What smart money is saying about Vertex, Inc.
VERX
No fund has written a full thesis on Vertex, Inc. in our archive, but 4 fund letters report a position in it — most recently RiverPark Next Century Growth Fund in September 2025.
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4
Reported positions
1
Bought
1
Sold
4
Letters
Position history
Every position in Vertex, Inc. on record in the archive was reported in Q3 2025, across 4 fund letters — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 4 | 1 | 1 | 0 |
Fund activity · 4 positions · 2 moves
- September 2025
“five in technology: CyberArk Software, Grid Dynamics Holdings, Vertex, PAR Technology, Clearwater Analytics”
Vertex, Inc. - New positionBrown Advisory US Small Cap Blend FundSeptember 2025
“ Vertex Inc. (VERX) is a SaaS business focused on streamlining tax compliance and reporting for corporations.”
Vertex, Inc. - HoldsConestogaSeptember 2025
“3. Vertex, Inc. (VERX) VERX provides cloud-based and on-premises software solutions that automate indirect tax processes such as sales, use, and value-added tax.”
Vertex, Inc. - September 2025
“Recently, short-term market sentiment penalized the secular growth area of software in favor of either cyclical semiconductors or anything related to the future possibility of quantum computing. In this environment, our general preference for application software companies showing steady demand became a headwind to our relative performance. An example of that was Vertex, Inc., which provides end-to-end tax compliance software for large businesses.”
Vertex, Inc.
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