Vertex, Inc. (VERX) research

Vertex, Inc.
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Sector
Technology
Industry
Software - Application
Last price
$11.79
As of

Vertex, Inc. (VERX): 6 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-08-04.

As of . Source: SEC EDGAR filings for VERX. Method and limitations.

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You are seeing 5 of 38 signals recorded on VERX since 2026-07-24.

The five above landed across 2 days. The other 33 were recorded on 2 other days. 32 of the 38 are institutional flow rows, which arrive in batches on filing days.

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Largest reported share positions in VERX (2026Q2)

Manager / securityMarket value% portfolioQoQ
D. E. Shaw & Co., Inc.CUSIP 92538J106 · 2026Q2$25.1M0.01%,
CITADEL ADVISORS LLCCUSIP 92538J106 · 2026Q2$6.6M0.00%,
Point72 Asset Management, L.P.CUSIP 92538JAB2 · 2026Q2$4.5M0.00%,
TWO SIGMA INVESTMENTS, LPCUSIP 92538J106 · 2026Q2$3.5M0.00%,
MILLENNIUM MANAGEMENT LLCCUSIP 92538J106 · 2026Q2$1.3M0.00%,
RENAISSANCE TECHNOLOGIES LLCCUSIP 92538J106 · 2026Q2$456K0.00%,

Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.

Recent SEC filings, VERX

VERX against its peers

VERX's operating margin of 0.3% ranks in the 29th percentile of 18 Software - Application sub-industry peers, fiscal periods ending between 2025-06-30 and 2026-03-31.

MetricVERXPeer medianPercentilen
Revenue FY748M USD467M USD7420
Gross margin64.3%60.6%6311
Operating margin0.3%4.3%2918
Net margin1.0%0.9%5319
Return on equity2.8%1.5%5520
P / En/a50.8xn/a10

Peers (20): ALKT, BVC, VIA, NCNO, PDFS, PLUS, WLTH, GRND, SOUN, ADEA, BRZE, AGYS, KC, EVCM, APPS, CXM, RDVT, LIF, PTRN, DFIN. Left out: QNT (no annual filing), KARO (period gap), WRD (period gap), BTDR (period gap), SECZ (no annual filing). Fiscal periods ending between 2025-06-30 and 2026-03-31. Every figure is one full fiscal year read from one annual filing (VERX: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.

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