Stock Fundamentals

Company Information

Company Name
Vertex
Sector
Technology
Industry
Software - Application
Exchange
NASDAQ
ISIN: US92538J1060
CIK: 0001806837
CUSIP: 92538J106
Currency: USD
Full Time Employees: 2,100
Phone: 800 355 3500
Fiscal Year End: December
IPO Date: Jul 29, 2020
Description:

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Address:

2301 Renaissance Boulevard, King of Prussia, PA, United States, 19406

Directors & Officers

Name Title Year Born
Ms. Amanda Westphal Radcliffe Co-Owner & Independent Director 1969
Ms. Stefanie Westphal-Lucas Thompson Co-Owner & Independent Director 1963
Mr. John R. Schwab Chief Financial Officer 1968
Mr. Bryan T. R. Rowland Senior VP, General Counsel & Secretary 1980
Mr. Christopher David Young CEO, President & Director 1972
Mr. Ray Westphal Founder NA
Mr. Ryan J. Leib CPA Chief Accounting Officer 1978
Mr. Salvatore Visca Chief Technology Officer 1966
Mr. Ben Askin Chief Information Officer NA
Mr. Joseph J. Crivelli Vice President of Investor Relations NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 8.35M Dec 31, 2025 5.22% $0.00 -0.46%
BlackRock Inc 5.32M Sep 30, 2025 3.32% $0.00 -8.71%
JPMorgan Chase & Co 3.59M Sep 30, 2025 2.24% $0.00 124.42%
Tensile Capital Management LP 3.42M Dec 31, 2025 2.14% $8.85 -10.10%
Brown Advisory Holdings Inc 3.08M Sep 30, 2025 1.93% $0.10 0.00%
Neuberger Berman Group LLC 2.99M Sep 30, 2025 1.87% $0.05 -5.62%
Geneva Capital Management 2.71M Dec 31, 2025 1.69% $1.02 -7.58%
Massachusetts Financial Services Company 2.70M Dec 31, 2025 1.69% $0.02 -24.37%
Conestoga Capital Advisors, LLC 2.51M Dec 31, 2025 1.57% $0.84 -1.43%
Champlain Investment Partners, LLC 2.05M Sep 30, 2025 1.28% $0.38 19.94%
UBS Group AG 1.93M Sep 30, 2025 1.21% $0.01 92.01%
Park West Asset Management LLC 1.83M Dec 31, 2025 1.15% $3.04 46.67%
State Street Corp 1.71M Sep 30, 2025 1.07% $0.00 9.34%
Geode Capital Management, LLC 1.70M Sep 30, 2025 1.06% $0.00 10.70%
Wellington Management Company LLP 1.54M Dec 31, 2025 0.96% $0.01 -28.75%
Franklin Resources Inc 1.47M Sep 30, 2025 0.92% $0.01 -37.63%
Legacy Advisors, LLC 1.34M Dec 31, 2025 0.84% $2.88 0.00%
Brown Capital Management, LLC 1.30M Sep 30, 2025 0.81% $1.33 -8.80%
Kayne Anderson Rudnick Investment Management LLC 1.30M Sep 30, 2025 0.81% $0.08 -8.24%
Aberdeen Group PLC 1.22M Dec 31, 2025 0.76% $0.04 -15.50%

Shares Statistics

Shares Outstanding: 77.80M
Shares Float: 70.83M
% Insiders: 785.60%
% Institutions: 11,114.10%
Short % Float: 10.00%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Group Inc 8.35M 5.22% ▼ 0.46% Dec 31, 2025
2 BlackRock Inc 5.32M 3.32% ▼ 8.71% Sep 30, 2025
3 JPMorgan Chase & Co 3.59M 2.24% ▲ 124.42% Sep 30, 2025
4 Tensile Capital Management LP 3.42M 2.14% ▼ 10.10% Dec 31, 2025
5 Brown Advisory Holdings Inc 3.08M 1.93% ▲ 0.00% Sep 30, 2025
6 Neuberger Berman Group LLC 2.99M 1.87% ▼ 5.62% Sep 30, 2025
7 Geneva Capital Management 2.71M 1.69% ▼ 7.58% Dec 31, 2025
8 Massachusetts Financial Services Company 2.70M 1.69% ▼ 24.37% Dec 31, 2025
9 Conestoga Capital Advisors, LLC 2.51M 1.57% ▼ 1.43% Dec 31, 2025
10 Champlain Investment Partners, LLC 2.05M 1.28% ▲ 19.94% Sep 30, 2025

Valuation Metrics

Enterprise Value: $2.35B
Trailing P/E: 362.00
Forward P/E: 0.00

Financial Highlights

Market Cap: $2.32B
EBITDA: $11.43M
P/E Ratio: $362.00
Book Value: $1.63
Earnings/Share: $0.04
Profit Margin: 0.96%
Operating Margin: 2.87%
ROA (TTM): 0.24%
ROE (TTM): 3.29%
Revenue (TTM): $748.44M
Revenue/Share (TTM): $4.71
Earnings Growth (YOY): -44.00%
Revenue Growth (YOY): 9.10%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.98x 1.32x 0.80x -1.50x 3.27x
2024-12-31 1.00x 1.89x 0.85x -0.54x 3.33x
2023-12-31 0.60x 0.20x 0.67x -4.21x 0.88x
2022-12-31 0.60x 0.23x 0.68x -3.95x 1.00x
2021-12-31 0.53x 0.02x 0.66x -2.99x 0.10x
2020-12-31 1.38x 0.00x 0.59x -33.67x -0.02x
2019-12-31 0.49x -0.46x 1.42x 15.65x 0.90x
2018-12-31 0.55x -0.49x 1.52x -1.34x 2.49x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 20, 2026 Eric C Andersen N/A Purchase 40.00K $12.91 $516.40K
Feb 17, 2026 Jeffrey Westphal N/A Purchase 150.00K $12.53 $1.88M
Feb 13, 2026 Jeffrey Westphal N/A Purchase 247.74K $13.08 $3.24M
Jan 23, 2026 Ro Khanna N/A Purchase N/A $19.70 N/A
Oct 07, 2025 Ro Khanna N/A Purchase N/A $24.80 N/A
Sep 29, 2025 Ro Khanna N/A Purchase N/A $25.40 N/A
Sep 05, 2025 Ro Khanna N/A Sale N/A $24.04 N/A
Aug 26, 2025 Ro Khanna N/A Sale N/A $24.87 N/A
Aug 04, 2025 Ro Khanna N/A Purchase N/A $33.10 N/A
Jun 24, 2025 Item Second Irr. Trust Fbo Ann N/A Sale 14.43K $35.24 $508.34K
Jun 23, 2025 Ro Khanna N/A Purchase N/A $34.99 N/A
Jun 23, 2025 Item Second Irr. Trust Fbo Ann N/A Sale 510.00 $35.00 $17.85K
Jun 20, 2025 Item Second Irr. Trust Fbo Ann N/A Sale 8.83K $35.12 $310.18K
Jun 18, 2025 Item Second Irr. Trust Fbo Ann N/A Sale 157.87K $35.93 $5.67M
Jun 17, 2025 Item Second Irr. Trust Fbo Ann N/A Sale 145.11K $37.16 $5.39M
Jun 16, 2025 Item Second Irr. Trust Fbo Ann N/A Sale 78.25K $36.87 $2.89M
Jun 09, 2025 Jeffrey Westphal N/A Sale 3.00M $38.45 $115.35M
May 28, 2025 Ro Khanna N/A Sale N/A $39.54 N/A
May 19, 2025 Ro Khanna N/A Sale N/A $38.51 N/A
May 13, 2025 David Destefano N/A Sale 109.42K $37.70 $4.12M

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