Company Vertex, Inc.

VERX

US92538J1060

Software

Analysts' Consensus

Business Summary

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

Ratings for Vertex, Inc.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Software

Market Closed - Nasdaq Other stock markets 04:00:00 2024-05-07 pm EDT			5-day change	1st Jan Change
30.15 ^USD	-0.50%		+3.50%	+11.92%

Apr. 24	Vertex, Inc. Announces its Selection to Join Oracle ISV Accelerator for SaaS Initiative	CI
Apr. 24	Vertex Prices $300 Million Convertible Notes Offering	MT

Vertex, Inc. is a provider of enterprise tax technology solutions. The Company operates as a solution provider of state, local and value-added tax calculation, compliance and analytics, offering software products which are sold through software license and software as a service (cloud) subscription. The Company also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. The Company offers its services to customers located throughout the United States of America and internationally. It offers a range of solutions, including tax determination, compliance and reporting, tax data management, document management, analytics and insights, pre-built integrations, industry-specific solutions, implementation services, and managed services. The Company offers various managed services, including indirect tax return preparation, filing and tax payment and notice management.

Number of employees: 1,500

Managers	Title	Age	Since
David DeSteffano CEO	Chief Executive Officer	61	98-12-31
John Schwab DFI	Director of Finance/CFO	56	19-12-31
Ben Askin CTO	Chief Tech/Sci/R&D Officer	-	19-12-31
Steve Hinckley COO	Chief Operating Officer	-	15-12-31
Salvatore Visca CTO	Chief Tech/Sci/R&D Officer	58	21-02-28
Stefanie Thompson BRD	Director/Board Member	61	90-12-31
Joe Crivelli IRC	Investor Relations Contact	-	22-06-30
Chirag Patel PRN	Corporate Officer/Principal	-	23-10-04
Nigel Rughani PRN	Corporate Officer/Principal	-	-
Michael Davis AUD	Comptroller/Controller/Auditor	-	18-03-31

Members of the board	Title	Age	Since
Philip Seth Saunders BRD	Director/Board Member	58	22-06-13
Kevin Robert BRD	Director/Board Member	67	15-02-03
David DeSteffano CEO	Chief Executive Officer	61	98-12-31
Eric Andersen BRD	Director/Board Member	62	07-12-31
Bradley Gayton BRD	Director/Board Member	61	21-05-16
J. Richard Stamm BRD	Director/Board Member	68	18-12-31
Amanda Radcliffe BRD	Director/Board Member	56	92-12-31
Stefanie Thompson BRD	Director/Board Member	61	90-12-31

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	10	92,661,000	0	0	31.58 %
Stock B	1	62,450,392	48,982,592 ( 78.43 %)	0

Name	Equities	%	Valuation
Jeffrey Westphal 17.56 %	10,832,515	17.56 %	344 M $
Vanguard Investments Australia Ltd. 9.008 %	5,555,808	9.008 %	176 M $
Tensile Capital Management LP 8.293 %	5,114,805	8.293 %	162 M $
Weatherbie Capital LLC 7.162 %	4,417,130	7.162 %	140 M $
LB Hercules Holdings LLC 5.949 %	3,669,050	5.949 %	117 M $
Conestoga Capital Advisors LLC 4.551 %	2,806,830	4.551 %	89 M $
JPMorgan Investment Management, Inc. 3.554 %	2,192,115	3.554 %	70 M $
Legacy Advisors LLC 3.509 %	2,164,221	3.509 %	69 M $
Bryn Mawr Capital Management LLC 2.588 %	1,596,000	2.588 %	51 M $
Loomis, Sayles & Co. LP 2.244 %	1,383,755	2.244 %	44 M $

Name	Equities	%	Valuation
Amanda Radcliffe 32.70 %	33,129,702	32.70 %	1 052 M $
Stefanie Thompson 32.51 %	32,934,904	32.51 %	1 046 M $
Jeffrey Westphal 8.956 %	9,073,286	8.956 %	288 M $
Stefanie W Lucas 1.944 %	1,969,895	1.944 %	63 M $
Constance A Thompson 0.1111 %	112,580	0.1111 %	4 M $

Vertex, Inc.

2301 Renaissance Boulevard

19406, King of Prussia

+800 355 3500

http://www.vertexinc.com

Trading Rating

Investor Rating

ESG Refinitiv

C+

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

30.3 USD

Average target price

37 USD

Spread / Average Target

+22.11%

Consensus

Estimates Revisions

Company calendar

Technology

Software & IT Services

Software & IT Services

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