As of August 28, 2026, Vertex, Inc. (VERX) has a DilutionWatch DilutionScore of 18/100, rated LOW dilution risk. This is a component-limited score because one or more material inputs are unavailable or not applicable. Vertex, Inc. has a market capitalization of $2.16B, 26.36M shares outstanding, 222 institutional holders tracked.
This page includes automatically generated factual summaries from DilutionWatch data. It is not financial advice, not investment research, and not a recommendation. Do your own research. Read the full disclaimer and terms of service.
Score Breakdown
💰Cash Runway—
📊Float Risk—
Dilution Forecast
🌥️
Advisory
Moderate dilution signals present
model est. 20%
🔁 Convertible Conversion
model 40%
• Significant convertible debt: 16% potential dilution
• Elevated convertible risk (60/100)
Market Data
Market Cap$2.16B
Shares Outstanding26.36M
FloatN/A
Cash$230.49M
Debt$341.11M
Short InterestN/A
Institutional Holdings
QoQ: ↑ 4.9% shares (2026Q1 vs prior)
222 institutional holders · 94.07M shares
#1
UBS Group AG
8.31M shares
#2
VANGUARD CAPITAL MANAGEMENT LLC
6.23M shares
#3
MORGAN STANLEY
6.19M shares
Institutional holder totals are aggregated from ownership filings and may use a different share basis or reporting date than public float. They are not a reconciliation against tradeable float.
Short Interest
Short Interest6.77M
Days to Cover3.0
% of FloatN/A
FINRA data as of Jul 31, 2026
Recent SEC Activity
xbrl
XBRL WARRANT
2025-04-30
xbrl
XBRL CONVERTIBLE
2024-12-31
4
INSIDER TRANSACTION
2026-03-09
4
INSIDER TRANSACTION
2026-02-26
4
INSIDER TRANSACTION
2026-02-25
Full SEC filing analysis available with free account
→
Recent News
No recent news
Factual VERX Dilution Snapshot
Vertex, Inc. (VERX) has a DilutionScore of 18/100, rated Low dilution risk. Score date: August 28, 2026.
- Recent SEC activity tracked for VERX: 4 on 2026-03-09; 4 on 2026-02-26; 4 on 2026-02-25.
- Score coverage note: Cash Runway is marked not applicable or unavailable while debt exceeds cash in stored market data; do not read the overall score as a complete balance-sheet risk assessment.
- Score coverage note: Float Risk is excluded because public-float data is unavailable.
This automatically generated snapshot is assembled from stored DilutionWatch data fields and may contain data-source errors or omissions. It is not financial advice, not investment research, and not a recommendation. Do your own research and review the full disclaimer and terms of service.
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Score Coverage Note
- Cash Runway is marked not applicable or unavailable while debt exceeds cash in stored market data; do not read the overall score as a complete balance-sheet risk assessment.
- Float Risk is excluded because public-float data is unavailable.