Vertex, Inc.(VERX)Stock Analysis
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Rank #1,095 of 2,962 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
VERX Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Vertex, Inc. (VERX), 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. Vertex, Inc.'s 13F Pro composite quality score has ranged between 36 and 64 since 2021, currently 57.5 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$204.0M
Net Income
Q2 2026
$9.0M
Free Cash Flow
Q2 2026
$30.9M
Operating Margin
Q2 2026
-2.2%
ROIC
Q2 2026
-3.1%
D/E Ratio
Q2 2026
1.40
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+12.2% YoYNet Income
+113.7% YoYOperating Income
+204.6% YoYTotal Assets
+8.9% YoYTotal Debt
+0.7% YoYOp. Cash Flow
+0.4% YoYFree Cash Flow
| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $748.4M +12.2% | $666.8M +16.5% | $572.4M +16.4% | $491.6M +15.5% | $425.5M +13.6% | $374.7M |
| Net Income | $7.2M +113.7% | $-52.7M -302.7% | $-13.1M -6.4% | $-12.3M -731.9% | $-1.5M +98.0% | $-75.1M |
| Operating Income | $2.3M +204.6% | $-2.2M +87.3% | $-17.5M -116.7% | $-8.1M -174.7% | $-2.9M +97.2% | $-104.8M |
| Total Assets | $1.27B +8.9% | $1.17B +53.5% | $759.9M +5.7% | $719.2M +7.3% | $670.2M +20.8% | $554.9M |
| Total Debt | $337.5M +0.7% | $335.2M +583.3% | $49.1M -4.0% | $51.1M | — | $1.1M |
| Operating Cash Flow | $165.5M +0.4% | $164.8M +121.7% | $74.3M +16.4% | $63.8M -29.3% | $90.3M +51.6% | $59.5M |
| Free Cash Flow | — | $93.1M +271.2% | $25.1M +36.9% | $18.3M -68.7% | $58.6M +51.8% | $38.6M |
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Top Institutional Holders of VERX
BlackRock, Inc.
$71.6M6,236,152 shVANGUARD PORTFOLIO MANAGEMENT LLC
$57.2M4,984,133 shOpti Capital Management, LP
$53.5M59,500,000 shMORGAN STANLEY
$47.4M4,132,404 shPenderFund Capital Management Ltd.
$44.8M50,000,000 shBROWN ADVISORY INC
$40.7M3,549,052 shWeiss Asset Management LP
$36.9M41,211,000 shVANGUARD CAPITAL MANAGEMENT LLC
$36.4M3,173,883 shTensile Capital Management LP
$33.3M2,898,563 shUBS Group AG
$32.7M2,849,520 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $71.6M | 6,236,152 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $57.2M | 4,984,133 |
| Opti Capital Management, LP | $53.5M | 59,500,000 |
| MORGAN STANLEY | $47.4M | 4,132,404 |
| PenderFund Capital Management Ltd. | $44.8M | 50,000,000 |
| BROWN ADVISORY INC | $40.7M | 3,549,052 |
| Weiss Asset Management LP | $36.9M | 41,211,000 |
| VANGUARD CAPITAL MANAGEMENT LLC | $36.4M | 3,173,883 |
| Tensile Capital Management LP | $33.3M | 2,898,563 |
| UBS Group AG | $32.7M | 2,849,520 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is VERX a good stock to buy?
13F Pro's AI-powered analysis of Vertex, Inc. (VERX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for VERX are available on the VERX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. VERX is classified as a mid company.
Which hedge funds own VERX?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling VERX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Vertex, Inc.'s investment landscape.