Latest 10-Q

What changed in Vertex, Inc.'s latest quarterly report, compared with the one before.

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Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.

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13F holders

Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.

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Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.

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Lobbying

What Vertex, Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.

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Lobbying and contracts

What Vertex, Inc. reported spending on lobbying next to the federal contracts it was awarded, by year.Lobbying: each report counts once. If a report was amended, only the newest version counts. Totals use the company's own report when it files one (it includes payments to hired firms); otherwise the hired firms' reported income. Registrations and reports with no amount are not counted. A firm that hands part of its work to another firm may report the same money as that other firm does; the filings do not allow us to tell. Contracts: each award is counted once, for the company that received it (or its listed parent when only the parent is matched), in the year of its first obligation. The amount is the total obligated to date, so a later increase is counted in the year the award began. Only awards of $1 million or more are collected. Agencies: the offices named on lobbying reports and the awarding agencies of contracts are matched to one department name (the Army, Navy and Air Force count as the Department of Defense; NIH, FDA and CMS as Health and Human Services). An agency is listed under both when the company lobbied it and was awarded a contract by it in the same period. Offices outside this list, and Congress, are not counted as agencies.

Lobbying and federal contracts of Vertex, Inc. by year
YearLobbyingReportsTop issuesAgencies lobbiedContractsAwardsAwarding agenciesPAC giftsGifts by the company's PAC to candidates for Congress. They come from donations to the PAC, not from the company's own funds.Lobbied and awarding
2022————$2.4M1Defense (DoD)——

Agencies both lobbied and awarding contracts

No agency appears on both sides in the last 12 months.

Lobbying and contract awards are reported separately; showing them together does not mean one caused the other.

All companies · Contract awards · Lobbying reports

H-1B labor applications at Vertex, Inc.

19 certified in 12 mo

Labor condition applications decided by the Department of Labor, matched to Vertex, Inc. by employer name. An application is not a hire.

Median yearly wage offered, full-time certified applications, Jul 2025 to Jun 2026: $123,864The wage the employer offered, as filed, with its unit. The yearly figure restates it per year (hourly x 2,080, weekly x 52, every two weeks x 26, monthly x 12) from the low end of the offered range. It is not what the worker was paid.

H-1B labor applications decided at Vertex, Inc. by quarter
QuarterCertifiedAll decidedWorkers asked for
2024 Q3565
2024 Q4888
2025 Q1555
2025 Q2141514
2025 Q3000
2025 Q4010
2026 Q1575
2026 Q2142114
Most common job titles at Vertex, Inc.
Software Engineer II8$114,703
Software Engineer III2—
Consultant1—
Consultant Principal1—
Field Consultant I1—

We match the employer's name to a public company automatically, including a reviewed list of subsidiaries. A subsidiary can be missed and a similar name can be matched wrongly. The files carry no worker names.

Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

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More filings and data

Each opens the table.

About the company

The basics from the company’s SEC registration.

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$17.97+$0.22 (+1.27%) Nov 13 close
Oct 13, 2026: $12.72Oct 14, 2026: $12.74Oct 15, 2026: $13.66Oct 16, 2026: $13.37Oct 19, 2026: $13.53Oct 20, 2026: $14.32Oct 21, 2026: $14.67Oct 22, 2026: $15.32Oct 23, 2026: $15.39Oct 26, 2026: $15.17Oct 27, 2026: $14.80Oct 28, 2026: $14.81Oct 29, 2026: $14.86Oct 30, 2026: $15.32Nov 2, 2026: $15.83Nov 3, 2026: $15.26Nov 4, 2026: $15.92Nov 5, 2026: $17.59Nov 6, 2026: $17.08Nov 9, 2026: $17.30Nov 10, 2026: $17.84Nov 11, 2026: $17.83Nov 12, 2026: $17.75Nov 13, 2026: $17.97
Oct 13, 2026Low $12.72 · High $17.97Nov 13, 2026
Aug 13, 2026: $13.25Aug 14, 2026: $12.72Aug 17, 2026: $12.47Aug 18, 2026: $12.83Aug 19, 2026: $13.52Aug 20, 2026: $13.58Aug 21, 2026: $13.47Aug 24, 2026: $13.68Aug 25, 2026: $13.52Aug 26, 2026: $13.56Aug 27, 2026: $14.30Aug 28, 2026: $14.23Aug 31, 2026: $14.16Sep 1, 2026: $13.83Sep 2, 2026: $13.48Sep 3, 2026: $13.78Sep 4, 2026: $13.77Sep 8, 2026: $12.92Sep 9, 2026: $12.37Sep 10, 2026: $12.27Sep 11, 2026: $12.26Sep 14, 2026: $13.09Sep 15, 2026: $12.89Sep 16, 2026: $12.58Sep 17, 2026: $12.30Sep 18, 2026: $11.96Sep 21, 2026: $12.08Sep 22, 2026: $11.79Sep 23, 2026: $11.72Sep 24, 2026: $11.68Sep 25, 2026: $11.37Sep 28, 2026: $11.06Sep 29, 2026: $11.15Sep 30, 2026: $11.78Oct 1, 2026: $12.30Oct 2, 2026: $12.01Oct 5, 2026: $12.28Oct 6, 2026: $12.29Oct 7, 2026: $12.33Oct 8, 2026: $12.77Oct 9, 2026: $12.95Oct 12, 2026: $12.90Oct 13, 2026: $12.72Oct 14, 2026: $12.74Oct 15, 2026: $13.66Oct 16, 2026: $13.37Oct 19, 2026: $13.53Oct 20, 2026: $14.32Oct 21, 2026: $14.67Oct 22, 2026: $15.32Oct 23, 2026: $15.39Oct 26, 2026: $15.17Oct 27, 2026: $14.80Oct 28, 2026: $14.81Oct 29, 2026: $14.86Oct 30, 2026: $15.32Nov 2, 2026: $15.83Nov 3, 2026: $15.26Nov 4, 2026: $15.92Nov 5, 2026: $17.59Nov 6, 2026: $17.08Nov 9, 2026: $17.30Nov 10, 2026: $17.84Nov 11, 2026: $17.83Nov 12, 2026: $17.75Nov 13, 2026: $17.97
Aug 13, 2026Low $11.06 · High $17.97Nov 13, 2026
Nov 13, 2025: $20.37Nov 14, 2025: $20.17Nov 17, 2025: $19.95Nov 18, 2025: $19.71Nov 19, 2025: $19.63Nov 20, 2025: $19.53Nov 21, 2025: $19.79Nov 24, 2025: $19.56Nov 25, 2025: $19.82Nov 26, 2025: $19.53Nov 28, 2025: $19.67Dec 1, 2025: $19.22Dec 2, 2025: $19.12Dec 3, 2025: $19.78Dec 4, 2025: $19.45Dec 5, 2025: $19.68Dec 8, 2025: $19.33Dec 9, 2025: $19.62Dec 10, 2025: $19.77Dec 11, 2025: $19.90Dec 12, 2025: $19.91Dec 15, 2025: $19.46Dec 16, 2025: $20.62Dec 17, 2025: $20.46Dec 18, 2025: $20.13Dec 19, 2025: $20.02Dec 22, 2025: $20.26Dec 23, 2025: $19.98Dec 24, 2025: $20.04Dec 26, 2025: $20.31Dec 29, 2025: $20.28Dec 30, 2025: $20.03Dec 31, 2025: $19.97Jan 2, 2026: $19.01Jan 5, 2026: $19.56Jan 6, 2026: $19.83Jan 7, 2026: $19.98Jan 8, 2026: $20.04Jan 9, 2026: $19.96Jan 12, 2026: $19.91Jan 13, 2026: $19.73Jan 14, 2026: $19.50Jan 15, 2026: $19.01Jan 16, 2026: $19.30Jan 20, 2026: $19.00Jan 21, 2026: $18.66Jan 22, 2026: $19.60Jan 23, 2026: $19.70Jan 26, 2026: $19.81Jan 27, 2026: $19.33Jan 28, 2026: $19.77Jan 29, 2026: $18.70Jan 30, 2026: $18.55Feb 2, 2026: $18.70Feb 3, 2026: $15.87Feb 4, 2026: $15.58Feb 5, 2026: $14.95Feb 6, 2026: $15.73Feb 9, 2026: $15.26Feb 10, 2026: $14.88Feb 11, 2026: $12.83Feb 12, 2026: $12.37Feb 13, 2026: $12.75Feb 17, 2026: $12.34Feb 18, 2026: $12.09Feb 19, 2026: $12.81Feb 20, 2026: $12.74Feb 23, 2026: $12.03Feb 24, 2026: $13.26Feb 25, 2026: $13.39Feb 26, 2026: $14.84Feb 27, 2026: $14.48Mar 2, 2026: $14.40Mar 3, 2026: $14.64Mar 4, 2026: $15.15Mar 5, 2026: $15.59Mar 6, 2026: $15.25Mar 9, 2026: $14.94Mar 10, 2026: $14.26Mar 11, 2026: $14.13Mar 12, 2026: $13.74Mar 13, 2026: $13.30Mar 16, 2026: $13.25Mar 17, 2026: $13.20Mar 18, 2026: $12.96Mar 19, 2026: $12.98Mar 20, 2026: $12.86Mar 23, 2026: $13.06Mar 24, 2026: $12.02Mar 25, 2026: $11.66Mar 26, 2026: $11.77Mar 27, 2026: $11.34Mar 30, 2026: $11.67Mar 31, 2026: $11.89Apr 1, 2026: $12.09Apr 2, 2026: $12.03Apr 6, 2026: $12.10Apr 7, 2026: $11.92Apr 8, 2026: $11.60Apr 9, 2026: $11.27Apr 10, 2026: $10.80Apr 13, 2026: $11.56Apr 14, 2026: $11.45Apr 15, 2026: $12.20Apr 16, 2026: $12.24Apr 17, 2026: $12.35Apr 20, 2026: $12.79Apr 21, 2026: $12.50Apr 22, 2026: $12.44Apr 23, 2026: $11.69Apr 24, 2026: $12.52Apr 27, 2026: $12.56Apr 28, 2026: $12.63Apr 29, 2026: $12.27Apr 30, 2026: $12.37May 1, 2026: $13.19May 4, 2026: $13.34May 5, 2026: $13.64May 6, 2026: $12.66May 7, 2026: $14.67May 8, 2026: $14.93May 11, 2026: $13.91May 12, 2026: $13.53May 13, 2026: $12.74May 14, 2026: $12.38May 15, 2026: $12.85May 18, 2026: $13.26May 19, 2026: $13.17May 20, 2026: $13.51May 21, 2026: $13.17May 22, 2026: $13.44May 26, 2026: $13.06May 27, 2026: $12.54May 28, 2026: $12.64May 29, 2026: $13.35Jun 1, 2026: $14.96Jun 2, 2026: $13.85Jun 3, 2026: $12.79Jun 4, 2026: $13.16Jun 5, 2026: $13.16Jun 8, 2026: $12.91Jun 9, 2026: $12.73Jun 10, 2026: $12.79Jun 11, 2026: $12.11Jun 12, 2026: $12.28Jun 15, 2026: $11.87Jun 16, 2026: $11.94Jun 17, 2026: $11.42Jun 18, 2026: $11.12Jun 22, 2026: $10.58Jun 23, 2026: $10.92Jun 24, 2026: $11.13Jun 25, 2026: $10.84Jun 26, 2026: $11.37Jun 29, 2026: $11.40Jun 30, 2026: $11.48Jul 1, 2026: $12.52Jul 2, 2026: $12.85Jul 6, 2026: $12.85Jul 7, 2026: $13.40Jul 8, 2026: $12.72Jul 9, 2026: $12.80Jul 10, 2026: $12.38Jul 13, 2026: $12.98Jul 14, 2026: $12.48Jul 15, 2026: $12.74Jul 16, 2026: $13.16Jul 17, 2026: $12.80Jul 20, 2026: $12.89Jul 21, 2026: $12.28Jul 22, 2026: $11.05Jul 23, 2026: $10.89Jul 24, 2026: $11.87Jul 27, 2026: $12.64Jul 28, 2026: $13.24Jul 29, 2026: $13.32Jul 30, 2026: $12.60Jul 31, 2026: $12.91Aug 3, 2026: $13.40Aug 4, 2026: $12.39Aug 5, 2026: $11.80Aug 6, 2026: $11.57Aug 7, 2026: $11.94Aug 10, 2026: $12.14Aug 11, 2026: $12.23Aug 12, 2026: $12.30Aug 13, 2026: $13.25Aug 14, 2026: $12.72Aug 17, 2026: $12.47Aug 18, 2026: $12.83Aug 19, 2026: $13.52Aug 20, 2026: $13.58Aug 21, 2026: $13.47Aug 24, 2026: $13.68Aug 25, 2026: $13.52Aug 26, 2026: $13.56Aug 27, 2026: $14.30Aug 28, 2026: $14.23Aug 31, 2026: $14.16Sep 1, 2026: $13.83Sep 2, 2026: $13.48Sep 3, 2026: $13.78Sep 4, 2026: $13.77Sep 8, 2026: $12.92Sep 9, 2026: $12.37Sep 10, 2026: $12.27Sep 11, 2026: $12.26Sep 14, 2026: $13.09Sep 15, 2026: $12.89Sep 16, 2026: $12.58Sep 17, 2026: $12.30Sep 18, 2026: $11.96Sep 21, 2026: $12.08Sep 22, 2026: $11.79Sep 23, 2026: $11.72Sep 24, 2026: $11.68Sep 25, 2026: $11.37Sep 28, 2026: $11.06Sep 29, 2026: $11.15Sep 30, 2026: $11.78Oct 1, 2026: $12.30Oct 2, 2026: $12.01Oct 5, 2026: $12.28Oct 6, 2026: $12.29Oct 7, 2026: $12.33Oct 8, 2026: $12.77Oct 9, 2026: $12.95Oct 12, 2026: $12.90Oct 13, 2026: $12.72Oct 14, 2026: $12.74Oct 15, 2026: $13.66Oct 16, 2026: $13.37Oct 19, 2026: $13.53Oct 20, 2026: $14.32Oct 21, 2026: $14.67Oct 22, 2026: $15.32Oct 23, 2026: $15.39Oct 26, 2026: $15.17Oct 27, 2026: $14.80Oct 28, 2026: $14.81Oct 29, 2026: $14.86Oct 30, 2026: $15.32Nov 2, 2026: $15.83Nov 3, 2026: $15.26Nov 4, 2026: $15.92Nov 5, 2026: $17.59Nov 6, 2026: $17.08Nov 9, 2026: $17.30Nov 10, 2026: $17.84Nov 11, 2026: $17.83Nov 12, 2026: $17.75Nov 13, 2026: $17.97
Nov 13, 2025Low $10.58 · High $20.62Nov 13, 2026
Congress purchase Congress sale Insider sale over $1M

Adjusted for stock splits; not for dividends. Where prices come from.

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