search
Company Information
USD
38.33
- (2.2%)
NASDAQ:VERX, VERTEX, INC.
Industry: Software - Application
End of Day: 9 May 2025 GMT-4
Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. Vertex provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting among others. The company derives revenue from software subscriptions.

Address

2301 Renaissance Boulevard

Classification

Sector

Technology

Industry Group

Software

Industry

Software - Application

Key Executives

Ms. Lisa Butler
Chief Accounting Officer
Mr. John R. Schwab
CFO
Mr. Kevin Robert
Director
Mr. Bradley M. Gayton
Director
Mr. Eric C. Andersen
Director
Mr. David DeStefano
CEO/Chairman of the Board/Director/President
Mr. J. Richard Stamm
Director
Ms. Amanda Westphal Radcliffe
Director
Ms. Stefanie Westphal Thompson
Director
Mr. Philip Saunders
Director
Mr. Bryan T. R. Rowland
General Counsel

Ownership

Institution Holdings

Tensile Capital Management LLC
5,806,717 (3.779%)
Vanguard Group Inc
5,555,808 (3.616%)
Fred Alger Management, LLC
4,417,130 (2.875%)
Alger Associates, Inc.
3,750,112 (2.441%)
Neuberger Berman Group LLC
3,669,050 (2.388%)
Neuberger Berman Investment Advisers LLC
3,669,050 (2.388%)
Legacy Advisors, LLC
3,244,871 (2.112%)
Conestoga Capital Advisors, LLC
2,832,620 (1.844%)
JPMorgan Chase & Co
2,192,115 (1.427%)
Vanguard Investments Australia Ltd
1,677,023 (1.091%)

Funds Holdings

Neuberger Berman Genesis Fund
2,445,804 (1.592%)
Vanguard Total Stock Market Index Fund
1,667,394 (1.085%)
Vanguard US Total Market Shares ETF
1,667,394 (1.085%)
Vanguard Small Cap Index
1,309,214 (0.852%)
JPMorgan Small Cap Growth Fund
1,169,790 (0.761%)
Alger Weatherbie Specialized Growth Fund
1,052,654 (0.685%)
Vanguard Information Technology Index Fd
1,051,629 (0.684%)
Loomis Sayles Small Cap Growth Fund
914,371 (0.595%)
Conestoga Small Cap Growth
870,048 (0.566%)
Putnam US Small Cap Growth Equity
774,982 (0.504%)

Details

Overview Company Info Key Ratios Income Balance Sheet Cash Flow
Make Smart Investment Choices