VERX

Vertex, Inc.

Nasdaq · Services-Prepackaged Software · Inc. DE · CIK 0001806837
$11.12 -2.63% $1.8B
Insider Buying Cluster (3 insiders)15 New Institutional Positions14 Institutional Exits
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusBuy (59%)
Inst. Holders50 funds
Inst. Value$552.9M
Inst. Activity15 buys / 14 sells
Insider Activity3B / 1S
Insider Net $$1.3M
Reddit Sentiment40° Cool
SEC Reports3
Exchange Nasdaq·Sector Services-Prepackaged Software·Inc. DE·CIK 0001806837·Prev Close $11.42

Recent Activity

Jun 10, 2026 Insider
Mendola Mark J was granted 15,638 shares
Director
Jun 10, 2026 Insider
Stamm John Richard was granted 15,638 shares
Director
Jun 10, 2026 Insider
ANDERSEN ERIC C. was granted 15,638 shares
Director
Jun 1, 2026 SEC
Vertex Inc. reported Q1 2026 EPS of $0.17, missing the consensus estimate of $0.19 by 10.6%, while revenue of $202.2M ma
PRESS-RELEASE — Impact 6/10
Jun 1, 2026 earnings
Vertex to Present at the 46th Annual William Blair Growth Stock Conference
<p>KING OF PRUSSIA, Pa., June 01, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/
May 7, 2026 SEC
Vertex reported Q1 2026 revenue of $196.6M (+11.1% YoY) and non-GAAP EPS of $0.17, beating the $0.09 consensus by 89%. F
8-K — Impact 6/10
Apr 13, 2026 SEC
Vertex Inc. announced it will release Q1 2026 financial results on May 7, 2026, with a conference call scheduled for the
PRESS-RELEASE — Impact 3/10
Inst.
MORGAN STANLEY — DOUBLED
4,293,247 shares ($51.0M)

Price Targets

$18.54 +66.7% upside Strong Buy
Current $11.12 Low $14.00 Median $19.00 High $25.00 13 analysts
$14.00 $25.00

Analyst Ratings

Hold59% buy · 22 analysts
5Strong Buy
8Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Citigroup MAINTAIN Neutral → Neutral
May 7, 2026 Piper Sandler MAINTAIN Neutral → Neutral
Feb 12, 2026 Citigroup MAINTAIN Neutral → Neutral
Feb 12, 2026 BMO Capital MAINTAIN Market Perform → Market Perform
Feb 12, 2026 Goldman Sachs MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.19 ▲ +9.7% $0.16 — $0.21 27% YoY 14
Next Q $0.22 ▲ +8.4% $0.18 — $0.24 27% YoY 14
Current FY $0.80 ▲ +8.6% $0.71 — $0.90 25% YoY 15
Next FY $1.03 ▲ +16.5% $0.90 — $1.34 28% YoY 15

Top Institutional Holders

FundValueMove
BlackRock, Inc.$67.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$56.8M
MORGAN STANLEY$51.0MDOUBLED
HEALTHCARE OF ONTARIO PENSION$37.8MNEW
VANGUARD CAPITAL MANAGEMENT LLC$37.0M

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Mendola MarkA$0.00
Jun 10, 2026Stamm JohnA$0.00
Jun 10, 2026ANDERSEN ERICA$0.00
Jun 10, 2026Thompson StefanieA$0.00
Jun 10, 2026Radcliffe AmandaA$0.00

Reddit Sentiment

40°
Cool
Bearish Neutral Bullish
1 mentions 0 bullish 1 bearish
50 institutional holders with $552.9M total value (46,456,865 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, MORGAN. Net buying activity: 15 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,659,374$67.3M12.2%
2VANGUARD PORTFOLIO MANAGEMENT LLC4,780,681$56.8M10.3%
3MORGAN STANLEY4,293,247$51.0M9.2%DOUBLED +364.2%
4HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND3,178,800$37.8M6.8%NEW
5VANGUARD CAPITAL MANAGEMENT LLC3,115,457$37.0M6.7%
6NOMURA HOLDINGS INC2,621,641$31.2M5.6%DOUBLED +31728.9%
7GOLDMAN SACHS GROUP INC2,363,972$28.1M5.1%
8STATE STREET CORP1,910,753$22.7M4.1%
9D. E. Shaw & Co., Inc.1,638,922$19.5M3.5%DOUBLED +3305.8%
10BARCLAYS PLC1,311,066$15.6M2.8%
11WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,279,170$15.2M2.8%ADD +42.2%
12CITADEL ADVISORS LLC1,152,609$13.7M2.5%
13CITIGROUP INC1,150,412$13.7M2.5%
14CIBC Bancorp USA Inc.1,053,533$12.5M2.3%
15Hudson Bay Capital Management LP1,000,000$11.9M2.2%NEW
16JENNISON ASSOCIATES LLC982,230$11.7M2.1%
17ARROWSTREET CAPITAL, LIMITED PARTNERSHIP935,668$11.1M2.0%DOUBLED +1906.8%
18BANK OF AMERICA CORP /DE/932,518$11.1M2.0%ADD +74.3%
19KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC805,861$9.6M1.7%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC605,909$7.2M1.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYDOUBLED924,8884,293,247+364.2%$51.0M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEW3,178,800$37.8M2026-Q1
Hudson Bay Capital Management LPNEW1,000,000$11.9M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED46,626935,668+1906.8%$11.1M2026-Q1
DIMENSIONAL FUND ADVISORS LPTRIM818,245582,427-28.8%$6.9M2026-Q1
BANQUE PICTET & CIE SATRIM818,645553,975-32.3%$6.6M2026-Q1
FMR LLCDOUBLED8,289333,715+3926.0%$4.0M2026-Q1
MARSHALL WACE, LLPDOUBLED30,068288,636+859.9%$3.4M2026-Q1
Nuveen, LLCADD139,291177,002+27.1%$2.1M2026-Q1
AMERIPRISE FINANCIAL INCNEAR_EXIT799,773114,886-85.6%$1.4M2026-Q1
FRED ALGER MANAGEMENT, LLCNEAR_EXIT439,41599,097-77.4%$1.2M2026-Q1
SEI INVESTMENTS COTRIM140,17289,988-35.8%$1.1M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHDOUBLED15,23450,005+228.2%$594.6K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD20,87738,341+83.7%$455.9K2026-Q1
JANUS HENDERSON GROUP PLCNEAR_EXIT776,39237,027-95.2%$439.7K2026-Q1
GLENMEDE TRUST CO NATRIM23,97513,631-43.1%$162.1K2026-Q1
Pictet Asset Management Holding SAADD10,36312,994+25.4%$154.5K2026-Q1
VOYA INVESTMENT MANAGEMENT LLCNEAR_EXIT125,91911,651-90.7%$138.5K2026-Q1
Russell Investments Group, Ltd.TRIM14,93510,621-28.9%$126.3K2026-Q1
FEDERATED HERMES, INC.NEAR_EXIT51,04910,218-80.0%$121.5K2026-Q1
CWM, LLCDOUBLED2612,432+831.8%$28.9K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD9691,223+26.2%$14.5K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.NEAR_EXIT8,2571,000-87.9%$11.9K2026-Q1
Allworth Financial LPDOUBLED272929+241.5%$11.0K2026-Q1
Rockefeller Capital Management L.P.ADD656862+31.4%$10.2K2026-Q1
13 unique insiders with 29 transactions. Net insider value: $1.3M ($1.4M bought, $82.4K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Mendola Mark JDirectorAWARD15,638
Jun 10, 2026Stamm John RichardDirectorAWARD15,638
Jun 10, 2026ANDERSEN ERIC C.DirectorAWARD15,638
Jun 10, 2026Thompson Stefanie WestphalDirectorAWARD15,638
Jun 10, 2026Radcliffe Amanda WestphalDirectorAWARD15,638
Jun 10, 2026Saunders Philip SethDirectorAWARD15,638
Jun 10, 2026Gayton Bradley MDirectorAWARD15,638
Jun 10, 2026DeStefano DavidDirectorAWARD15,638
May 28, 2026DeStefano DavidDirectorSELL6,460$12.75$82.4K
Mar 9, 2026ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110%+ OwnerBUY10,000$15.05$150.5K
Feb 24, 2026DeStefano DavidDirectorEXERCISE109,233
Feb 23, 2026DeStefano DavidDirectorEXERCISE101,395
Feb 23, 2026Rowland Bryan T.R.GENERAL COUNSELEXERCISE6,428
Feb 23, 2026SCHWAB JOHN RCHIEF FINANCIAL OFFICEREXERCISE30,305
Feb 23, 2026Young Christopher DavidPresident and CEOBUY60,000$12.18$730.8K
Feb 20, 2026Leib Ryan JChief Accounting OfficerEXERCISE4,035
Feb 20, 2026DeStefano DavidDirectorEXERCISE69,527
Feb 20, 2026Rowland Bryan T.R.GENERAL COUNSELEXERCISE4,133
Feb 20, 2026SCHWAB JOHN RCHIEF FINANCIAL OFFICEREXERCISE23,888
Feb 20, 2026ANDERSEN ERIC C.DirectorBUY40,000$12.91$516.4K
Feb 19, 2026Leib Ryan JChief Accounting OfficerAWARD33,891
Feb 19, 2026SCHWAB JOHN RCHIEF FINANCIAL OFFICERAWARD269,399
Feb 19, 2026Rowland Bryan T.R.GENERAL COUNSELAWARD43,443
Feb 10, 2026SCHWAB JOHN RCHIEF FINANCIAL OFFICEREXERCISE24,010
Feb 10, 2026SCHWAB JOHN RCHIEF FINANCIAL OFFICERTAX W/H13,489$14.88$200.7K
Feb 10, 2026Rowland Bryan T.R.GENERAL COUNSELEXERCISE4,088
Feb 10, 2026Rowland Bryan T.R.GENERAL COUNSELTAX W/H1,341$14.88$20.0K
Jan 30, 2026Leib Ryan JChief Accounting OfficerEXERCISE4,019
Jan 30, 2026Leib Ryan JChief Accounting OfficerTAX W/H1,359$18.55$25.2K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (59% buy). Based on 22 analysts: 5 strong buy, 8 buy, 9 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$18.54 mean target +66.7% upside Strong Buy (2.20)
$14.00 Low $25.00 High
MetricValue
Current Price$11.12
Target Low$14.00
Target Mean$18.54
Target Median$19.00
Target High$25.00
# Analysts13
RecommendationStrong Buy (2.20)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.19 $0.16 $0.21 26.8% +9.7% 12↑ 0↓ $0.2B 9.6% 14
Next Q
2026-09-30
$0.22 $0.18 $0.24 27.3% +8.4% 12↑ 1↓ $0.2B 10.2% 14
Current FY
2026-12-31
$0.80 $0.71 $0.90 25.3% +8.6% 14↑ 0↓ $0.8B 10.5% 15
Next FY
2027-12-31
$1.03 $0.90 $1.34 28.1% +16.5% 13↑ 0↓ $0.9B 11.2% 15

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.190
7d ago$0.190
30d ago$0.173+0.017
60d ago$0.173+0.017
90d ago$0.173+0.017
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Citigroup MAINTAIN Neutral Neutral
May 7, 2026 Piper Sandler MAINTAIN Neutral Neutral
Feb 12, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 12, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Feb 12, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 12, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Feb 12, 2026 Piper Sandler MAINTAIN Neutral Neutral
Feb 11, 2026 Needham MAINTAIN Buy Buy
Feb 3, 2026 Piper Sandler DOWNGRADE Overweight Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265890059%
May 1, 20265890059%
Apr 1, 202658100057%
Mar 1, 202658100057%
Feb 1, 20266980065%
Jan 1, 20266980065%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

40°
Cool
Bearish Neutral Bullish
1 mentions 0 bullish 1 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 21, 2026140° Cool011

Recent Reddit Threads

r/stocks Bearish 3mo ago
Software stocks with insider buying
▲ 160 💬 51 ⚡ 5.0
Jun 1, 2026
earnings
Vertex to Present at the 46th Annual William Blair Growth Stock Conference
<p>KING OF PRUSSIA, Pa., June 01, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=OPTVQ1AZCjPM21bUIs95p2PWQcAkftjwkq4fX
May 19, 2026
other
New Vertex Research Highlights Rising Revenue Risk from IT, Tax, and Finance Misalignment
Only 12% of organizations globally have fully integrated tax technology, even as real-time compliance becomes business critical <pre>Only 12% of organ
May 7, 2026
earnings
Vertex Announces First Quarter 2026 Financial Results
<p align="justify">KING OF PRUSSIA, Pa., May 07, 2026 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading provide
May 7, 2026
earnings_calendar
VERX Q1 2026 Earnings Before Market Open — 2026-05-07
May 6, 2026
short_volume
Short Volume: VERX — 64.8% short (0.3M / 0.5M)
Short: 324,978 | Exempt: 0 | TRF Vol: 501,826 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
earnings
Vertex to Announce First Quarter 2026 Financial Results on Thursday, May 7, 2026
<p>KING OF PRUSSIA, Pa., April 13, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=YtN9AzPAcx5RQVTpblf1XNWPTyU9x5GEPYZv
Mar 24, 2026
short_volume
Short Volume: VERX — 67.0% short (0.9M / 1.3M)
Short: 853,049 | Exempt: 350 | TRF Vol: 1,272,655 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
short_volume
Short Volume: VERX — 56.0% short (0.4M / 0.7M)
Short: 409,625 | Exempt: 191,839 | TRF Vol: 731,107 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Feb 10, 2026
short_interest
FTD: VERX — 33,037 shares ($0.5M) failed to deliver
Settlement: 20260210, Price: $15.26, FTD Value: $504,144.62, VERTEX INC CL A
Feb 5, 2026
short_interest
FTD: VERX — 145,111 shares ($2.3M) failed to deliver
Settlement: 20260205, Price: $15.58, FTD Value: $2,260,829.38, VERTEX INC CL A
Feb 4, 2026
short_interest
FTD: VERX — 73,311 shares ($1.2M) failed to deliver
Settlement: 20260204, Price: $15.87, FTD Value: $1,163,445.57, VERTEX INC CL A