERTEX INC CLASS A (VERX) include Avalara, Thomson Reuters, Wolters Kluwer, Sovos Compliance and Bloomberg Tax (Bloomberg L.P.). This peer set is informational only — not financial advice.
Is VERTEX INC CLASS A (VERX) overbought or oversold right now?
VERTEX INC CLASS A (VERX) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 57, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on VERX come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.