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BCS

Current Report · Items 2.02, 9.01 · 8-K

Vertex, Inc.

VERXNASDAQEQUITYCurrent

Results of Operations and Financial Condition

Item 2.02. Results of Operations and Financial Condition. On August 3, 2026, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the second quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.…

Filed Aug 3, 2026Accepted Aug 3, 2026, 4:15 PM EDTCIK 1806837Accession 0001104659-26-089802
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Company context

Vertex is the Decision-to-Defense™ global indirect tax and compliance company. Vertex helps enterprises bring control to indirect tax and compliance across the full transaction lifecycle - from tax determination and e-invoicing through reporting, filing, and audit defense - to make outcomes easier to prove and improve over time. Trusted by more than 60% of the Fortune 500, Vertex combines decades of tax expertise, deep global tax and compliance knowledge, and embedded integrations to help organizations operate globally with confidence. With headquarters in North America and offices in South America and Europe, Vertex's purpose is to ensure businesses and communities thrive through trusted transactions.

Current securities

Recent company filings

  1. 144 filingNov 9, 2026
  2. 10-Q filingNov 5, 2026
  3. Results of Operations and Financial ConditionNov 4, 2026
  4. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory ArrangementsOct 1, 2026
  5. 10-Q filingAug 4, 2026

Registered securities in this filing

VERTEX, INC. · 8-K · Filed 2026-08-03

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Class A Common Stock, $0.001 par value per share

Symbol
VERX
Exchange
NASDAQ
Classification
COMMON
Status
Current
Filing context

Context: Duration_8_3_2026_To_8_3_2026_iiXDTCDOW0uVr_E3OB2B1w

Dimensions: Not supplied

Accession 000110465926089802 · 1 registered-security cover member

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Disclosure sections

Items 2.02, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations
Item 2.02. Results of Operations and Financial Condition. On August 3, 2026, Vertex, Inc. (the “Company”) issued a press release announcing its financial results for the second quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing made by the Company under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filings, unless expressly incorporated by specific reference in such filing.
Filed exhibits (1)
EX-99.1 (by filename) verx-20260803xex99d1.htm

EX-99.1 2 verx-20260803xex99d1.htm EX-99.1 Exhibit 99.1 Vertex Announces Second Quarter 2026 Financial Results KING OF PRUSSIA, PA - August 3, 2026: Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), the Decision-to-Defense™ global indirect tax and compliance company, today announced financial results for its second quarter ended June 30, 2026. “Vertex delivered solid second-quarter results, with revenue at the high end of our guidance and adjusted EBITDA exceeding our expectations,” said Christopher Young, President and Chief Executive Officer. “The quarter demonstrated the durability of our business and the earnings leverage we can generate through greater operating focus and discipline. Customer retention remained stable, and e-invoicing momentum improved as enterprises prepare for expanding global mandates and seek more comprehensive compliance solutions.” “We are making tangible progress in the transformation of Vertex. Our “AI-First” strategy is beginning to improve the speed and efficiency of selected engineering and customer-delivery workflows, and we have strengthened our leadership team to accelerate product innovation, operational execution, and growth. Whi…

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