VERXVertex, Inc. Class A Common Stock

CSNasdaq (XNAS)·USD

Identity

Security key: 23292
Ticker: VERX
Type: CS — Common Stock
Exchange: Nasdaq(XNAS)
Venue group: NASDAQ
Operating MIC: XNAS
Market: stocks
Locale: us
Currency: USD
Listed: 2020-07-29
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: VERX

Detail

Enriched 2026-08-14 20:47

Market cap: $1,995,281,154
Shares outstanding (class): 80,062,339
Shares outstanding (weighted): 162,217,980
SIC: 7372 SERVICES-PREPACKAGED SOFTWARE
Employees: 2,000
Location: KING OF PRUSSIA, PA
Homepage: https://www.vertexinc.com
Description: 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.

Market cap and share counts drift.

Funds holding this security

104 funds · 107 positions · $173.06M reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$26.38M	0.00%	2,218,642 NS	FIGI
iShares Russell 2000 ETF iShares Trust	IWM	$20.51M	0.03%	1,725,347 NS	FIGI
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS	VB	$19.25M	0.01%	1,618,901 NS	FIGI
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS	VBK	$10.79M	0.03%	907,494 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$9.81M	0.01%	824,985 NS	FIGI
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc.	—	$8.34M	0.26%	701,497 NS	FIGI
JPMorgan Small Cap Growth Fund JPMorgan Trust II	—	$7.99M	0.37%	671,962 NS	FIGI
iShares Russell 2000 Growth ETF iShares Trust	IWO	$6.77M	0.06%	569,259 NS	FIGI
Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust	—	$5.99M	1.38%	503,837 NS	FIGI
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS	—	$5.26M	0.53%	442,020 NS	FIGI
Counterpoint Quantitative Equity ETF NORTHERN LIGHTS FUND TRUST III	CPAI	$4.26M	2.03%	358,174 NS	FIGI
iShares Expanded Tech-Software Sector ETF iShares Trust	IGV	$3.92M	0.04%	329,425 NS	FIGI
Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds	—	$3.61M	1.12%	303,815 NS	FIGI
Brown Advisory Small-Cap Growth Fund Brown Advisory Funds	—	$3.13M	0.56%	263,280 NS	FIGI
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust	FESM	$2.87M	0.07%	241,409 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERVERX
FIGI_COMPOSITEBBG00VVT2F25
FIGI_SHARE_CLASSBBG00VVT2FV3
CIK0001806837
ISINUS92538J1060
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Information Technology
Industry: Software
Source: LLMunreviewed
Self-reported confidence: 0.95
Model: deepseek
Rationale: Vertex, Inc. is a software company providing tax technology solutions, classified under prepackaged software.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.