What is the 13F Pro Quality Score for VERX?

13F Pro ranks Vertex, Inc. (VERX) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View VERX's current score at https://13fpro.ai/research/VERX (free sign-up required for the full ranking).

Which hedge funds own the most VERX stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of VERX include BlackRock,, Opti Capital Management,, UBS Group AG. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/VERX as soon as new 13F filings post.

Where does 13F Pro source VERX data?

All Vertex, Inc. fundamentals and ownership data come directly from SEC EDGAR. Vertex, Inc. files with the SEC under CIK 1806837. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is VERX in?

Vertex, Inc. (VERX) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

How often is VERX research updated on 13F Pro?

VERX's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Vertex, Inc.(VERX)Stock Analysis

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13F Pro Quality Score

49.8/100

Rank #1,496 of 2,879 stocks

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

73.7/100

Profitability

41.8/100

Balance Sheet

42.7/100

Earnings Quality

30.0/100

Free Cash Flow

53.8/100

Institutional Flow

61.5/100

Revenue Scale

44.0/100

Dilution Risk

20.0/100

VERX Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Vertex, Inc. (VERX), a Technology sector company. 13F Pro's AI-powered ranking engine scores VERX at 49.8/100 on a 32-signal composite quality model, placing it at rank #1,496 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 20.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Vertex, Inc. reports quarterly revenue of $196.6M, net income of $-2.5M, free cash flow of $16.0M. Top institutional holders of VERX by reported 13-F value include BlackRock,, Opti Capital Management,, UBS Group AG, 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 8 and 66 since 2021, currently 49.8 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about Vertex, Inc.

Quirks, history, and lore behind VERX — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. enterprise software company · mid-cap · listed on Nasdaq · headquartered in Pennsylvania.
2
The Numbers
Annual revenue in the range of $600–700 million, growing steadily as it shifts customers to a subscription model — recurring revenue is the whole game plan.
3
The History
Founded in 1978, it spent decades as a quiet back-office specialist before going public on Nasdaq in 2024 — one of the bigger software IPOs of that year.
4
The Secret
Its software sits inside the finance and HR departments of large enterprises, automating the unglamorous but unavoidable work of tax compliance and payroll.
5
The Lore
It serves a huge chunk of the Fortune 500, yet most consumers have never heard of it — because its customers are corporate tax and payroll teams, not people buying things at a store.
6
The Giveaway
If your paycheck deductions or your company's tax withholding calculations are correct, there's a decent chance this King of Prussia, PA software firm is quietly doing the math.

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Revenue

Q1 2026

$196.6M

Net Income

Q1 2026

$-2.5M

Free Cash Flow

Q1 2026

$16.0M

ROIC

Q1 2026

-1.8%

D/E Ratio

Q1 2026

1.37

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+30.8% YoY

$748.4MFY 2025

FY19 $321.5MFY20 $374.7MFY23 $572.4MFY25 $748.4M

Net Income

+155.0% YoY

$7.2MFY 2025

FY19 $31.1MFY20 $-75.1MFY23 $-13.1MFY25 $7.2M

Operating Income

+113.3% YoY

$2.3MFY 2025

FY19 $31.9MFY20 $-104.8MFY23 $-17.5MFY25 $2.3M

Total Assets

+67.2% YoY

$1.27BFY 2025

FY19 $264.6MFY20 $554.9MFY23 $759.9MFY25 $1.27B

Total Debt

+587.9% YoY

$337.5MFY 2025

FY19 $51.5MFY20 $1.1MFY23 $49.1MFY25 $337.5M

Op. Cash Flow

+122.7% YoY

$165.5MFY 2025

FY19 $92.5MFY20 $59.5MFY23 $74.3MFY25 $165.5M

Metric	FY 2025	FY 2023	FY 2020	FY 2019	FY 2018	FY 2017
Revenue	$748.4M +30.8%	$572.4M +52.8%	$374.7M +16.5%	$321.5M +18.0%	$272.4M	—
Net Income	$7.2M +155.0%	$-13.1M +82.6%	$-75.1M -341.8%	$31.1M +608.6%	$-6.1M	—
Operating Income	$2.3M +113.3%	$-17.5M +83.3%	$-104.8M -428.9%	$31.9M +1224.4%	$-2.8M	—
Total Assets	$1.27B +67.2%	$759.9M +36.9%	$554.9M +109.7%	$264.6M	—	—
Total Debt	$337.5M +587.9%	$49.1M +4331.7%	$1.1M -97.8%	$51.5M	—	—
Operating Cash Flow	$165.5M +122.7%	$74.3M +24.8%	$59.5M -35.6%	$92.5M +15.0%	$80.4M	—

AI Insight: VERX Financial Trends

Revenue growth is steady but operating income has turned negative again in Q1 2026, signaling persistent margin pressure despite top-line momentum.

• Revenue grew steadily from $161M in Q2 2024 to $197M in Q1 2026, a 22% increase over seven quarters.

• Operating income swung to -$11M in Q1 2026, the weakest reading in the entire observed period.

• Operating cash flow declined from $58M in Q2 2024 to $38M in Q1 2026, with no sustained recovery trend.

• Total debt has been essentially flat near $337–$338M throughout, while equity fluctuates between $179M and $264M.

⚠ Operating income has been negative in three of the last five quarters — cost discipline or mix shift needed urgently.

⚠ Equity dropped to $247M in Q1 2026 from $264M in Q3 2025, reflecting net losses eroding the balance sheet.

⚠ Operating CF of $38M in Q1 2026 remains positive but trending down — monitor whether cash generation can offset margin weakness.

AI Insight: VERX Ratio Trends

VERX's profitability remains structurally elusive, with Q1 2026 operating margin deteriorating to -5.4% and ROIC collapsing to -7.3% — the worst readings in the visible dataset.

• Operating margin has oscillated between -7.3% and +4.7% across nine periods, never sustaining two consecutive positive quarters.

• ROIC swung from +5.3% in Q2 2024 to -7.3% in Q1 2026, signaling no durable return on invested capital.

• D/E ratio improved modestly from 1.88 in Q4 2024 to 1.27 by Q3 2025, though it ticked back up to 1.37 in Q1 2026.

⚠ Q4 2024 saw NPM crater to -38.0% and ROE to -151.2% — monitor whether Q4 2025's -3.6% NPM signals a recurring seasonal drag.

⚠ Q1 2026 ROIC of -7.3% is the lowest in the dataset; a second consecutive negative quarter would confirm structural deterioration.

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Available Research

13F Pro tracks comprehensive data for Vertex, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of VERX

BlackRock, Inc.
$67.3M5,659,374 sh
Opti Capital Management, LP
$67.3M76,744,000 sh
UBS Group AG
$65.0M5,464,034 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$56.8M4,780,681 sh
MORGAN STANLEY
$51.0M4,293,247 sh
WOLVERINE ASSET MANAGEMENT LLC
$50.8M58,351,000 sh
Tensile Capital Management LP
$40.4M3,398,563 sh
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
$37.8M3,178,800 sh
VANGUARD CAPITAL MANAGEMENT LLC
$37.0M3,115,457 sh
UBS Group AG
$33.9M2,849,520 sh

Fund	Value	Shares
BlackRock, Inc.	$67.3M	5,659,374
Opti Capital Management, LP	$67.3M	76,744,000
UBS Group AG	$65.0M	5,464,034
VANGUARD PORTFOLIO MANAGEMENT LLC	$56.8M	4,780,681
MORGAN STANLEY	$51.0M	4,293,247
WOLVERINE ASSET MANAGEMENT LLC	$50.8M	58,351,000
Tensile Capital Management LP	$40.4M	3,398,563
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$37.8M	3,178,800
VANGUARD CAPITAL MANAGEMENT LLC	$37.0M	3,115,457
UBS Group AG	$33.9M	2,849,520

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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.

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.