Amendment: SEC Form SC 13G/A filed by Vertex Inc.

10/2/24 2:12:31 PM ET

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SC 13G/A 1 UnitedStates_13G__VertexIncU.txt 240.13d-102 Schedule 13G - Information to be included in statements filed pursuant to 240.13d-1(b), (c), and (d) and amendments thereto filed pursuant to 240.13d-2. Securities and Exchange Commission, Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No. 4)* (Name of Issuer) Vertex Inc (Title of Class of Securities) Common Stock (CUSIP Number) 92538J106 (Date of Event Which Requires Filing of this Statement) September 30, 2024 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: X Rule 13d-1(b) Rule 13d-1(c) Rule 13d-1(d) *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, an* d for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Securities Exchange Act of 1934 ( Act ) or otherwise subject to the liabilities of that section of * the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP No. 92538J106 (1) Names of reporting persons The Vanguard Group (2) Check the appropriate box if a member of a group (a) (see instructions) (b)X (3) SEC use only (4) Citizenship or place of organization Pennsylvania Number of shares beneficially owned by each reporting person with: (5) Sole voting power 0 (6) Shared voting power 101,196 (see Item 4) (7) Sole dispositive power 6,568,567 (8) Shared dispositive power 152,748 (see Item 4) (9) Aggregate amount beneficially owned by each reporting person 6,721,315 (see Item 4) (10) Check if the aggregate amount in Row (9) excludes certain shares (see instructions) (11) Percent of class represented by amount in Row (9) 10.28% (see Item 4) (12) Type of reporting person (see instructions) IA Item 1(a) Name of issuer: Vertex Inc Item 1(b) Address of issuer's principal executive offices: 2301 Renaissance Blvd King Of Prussia, PA 19406 Items 2(a)-2(c). Name, Address Of principal business office, and Citizenship of* persons filing: The Vanguard Group - 23-1945930 100 Vanguard Blvd. Malvern, PA 19355 2(d) Title of class of securities: Common Stock 2(e) CUSIP Number: 92538J106 Item 3. This statement is being filed pursuant to Rule 13d-1. An investment adviser in accordance with 240.13d-1(b)(1)(ii)(E). Item 4. Ownership As of the close of business on September 30, 2024: (a) Aggregate amount beneficially owned: 6,721,315 (b) Percent of class: 10.28% (c) Number of shares as to which person has: 1. The Vanguard Group (a) Amount beneficially owned: 6,721,315 (b) Percent of class: 10.28% (c) Number of shares as to which the person has: (i) Sole power to vote or to direct the vote: 0 (ii) Shared power to vote or to direct the vote: 101,196 (iii) Sole power to dispose or to direct the disposition of: 6,568,567 (iv) Shared power to dispose or to direct the disposition of: 152,748 Item 5.Ownership of 5 Percent or Less of a Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following . Item 6. Ownership of More than 5 Percent on Behalf of Another Person. The Vanguard Group, including investment companies registered under the Investm* ent Company Act of 1940 and other managed accounts, have the right to receive o* r the power to direct the receipt of dividends from, or the proceeds from the s* ale of, the securities reported herein. No one other person's interest in the securities reported herein is more than 5* %. Item 7. Identification and Classification of the Subsidiary Which Acquired

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Date	Price Target	Rating	Analyst
6/17/2025	$48.00	Overweight	Piper Sandler
4/22/2025	$54.00	Outperform	Exane BNP Paribas
2/28/2025	$58.00 → $31.00	Buy → Hold	Stifel
1/3/2025		Outperform → Mkt Perform	Raymond James
12/31/2024	$62.00	Buy	DA Davidson
11/4/2024	$35.00 → $50.00	Hold → Buy	Jefferies
7/23/2024	$43.00	Outperform	Robert W. Baird
3/1/2024	$40.00	Underperform → Neutral	BofA Securities

Amendment: SEC Form SC 13G/A filed by Vertex Inc.

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Amendment: SEC Form SC 13G/A filed by Vertex Inc.

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Vertex Joins Oracle's Enhanced PartnerNetwork Program

Vertex Named a Finalist for 2025 SAP® Pinnacle Award in the SAP Store Category

Vertex to Present at 20th Annual Needham Technology, Media, & Consumer Conference

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