
Vertex
VERX · NASDAQ · Technology / Software - Application
Price History
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About
Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
Company Details
- SectorTechnology
- IndustrySoftware - Application
- CEOMr. Christopher David Young
- Employees2.00K
- Headquarters2301 Renaissance Boulevard, King of Prussia, PA, United States, 19406, USA
- Websitehttps://www.vertexinc.com
Leadership
- Mr. Christopher David YoungCEO, President & Director · b. 1972
- Ms. Amanda Westphal RadcliffeCo-Owner & Independent Director · b. 1969
- Ms. Stefanie Westphal-Lucas ThompsonCo-Owner & Independent Director · b. 1963
- Mr. John R. SchwabChief Financial Officer · b. 1968
- Mr. Bryan T. R. RowlandSenior VP, General Counsel & Secretary · b. 1980
- Mr. Ray WestphalFounder
- Mr. Aneel JaeelChief Operations Officer
- Mr. Ryan J. Leib CPAChief Accounting Officer · b. 1978
- Mr. Bala ChandranChief Product & Technology Officer
- Mr. Joseph J. CrivelliVice President of Investor Relations
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Analyst Ratings
- Strong Buy4
- Buy6
- Hold5
Ownership Breakdown
- Institutions
- 95.72%
- Insiders
- 9.01%
- Retail / Other
- 0.00%
Top Institutional Holders
- BlackRock Inc5.66M3.49%
- UBS Group AG5.46M3.37%
- Vanguard Portfolio Management, LLC4.78M2.95%
- Morgan Stanley - Brokerage Accounts4.29M2.65%
- Tensile Capital Management LP3.40M2.10%
- JPMorgan Chase & Co3.37M2.08%
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND3.18M1.96%
- Vanguard Capital Management, LLC3.12M1.92%
- The Goldman Sachs Group Inc2.36M1.46%
- D. E. Shaw & Co LP2.19M1.35%
- William Blair Investment Management, LLC2.13M1.31%
- State Street Corp1.91M1.18%
- Brown Advisory Holdings Inc1.81M1.12%
- Geode Capital Management, LLC1.77M1.09%
- Nomura Holdings Inc1.66M1.03%
- Divisar Capital Management, LLC1.64M1.01%
Top Fund Holders
- Vanguard MStar Total Stk Mkt Idx Invest2.26M1.39%
- iShares Russell 2000 ETF1.89M1.16%
- Vanguard Information Technology ETF1.84M1.14%
- Vanguard Small Cap Index1.65M1.02%