SecBot SecBot

VERX

Vertex, Inc.
Nasdaq· Services-Prepackaged Software· Inc. DE· CIK 0001806837 Software & IT
$14.98 −0.19 (−1.29%)
Oct 27 4:00 PM ET · prev $15.17
Market cap
$2.5B
Mid cap
Consensus
Buy
59% Buy or better · 22 analysts
Median target
$16.00
+7% · range $12.00–25.00
Next earnings
Nov 4
in 8 days
1 year
−41.6%
from $25.66 · Oct 27
30 days
+35.4%
from $11.06
52-week range
$10.58–25.66
−42% from high · low Jun 22
Avg volume 20D
1.35M
shares / day
Short interest
🔒 Subscribers only
Insider net
+$1.3M
3 buyers · 1 seller · 12 mo
New fund stakes
1
Q2 2026 13F · 2 exits
Filing reports
7
analyzed by SecBot
SecBot read BEARISH 4 reports · 90 days
Balance 1 bearish · 0 bullish · 3 neutral oldest → newest, height = score
Avg score ·High conf. 3/4 ·Next Earnings date, Nov 4, 2026
Strongest BEARISH Vertex Inc. reported Q2 2026 EPS of $0.20, missing consensus of $0.22 by 9.1%, on revenue of $209.8M…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBULLISH

    3 insiders bought $1.4M at an average $12.71. 1 insider sold $82.4K. Price is 18% above their cost.

  • InstitutionsMIXED

    Q2 2026: 23 added (1 new), 22 trimmed or exited. Largest new: Norges Bank $15.0M.

  • AnalystsBULLISH

    13 of 22 rate it Buy or better. Median target $16.00 (+7%).

  • TrendUPTREND

    15% above its 50-day average.

Who's buying

13F· Q2 2026
1
new positions
2
exits
$15.0M
in new stakes
FundMoveSharesValue
BROWN ADVISORY INCADD3,549,052$40.7M
JPMORGAN CHASE & COTRIM2,528,044$28.8M
D. E. Shaw & Co., Inc.ADD2,189,827$25.1M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCADD2,128,372$24.4M
UBS Group AGTRIM2,024,166$23.2M
NOMURA HOLDINGS INCTRIM1,664,099$19.1M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM1,487,000$17.1M
GOLDMAN SACHS GROUP INCTRIM1,483,311$17.0M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

22 analysts
Buy 59% rate it Buy or better
Strong Buy5Buy8Hold9Sell0Strong Sell0
12-month targets · 13 analysts

Price is inside the target range. Median implies +7%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 13, 2026TD Cowen
MAINTAIN
MAINTAINBuy
Aug 4, 2026DA Davidson
MAINTAIN
MAINTAINNeutral
Aug 4, 2026Stephens & Co.
MAINTAIN
MAINTAINOverweight
Aug 4, 2026Baird
MAINTAIN
MAINTAINOutperform
Jul 21, 2026Morgan Stanley
DOWNGRADE
DOWNGRADEEqual-Weight
Jun 29, 2026TD Cowen
INITIATE
INITIATEBuy

Insider ledger

Form 4
$1.4M
bought · 3 insiders
$82.4K
sold · 1 insider
+17.9%
vs their $12.71 cost
DateInsiderTypeValue
Oct 7, 2026
Saha Debanjan
Director
AWARD11,199 sh
Jun 10, 2026
Mendola Mark J
Director
AWARD15,638 sh
Jun 10, 2026
Stamm John Richard
Director
AWARD15,638 sh
Jun 10, 2026
ANDERSEN ERIC C.
Director
AWARD15,638 sh
Jun 10, 2026
Thompson Stefanie Westphal
Director
AWARD15,638 sh
Jun 10, 2026
Radcliffe Amanda Westphal
Director
AWARD15,638 sh
Jun 10, 2026
Saunders Philip Seth
Director
AWARD15,638 sh
Jun 10, 2026
Gayton Bradley M
Director
AWARD15,638 sh

Earnings setup

Estimates
Nov 4
reports in 8 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 26, 2026 Other
Vertex Introduces Vertex Sōl™, a Connected, AI-Powered Tax and Compliance Experience
Starting with the tax decision, Vertex Sōl connects the work, evidence, and AI that tax professional
Oct 15, 2026 SEC
Vertex Inc. announced it will report its Q3 2026 results on November 4, 2026.
PRESS-RELEASE — Impact 1/10
Oct 8, 2026 SEC
Debanjan Saha filed a Form 3 initial statement of beneficial ownership with Vertex, Inc. (VERX), reporting no…
3 — Impact 2/10
Oct 7, 2026 Insider
Saha Debanjan was granted 11,199 shares
Director
Oct 1, 2026 SEC
Vertex, Inc. appointed Debanjan Saha to its Board of Directors as a Class II independent director, effective October…
8-K — Impact 2/10
Jun 30, 2026 Inst.
BROWN ADVISORY INC — ADD
3,549,052 shares ($40.7M)
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — TRIM
2,528,044 shares ($28.8M)
Jun 10, 2026 Insider
Mendola Mark J was granted 15,638 shares
Director
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 4, 2026
Earnings date
VERX Q3 2026 Earnings Before Market Open — 2026-11-04
Recent
Oct 26, 2026
Press release
Vertex Introduces Vertex Sōl™, a Connected, AI-Powered Tax and Compliance Experience
Starting with the tax decision, Vertex Sōl connects the work, evidence, and AI that tax professionals control Starting with the tax decision, Vertex…
Oct 15, 2026
Earnings
Vertex to Announce Third Quarter 2026 Financial Results on Wednesday, November 4, 2026
KING OF PRUSSIA, Pa., Oct. 15, 2026 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX), the Decision-to-Defense™ global indirect tax and compliance…
Oct 15, 2026
Press release
Vertex Delivers Enhanced Value to Customers with Vertex O Series Tax Engine for Oracle Deployed on Oracle Cloud
Vertex O Series Tax Engine achieves Oracle Validated: Oracle Cloud Infrastructure Expertise and is now available in the Oracle Marketplace...
Aug 14, 2026
Short interest
Short Interest: VERX down 23% to 5.2M shares
Settlement 2026-08-14 | Days to cover: 1.63 | ≈3.23% of shares outstanding (est.)
Aug 13, 2026
Earnings
Vertex Report: Rising Sales Tax Rates Signal a New Era of Tax Volatility
Mid-year data shows state and local tax volatility is rising as a wider global shift toward continuous, digital tax compliance raises the stakes for…

SecBot reports

7 filings · 0 bullish · 2 bearish · 1 mixed · 4 neutral
All VERX filing & press-release reports (7)