VERX
Vertex, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Vertex, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its software products through software license and software as a service subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its software products through software license and software as a service subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
No thesis.
Annual filing, covered
10-K parsed · Feb 24 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 24 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
−7.54%
vs ±16.4% implied · ×0.46
shaded = implied · ▲▼ = realized
Vertex, Inc.
15.25
pre 15.51 +1.64%
Same SIC code · 6
Same SEC industry code: Microsoft Corp, Palantir Technologies Inc., Oracle Corp and 3 more; of Vertex, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Microsoft Corp, Palantir Technologies Inc., Oracle Corp and 3 more; of Vertex, Inc.'s 6 closest co-movers, none share that code.
Tall tick = annual report · Source: EDGAR
Linked news
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $71.6M | 7.93% | +10.19% |
| Vanguard Portfolioindex-like | $57.2M | 6.34% | +4.26% |
| UBS | $55.9M | 6.20% | −41.38% |
| Morgan Stanley | $47.4M | 5.26% | −3.75% |
| Brown Advisory | $40.7M | 4.52% | +96.19% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $71.6M | 7.93% | +10.19% |
| Vanguard Portfolioindex-like | $57.2M | 6.34% | +4.26% |
| UBS | $55.9M | 6.20% | −41.38% |
| Morgan Stanley | $47.4M | 5.26% | −3.75% |
| Brown Advisory | $40.7M | 4.52% | +96.19% |
Bull1
Bear1
Expected move
Inputs8Q avg ±11.0%·×0.55·cheap
straddle ±11.1%
spot 15.26exp Nov 20ATM strike 15ATM straddle 2.00IV 76%