Vertex, INC

Market Movers (8-K)

NASDAQ
Vertex, Inc. shareholders re-elected three directors and ratified the appointment of Crowe LLP as independent auditor at the 2026 Annual Meeting.
NASDAQ
Vertex, Inc. announced first quarter 2026 financial results, with revenue and adjusted EBITDA surpassing guidance, driven by strong customer demand and retention, and the strategic acquisition of Brinta.
NASDAQ
Vertex, Inc. disclosed a global Value Creation Plan involving a workforce reduction of approximately 9% and estimated pre-tax charges of $6 million to $8 million.
NASDAQ
Vertex, Inc. announced double-digit revenue growth and improved profitability for the fourth quarter and full year ended December 31, 2025, driven by strong cloud adoption and e-invoicing expansion.
Better than expected
NASDAQ
Vertex, Inc. has amended its credit agreement to allow for increased capacity for dividends, distributions, and share repurchases, subject to specific financial conditions.
NASDAQ
Vertex, Inc. announced solid third-quarter 2025 financial results, including double-digit revenue growth and robust profitability, alongside the adoption of its first-ever $150 million stock repurchase program and a CEO transition.

Quarterly Earnings (10-Q)

NASDAQ
Vertex, Inc. announced its first quarter 2026 financial results, showing an 11.1% increase in total revenues to $196.6 million, but a net loss of $2.5 million compared to a net income of $11.1 million in the prior year.
Worse than expected
NASDAQ
Vertex, Inc. reported a 12.7% increase in Q3 2025 total revenues to $192.1 million, alongside a 44% decrease in net income, as the company prepares for a CEO transition and authorizes a $150 million stock repurchase program.
Capital raise
NASDAQ
Vertex, Inc. announced increased revenues for Q2 2025, driven by software subscriptions, but reported a net loss and significant decline in free cash flow.
Worse than expected
Capital raise
NASDAQ
Vertex Inc. announces a 12.9% increase in total revenue for Q1 2025, primarily driven by growth in software subscriptions.
Better than expected
NASDAQ
Vertex Inc. saw a significant increase in revenue and a return to profitability in Q3 2024, fueled by growth in software subscriptions and strategic acquisitions.
Better than expected
Capital raise
NASDAQ
Vertex Inc. demonstrates robust growth in Q2 2024, with a significant increase in revenue and a return to profitability, fueled by strong software subscription performance and strategic acquisitions.
Better than expected
Capital raise

Annual Reports (10-K)

NASDAQ
Vertex, Inc. announced a significant turnaround to net income in 2025, alongside robust revenue growth and strategic investments in AI and global e-invoicing solutions, despite a slight dip in customer retention metrics.
Capital raise
NASDAQ
Vertex Inc., a leading provider of tax technology solutions, announced a revenue increase for 2024, but also reported a significant widening of net losses compared to the previous year.
Worse than expected
Capital raise
NASDAQ
Vertex Inc. has released its 10-K annual report, outlining its financial results for 2023 and providing insights into its business operations and future strategies.
Worse than expected

Insider Trading (Form 4)

NASDAQ
Vertex, Inc. Director David DeStefano was granted 15,638 shares of restricted Class A Common Stock.
NASDAQ
Vertex, Inc. Director Bradley M. Gayton acquired 15,638 shares of Class A Common Stock via a restricted stock award.
NASDAQ
Vertex, Inc. director Philip Seth Saunders was granted 15,638 shares of Class A Common Stock as part of an equity award.
NASDAQ
Vertex, Inc. director Amanda Westphal Radcliffe was granted 15,638 shares of Class A Common Stock as part of an equity award.
NASDAQ
Vertex, Inc. Director John Richard Stamm was granted 15,638 shares of Class A Common Stock as part of an equity award.
NASDAQ
Vertex, Inc. Director Eric C. Andersen was granted 15,638 shares of Class A Common Stock as part of an equity compensation award.

Proxy Statements (Def-14A)

NASDAQ
Vertex, Inc. will hold its annual stockholders meeting virtually on June 11, 2025, and has made proxy materials available online.
NASDAQ
Vertex, Inc. is set to hold its 2025 Annual Meeting of Stockholders virtually on June 11, 2025, to elect directors and ratify the appointment of its independent auditor.
NASDAQ
Vertex, Inc. has issued an updated proxy card for its Annual Meeting of Stockholders on June 12, 2024, with a revised proposal regarding the frequency of advisory votes on executive compensation.
NASDAQ
Vertex, Inc. is soliciting proxies for its upcoming annual meeting, where shareholders will vote on director elections, auditor ratification, executive compensation, and the frequency of say-on-pay votes.
NASDAQ
Vertex, Inc. has scheduled its 2024 Annual Meeting of Stockholders as a virtual event on June 12, 2024, and released details regarding executive compensation and corporate governance.

Schedule 13G - Passive Investments

NASDAQ
Morgan Stanley has disclosed beneficial ownership of 5.3% of Vertex, Inc.'s Class A Common Stock as of March 31, 2026.
NASDAQ
Vanguard Portfolio Management has reported a 6.22% ownership stake in Vertex Inc., holding 4,841,652 shares as of March 31, 2026.
NASDAQ
Tensile Capital Management and its affiliates have filed an exit Schedule 13G, reporting their beneficial ownership in Vertex, Inc. Class A Common Stock has fallen below the 5% threshold.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting zero beneficial ownership in Vertex Inc. following an internal corporate realignment.
NASDAQ
BlackRock, Inc. has filed an amended Schedule 13G, disclosing a 7.2% beneficial ownership stake in Vertex, Inc.'s Class A Stock as of December 31, 2025.
NASDAQ
A group of individuals, including key family members and trustees, disclosed beneficial ownership of 53.8% of Vertex, Inc.'s Class A Common Stock as of June 30, 2025.