Vertex, Inc.(VERX)— Stock Profile, AI Score & Financials

Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-06-30.

Vertex, Inc. (VERX) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores VERX at 57.5/100 on a 32-signal composite quality model, placing it at rank #1,095 of 2,962 stocks — the top half of the AI-ranked universe. VERX scores in the top quartile across earnings quality (94.2), free cash flow (75.4). Areas of concern include institutional flow (22.1) and balance sheet strength (35.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Vertex, Inc. reports quarterly revenue of $204.0M, net income of $9.0M, an operating margin of -2.2%. Top institutional holders of VERX by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, Opti Capital Management, based on the most recent SEC filings. VERX trades on the Nasdaq exchange and files with the SEC under CIK 1806837. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VERX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Vertex, Inc. directly from SEC EDGAR.