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VERX · Vertex, Inc.

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$12.26 -0.01 (-0.08%) At close · Sep 11
Russell 2000 member Rebalance outlook locked
Market Cap
$1.96B
Shares
162.22M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$12.26 Open$12.30 Day$12.05–12.43 52W close$10.58–25.94 Avg vol 30d2.0M Short int5.1M · 3.1% float · 3.8d Short vol36% Last earningsAug 3, 2026 DataJul 2020–Sep 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Oct 31, 2026 Est · unconfirmed · in 7 wks
Latest filing: 10-Q
filed Aug 4, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$787.44M
Trailing 12 months
Net income (TTM)
$3.58M
Trailing 12 months
Revenue growth YoY
+10.5%
Year over year
Operating margin
-1.7%
Trailing 12 months
P / E (TTM)
549.5
Trailing earnings · reciprocal yield 0.2%
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-48.6%
Trailing year
Short interest
3.1%
Latest settlement · 3.8 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Bullish Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −15%
below
Price vs 50-day avg −5%
below
RSI (14) 40
neutral
MACD trend Negative
52-week position 11%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −7%
trailing
6-month return −5%
trailing
YTD return −39%
this year
Relative strength −23%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $13 › 200d $14 — 200d above 50d
Institutional flow Accumulating
+4% holders QoQ · +49 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
3.12% of float · ▼ -3.6% MoM · 3.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
230 holders — mid 3-yr range
Squeeze score 61
elevated · 0–100
Fundamentals
Excellent
Revenue growth +12%
Y/Y
Gross margin 64%
expanding
Free cash flow $116.3M
Buyback $140.0M
remaining
Balance sheet $23.5M
net debt
Quant / Vol
risk profile
Very High
Volatility 61%
annualized · 1-yr
Max drawdown −59%
past year
ATR 5.1%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 4 of last 4
Latest guidance · from the Earnings Call filed Aug 3, 2026
third quarter
Revenue $208M – $211M
prior qtr $203.97M midpoint +2.7% QoQ
Adjusted EBITDA Non-GAAP $55M – $57M
full-year
Revenue $825M – $830M
prior FY $748.44M midpoint +10.6% Y/Y
Adjusted EBITDA Non-GAAP $206M – $210M
Cloud revenue growth 18%
Prior guidance period ended · from the Earnings Call filed Nov 10, 2021
Adjusted EBITDA · fourth quarter of 2021 $15M – $17M
Adjusted EBITDA · full year 2021 $74M – $76M
Organic cloud revenue growth · full year 2021 at least 40%
Total revenues · fourth quarter of 2021 $108M – $110M
Total revenues · full year 2021 $422M – $424M
Guided vs delivered · last 4 settled
Total revenues fourth quarter of 2021
guided $108M – $110M
$111.66M Beat +2.4%
Total revenues full year 2021
guided $422M – $424M
$425.55M Beat +0.6%
Total revenues third quarter of 2021
guided $104M – $106M
$110.72M Beat +5.4%
Total revenues second quarter of 2021
guided $99M – $100M
$104.94M Beat +5.5%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell
3 · 4 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−15% Bearish
Price vs 50-day avg
−5% Neutral
RSI (14)
40 Neutral
MACD trend
Negative Bearish
52-week position
11% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $13 › 200d $14 — 200d above 50d
Institutional flow Accumulating
+4% holders QoQ · +49 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
3.12% of float · ▼ -3.6% MoM · 3.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
230 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $11 Now $12 · 11% Range high $26
vs 200-day avg -15% vs 50-day avg -5%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Software - Application — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
VERX
Vertex, Inc.
this stock
$1.96B -38.6% +12.2% — 3.1%
SAP
Sap SE
 $237.71B -15.0% — — 0.4%
CRM
Salesforce, Inc.
 $203.87B -6.5% +25.9% 22.6 3.5%
SHOP
Shopify Inc.
 $162.89B -20.0% +30.1% 85.0 1.4%
UBER
Uber Technologies, Inc
 $145.37B -12.3% +18.3% 15.2 2.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
230
% held
48.5%
Net QoQ
-5.5M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
188
View
Short & Settlement
Short Interest Falling
Shares short
5.1M
Days to cover
3.8d
Change
-188.5K sh
View
Short Volume
Short vol %
36%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
4.3K
Value
$51.6K
As of
Aug 10, 2026
View
Off-Exchange
Off-exchange %
47.3%
Week of
Aug 3, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$748.4M
Net income (FY)
$7.2M
View
Buybacks
Authorized
$150.0M
Remaining
$140.0M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 4, 2026
This year
11
View
Proposed Sales
Value
$15.1M
Shares
405.0K
Filed
Jun 16, 2025
View
Earnings & Events
Earnings Calls
Last call
Sep 9, 2026
View
Investor Relations
Latest news
Vertex to Present at the Goldman…
Published
Sep 3, 2026
View

Performance

5D 20D 120D MTD YTD
VERX -11.0% -7.5% -4.7% -13.4% -38.6%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -9.9% -5.7% -22.5% -13.1% -50.7%

Capital returns

Buyback program · as of Feb 11, 2026
Authorized
$150.00M
Spent (derived)
$10.00M
Remaining
$140.00M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1806837 CUSIP 92538J106 13F (30d) 116 filings 115 filers Visit website Investor relations