Exploring 3 Undervalued Small Caps With Insider Activity Across Regions
This article identifies three undervalued small-cap stocks with significant insider activity: Vertex (VERX), Northwest Bancshares (NWBI), and Bob's Discount Furniture (BOBS). It highlights their financial performance, growth forecasts, and recent insider purchases, suggesting potential investment opportunities in a flat U.S. market. The analysis emphasizes the importance of insider confidence and projected earnings growth for these companies.
3.40M-share exit filing lowers Vertex (VERX) stake below 5% — amendment
An SEC Form SCHEDULE 13G/A amendment for Vertex, Inc. (VERX) indicates that Arthur C. Young, Douglas J. Dossey, and Tensile Capital Management entities collectively reported beneficial ownership of 3,398,563 shares, representing 4.37% of Class A Common Stock. This filing is classified as an "exit filing," signifying that the reporting persons no longer beneficially own more than five percent of outstanding shares. The amendment, dated 04/02/2026, explicitly states that the previous reporting threshold has been crossed, though it does not detail the specific transactions that led to the reduction in ownership.
Vanguard disaggregates holdings; subsidiaries to report VERX separately (VERX)
The Vanguard Group has filed an amended Schedule 13G/A, reporting zero beneficial ownership of Vertex Inc (VERX) common stock. This change follows an internal realignment where certain Vanguard subsidiaries and business divisions will now report their holdings separately, in accordance with SEC Release No. 34-39538. The filing, signed by Ashley Grim, Head of Global Fund Administration, indicates that these subsidiaries will continue to pursue the same investment strategies as previously.
Understanding the Setup: (VERX) and Scalable Risk
This article analyzes Vertex Inc. (VERX), identifying weak sentiment across all time horizons which supports a short bias. It highlights an exceptional 81.0:1 risk-reward short setup targeting a 24.6% downside with minimal risk. The analysis includes three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, along with multi-timeframe signal analysis.
xSuite Group and Vertex, Inc. become Partners
xSuite Group and Vertex, Inc. have announced a new partnership to expand their reach and deliver value to SAP customers globally. This collaboration will focus on serving businesses in the U.S., DACH, and EMEA regions, leveraging both companies' expertise in SAP environments to help organizations manage financial and compliance complexities. The partnership highlights a shared commitment to providing best-in-class solutions and supporting global compliance needs for SAP customers.
Vertex Now Available on Oracle Marketplace
Vertex Inc. (NASDAQ:VERX) announced that its O Series Tax Engine and Indirect Tax Accelerator for Oracle’s ERP offerings are now available on the Oracle Marketplace and can be deployed on Oracle Cloud Infrastructure (OCI). This integration provides centralized, scalable tax determination and calculation, aiming to accelerate tax integration and configuration for global businesses. The availability on Oracle Marketplace extends Vertex's commitment to the Oracle community, enabling faster implementation and adaptation to evolving tax regulations.
VERX SEC Filings - Vertex, Inc. 10-K, 10-Q, 8-K Forms
This page provides access to Vertex, Inc. (VERX) SEC filings, including 10-K, 10-Q, and 8-K forms, with AI-powered summaries for easier understanding. Recent filings cover topics such as BlackRock's stake, credit agreement amendments, executive leadership changes, and latest quarterly earnings. The platform also details insider trading activities and stock repurchase programs.
VERX SEC Filings - Vertex, Inc. 10-K, 10-Q, 8-K Forms
This page provides access to Vertex, Inc. (VERX) SEC filings, including 10-K, 10-Q, 8-K, and insider trading forms, offering comprehensive insights into the company's financial performance, risk factors, and corporate events. Stock Titan enhances these documents with AI-powered summaries and real-time updates from the SEC’s EDGAR system. Recent filings highlight executive stock transactions, such as RSU exercises, share disposals for tax, and open-market purchases by insiders, alongside the company's return to profitability in 2025 with increased recurring software revenue.
Trust 10% owner of Vertex (VERX) adds 10,000 Class A shares in open-market buy
A 10% owner trust of Vertex, Inc. (VERX) purchased an additional 10,000 shares of Class A Common Stock in an open-market transaction. The shares were bought at a weighted average price of $15.0477 per share. Following this transaction, the trust directly holds 1,221,100 shares of Vertex Class A Common Stock.
Item second irr. trust sells Vertex (VERX) shares worth $150,477
Item Second Irr. Trust FBO Kyle R. Westphal, a ten percent owner of Vertex, Inc. (NASDAQ:VERX), sold 10,000 shares of its Class A Common Stock on March 9, 2026, for a total of $150,477. This sale occurred as Vertex's stock trades 54% down over the past year, though InvestingPro analysis suggests it is undervalued. The action follows recent mixed analyst responses to Vertex's Q4 2025 earnings, leading to various price target adjustments and ratings changes.
What Vertex (VERX)'s Insider Sale and CEO Transition Mean for Its Tax Tech Ambitions
Vertex (VERX) is facing mixed reactions from analysts following an insider share sale and a CEO transition, despite a supportive view from Goldman Sachs focusing on its global compliance and e-invoicing. The company's tax technology ambitions are central to its investment narrative, especially with regulatory-driven adoption of its cloud solutions. There's uncertainty regarding execution post-CEO change and a sharper focus on its 2026 guidance as investors weigh potential risks like slower enterprise deal timing against the emphasized e-invoicing opportunity.
Item second irr. trust sells Vertex (VERX) shares worth $150,477
Item Second Irr. Trust, a major shareholder in Vertex, Inc., sold 10,000 shares of Class A Common Stock for $150,477 on March 9, 2026. This transaction follows recent mixed analyst responses to Vertex's Q4 2025 earnings, leading to price target adjustments and rating changes from several firms. The stock is currently down 54% over the past year.
Vertex (VERX) CFO converts RSUs to stock and withholds shares for taxes
Vertex, Inc.'s CFO, John R. Schwab, engaged in several equity award transactions on February 20, 2026. He acquired Class A common stock by converting restricted stock units and simultaneously disposed of shares to cover tax obligations. The remaining restricted stock units are set to vest in equal annual installments from February 2027 through February 2029.
Precision Trading with Vertex Inc. Class A Common Stock (VERX) Risk Zones
This article provides an in-depth analysis of Vertex Inc. Class A Common Stock (VERX) with "precision trading" risk zones. It highlights a strong near-term sentiment potentially challenging weaker mid and long-term trends, and presents an exceptional 97.5:1 risk-reward short setup. The analysis includes three distinct trading strategies developed by AI models, catering to various risk profiles and holding periods.
Vertex (VERX) stock slides after Thursday pop as insiders buy and management heads to investor conferences
Vertex (VERX) stock fell about 4% on Friday after a significant rally on Thursday, despite recent insider buying and upcoming investor conferences. The company's CEO's trust recently purchased 60,000 shares, and executives are scheduled to speak at Citizens JMP and Morgan Stanley conferences next week to discuss demand and outlook. The stock's recent performance has been volatile, with ongoing efforts to regain stability after a difficult period in February.
Vertex (VERX) General Counsel exercises RSUs and withholds shares for tax
Vertex, Inc.'s General Counsel, Rowland Bryan T.R., exercised 6,428 restricted stock units into Class A common stock and subsequently disposed of 1,768 shares to cover tax obligations at $12.03 per share on February 23, 2026. After these transactions, the General Counsel directly holds 12,872 Class A shares, with the remaining restricted stock units set to vest on February 23, 2027. This activity is considered a routine equity award exercise and a tax-withholding disposition, not an open-market sale.
Vertex to Present at Upcoming Conferences
Vertex, Inc. (NASDAQ: VERX) announced that its President and CEO, Chris Young, and CFO, John Schwab, will participate in fireside chats at two upcoming conferences: the Citizens JMP Technology Conference and the Morgan Stanley TMT Conference. These presentations are scheduled for March 3 and March 4, 2026, respectively, with live webcasts available on Vertex’s investor relations website. The company is a global provider of tax technology solutions.
Vertex (VERX) director exercises RSUs and has shares withheld for taxes
Vertex, Inc. director David DeStefano exercised 101,395 restricted stock units into Class A Common Stock and subsequently had 47,112 shares withheld to cover tax obligations at a price of $12.03 per share. After these transactions, DeStefano directly holds 1,198,267 Class A shares and still has 101,396 restricted stock units remaining, set to vest on February 23, 2027. He also indirectly holds 204,032 Class A shares through family trusts for his adult children.
Vertex (VERX) CEO-linked trust buys 60,000 Class A shares
Vertex, Inc. CEO Christopher David Young's living trust purchased 60,000 shares of Class A Common Stock for a weighted average price of $12.1799 per share on February 23, 2026. This transaction reflects an indirect ownership increase, with the shares held through the trust. The SEC Form 4 filing details the open-market acquisition and the subsequent beneficial ownership by the trust.
Vertex (VERX) director Eric Andersen buys 40,000 shares in open market
Vertex, Inc. director Eric C. Andersen purchased 40,000 shares of Class A common stock on February 20, 2026, through an open-market transaction. The shares were bought at a weighted average price of $12.91, increasing his direct holdings to 150,341 shares. This transaction, detailed in a Form 4 filing, involved multiple trades within a price range of $12.87 to $12.96 per share.
Vertex (NASDAQ: VERX) CFO exercises RSUs, with 16,411 shares withheld for taxes
Vertex, Inc.'s CFO, John R. Schwab, exercised 30,305 restricted stock units on February 23, 2026. To cover tax obligations, 16,411 shares were sold at $12.03 per share. Following these transactions, Schwab directly owns 132,271 shares of Class A Common Stock, with remaining restricted units set to vest in February 2027.
Vertex (NASDAQ: VERX) general counsel exercises RSUs, withholds shares for taxes
Vertex, Inc.'s general counsel, Rowland Bryan T.R., exercised restricted stock units (RSUs) on February 20, 2026, receiving Class A common stock. Concurrently, a portion of these shares was disposed of to cover tax withholding obligations at $12.74 per share, resulting in a direct holding of 8,212 Class A shares. The remaining RSUs are scheduled to vest in annual installments through February 2029.
Vertex (VERX) stock slips after Tuesday pop as insider buy and fresh 10-K hit tape
Vertex (VERX) shares slipped after a recent pop, following a director's share purchase and the release of their annual 10-K report. The company had previously seen a 10.2% surge, attributed to insider buying and investor focus on their 2026 outlook, which projects revenue between $823.5 million and $831.5 million with a 25% climb in cloud segment sales. Investors are now scrutinizing the 10-K for details on demand, risks, and cost trends, with the stock's future movements likely depending on customer retention and cloud growth aligning with company goals ahead of the next earnings report in May.
Vertex (VERX) director adds stock via RSUs, uses shares for taxes
Vertex, Inc. director David DeStefano engaged in equity transactions on February 20, 2026, where he exercised restricted stock units (RSUs) to acquire Class A Common Stock. To cover tax obligations, he disposed of a portion of these shares, rather than selling them on the open market, at $12.74 per share. Following these transactions, DeStefano directly holds over 1.1 million shares and indirectly holds an additional 204,032 shares through family trusts, with remaining RSUs scheduled to vest in future installments through 2029.
Vertex (VERX) CFO granted 269,399 restricted stock units vesting through 2030
Vertex, Inc. CFO John R. Schwab was granted 269,399 restricted stock units on February 19, 2026, as an equity award. These units, representing contingent rights to Class A common stock, will vest in four equal annual installments starting in February 2027 and concluding in February 2030. This award aligns the CFO's compensation with the company's long-term performance and is detailed in a recent SEC Form 4 filing.
Technical Reactions to VERX Trends in Macro Strategies
This article analyzes Vertex Inc. Class A Common Stock (NASDAQ: VERX), highlighting weak sentiment across all horizons and suggesting a strong short bias. It details three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels, and includes a multi-timeframe signal analysis. The piece emphasizes the exceptional 78.2:1 risk-reward short setup.
Vertex reports fourth-quarter revenue growth and full-year return to profitability
Vertex Inc. (VERX) reported strong financial results for Q4 2025 and the full year, with total revenue increasing by 9.1% in the fourth quarter and 12.2% for the full year, reaching $748.4 million. The company returned to full-year net profitability with $7.2 million in net income, a significant improvement from a net loss in the prior year. Vertex also provided optimistic guidance for 2026, forecasting continued revenue growth and improved adjusted EBITDA.
Vertex Inc - Class A (NASDAQ:VERX) Shares Drop 9% on Q4 Revenue Miss and Cautious 2026 Outlook
Vertex Inc. (NASDAQ:VERX) shares dropped 9% after reporting mixed Q4 2025 results, with a beat on adjusted EPS but a miss on revenue. The company also provided a cautious 2026 outlook, with revenue guidance falling below analyst expectations, despite strong growth in its cloud and subscription businesses. The market's negative reaction highlighted investor focus on top-line growth and future guidance in the software sector.
Vertex, Inc. Announces Fourth Quarter and Full Year 2025 Financial Results
Vertex, Inc. has announced strong financial results for the fourth quarter and full year ending December 31, 2025, with significant revenue growth and improved profitability. The company's strategic focus on AI-driven solutions and e-invoicing mandates in Europe contributed to its success, leading to optimistic guidance for 2026 with projected double-digit revenue growth and enhanced profit margins.
Vertex, Inc. Reports Q4 and Full Year 2025 Financial Results with Double-Digit Revenue Growth and Increased Profitability
Vertex, Inc. announced strong financial results for Q4 and the full year 2025, reporting double-digit revenue growth and significant improvements in profitability. The company achieved $748.4 million in total revenues for the full year, a 12.2% increase, driven by strong cloud revenue growth of 27.9%. Vertex anticipates continued revenue growth and improved profit margins for 2026, supported by upcoming e-invoicing mandates and new AI-driven solutions, and plans further share repurchases.
Earnings Flash (VERX) Vertex, Inc. Reports Q4 Revenue $194.7M, vs. FactSet Est of $194.3M
Vertex, Inc. (VERX) announced its Q4 revenue reached $194.7 million, surpassing the FactSet estimate of $194.3 million. The company, a global provider of indirect tax solutions, also reported an adjusted EPS of $0.17 per share against an estimated $0.16. Following these results, some analysts downgraded the stock, while others maintained higher ratings, leading to fluctuations in share price.
Vertex Announces Fourth Quarter and Full Year 2025 Financial Results
Vertex, Inc. announced its financial results for the fourth quarter and full year ended December 31, 2025, reporting double-digit revenue growth and improved profitability. The company highlighted strong cloud revenue growth and increasing Annual Recurring Revenue (ARR), while also providing a positive financial outlook for 2026, including continued double-digit revenue growth and improved profit margins. Vertex is optimistic about future growth driven by upcoming e-invoicing mandates in Europe and AI-driven solutions.
Trading the Move, Not the Narrative: (VERX) Edition
This article analyzes Vertex Inc. Class A Common Stock (NASDAQ: VERX), identifying weak sentiment across all horizons and supporting a short bias. It details an exceptional 73.4:1 risk-reward short setup targeting a 21.4% downside. The analysis provides institutional trading strategies, including position, momentum breakout, and risk hedging, alongside multi-timeframe signal analysis for various holding periods.
Vertex Report: U.S. Sees Record-Level Growth in Sales Tax Rates and Rules Changes in 2025 Amid Fiscal Uncertainty
Vertex, Inc. released its 2025 End-of-Year U.S. Sales Tax Rates and Rules Report, revealing a record level of sales and use tax changes, with 681 rate changes and 335 new taxing jurisdictions enacted. This surge, attributed to local governments seeking new revenue, marks a 10-plus-year high. The report highlights the increasing complexity for businesses and anticipates continued pressures into 2026 due to evolving economic conditions and fiscal federalism, alongside the growing influence of AI and new revenue strategies.
(VERX) Volatility Zones as Tactical Triggers
This article provides an analysis of Vertex Inc. Class A Common Stock (NASDAQ: VERX) focusing on volatility zones as tactical triggers for trading. It highlights a neutral sentiment in shorter horizons potentially easing a long-term weak bias and identifies an exceptional risk-reward short setup. The report details various AI-generated trading strategies for different risk profiles, including position, momentum breakout, and risk hedging strategies.
Vertex trust sells $4.07 million in shares at $56.48 to $56.52
A trust associated with Vertex Pharmaceuticals, Vertex Trust, recently sold shares valued at approximately $4.07 million. The sales occurred at prices ranging from $56.48 to $56.52 per share, indicating a significant transaction by an insider-related entity.
Massachusetts Financial Services Co. MA Grows Stake in Vertex, Inc. $VERX
Massachusetts Financial Services Co. MA significantly increased its stake in Vertex, Inc. by 231% in Q3, bringing its total to 3.57 million shares valued at $88.45 million, representing 2.24% of the company. Vertex (NASDAQ:VERX) recently reported beating quarterly EPS estimates with 12.7% YoY revenue growth and authorized a $150 million share buyback. The stock currently trades around $19 with a "Moderate Buy" consensus rating and an average price target of $32.40.
Vertex Inc. Enhances e-Invoicing Solution to Simplify Global Tax Compliance
Vertex Inc. has enhanced its e-invoicing solution to help businesses comply with global tax mandates. The new capabilities integrate with SAP Document Compliance, allowing for automated e-invoicing processes and real-time tax calculations. This expansion addresses the growing complexity of e-invoicing regulations across different countries.
Price-Driven Insight from (VERX) for Rule-Based Strategy
This article provides a price-driven analysis of Vertex Inc. Class A Common Stock (NASDAQ: VERX), highlighting a near-term weak sentiment that may lead to a long-term decline. It details various AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis to guide investors. The report identifies a significant risk-reward setup, targeting a substantial gain against minimal risk.
Vertex to Announce Fourth Quarter 2025 Financial Results on Wednesday, February 11, 2026
Vertex, Inc. (NASDAQ:VERX) announced it will release its fourth quarter 2025 financial results before market open on Wednesday, February 11, 2026. A conference call will be held at 8:30 a.m. Eastern Time on the same day to discuss the results. Interested participants can join by phone or through a listen-only webcast on the company's Investor Relations website.
Built In Honors Vertex in Its Esteemed 2026 Best Places To Work Awards
Vertex, Inc. has been recognized by Built In as one of the Best Places to Work in 2026, marking its third consecutive year on the list. The company was honored on two Best Remote Places to Work lists, reflecting its commitment to competitive compensation, benefits, and workplace culture. This recognition highlights Vertex's efforts to support employee growth, offer flexible work options, and foster an inclusive, purpose-driven environment.
Vertex, Inc. Class A Common Stock (VERX) Stock Price Today & Analysis
This article provides an analysis of Vertex, Inc. Class A Common Stock (VERX), including its stock price, fundamental financials, and dividend information. It also offers a FAQ section on how to buy VERX stock through the Gotrade app, minimum investment, dividend policy, market hours, and valuation methods. The content is geared towards investors interested in understanding and potentially investing in VERX.
Remote-first employer earns dual ‘Best Places to Work’ honors for 2026
Vertex (NASDAQ:VERX), a global provider of indirect tax solutions, has been named to Built In's 2026 Best Places to Work lists, securing two placements on the Best Remote Places to Work rankings. This marks the third consecutive year Vertex has received this recognition, which evaluates companies based on compensation, benefits, and culture programs. Vertex highlighted its remote-first flexibility, talent rewards, inclusive resource groups, and career growth opportunities as key factors contributing to its employee satisfaction.
Vertex Inc. (VERX) Unveils AI-Powered Tax Compliance Solution
Vertex Inc. (VERX) has expanded its partnership with CPA.com to introduce an AI-powered sales tax compliance solution aimed at accounting firms. This new solution helps firms provide automated tax compliance services to clients, enabling them to manage client compliance directly or via referral. The move comes as BMO Capital Markets predicts a recovery for software stocks in 2026, with Vertex Inc. expected to be a major beneficiary.
Precision Trading with Vertex Inc. Class A Common Stock (VERX) Risk Zones
This article provides a precision trading analysis for Vertex Inc. Class A Common Stock (VERX), highlighting near-term weak sentiment within a broader long-term weak bias. It outlines three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored to different risk profiles. The analysis emphasizes an exceptional risk-reward setup targeting a 28.5% gain versus 0.3% risk, with specific entry, target, and stop-loss levels.
Vertex Inc. (NASDAQ: VERX) and CPA.com expand AI-powered sales tax compliance services
Vertex Inc. (NASDAQ: VERX) and CPA.com have expanded their partnership to introduce an AI-driven sales tax compliance solution developed with Kintsugi. This new offering, part of the CPA.com Firm Advisor Program, automates various compliance tasks for accounting firms, aiming to enhance efficiency and create new advisory revenue streams. The solution will be showcased at the Digital CPA Conference in December 2025 and featured in a January 2026 webinar.
Vertex, Inc. (VERX): A Bull Case Theory
This article summarizes a bullish thesis on Vertex, Inc. (VERX), a software provider specializing in tax technology solutions. The company's strong fundamentals, recurring revenue, and positioning in the growing market for tax automation solutions make it a steady compounder despite recent equity underperformance. Vertex, Inc. has a market capitalization of $4.12 billion and demonstrates financial stability with resilient operational metrics.
Analysts’ Opinions Are Mixed on These Technology Stocks: Vertex (VERX), ZoomInfo Technologies (GTM) and Navitas Semiconductor (NVTS)
Analysts have provided mixed opinions on several technology stocks. Morgan Stanley maintained a Buy rating on Vertex (VERX), a Hold rating on ZoomInfo Technologies (GTM), and a Sell rating on Navitas Semiconductor (NVTS). The price targets and consensus ratings vary for each company, reflecting different outlooks on their future performance.
Vertex Announces $150 Million Stock Repurchase Program
Vertex Pharmaceuticals announced a new share repurchase program, authorizing the company to buy back up to $150 million of its common stock. This move reflects management's confidence in the company's financial strength and future prospects, aiming to enhance shareholder value. The repurchases will be made through open market transactions or privately negotiated deals, subject to market conditions and other factors.
Vertex Inc. Launches Configuration Agent for Microsoft Dynamics 365 to Enhance Tax Automation and Compliance
Vertex Inc. (VERX) has released the Vertex Configuration Agent for Microsoft Dynamics 365 on the Microsoft Marketplace, aiming to automate tax configuration and ensure compliance for businesses. This solution, leveraging Vertex AI, proactively identifies and applies necessary tax adjustments based on operational system updates, reducing manual effort. The integration with Microsoft enhances visibility and offers a streamlined approach to tax management within the Microsoft ecosystem.
