Vertex, Inc.
Vertex, Inc. (NASDAQ: VERX) is a leading provider of enterprise compliance technology for global commerce, operating through its website at vertexinc.com. The company develops software, data, and services that help businesses automate and govern transaction-based compliance obligations related to indirect taxes and… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Vertex, Inc. does
In the company’s own words
Vertex, Inc. (NASDAQ: VERX) is a leading provider of enterprise compliance technology for global commerce, operating through its website at vertexinc.com. The company develops software, data, and services that help businesses automate and govern transaction-based compliance obligations related to indirect taxes and regulatory requirements across more than 195 countries and territories.
Vertex's core business centers on indirect tax compliance solutions, including tax calculation engines, e-invoicing platforms, compliance and reporting systems, and tax data management tools. The company serves over 4,800 direct customers, including the majority of the Fortune 500 and nine of the top ten e-commerce sites in the United States. Its customer base spans retail, wholesale, manufacturing, technology, and professional services sectors, with many multinational organizations relying on Vertex's platform to manage complex cross-border taxation and country-specific compliance mandates.
The company's technology platform, Vertex Cloud, is built as a cloud-native solution that orchestrates compliance at scale with unified tax-ready data and artificial intelligence capabilities. The platform supports real-time tax determination across sales tax, use tax, value-added tax, communications tax, and other transaction-based fees. Vertex maintains a proprietary content database supporting over one billion effective tax rules, updated monthly to reflect legislative changes across thousands of taxing jurisdictions worldwide.
Vertex operates globally with over 2,100 full-time employees as of December 31, 2025, distributed across the United States (73%), Europe (17%), and other countries (10%). The company generates approximately 90% of its revenue from United States-based customers, though this includes multinational organizations with global operations. International revenue, primarily from Canada and Europe, represents approximately 10% of total revenue.
The company's growth strategy emphasizes retention and expansion with existing customers, acquisition of new customers in underpenetrated markets, expansion of its partner ecosystem including integrations with major enterprise applications, extension of its global footprint particularly in Latin America and Europe, and sustained investment in product innovation including artificial intelligence and emerging compliance technologies. Vertex has established strategic partnerships with leading technology providers and professional services firms to enhance its market reach and solution capabilities.
Company details
- Sector
- Technology
- Industry
- Prepackaged Software
- Headquarters
- KING OF PRUSSIA, PA
- Fiscal year end
- December
- CIK
- 1806837
- SIC
- 7372
Financial performance, year by year
Fiscal 2020–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Vertex, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Vertex, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Vertex, Inc.’s bonds, as funds hold them
Funds report holding 1 issues of Vertex, Inc.’s debt, $32.04M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 0.75%, maturing 2029 to 2029.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
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