Vertex, Inc. (VERX) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Vertex, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Prepackaged Software
High 12.08 at 7:15 pm ET, low 11.86 at 11:45 am ET.
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.
the bull case· 2
225
managers reporting a position in thirteen F filings
13fJun 30 '26+0.08%
change in shares held by the ten largest reporting managers this quarter
13fJun 30 '26the bear case· 3
5 of 8
recent reports where the move came in below the options implied range
earnings historyimplied vs realized0.03%
of iShares Russell two thousand ETF assets the largest fund weight on file
n-portJun 30 '268 of 23
largest reporting managers that cut their stake in the latest quarter
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 9 '26 report. Not a forecast, not advice.
Of the 6 companies Vertex, Inc. moves with most closely, 1 also shares its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 7372, Services-Prepackaged Software, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›226 managers report a position worth $902.3M between them, and 33 of them hold 80% of it.
tall tick = annual report · 1 on record
VERX (Vertex, Inc.) has 2 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Suppliers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.