Vertex, Inc. (VERX)
SEC fundamentals · as filed in 10-Q FY2026, period ended Jun 30, 2026 · updated Oct 7, 2026
as filed in 10-Q FY2026, period ended Jun 30, 2026 · View filings on EDGAR ↗
In its 10-Q for the period ended Jun 30, 2026, Vertex, Inc. reported revenue of $204.0M, net income of $9.0M, and total assets of $1.21B. Every figure below is taken directly from Vertex, Inc.'s SEC filings: each links to the source document on EDGAR.
Revenue trend
Revenue · FY2018–FY2025 · as reported
- FY2018 revenue
- $272.4M
- FY2025 revenue
- $748.4M
Revenue and net income by fiscal year
As reported in each year’s annual filing · USD
| Fiscal year | Revenue | Net income |
|---|---|---|
| FY2025 | $748.4M | $7.2M |
| FY2024 | $666.8M | -$52.7M |
| FY2023 | $572.4M | -$13.1M |
| FY2022 | $491.6M | -$12.3M |
| FY2021 | $425.5M | -$1.5M |
| FY2020 | $374.7M | -$75.1M |
| FY2019 | $321.5M | $31.1M |
| FY2018 | $272.4M | -$6.1M |
Recent SEC filings
Filed by the registrant · newest first · insider forms and holder schedules not included
| Form | Filed | Source |
|---|---|---|
| 8-K | Oct 1, 2026 | on EDGAR ↗ |
| 10-Q | Aug 4, 2026 | on EDGAR ↗ |
| 8-K | Aug 3, 2026 | on EDGAR ↗ |
| 8-K | Jun 11, 2026 | on EDGAR ↗ |
| 10-Q | May 7, 2026 | on EDGAR ↗ |
| 8-K | May 7, 2026 | on EDGAR ↗ |
| 8-K | Apr 28, 2026 | on EDGAR ↗ |
| DEF 14A | Apr 27, 2026 | on EDGAR ↗ |
| 10-K | Feb 24, 2026 | on EDGAR ↗ |
| 8-K | Feb 11, 2026 | on EDGAR ↗ |
Balance Sheet
as of Jun 30, 2026 · 10-Q
Income Statement
10-Q (quarterly) · period ended Jun 30, 2026
| Revenue | $204.0M | Revenue | source ↗ |
| Net Income | $9.0M | Net | source ↗ |
| Operating Income | -$4.4M | Operating | source ↗ |
| Gross Profit | $131.3M | Gross | source ↗ |
| Cost of Revenue | $72.7M | Cost | source ↗ |
| R&D Expense | $24.8M | Research | source ↗ |
Per Share & Cash Flow
10-Q (quarterly) · period ended Jun 30, 2026
| EPS (diluted) | — | — | source ↗ |
| EPS (basic) | — | — | source ↗ |
| Shares Outstanding | — | — | source ↗ |
| Cash from Operations | $30.9M | Net | source ↗ |
| Cash from Financing | -$15.8M | Net | source ↗ |
| Cash from Investing | -$28.2M | Net | source ↗ |
Insider activity
Form 4 open-market activity, last 180 days
- Buys
- 0
- Sells
- 1
- Net shares
- -6.5K
Restatement history
Point-in-time10 of 212 annual fact-keys were materially restated between filings: what Vertex, Inc. first reported differed from what it later filed. We keep every vintage of every annual figure, each keyed to its EDGAR accession.
See each original-vs-restated value, and query any company as of any past date, with the point-in-time API.
Deeper fundamentals
A free API key reaches VERX’s revenue, margin and free-cash-flow trajectory (newest 3 fiscal years) and its leverage, liquidity and return ratios (newest 4 quarters). Analyst extends those to up to 20 years and 20 quarters, and adds the Piotroski F-score and accruals quality score. As-of fundamentals at any past date are on Free too, up to 10 lookups a day; Analyst removes that cap and adds the original-vs-restated detail, across the whole SEC universe.
Programmatic access
Everything on this page is served by the Distill API and by the MCP server at mcp.distillmarkets.com. A free key is issued at sign-up with no card; the full reference is in the docs.
- These fundamentals, as filed
- curlcurl -H "X-Api-Key: $DISTILL_API_KEY" \https://api.distillmarkets.com/api/v1/sec/fundamentals/VERX
MCP tool:
get_sec_fundamentals ticker=VERX - The same figures as they were known on any past date
- curlcurl -H "X-Api-Key: $DISTILL_API_KEY" \https://api.distillmarkets.com/api/v1/sec/fundamentals/VERX/as-of/YYYY-MM-DD
MCP tool:
get_asof_fundamentals ticker=VERX as_of=YYYY-MM-DD - Fiscal-year trajectory: revenue, margins, free cash flow
- curlcurl -H "X-Api-Key: $DISTILL_API_KEY" \https://api.distillmarkets.com/api/v1/sec/fundamentals/VERX/history
MCP tool:
get_fundamentals_history ticker=VERX - Leverage, liquidity, margin and return ratios
- curlcurl -H "X-Api-Key: $DISTILL_API_KEY" \https://api.distillmarkets.com/api/v1/sec/financial-health/VERX
MCP tool:
get_financial_health ticker=VERX
Not investment advice. Figures are shown as filed with the SEC; see the EDGAR source links for the original documents. Data may lag the latest filing.