Vertex, Inc. (VERX) — SEC Filings
Vertex, Inc. (VERX) — 32 SEC filings. Latest: 8-K (Nov 20, 2025). Includes 13 8-K, 8 SC 13G/A, 6 10-Q.
View Vertex, Inc. on SEC EDGAR
Overview
Vertex, Inc. (VERX) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Nov 20, 2025: On November 14, 2025, Vertex, Inc. entered into a material definitive agreement. The filing also includes financial statements and exhibits related to this agreement. Vertex, Inc. is a software company based in King of Prussia, Pennsylvania.
Sentiment Summary
Across 32 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 29 neutral, 1 mixed. The dominant filing sentiment for Vertex, Inc. is neutral.
Filing Type Overview
Vertex, Inc. (VERX) has filed 13 8-K, 6 10-Q, 2 DEF 14A, 1 10-K, 8 SC 13G/A, 2 SC 13G with the SEC between Jan 2024 to Nov 2025.
Filings by Year
Recent SEC Filings (32)
Risk Profile
Risk Assessment: Of VERX's 23 recent filings, 0 were flagged as high-risk, 11 as medium-risk, and 12 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $553.733M |
| Net Income | $14.214M |
| EPS | $0.17 |
| Debt-to-Equity | 1.27 |
| Cash Position | $313.506M |
| Operating Margin | N/A |
| Total Assets | $1,221.858M |
| Total Debt | $336.913M |
Key Executives
- Andrea Schmerin
- Anne Marie Westphal
- Antoinette Radcliffe
- Benjamin Schmerin
- Christopher Thompson
- Conrad Radcliffe
- Constance Thompson
- Jacob Westphal
Industry Context
Vertex operates in the software industry, which is characterized by rapid technological advancements and evolving customer needs. The sector demands continuous innovation, leading to significant R&D investments. Competition is fierce, requiring companies to invest heavily in sales and marketing to acquire and retain customers. Cloud-based subscription models are prevalent, driving recurring revenue streams.
Top Tags
software (4) · financials (4) · 10-Q (3) · sec-filing (3) · 8-K (3) · amendment (3) · shareholder-vote (2) · corporate-governance (2) · material-definitive-agreement (2) · earnings (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| SEC File Number | 001-39413 | Identifies Vertex, Inc.'s filing history |
| EIN | 23-2081753 | Employer Identification Number for Vertex, Inc. |
| Total Revenues (Q3 2025) | $192.112M | Increased from $170.435M in Q3 2024, showing 12.7% growth. |
| Net Income (Q3 2025) | $4.045M | Decreased from $7.221M in Q3 2024, a 43.9% decline. |
| Total Revenues (YTD 2025) | $553.733M | Increased from $488.320M in YTD 2024, indicating 13.4% growth. |
| Net Income (YTD 2025) | $14.214M | Slightly decreased from $15.069M in YTD 2024, a 5.7% decline. |
| Research and Development (YTD 2025) | $61.397M | Increased from $47.080M in YTD 2024, reflecting significant investment. |
| Selling and Marketing (YTD 2025) | $143.994M | Increased from $123.143M in YTD 2024, indicating higher sales efforts. |
| Change in fair value of acquisition contingent earn-outs (YTD 2025) | $16.400M | Positive adjustment, impacting operating expenses favorably. |
| Long-term investment (YTD 2025) | $15.000M | New investment made, impacting cash flows from investing activities. |
| Cash and cash equivalents (Sept 30, 2025) | $313.506M | Increased from $296.051M at Dec 31, 2024, showing improved liquidity. |
| Debt, net of current portion (Sept 30, 2025) | $336.913M | Slightly increased from $335.220M at Dec 31, 2024. |
| Total Revenue | $161.2M | Up 15.3% from $139.8M in Q2 2024, indicating strong top-line growth. |
| Subscription Revenue | $142.5M | Increased 16.5% from $122.3M in Q2 2024, highlighting the strength of their recurring revenue model. |
| Net Income | $18.5M | A 52.9% increase from $12.1M in Q2 2024, demonstrating improved profitability. |
Forward-Looking Statements
- {"claim":"The Radcliffe Amanda Westphal group will maintain a significant ownership stake in Vertex, Inc.","entity":"Radcliffe Amanda Westphal","targetDate":"December 31, 2024","confidence":"high"}
- {"claim":"The stable ownership by the founding family group will contribute to long-term strategic consistency for Vertex, Inc.","entity":"Vertex, Inc.","targetDate":"December 31, 2025","confidence":"medium"}
- {"claim":"Neuberger Berman Group LLC will continue to hold a similar level of shared voting power in Vertex, Inc. in the near future.","entity":"Neuberger Berman Group LLC","targetDate":"Q2 2024","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Vertex, Inc. (VERX)?
Vertex, Inc. has 32 recent SEC filings from Jan 2024 to Nov 2025, including 13 8-K, 8 SC 13G/A, 6 10-Q. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of VERX filings?
Across 32 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 29 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Vertex, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Vertex, Inc. (VERX) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Vertex, Inc.?
Key financial highlights from Vertex, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for VERX?
The investment thesis for VERX includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Vertex, Inc.?
Key executives identified across Vertex, Inc.'s filings include Andrea Schmerin, Anne Marie Westphal, Antoinette Radcliffe, Benjamin Schmerin, Christopher Thompson and 3 others.
What are the main risk factors for Vertex, Inc. stock?
Of VERX's 23 assessed filings, 0 were flagged high-risk, 11 medium-risk, and 12 low-risk.
What are recent predictions and forward guidance from Vertex, Inc.?
Recent forward-looking statements from Vertex, Inc. include guidance on {"claim":"The Radcliffe Amanda Westphal group will maintain a significant ownership stake in Vertex, Inc.","entity":"Rad and 2 other predictions.