Congress trades
Vertex, Inc. (VERX)
About Vertex, Inc.
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Software - Application
- Chief executive
- Christopher David Young
- Employees
- 2,000
- Listed since
- Jul 29, 2020
- Market value
- $2.0B
- Price to earnings
- 404.2
- Earnings per share
- $0.02
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 2, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 3, 2026 | $0.20 | $0.19 | $204.0M | $202.2M | EPS beatRevenue in line |
| Q1 FY2026reported May 7, 2026 | $0.17 | $0.16 | $196.6M | $194.8M | EPS beatRevenue in line |
| Feb 11, 2026 | $0.17 | $0.17 | $194.7M | $194.3M | EPS in lineRevenue in line |
| Q3 FY2025reported Nov 3, 2025 | $0.17 | $0.17 | $192.1M | $194.3M | EPS in lineRevenue in line |
| Q2 FY2025reported Aug 6, 2025 | $0.15 | $0.14 | $184.6M | $192.8M | EPS beatRevenue miss |
| Q1 FY2025reported May 7, 2025 | $0.15 | $0.13 | $177.1M | $184.8M | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $71.6M | 6,236,152 | +10.2% | 3.87% |
| Vanguard Portfolio Management LLC | $57.2M | 4,984,133 | +4.3% | 3.09% |
| Morgan Stanley | $47.4M | 4,132,404 | -3.7% | 2.56% |
| Brown Advisory Inc | $40.7M | 3,549,052 | +96.2% | 2.20% |
| Vanguard Capital Management LLC | $36.4M | 3,173,883 | +1.9% | 1.97% |
| Tensile Capital Management LP | $33.3M | 2,898,563 | -14.7% | 1.80% |
| UBS Group AG | $32.7M | 2,849,520 | 0.0% | 1.77% |
| Jpmorgan Chase & Co | $28.8M | 2,528,044 | -25.0% | 1.57% |
| D. E. Shaw & Co., Inc. | $25.1M | 2,189,827 | +33.6% | 1.36% |
| William Blair Investment Management, LLC | $24.4M | 2,128,372 | +66.4% | 1.32% |
| State Street Corp | $23.6M | 2,060,692 | +7.8% | 1.28% |
| UBS Group AG | $23.2M | 2,024,166 | -63.0% | 1.25% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in VERX
20 disclosures · median 17d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -10.7%S&P +0.4% · vs S&P 500 -11.1% | Jun 2, 2026 | Jul 6, 2026 | 34d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -1.4%S&P +1.6% · vs S&P 500 -2.9% | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +7.0%S&P +11.1% · vs S&P 500 -4.1% | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -1.2%S&P +6.8% · vs S&P 500 -8.0% | Apr 24, 2026 | May 11, 2026 | 17d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -5.3%S&P +16.0% · vs S&P 500 -21.2% | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | -17.3%S&P +12.5% · vs S&P 500 -29.7% | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -34.4%S&P +11.1% · vs S&P 500 -45.5% | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -50.1%S&P +13.9% · vs S&P 500 -64.0% | Oct 7, 2025 | Nov 6, 2025 | 30d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -51.3%S&P +14.9% · vs S&P 500 -66.2% | Sep 29, 2025 | Oct 3, 2025 | 4d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -48.5%S&P +17.8% · vs S&P 500 -66.3% | Sep 5, 2025 | Oct 3, 2025 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -62.6%S&P +20.8% · vs S&P 500 -83.4% | Aug 4, 2025 | Sep 9, 2025 | 36d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -50.3%S&P +18.2% · vs S&P 500 -68.4% | Aug 26, 2025 | Sep 9, 2025 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -64.6%S&P +26.7% · vs S&P 500 -91.3% | Jun 23, 2025 | Jul 9, 2025 | 16d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -68.7%S&P +29.7% · vs S&P 500 -98.4% | May 28, 2025 | Jun 10, 2025 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -67.9%S&P +28.2% · vs S&P 500 -96.0% | May 19, 2025 | Jun 10, 2025 | 22d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -68.8%S&P +42.4% · vs S&P 500 -111.3% | Apr 23, 2025 | May 12, 2025 | 19d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -70.9%S&P +28.3% · vs S&P 500 -99.1% | Feb 25, 2025 | Mar 6, 2025 | 9d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -73.2%S&P +24.3% · vs S&P 500 -97.5% | Feb 19, 2025 | Mar 6, 2025 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -78.1%S&P +27.6% · vs S&P 500 -105.6% | Jan 17, 2025 | Feb 6, 2025 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -78.2%S&P +25.7% · vs S&P 500 -103.8% | Jan 22, 2025 | Feb 6, 2025 | 15d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
A congressional disclosure names a company by its ticker symbol alone, and a symbol can be reassigned after its previous holder leaves the market. 9 disclosures filed under VERX are dated before this company began trading under it, and are not shown here.
Questions
Which members of Congress have traded VERX?
Ro Khanna disclosed VERX transactions in the filings shown here.
How quickly are VERX trades disclosed?
Congressional disclosures took a median of 17 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.