Vertex, Inc.
Vertex, Inc. (Nasdaq: VERX) provides software, data and services that automate transaction-based tax and compliance obligations for businesses operating across jurisdictions. Its solutions calculate indirect taxes and fees in real time, support e-invoicing and digital reporting, automate tax returns and filings,… From the company’s description.
Over the twelve months to Sep 30, 2026, Vertex, Inc. reported revenue of $808.60M, up 10.4% from a year earlier, and a net loss of $47.10M. Its operating margin was −2.1%, and operations generated $164.43M in cash. In fiscal 2025, it reported revenue of $748.44M, up 12.2% from fiscal 2024, and net income of $7.21M.
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) provides software, data and services that automate transaction-based tax and compliance obligations for businesses operating across jurisdictions. Its solutions calculate indirect taxes and fees in real time, support e-invoicing and digital reporting, automate tax returns and filings, manage tax documents and transaction data, and provide analytics. Customers include enterprise and midmarket companies, including many Fortune 500 businesses, as well as digital marketplaces, accounting firms and outsourcing providers. Vertex sells its software primarily through direct and indirect channels and offers implementation and managed services. Its platform integrates with business applications such as SAP, Oracle, Microsoft Dynamics, Shopify and Salesforce, and its proprietary content database supports more than one billion tax rules. As of December 31, 2025, Vertex served 4,867 direct customers and had more than 2,100 full-time employees. The company has operated in tax and compliance technology for more than 45 years and supports customers in more than 195 countries and territories. Its website is https://www.vertexinc.com/.
Company details
- Sector
- Information Technology
- Industry (SIC)
- 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.
Put this business in context.
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