Stock analysis, trade plans, and proprietary indicators by Trend Edge.
About Vertex
Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and busi… Read full Trend Edge analysis →
Sector: Technology
Industry: Software-Application
Exchange: NASDAQ
IPO Date: July 29, 2020
Headquarters: 2301 Renaissance Boulevard, King of Prussia, PA, United States, 19406
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$12.60
Near-term / short-term trend
Weekly
40-Week SMA
$18.13
Medium-term trend
Weekly
80-Week SMA
$29.77
Cyclical trend (business cycle)
Weekly
200-Week SMA
$26.78
Secular trend (multi-year)
Monthly
10-Month SMA
$18.30
Near-term monthly trend
Monthly
20-Month SMA
$30.26
Medium-term monthly trend
Monthly
40-Month SMA
$28.84
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$14.20
resistance
1.01x
1 months ago
$18.50
resistance
2.02x
2 months ago
$32.90
resistance
1.50x
8 months ago
$39.20
resistance
1.44x
10 months ago
$56.00
resistance
1.55x
14 months ago
Historical Earnings Reactions (24 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
1.08%
1.00%
75.00%
7.01%
-2.98%
1 Day
0.91%
0.06%
50.00%
18.41%
-10.89%
1 Week
0.00%
-0.37%
45.83%
15.52%
-12.41%
2 Weeks
1.44%
2.28%
62.50%
18.90%
-22.59%
1 Month
3.60%
3.00%
73.91%
26.89%
-23.71%
Next earnings: July 26, 2026 (58 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.08%
52.6%
272
Tuesday
-0.08%
49.8%
303
Wednesday
-0.14%
47.0%
300
Thursday
0.15%
50.9%
293
Friday
0.23%
51.0%
294
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 103.9%
Insider Transactions — Smart Summary
Total insider ownership: 8.9%
12-Month Insider Activity Summary
Total Filings
7
Net Value
+$730,794
Net Shares Change
82,740
% of Float
0.1%
C-Suite Filings
1
Clusters Detected
1
Key Insiders
Name
Title
Net Value
Filings
Activity
Westphal Jeffrey
-$110M
2
1 buy, 1 sell
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
-$14.8M
2
2 sell
Young Christopher David
President and CEO
+$730,794
1
1 buy
ANDERSEN ERIC C.
+$516,400
1
1 buy
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
-$150,477
1
N/A
Transaction Clusters
Period
Filings
Insiders
Net Value
Seniority
2026-02-18 – 2026-02-25
3
3
+$6.4M
1 C-suite
Significant Filings
Date
Insider
Title
Net Value
Price After
2026-02-25
Young Christopher David
President and CEO
+$730,794
Transaction at $12.18, now +3.0%
2026-02-23
ANDERSEN ERIC C.
+$516,400
Transaction at $12.91, now -2.9%
2026-02-18
Westphal Jeffrey
+$5.1M
Transaction at $12.88, now -2.6%
2025-06-18
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
-$13.9M
Transaction at $36.59, now -65.7%
2025-06-24
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Vertex
(VERX) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.