• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    Amendment: SEC Form SC 13G/A filed by Vertex Inc.

    10/2/24 2:12:31 PM ET
    $VERX
    Computer Software: Prepackaged Software
    Technology
    Get the next $VERX alert in real time by email
    SC 13G/A 1 UnitedStates_13G__VertexIncU.txt 240.13d-102 Schedule 13G - Information to be included in statements filed pursuant to 240.13d-1(b), (c), and (d) and amendments thereto filed pursuant to 240.13d-2. Securities and Exchange Commission, Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No. 4)* (Name of Issuer) Vertex Inc (Title of Class of Securities) Common Stock (CUSIP Number) 92538J106 (Date of Event Which Requires Filing of this Statement) September 30, 2024 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: X Rule 13d-1(b) Rule 13d-1(c) Rule 13d-1(d) *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, an* d for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Securities Exchange Act of 1934 ( Act ) or otherwise subject to the liabilities of that section of * the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP No. 92538J106 (1) Names of reporting persons The Vanguard Group (2) Check the appropriate box if a member of a group (a) (see instructions) (b)X (3) SEC use only (4) Citizenship or place of organization Pennsylvania Number of shares beneficially owned by each reporting person with: (5) Sole voting power 0 (6) Shared voting power 101,196 (see Item 4) (7) Sole dispositive power 6,568,567 (8) Shared dispositive power 152,748 (see Item 4) (9) Aggregate amount beneficially owned by each reporting person 6,721,315 (see Item 4) (10) Check if the aggregate amount in Row (9) excludes certain shares (see instructions) (11) Percent of class represented by amount in Row (9) 10.28% (see Item 4) (12) Type of reporting person (see instructions) IA Item 1(a) Name of issuer: Vertex Inc Item 1(b) Address of issuer's principal executive offices: 2301 Renaissance Blvd King Of Prussia, PA 19406 Items 2(a)-2(c). Name, Address Of principal business office, and Citizenship of* persons filing: The Vanguard Group - 23-1945930 100 Vanguard Blvd. Malvern, PA 19355 2(d) Title of class of securities: Common Stock 2(e) CUSIP Number: 92538J106 Item 3. This statement is being filed pursuant to Rule 13d-1. An investment adviser in accordance with 240.13d-1(b)(1)(ii)(E). Item 4. Ownership As of the close of business on September 30, 2024: (a) Aggregate amount beneficially owned: 6,721,315 (b) Percent of class: 10.28% (c) Number of shares as to which person has: 1. The Vanguard Group (a) Amount beneficially owned: 6,721,315 (b) Percent of class: 10.28% (c) Number of shares as to which the person has: (i) Sole power to vote or to direct the vote: 0 (ii) Shared power to vote or to direct the vote: 101,196 (iii) Sole power to dispose or to direct the disposition of: 6,568,567 (iv) Shared power to dispose or to direct the disposition of: 152,748 Item 5.Ownership of 5 Percent or Less of a Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following . Item 6. Ownership of More than 5 Percent on Behalf of Another Person. The Vanguard Group, including investment companies registered under the Investm* ent Company Act of 1940 and other managed accounts, have the right to receive o* r the power to direct the receipt of dividends from, or the proceeds from the s* ale of, the securities reported herein. No one other person's interest in the securities reported herein is more than 5* %. Item 7. Identification and Classification of the Subsidiary Which Acquired
    Get the next $VERX alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $VERX

    DatePrice TargetRatingAnalyst
    6/17/2025$48.00Overweight
    Piper Sandler
    4/22/2025$54.00Outperform
    Exane BNP Paribas
    2/28/2025$58.00 → $31.00Buy → Hold
    Stifel
    1/3/2025Outperform → Mkt Perform
    Raymond James
    12/31/2024$62.00Buy
    DA Davidson
    11/4/2024$35.00 → $50.00Hold → Buy
    Jefferies
    7/23/2024$43.00Outperform
    Robert W. Baird
    3/1/2024$40.00Underperform → Neutral
    BofA Securities
    More analyst ratings

    $VERX
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Vertex to Announce Second Quarter 2025 Financial Results on Wednesday, August 6, 2025

      KING OF PRUSSIA, Pa., July 08, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2025 financial results before the market opens on Wednesday, August 6, 2025. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only webcast of the call will also be available through the Company's Investor Relations website at https://ir.vertexinc.com. A conference call replay will be available approximately one hour aft

      7/8/25 4:05:00 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex Expands Global Tax Integration Ecosystem with 65 New Enhancements

      KING OF PRUSSIA, Pa., June 26, 2025 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a leading global provider of indirect tax solutions, today announced a series of new certified integrations and solution enhancements that expand connectivity across ERP, e-commerce, procurement and financial systems. These updates reflect Vertex's continued focus on simplifying and automating global indirect tax with scalable, pre-built solutions that reduce implementation time, increase real-time accuracy and support clean-core ERP strategies – helping organizations modernize tax without disrupting business operations. As businesses face increasing complexity across procurement

      6/26/25 8:00:00 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex Joins Oracle's Enhanced PartnerNetwork Program

      KING OF PRUSSIA, June 10, 2025 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a leading global provider of indirect tax solutions, today announced it has been selected to participate in Oracle's enhanced partner program at the highest level for Independent Software Vendors (ISVs). For more than 40 years, Oracle has been working closely with partners to help drive joint customer success and business momentum. By joining Oracle's newly enhanced partner program, Vertex reinforces its established Oracle-related expertise in delivering global tax automation solutions and services across industries such as retail, manufacturing, and technology. "Participating in Orac

      6/10/25 8:00:00 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology

    $VERX
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Gayton Bradley M bought $299,382 worth of shares (9,400 units at $31.85), increasing direct ownership by 25% to 47,535 units (SEC Form 4)

      4 - Vertex, Inc. (0001806837) (Issuer)

      3/4/25 4:57:29 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology

    $VERX
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Piper Sandler initiated coverage on Vertex with a new price target

      Piper Sandler initiated coverage of Vertex with a rating of Overweight and set a new price target of $48.00

      6/17/25 7:51:29 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Exane BNP Paribas initiated coverage on Vertex with a new price target

      Exane BNP Paribas initiated coverage of Vertex with a rating of Outperform and set a new price target of $54.00

      4/22/25 7:35:23 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex downgraded by Stifel with a new price target

      Stifel downgraded Vertex from Buy to Hold and set a new price target of $31.00 from $58.00 previously

      2/28/25 7:35:48 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology

    $VERX
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • 13(D) GROUP MEMBER Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 sold $836,411 worth of shares (23,767 units at $35.19), decreasing direct ownership by 12% to 173,074 units (SEC Form 4)

      4 - Vertex, Inc. (0001806837) (Issuer)

      6/24/25 6:11:01 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • 13(D) GROUP MEMBER Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 sold $13,949,826 worth of shares (381,233 units at $36.59), decreasing direct ownership by 66% to 196,841 units (SEC Form 4)

      4 - Vertex, Inc. (0001806837) (Issuer)

      6/18/25 7:18:09 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Director Gayton Bradley M was granted 5,327 shares, increasing direct ownership by 11% to 52,862 units (SEC Form 4)

      4 - Vertex, Inc. (0001806837) (Issuer)

      6/13/25 4:29:09 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology

    $VERX
    SEC Filings

    See more
    • Vertex Inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders

      8-K - Vertex, Inc. (0001806837) (Filer)

      6/17/25 4:30:49 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Amendment: SEC Form SCHEDULE 13G/A filed by Vertex Inc.

      SCHEDULE 13G/A - Vertex, Inc. (0001806837) (Subject)

      5/15/25 4:15:03 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • SEC Form 144 filed by Vertex Inc.

      144 - Vertex, Inc. (0001806837) (Subject)

      5/13/25 2:27:42 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology

    $VERX
    Leadership Updates

    Live Leadership Updates

    See more
    • Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative

      KING OF PRUSSIA, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a global provider of tax technology solutions and a member of Oracle PartnerNetwork (OPN), today announced that it has been selected to join the Oracle Independent Software Vendor (ISV) Accelerator for SaaS Initiative. With expertise in Oracle Cloud Fusion Cloud Applications integrations, Vertex continues to leverage the power of contract and tax data to optimize customer operations and outcomes. "Building on our longstanding relationship with Oracle, we are thrilled to join the Oracle ISV Accelerator," said Bradd Wildstein, Vice President, Indirect Sales at Vertex, Inc. "Throu

      4/24/24 8:00:00 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex Announces New Leadership with Three Strategic Appointments in Customer Success and Services, Tax Research and Global Talent

      KING OF PRUSSIA, Pa., Dec. 21, 2023 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a global provider of tax technology solutions, announced today the appointment of three experienced leaders: Mindy Cunningham as SVP, Customer Success and Services; Jessica Nowlin, VP, Tax Research; and Angela Travagline VP, Global Talent and Organizational Effectiveness. The wealth of knowledge and skill set they bring will reinforce the company's strategic focus on customer success, tax research effectiveness and talent development. "These new appointments encompass vital aspects of our operations and are instrumental in Vertex's continuous journey as a leader in the SaaS land

      12/21/23 8:00:00 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex Partners with Shopify to Streamline Global Tax Compliance

      KING OF PRUSSIA, Pa., Nov. 06, 2023 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a global provider of tax technology solutions, announced today its partnership with Shopify Inc. ((NYSE, TSX:SHOP), a provider of essential internet infrastructure for commerce. This partnership will enable enterprise merchants using the Shopify Tax Platform for business-to-business (B2B) and business-to-consumer (B2C) sales to automate tax calculation and compliance on a global scale. The SaaS-based solution removes barriers to commerce growth and accelerates the transaction process by eliminating the need to manually update complex rates and rules for over 195 countries, inclu

      11/6/23 8:00:00 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology

    $VERX
    Financials

    Live finance-specific insights

    See more
    • Vertex to Announce Second Quarter 2025 Financial Results on Wednesday, August 6, 2025

      KING OF PRUSSIA, Pa., July 08, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release second quarter 2025 financial results before the market opens on Wednesday, August 6, 2025. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only webcast of the call will also be available through the Company's Investor Relations website at https://ir.vertexinc.com. A conference call replay will be available approximately one hour aft

      7/8/25 4:05:00 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex Announces First Quarter 2025 Financial Results

      KING OF PRUSSIA, Pa., May 07, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), a leading global provider of indirect tax solutions, today announced financial results for its first quarter ended March 31, 2025. "Vertex continued to perform well in the first quarter, setting us up for a strong 2025," said David DeStefano, Vertex's President, Chief Executive Officer and Chairperson of the Board. "Our financial results were in line with our expectations for the quarter, and we made solid progress on key strategic initiatives including e-invoicing and artificial intelligence. We remain very optimistic for our financial outlook for 2025

      5/7/25 7:05:53 AM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Vertex to Announce First Quarter 2025 Financial Results on Wednesday, May 7, 2025

      KING OF PRUSSIA, Pa., April 14, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), a leading global technology provider of indirect tax solutions, today announced that it will release first quarter 2025 financial results before the market opens on Wednesday, May 7, 2025. A conference call to discuss the results will be held at 8:30 a.m. Eastern Time that same day. Those wishing to participate may do so by dialing 1-412-317-6026 approximately ten minutes prior to start time. A listen-only webcast of the call will also be available through the Company's Investor Relations website at https://ir.vertexinc.com. A conference call replay will be available approximately one hour after the call

      4/14/25 4:15:00 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology

    $VERX
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by Vertex Inc.

      SC 13G/A - Vertex, Inc. (0001806837) (Subject)

      11/14/24 4:31:49 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Amendment: SEC Form SC 13G/A filed by Vertex Inc.

      SC 13G/A - Vertex, Inc. (0001806837) (Subject)

      11/14/24 4:02:51 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology
    • Amendment: SEC Form SC 13G/A filed by Vertex Inc.

      SC 13G/A - Vertex, Inc. (0001806837) (Subject)

      11/13/24 5:30:09 PM ET
      $VERX
      Computer Software: Prepackaged Software
      Technology