Vertex, Inc.
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
About Vertex
Services-Prepackaged Software, SIC 7372
Vertex provides enterprise compliance technology and software solutions that automate and govern indirect tax and regulatory obligations across global commerce. Its cloud and hybrid platform supports tax calculation, returns and filing, electronic invoicing, tax data and document management, and analytics across areas such as sales tax, value-added tax, and industry-specific assessments. The company primarily serves enterprise and mid-market organizations, including retail, manufacturing, communications, and wholesale businesses, alongside digital marketplaces and professional accounting and consulting service providers.
The company supports compliance operations across more than 195 countries and territories, utilizing tax rates and rules spanning over 20,000 jurisdictions worldwide. As of December 31, 2025, Vertex served 4,867 direct customers and employed over 2,100 full-time personnel, with 73% located in the United States, 17% in Europe, and 10% in other regions. In addition, it operates cloud infrastructure across six data centers situated in North America and Europe. The provided text does not state the company's headquarters location.
Summary of the business section of Vertex's latest annual report, written by StockData.
Company profile
Company
- Legal name
- Vertex, Inc.
- Headquarters
- King Of Prussia, PA
- Address
- 2301 Renaissance Boulevard 19406
- Phone
- (800) 355-3500
- Website
- vertexinc.com
- Employees
- 2,100, Dec 31, 2025
- Industry
- Services-Prepackaged Software
- Incorporated in
- Delaware
- Fiscal year ends
- December 31
- Auditor
- Crowe LLP, Oakbrook Terrace, Illinois
Stock & identifiers
- Ticker
- VERX
- Exchange
- Nasdaq
- IPO date
- Jul 30, 2020
- Shares outstanding
- 162M, Jul 31, 2026
- Public float
- $2.55B, Jun 30, 2025
- Filer category
- Large accelerated filer
- SEC CIK
- 1806837
- CUSIP
- 92538J106
- ISIN
- US92538J1060
- LEI
- 549300QMYW171MP1PL50
- EIN
- 23-2081753
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| Christopher David Young | President and CEO, Director | 60,000 |
| John R. Schwab | CHIEF FINANCIAL OFFICER | 148,682 |
| Bryan T.R. Rowland | GENERAL COUNSEL | 14,640 |
| Ryan J. Leib | Chief Accounting Officer | 7,155 |
| Mark J. Mendola | Director | 20,965 |
| Eric C. Andersen | Director | 278,409 |
| Bradley M. Gayton | Director | 68,500 |
| David DeStefano | Director | 2,171,812 |
| Stefanie Westphal Thompson | Director | 33,001,900 |
| John Richard Stamm | Director | 32,685 |
| Amanda Westphal Radcliffe | Director | 33,288,732 |
| Philip Seth Saunders | Director | 50,606 |
CEO pay and shareholder return
Pay versus performance table from the proxy statement
| Fiscal year | CEO total pay | CEO pay actually paid | Other executives (avg) | Value of $100 invested | Peer group |
|---|---|---|---|---|---|
| FY2025 Christopher Young | $25.62M | $26.59M | $2.36M | $57 | $183 |
| FY2025 David Destefano | $10.33M | -$16.46M | $2.36M | $57 | $183 |
| FY2024 David DeStefano | $8.40M | $36.01M | $2.14M | $153 | $165 |
| FY2024 David Destefano | $8.40M | $36.01M | $2.14M | $153 | $165 |
| FY2023 David DeStefano | $7.53M | $20.19M | $1.80M | $77 | $139 |
| FY2023 David Destefano | $7.53M | $20.19M | $1.80M | $77 | $139 |
“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.
Employees
Headcount reported in annual reports
“As of December 31, 2025, we had over 2,100 full-time employees.”
Corporate history
Events identified from SEC filings
| Date | Event | Details |
|---|---|---|
| Jul 30, 2020 | IPO | Initial public offering priced (424B4 prospectus) |
| Jul 29, 2020 | Listing | Registration of securities on an exchange (Form 8-A) |