XNAS • Technology

Vertex, Inc. Class A Common Stock (VERX)

SERVICES-PREPACKAGED SOFTWARE · 2301 RENAISSANCE BOULEVARD, KING OF PRUSSIA, PA, 19406

XNASstockActive listing
13.53
+0.16 (+1.20%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close13.37
Open13.24
Day range13.21 – 13.55
52-week range10.21 – 26.54
Volume932,857
Market cap2.1B
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$27$23$18$14$9Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

Vertex, Inc. Class A Common Stock (VERX): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for Vertex, Inc. Class A Common Stock (VERX) is 13.53, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. It provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting, among others. The company derives revenue from software subscriptions. Stored fundamentals include 11 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

A usable trailing P/E value is not currently stored. Without a verified valuation metric and a relevant comparison set, this page does not label the shares cheap or expensive.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

A reliable revenue-growth reading is not available or is not positive in the latest stored snapshot. Review multiple reporting periods before judging the growth trajectory.

Profitability

Margin data is incomplete. Revenue alone cannot show whether the company converts sales into sustainable profit.

Valuation

A usable P/E value is not stored. Avoid calling the shares cheap or expensive until earnings and valuation data can be verified.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (12.32, 12.76, and 13.50). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The bullish case needs confirmation from reported revenue growth, cash generation, and future company disclosures; the current snapshot does not establish those conditions together.

Bear case

Potential downside still includes weaker demand, margin compression, competition, execution issues, or a broad market sell-off. Company-specific evidence is needed to quantify these risks.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H13.62+0.69%neutral82
7D13.88+2.60%bullish82
30D14.47+6.97%bullish82
90D15.39+13.72%bullish82

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202712.4612.4312.481.35%67long-term-neutral
203013.4013.0913.712.18%66long-term-positive
203516.0714.7017.553.03%65long-term-positive
204019.8416.7623.433.48%62long-term-positive
205030.4321.8442.213.85%58long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Cash & equivalents230.49MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets1.21BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities969.04MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total debt0Interpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity241.11MInterpret alongside the company’s history, sector peers, reporting period and data source.
Current assets491.95MInterpret alongside the company’s history, sector peers, reporting period and data source.
Current liabilities564.42MInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow30.9MInterpret alongside the company’s history, sector peers, reporting period and data source.
Capital expenditure28.16MInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow2.73MCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
Debt / equity0Debt relative to shareholder equity; definitions may vary by data provider.
Market cap2.1BMarket value of outstanding shares, not the same as enterprise value.
52-week high26.54Highest stored price over the rolling year; not a fair-value estimate.
52-week low10.21Lowest stored price over the rolling year; not a support guarantee.
Average volume932,857Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)62.11Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2012.32Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 5012.76Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 10012.57Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 20013.50Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2012.71Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5012.64Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20014.78Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD0.23Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal0.04Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram0.19Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper13.80Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle12.32Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower10.84Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic86.28Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal88.97378157699133Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-13.72Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI124.58Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI71.76Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC+10.00%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV-49.18MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum10.18Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+43.63%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR0.54Average true range estimates recent price movement size, not direction.
ADX32.72Measures trend strength, not whether the trend is bullish or bearish.
Support level10.78Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level13.91Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendneutralInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Jun 30, 2026balance sheetFY-2026-Q2quarterly———————230.49M1.21B969.04M0241.11M———3spread
Jun 30, 2026cash flowFY-2026-Q2quarterly————————————30.9M28.16M2.73M3spread
Jun 30, 2026cash flowFY-2026-Q2annual————————————68.87M58.48M10.39M3spread
Mar 31, 2026balance sheetFY-2026-Q1quarterly———————252.46M1.21B967.86M0246.5M———3spread
Mar 31, 2026cash flowFY-2026-Q1quarterly————————————37.98M30.32M7.66M3spread
Dec 31, 2025balance sheetFY-2025-Q4quarterly———————314.01M1.27B1.01B0258.92M———3spread
Dec 31, 2025cash flowFY-2025-Q4quarterly————————————42.27M32.17M10.1M3spread
Dec 31, 2025cash flowFY-2025-Q4annual————————————165.54M117.95M47.59M3spread
Sep 30, 2025balance sheetFY-2025-Q3quarterly———————313.51M1.22B957.39M0264.47M———3spread
Sep 30, 2025cash flowFY-2025-Q3quarterly————————————62.47M32.32M30.15M3spread
Jun 30, 2025balance sheetFY-2025-Q2quarterly———————284.39M1.2B950.15M0248.04M———3spread
Jun 30, 2025cash flowFY-2025-Q2quarterly————————————46M26.42M19.59M3spread
Jun 30, 2025cash flowFY-2025-Q2annual————————————60.81M53.47M7.34M3spread
Mar 31, 2025balance sheetFY-2025-Q1quarterly———————270.4M1.15B953.65M0200.49M———3spread
Mar 31, 2025cash flowFY-2025-Q1quarterly————————————14.81M27.06M-12.25M3spread
Dec 31, 2024balance sheetFY-2024-Q4quarterly———————296.05M1.17B987.44M0179.35M———3spread
Dec 31, 2024cash flowFY-2024-Q4annual————————————164.82M87.11M77.71M3spread
Dec 31, 2024cash flowFY-2024-Q4quarterly————————————41.13M23.24M17.9M3spread
Sep 30, 2024balance sheetFY-2024-Q3quarterly———————278.98M1.19B931.81M0259.03M———3spread
Sep 30, 2024cash flowFY-2024-Q3quarterly————————————123.69M63.88M59.81M3spread
Jun 30, 2024balance sheetFY-2024-Q2quarterly———————325.54M1.02B790.7M0233.13M———3spread
Jun 30, 2024cash flowFY-2024-Q2quarterly————————————57.73M057.73M3spread
Jun 30, 2024cash flowFY-2024-Q2annual————————————82.29M40.85M41.45M3spread
Mar 31, 2024balance sheetFY-2024-Q1quarterly———————56.13M755.8M505.67M0250.13M———3spread
Mar 31, 2024cash flowFY-2024-Q1quarterly————————————24.57M20.06M4.5M3spread
Dec 31, 2023balance sheetFY-2023-Q4quarterly———————68.18M759.93M506.95M0252.98M———3spread
Dec 31, 2023cash flowFY-2023-Q4quarterly————————————47.64M18.79M28.84M3spread
Dec 31, 2023cash flowFY-2023-Q4annual————————————74.33M68.23M6.1M3spread
Sep 30, 2023balance sheetFY-2023-Q3quarterly———————49.5M720.07M499.9M0220.17M———3spread
Sep 30, 2023cash flowFY-2023-Q3quarterly————————————27.59M18.54M9.06M3spread
Jun 30, 2023balance sheetFY-2023-Q2quarterly———————41.87M725.07M499.36M0225.72M———3spread
Jun 30, 2023cash flowFY-2023-Q2quarterly————————————-7.65M13.58M-21.23M3spread
Jun 30, 2023cash flowFY-2023-Q2annual————————————-898K30.9M-31.8M3spread
Mar 31, 2023balance sheetFY-2023-Q1quarterly———————68.64M725.52M502.04M0223.48M———3spread
Mar 31, 2023cash flowFY-2023-Q1quarterly————————————3.49M14.06M-10.57M3spread
Dec 31, 2022balance sheetFY-2022-Q4quarterly———————91.8M719.19M489.47M0229.73M———3spread
Dec 31, 2022cash flowFY-2022-Q4annual————————————63.85M60.42M3.43M3spread
Dec 31, 2022cash flowFY-2022-Q4quarterly————————————43.82M20.16M23.66M3spread
Sep 30, 2022balance sheetFY-2022-Q3quarterly———————72.37M677.31M463.27M0214.04M———3spread
Sep 30, 2022cash flowFY-2022-Q3quarterly————————————18.45M19.51M-1.06M3spread
Jun 30, 2022balance sheetFY-2022-Q2quarterly———————85.55M689.75M469.12M0220.64M———3spread
Jun 30, 2022cash flowFY-2022-Q2annual————————————8.59M27.77M-19.18M3spread
Jun 30, 2022cash flowFY-2022-Q2quarterly————————————6.36M16.97M-10.6M3spread
Mar 31, 2022balance sheetFY-2022-Q1quarterly———————97.34M697.51M464.68M0232.83M———3spread
Mar 31, 2022cash flowFY-2022-Q1quarterly————————————3.64M16.79M-13.14M3spread
Dec 31, 2021balance sheetFY-2021-Q4quarterly———————73.33M670.21M440.12M0230.08M———3spread
Dec 31, 2021cash flowFY-2021-Q4quarterly————————————39.3M13.25M26.06M3spread
Dec 31, 2021cash flowFY-2021-Q4annual————————————90.29M43.37M46.92M3spread
Sep 30, 2021balance sheetFY-2021-Q3quarterly———————47.48M645.84M421.63M0224.21M———3spread
Sep 30, 2021cash flowFY-2021-Q3quarterly————————————52.67M31.8M20.87M3spread
Jun 30, 2021balance sheetFY-2021-Q2quarterly———————101.59M609.53M381.69M0227.84M———3spread
Jun 30, 2021cash flowFY-2021-Q2quarterly————————————29.43M12.6M16.83M3spread
Jun 30, 2021cash flowFY-2021-Q2annual————————————26.47M21.01M5.45M3spread
Mar 31, 2021balance sheetFY-2021-Q1quarterly———————277.68M558.34M331.76M0226.58M———3spread
Mar 31, 2021cash flowFY-2021-Q1quarterly————————————-2.97M8.42M-11.38M3spread
Dec 31, 2020balance sheetFY-2020-Q4quarterly———————303.05M558.78M329.44M0229.34M———3spread
Dec 31, 2020cash flowFY-2020-Q4quarterly————————————39.5M8.58M30.92M3spread
Dec 31, 2020cash flowFY-2020-Q4annual————————————59.54M32.81M26.74M3spread
Sep 30, 2020cash flowFY-2020-Q3quarterly————————————20.04M24.23M-4.18M3spread
Jun 30, 2020cash flowFY-2020-Q2annual————————————20.76M17.83M2.93M3spread

Financial metric history

No verified records available for this section yet.

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Aug 4, 2026Q2——203.97M—
May 7, 2026Q1——196.65M—
Feb 24, 2026FY——748.44M—
Nov 3, 2025Q3——192.11M—
Aug 6, 2025Q2——184.56M—
May 7, 2025Q1——177.06M—
LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

SHAREHOLDER RETURNS

Dividend data and payment history

Source-specific dividend records, with unavailable event dates left blank.

These are SEC-reported dividends-per-share facts. The stored date is the SEC filing/observation date, not a confirmed declaration or ex-dividend date. These records do not establish record dates or payment dates and must not be treated as a dividend payment calendar.

SEC filing / observation dateReported dividend per shareCurrencySource
Mar 10, 20231.1000USDSEC_XBRL_BULK
Mar 16, 20221.0200USDSEC_XBRL_BULK
Mar 16, 20220.0500USDSEC_XBRL_BULK
Mar 16, 20220.0300USDSEC_XBRL_BULK
Nov 12, 20210.0300USDSEC_XBRL_BULK
Nov 12, 20210.0500USDSEC_XBRL_BULK
Nov 12, 20211.0200USDSEC_XBRL_BULK
Aug 12, 20211.0200USDSEC_XBRL_BULK
Aug 12, 20210.0300USDSEC_XBRL_BULK
May 13, 20210.0300USDSEC_XBRL_BULK
Mar 15, 20211.0200USDSEC_XBRL_BULK
Mar 15, 20210.0500USDSEC_XBRL_BULK
Mar 15, 20210.0300USDSEC_XBRL_BULK
Mar 15, 20210.1100USDSEC_XBRL_BULK
Mar 15, 20210.0900USDSEC_XBRL_BULK
Nov 13, 20200.0300USDSEC_XBRL_BULK
Nov 13, 20200.0500USDSEC_XBRL_BULK
Nov 13, 20201.0200USDSEC_XBRL_BULK
Nov 13, 20200.0400USDSEC_XBRL_BULK
Sep 11, 20200.0500USDSEC_XBRL_BULK
Sep 11, 20200.0300USDSEC_XBRL_BULK
Sep 11, 20200.0400USDSEC_XBRL_BULK
Sep 11, 20201.0200USDSEC_XBRL_BULK
RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+45.43%
Beta0.48
ATR0.52
Maximum drawdown-59.21%
Sharpe ratio-0.81
Sortino ratio-0.83
Debt / equity0
Current ratio0.87
1-day return+1.41%
5-day return-0.08%
1-month return-10.75%
3-month return-4.36%
6-month return+2.16%
YTD return-38.46%
1-year return-50.96%
All-time return-51.54%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Jun 30, 2026Aug 14, 2026Caption Management, LLC1706766150,0001.72M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026PRELUDE CAPITAL MANAGEMENT, LLC138750810,664122.42K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026VOYA INVESTMENT MANAGEMENT LLC106883714,597167.57K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Fi3 FINANCIAL ADVISORS, LLC1862427553274.69K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026STATE OF WISCONSIN INVESTMENT BOARD85415762,576718.37K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026HUNTINGTON NATIONAL BANK492051,40616.14K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026LOS ANGELES CAPITAL MANAGEMENT LLC117720633,193381.06K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026CYPRESS POINT INVESTMENT MANAGEMENT LP2058475952,21210.93M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026Cetera Investment Advisers166674129,947343.79K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Opti Capital Management, LP173865459,500,00053.51M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Keating Financial Advisory Services, Inc.2103443223———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026DEUTSCHE BANK AG\94804676,859882.34K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026VANGUARD ASSET MANAGEMENT, Ltd168020848,203553.37K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC16449562,128,37224.43M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026MORGAN STANLEY895421161,2311.85M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026RHUMBLINE ADVISERS111541899,8621.15M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026OSAIC HOLDINGS, INC.16770441101.26K———SEC_13F_DATASET
Jun 30, 2026Aug 3, 2026Campbell & CO Investment Adviser LLC135357078,080896.36K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Creative Planning154023559,149679.03K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Rockefeller Capital Management L.P.17394395526.34K———SEC_13F_DATASET
Jun 30, 2026Jul 31, 2026Navigoe, LLC20561002————SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026Bell Investment Advisors, Inc189014945517———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026JPMORGAN CHASE & CO196171,013,43911.55M———SEC_13F_DATASET
Jun 30, 2026Jul 31, 2026Calamos Advisors LLC13165075,000,0004.48M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Invesco Ltd.91420840,773468.07K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026SEI INVESTMENTS CO350894117,9271.35M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Aquatic Capital Management LLC180391624,181277.6K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026UBS Group AG16105202,849,52032.71M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Tower Research Capital LLC (TRC)15334217,13581.91K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026XTX Topco Ltd1828301187,8812.16M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026TWO SIGMA INVESTMENTS, LP1179392305,5063.51M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026BANK OF AMERICA CORP /DE/70858858,1079.85M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026MANUFACTURERS LIFE INSURANCE COMPANY, THE92804731,349359.89K———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026Allworth Financial LP15551701,54817.77K———SEC_13F_DATASET
Jun 30, 2026Jul 31, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/1093801651.89K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Weiss Asset Management LP135755041,211,00036.93M———SEC_13F_DATASET
Jun 30, 2026Aug 11, 2026DIMENSIONAL FUND ADVISORS LP354204210,9472.42M———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026State of Wyoming18216265,38261.79K———SEC_13F_DATASET
Jun 30, 2026Jul 2, 2026MassMutual Private Wealth & Trust, FSB110365351585———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.170533959,256680.26K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026US BANCORP \DE\361045115.87K———SEC_13F_DATASET
Jun 30, 2026Jul 27, 2026Cambridge Investment Research Advisors, Inc.141918621,94610.9K———SEC_13F_DATASET
Jun 30, 2026Aug 10, 2026INTECH INVESTMENT MANAGEMENT LLC108631819,527224.17K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026MetLife Investment Management, LLC152973542,120483.54K———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026Russell Investments Group, Ltd.169223419,207220.5K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026NOMURA HOLDINGS INC11636531,664,09919.1M———SEC_13F_DATASET
Jun 30, 2026Jul 28, 2026WHITTIER TRUST CO OF NEVADA INC12635485116.85K———SEC_13F_DATASET
Jun 30, 2026Jul 28, 2026WHITTIER TRUST CO11378812,26429.09K———SEC_13F_DATASET
Jun 30, 2026Aug 24, 2026CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1081019951,876Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Pathstone Holdings, LLC201161217,560201.59K———SEC_13F_DATASET
No verified records available for this section yet.
Insider transactions

Reported transaction values and remaining holdings are shown only when supplied by the source.

Transaction dateFiledInsiderTitleTypeCodeSharesPriceReported valueShares afterFilingSource
Oct 7, 2026Oct 9, 2026Saha Debanjan—Award/GrantA11,1990.00011,199Open filingSEC_FORM_3_4_5
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Oct 9, 2026—4—Oct 7, 20260002156092-26-000005View filing
Oct 8, 2026—3—Oct 7, 20260002156092-26-000004View filing
Oct 1, 2026—8-K8-KOct 1, 20260001104659-26-112847View filing
Aug 4, 2026—10-Q10-QJun 30, 20260001104659-26-090420View filing
Aug 3, 2026—8-K8-KAug 3, 20260001104659-26-089802View filing
Jun 12, 2026—4—Jun 10, 20260001371044-26-000002View filing
Jun 12, 2026—4—Jun 10, 20260001818517-26-000002View filing
Jun 12, 2026—4—Jun 10, 20260001818885-26-000002View filing
Jun 12, 2026—4—Jun 10, 20260001552411-26-000004View filing
Jun 12, 2026—4—Jun 10, 20260001818515-26-000002View filing
Jun 12, 2026—4—Jun 10, 20260001818526-26-000011View filing
Jun 12, 2026—4—Jun 10, 20260001660138-26-000002View filing
Jun 12, 2026—4—Jun 10, 20260002060448-26-000002View filing
Jun 11, 2026—8-K8-KJun 10, 20260001104659-26-072971View filing
Jun 1, 2026—4—May 28, 20260001818526-26-000009View filing
May 28, 2026—144——0001628280-26-038700View filing
May 7, 2026—10-Q10-QMar 31, 20260001104659-26-057207View filing
May 7, 2026—8-K8-KMay 7, 20260001104659-26-056674View filing
Apr 28, 2026—8-KFORM 8-KApr 28, 20260001104659-26-050407View filing
Apr 27, 2026—DEF 14ADEF 14AJun 10, 20260001104659-26-049441View filing
Apr 27, 2026—DEFA14ADEFA14A—0001104659-26-049446View filing
Mar 9, 2026—4OWNERSHIP DOCUMENTMar 9, 20260001104659-26-025389View filing
Feb 26, 2026—4—Feb 24, 20260001818526-26-000006View filing
Feb 25, 2026—4—Feb 23, 20260001647655-26-000002View filing
Feb 25, 2026—4—Feb 23, 20260001818526-26-000004View filing
Feb 25, 2026—4—Feb 23, 20260001607606-26-000008View filing
Feb 25, 2026—4—Feb 23, 20260001249289-26-000008View filing
Feb 24, 2026—10-K10-KDec 31, 20250001104659-26-019165View filing
Feb 24, 2026—4—Feb 20, 20260001818526-26-000002View filing
Feb 24, 2026—4—Feb 20, 20260001249289-26-000006View filing
Quarterly and monthly research
PeriodResearch summary
Jun 30, 2026Derived quarterly snapshot; AI narrative pending
Jun 30, 2026Latest reported fundamentals for fiscal period FY-2026-Q2. Free cash flow: $2733000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Jun 30, 2026Jun 30, 202620262semiannualfair_value_adjustments-5,838,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualfx_effect-642,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualother_financing_activities-19,600,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualother_operating_activities629,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualrepurchases_of_stock-46,602,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcommon_stock161,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcustomer_deposits_and_advances24,639,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantdeferred_charges29,166,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualnet_change_in_short_term_borrowings2,838,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instanttreasury_stock-56,696,000—USDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_payable37,313,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccounts_receivable_net153,432,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccrued_compensation_and_benefits48,164,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccrued_expenses34,549,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantaccumulated_other_comprehensive_income-10,555,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualacquisitions_net_of_cash-21,968,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantadditional_paid_in_capital347,768,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualamortization_of_debt_costs1,361,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualcapital_expenditures-58,479,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcash_and_equivalents230,489,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualcash_beginning_of_period338,295,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualcash_end_of_period256,986,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_accounts_payable-288,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_accrued_compensation-11,333,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_accrued_liabilities-9,185,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_deferred_revenue-812,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_other_assets2,741,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_other_liabilities-2,827,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_prepaid_expenses-44,994,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_receivables29,887,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualchange_in_working_capital_combined3,878,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcurrent_assets491,945,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantcurrent_liabilities564,419,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualdeferred_income_taxes6,051,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantdeferred_revenue_current382,151,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantdeferred_revenue_noncurrent4,750,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantdeferred_tax_assets127,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantdeferred_tax_liabilities13,172,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualdepreciation_and_amortization58,572,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantgoodwill402,734,000USDUSDYes3Spread
No verified records available for this section yet.
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik1806837stocks.cik
tickerVERXstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is VERX stock's current price?

The latest stored quote for VERX is 13.53. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the VERX stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the VERX stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the VERX stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on VERX?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the VERX stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is VERX stock overvalued or undervalued?

The database does not currently contain a usable trailing P/E value. Without verified valuation inputs and a suitable comparison set, this page cannot responsibly label the shares overvalued or undervalued.

What is VERX's P/E ratio?

A usable trailing P/E ratio is not currently available in the stored valuation data.

What is VERX's 52-week high and low?

The stored 52-week range is 10.21 to 26.54. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does VERX pay a dividend, and what is its dividend history?

The database contains 23 SEC-reported dividends-per-share fact record(s). These do not confirm an ex-dividend date, record date or payment date and are not a payment calendar.

When is VERX's next earnings report?

The latest SEC filing/observation date in this database is Aug 4, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has VERX stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is VERX stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “neutral”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in VERX?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find VERX's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed VERX price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer