Independent
Tenure on this board
18.5 yrs
Meeting calendar
VERX · Annual meeting · Wednesday, June 10, 2026
Vertex Inc
3 nominees · 2 ballot items.
Vote to elect three Class III directors (Eric Andersen, David DeStefano, Christopher Young) to serve until 2029, and to ratify the appointment of Crowe LLP as Vertex’s independent registered public accounting firm for the 2026 fiscal year.
Market cap
$2.1B
1Y TSR
-65.8%
Board grade
C-
Record date
Apr 15, 2026
Filing
DEF 14A
Meeting concluded · Jun 10, 2026
Follow how the vote landed and what changed on Vertex Inc’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.
Proposals
On the ballot2
- 1
Election of Directors
ManagementBoard: FORElect three Class III directors — Eric Andersen, David DeStefano and Christopher Young — to serve until the 2029 Annual Meeting (staggered three-year terms).
- 2
Ratification of Appointment of Independent Registered Public Accounting Firm
ManagementBoard: FORRatify the Audit Committee’s appointment of Crowe LLP as Vertex’s independent registered public accounting firm for the fiscal year ending December 31, 2026.
Director elections
Nominees on the ballot3
Not independent
Tenure on this board
7.5 yrs
Not independent
Tenure on this board
0.7 yrs
Ownership
Latest 13F quarterTop institutional holders10
| # | Owner | % of shares | Shares | Value |
|---|---|---|---|---|
| 1 | UBS Group AG | 3.4% | 5,452,051 | $65M |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.0% | 4,780,681 | $57M |
| 3 | MORGAN STANLEY | 2.3% | 3,686,985 | $44M |
| 4 | Tensile Capital Management LP | 2.1% | 3,398,563 | $40M |
| 5 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2.0% | 3,178,800 | $38M |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9% | 3,115,457 | $37M |
| 7 | BlackRock, Inc. | 1.9% | 3,046,067 | $36M |
| 8 | NOMURA HOLDINGS INC | 1.6% | 2,621,641 | $31M |
| 9 | BlackRock, Inc. | 1.3% | 2,024,887 | $24M |
| 10 | STATE STREET CORP | 1.2% | 1,910,753 | $23M |
Peers
Nearest market capOther Technology sector meetings6
Upcoming shareholder meetings at Vertex Inc’s closest sector peers — compare boards, ballots, and ownership across the cohort.
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Pagaya Technologies LtdPGY
Annual meeting·Aug 17, 2026·$1.5B
Sharonai Holdings IncSHAZ
Annual meeting·Aug 27, 2026·$1.2B
Digital Turbine IncAPPS
Annual meeting·Aug 25, 2026·$1.2B
Reference
Frequently asked questions
- When is the Vertex Inc 2026 annual meeting?
- Vertex Inc (VERX) holds its 2026 annual shareholder meeting on Wednesday, June 10, 2026.
- What is the record date for the Vertex Inc 2026 meeting?
- The record date for the Vertex Inc 2026 meeting is Wednesday, April 15, 2026. Shareholders of record on or before that date are eligible to vote.
- Who are the director nominees for Vertex Inc's 2026 meeting?
- The board is presenting 3 director nominees at the Vertex Inc 2026 meeting, listed with their independence status and background.
- What proposals will shareholders vote on at the Vertex Inc 2026 meeting?
- Shareholders will vote on 2 proposals at the Vertex Inc 2026 meeting, each tagged with who proposed it and the board's recommendation.
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