VERX · Nasdaq · CIK 0001806837

Vertex, Inc.

Vertex, Inc.’s most recent SEC filing in our snapshot is a Form 4 filed on Oct 9, 2026. In fiscal 2025 (year ended Dec 31, 2025) it reported revenue of $748.4M and net income of $7.2M, according to its XBRL data on EDGAR. Its EDGAR record lists 29 Form 4 insider filings from the 12 months before our last refresh.

SEC EDGAR snapshot updated Oct 27, 2026, 11:27 PM EDT. See all filings on sec.gov.

Revenue, FY2025
$748.4M
Net income, FY2025
$7.2M
Form 4 filings on record, past 12 months
29

Company overview

Legal name (as filed)
Vertex, Inc.
Ticker
VERX
SEC Central Index Key (CIK)
0001806837
Industry (SIC)
Services-Prepackaged Software (code 7372)
Business address
KING OF PRUSSIA, PA
State or country of incorporation
DE
Fiscal year ends
December 31
SEC filer category
Large accelerated filer
Position in SEC ticker list
#1829 of the 3,000 companies we track

Five-year financial highlights

Full-year figures from Vertex, Inc.’s annual reports, as tagged in XBRL and published by the SEC. Amounts are in U.S. dollars; the fiscal year is named for the calendar year in which it ends.

Revenue
$425.5MFY2021$491.6MFY2022$572.4MFY2023$666.8MFY2024$748.4MFY2025
Net income
-$1.5MFY2021-$12.3MFY2022-$13.1MFY2023-$52.7MFY2024$7.2MFY2025
VERX annual results
ItemFY2021
ended Dec 31, 2021		FY2022
ended Dec 31, 2022		FY2023
ended Dec 31, 2023		FY2024
ended Dec 31, 2024		FY2025
ended Dec 31, 2025
Revenue$425.5M$491.6M$572.4M$666.8M$748.4M
Net income-$1.5M-$12.3M-$13.1M-$52.7M$7.2M
Diluted EPS—————
Total assets$670.2M$719.2M$759.9M$1.2B$1.3B
Cash and equivalents$73.3M$91.8M$68.2M$296.1M$314.0M

XBRL tags used: revenue = RevenueFromContractWithCustomerExcludingAssessedTax; netIncome = NetIncomeLoss; assets = Assets; cash = CashAndCashEquivalentsAtCarryingValue. EPS is shown as originally reported for each year and may not be adjusted for later stock splits. A dash means the company did not report that item in a form we could match.

How to read these numbers

Revenue is the money a company brings in from selling its products and services; net income is what is left after all expenses, interest and taxes. Diluted EPS spreads net income across every share that could exist if options and convertible securities were exercised. Total assets and cash are balance-sheet figures measured on the last day of the fiscal year. For the full story — segment results, one-time charges, guidance — read Management’s Discussion and Analysis in the Form 10-K.

Latest key reports

The most recent filing of each major report type, even if it falls outside the 40 newest filings below.

VERX latest annual, quarterly, current and proxy reports
FiledFormWhat it isOriginal
Feb 24, 202610-KAnnual report· period Dec 31, 2025Document · Index
Aug 4, 202610-QQuarterly report· period Jun 30, 2026Document · Index
Oct 1, 20268-KDirector or officer change· period Oct 1, 2026Document · Index
Apr 27, 2026DEF 14ADefinitive proxy statement· period Jun 10, 2026Document · Index

Recent SEC filings

The 40 newest documents filed by or about Vertex, Inc., by form type:

4 ×238-K ×510-Q ×2SCHEDULE 13G ×2SCHEDULE 13G/A ×23 ×1144 ×1ARS ×1DEFA14A ×1DEF 14A ×110-K ×1
VERX recent filings
FiledFormWhat it isOriginal
Oct 9, 20264Statement of changes in beneficial ownership (insider trade)· period Oct 7, 2026Document · Index
Oct 8, 20263Initial statement of beneficial ownership· period Oct 7, 2026Document · Index
Oct 1, 20268-KDirector or officer change· period Oct 1, 2026Document · Index
Aug 4, 202610-QQuarterly report· period Jun 30, 2026Document · Index
Aug 3, 20268-KResults of operations· period Aug 3, 2026Document · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 12, 20264Statement of changes in beneficial ownership (insider trade)· period Jun 10, 2026Document · Index
Jun 11, 20268-KShareholder vote results· period Jun 10, 2026Document · Index
Jun 1, 20264Statement of changes in beneficial ownership (insider trade)· period May 28, 2026Document · Index
May 28, 2026144Notice of proposed sale of securitiesDocument · Index
May 12, 2026SCHEDULE 13GPassive beneficial ownership report (over 5%)Document · Index
May 7, 202610-QQuarterly report· period Mar 31, 2026Document · Index
May 7, 20268-KResults of operations· period May 7, 2026Document · Index
Apr 29, 2026SCHEDULE 13GPassive beneficial ownership report (over 5%)Document · Index
Apr 28, 20268-KExit or disposal costs· period Apr 28, 2026Document · Index
Apr 27, 2026ARSARS· period Dec 31, 2025Document · Index
Apr 27, 2026DEFA14AAdditional proxy soliciting materialsDocument · Index
Apr 27, 2026DEF 14ADefinitive proxy statement· period Jun 10, 2026Document · Index
Apr 2, 2026SCHEDULE 13G/APassive beneficial ownership report (over 5%)Document · Index
Mar 27, 2026SCHEDULE 13G/APassive beneficial ownership report (over 5%)Document · Index
Mar 9, 20264Statement of changes in beneficial ownership (insider trade)· period Mar 9, 2026Document · Index
Feb 26, 20264Statement of changes in beneficial ownership (insider trade)· period Feb 24, 2026Document · Index
Feb 25, 20264Statement of changes in beneficial ownership (insider trade)· period Feb 23, 2026Document · Index
Feb 25, 20264Statement of changes in beneficial ownership (insider trade)· period Feb 23, 2026Document · Index
Feb 25, 20264Statement of changes in beneficial ownership (insider trade)· period Feb 23, 2026Document · Index
Feb 25, 20264Statement of changes in beneficial ownership (insider trade)· period Feb 23, 2026Document · Index
Feb 24, 20264Statement of changes in beneficial ownership (insider trade)· period Feb 20, 2026Document · Index
Feb 24, 20264Statement of changes in beneficial ownership (insider trade)· period Feb 20, 2026Document · Index
Feb 24, 20264Statement of changes in beneficial ownership (insider trade)· period Feb 20, 2026Document · Index
Feb 24, 20264Statement of changes in beneficial ownership (insider trade)· period Feb 20, 2026Document · Index
Feb 24, 202610-KAnnual report· period Dec 31, 2025Document · Index
Feb 23, 20264Statement of changes in beneficial ownership (insider trade)· period Feb 19, 2026Document · Index
Feb 23, 20264Statement of changes in beneficial ownership (insider trade)· period Feb 19, 2026Document · Index
Feb 23, 20264Statement of changes in beneficial ownership (insider trade)· period Feb 20, 2026Document · Index

Insider filing activity

29 Form 4 filings appear in Vertex, Inc.’s EDGAR record between Oct 28, 2025 and our last refresh. Most are reports by the company’s own directors, officers and 10% owners, but EDGAR also lists a Form 4 under a company when the company itself is the insider — for example, when it owns more than 10% of another public company. Foreign private issuers’ own insiders generally do not file Form 4. A high count is not by itself a signal: many Form 4s report routine stock awards, tax withholding or sales under pre-arranged Rule 10b5-1 plans. Open each filing to see the transaction code, share count and price. What a Form 4 shows.

Other companies in Services-Prepackaged Software

All 133 companies in Services-Prepackaged Software· Companies headquartered in Pennsylvania

On Amazon

Popular tools for investors

As an Amazon Associate I earn from qualifying purchases.

Electronics Plaud Note Pro AI Voice Recorder An AI voice recorder that turns earnings calls and meetings into notes. View on Amazon → Electronics Amazon Kindle Paperwhite Signature Edition 32GB Read investing classics and long reports without eye strain. View on Amazon → Electronics Apple 2026 MacBook Air 13-inch Laptop A lightweight laptop for spreadsheets and filing research. View on Amazon →

Source

  • U.S. Securities and Exchange Commission, EDGAR submissions for CIK 0001806837 and XBRL company facts. Vertex, Inc. on EDGAR.
  • Snapshot updated Oct 27, 2026, 11:27 PM EDT. The SEC does not endorse OpenFilings. Company names and tickers are used only to identify the filer; no logos are shown.

Not investment advice. This page summarizes public SEC filings for information only. Figures may contain errors or omissions; confirm everything in the original filing before relying on it.