Vertex, Inc. is classed by the SEC under Services-Prepackaged Software (industry code 7372), based in King Of Prussia, PA. Its filings are on EDGAR under CIK 1806837; the figures the desk reads are not on file yet.
Subscription businessServices-Prepackaged SoftwareKing Of Prussia, PAfilings since 20208 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a subscription business: prior from its industry code (SEC 7372, Services-Prepackaged Software); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 5.4 out of ten, 8 of 9 metrics filed and 1 estimated: past 5.4 out of ten, present 5.2 out of ten, future 5.6 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 7.3 out of ten. No warning events in its filings since 2020. 73rd percentile among 230 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 6.0 out of ten. +15.5% a year over 8 filed years; profitable in 2 of 8. 60th percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 3.4 out of ten. CrossAssetData estimate 3.4/10, confidence 35 of 100 (one part). 34th percentile among 216 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Financial health (present): 4.4 out of ten. ROE 3%: 3¢ of profit per shareholder dollar. Leverage 80%: owes 80¢ per asset dollar. 44th percentile among 217 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 6.0 out of ten. top 40% of 218 in its family; net margin 1%. 60th percentile among 218 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 5.5 out of ten. top 45% of 137 in its family for leadership; chief executive since 2025. 55th percentile among 137 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 3.8 out of ten. bottom 38% of 216 in its family for room to expand. 38th percentile among 216 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 6.6 out of ten. top 34% of 213 in its family for growth drivers. 66th percentile among 213 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 5.5 out of ten. top 45% of 194 in its family for expectations against reality. 55th percentile among 194 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-24 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-04 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-03 (on EDGAR). Newest filing: Form 4, 2026-10-09. Filings on record since 2020. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Cloud Subscriptions 47%, Software Licenses 38%, Service Other 14%. As tagged in its annual report (Form 10-K, filed 2026-02-24).
Who runs it
Destefano, David (PRESIDENT & CEO); Young, Christopher David (President and CEO); Schwab, John R (CHIEF FINANCIAL OFFICER); Leib, Ryan J (Chief Accounting Officer); Rowland, Bryan T.r. (GENERAL COUNSEL); Saha, Debanjan (director); Andersen, Eric C. (director); Gayton, Bradley M (director); Mendola, Mark J (director); Radcliffe, Amanda Westphal (director); and 4 more. 14 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-09.
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