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Vertex (VERX) — chart, structure and Closelooknet read

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Signals for this name

Every Closelooknet reading that exists for VERX, from the same nightly bakes the boards use. Research diary readings, not advice.

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 62/100 · S&P 500 fund at 67, bullish alignedEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-25
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 99th percentile of the window, +8.4% over 20 sessions. Factor regime → 2026-09-25
  • Sovereign pressure Index 0.61 · up 0.29 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-25
How it trades on rate days beta 0.50 to TLT · on the worst bond days it held up better than the market

How it trades on rate days

How VERX has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.50 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), Vertex moved 0.50% on average · correlation 0.08 · higher than 52% of US names
  • Beta, last 3 months 0.45 about the same as over the year
  • On the 10 worst bond days −0.23% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days −0.34% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against Software - Application · US · 8 names with week and year-to-date

Peer group

Software - Application · US

This name carries no Closelooknet score, so its cohort ranks on trend state — distance to the 50- and 200-day averages — never on a score it does not have.

Compared against VERX on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — Vertex

VERX in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Vertex builds tax technology software that calculates, files and reports indirect taxes such as sales tax, VAT and use tax for businesses. Its offerings include transaction tax determination, compliance and reporting tools, tax data management, e-invoicing and pre-built integrations for systems such as SAP. Customers span retail, wholesale and manufacturing industries, mainly in the United States, and the company also provides implementation and managed filing services. It is headquartered in King of Prussia, Pennsylvania, and sells through software licences and subscription service.
Where it sits in the stack
Vertex carries no seat in Rubin, our index for the AI build-out, or in Halo; it sits in the general software sector, within enterprise application software, outside the semiconductor and data-centre stack the diary follows most closely.
Who it is priced against
The diary holds no peer group for Vertex; the market compares it with Avalara, another vendor of tax compliance software.
Why Closelooknet tracks it
Vertex carries no seat in Rubin or Halo, no Closelooknet score has yet been built for it, and it appears in no diary editions or quotes.
What the diary watches
The diary watches whether Vertex's continued slide against its 200-day average and its distance from its 52-week high reflects broader pressure on application-software names or something specific to the company.

Vertex (VERX) trades on US exchanges.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

FAQ · from the current data · as of 2026-09-26

Quick answers

What is Vertex (VERX)?

Vertex trades as VERX on the US exchange (US) in the Closelooknet research universe, as of the registry build of 2026-09-26.

Is VERX in a Closelooknet index?

Not currently — Vertex is tracked in the Closelooknet research universe but is not a constituent of a Closelooknet functional index as of 2026-09-26.

Where does VERX trade against its moving averages?

Downtrend stack: Trades -10.6% vs the 50-day and -19.4% vs the 200-day average, 57.2% below the 52-week high and +11.4% off the 52-week low. Computed from daily closes. As of 2026-09-25 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How does Vertex trade when bond yields rise?

Over the past year Vertex had a beta of 0.50 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 52% of US names. On the 10 sessions in which long bonds fell most it moved −0.23% on average, against −0.74% for the S&P 500. The "How it trades on rate days" block on this page carries the lines.

What does Vertex do?

Vertex builds tax technology software that calculates, files and reports indirect taxes such as sales tax, VAT and use tax for businesses. Its offerings include transaction tax determination, compliance and reporting tools, tax data management, e-invoicing and pre-built integrations for systems such as SAP. Customers span retail, wholesale and manufacturing industries, mainly in the United States, and the company also provides implementation and managed filing services. The diary holds no peer group for Vertex; the market compares it with Avalara, another vendor of tax compliance software.

Where does Vertex sit in the AI build-out?

Vertex carries no seat in Rubin, our index for the AI build-out, or in Halo; it sits in the general software sector, within enterprise application software, outside the semiconductor and data-centre stack the diary follows most closely. Vertex carries no seat in Rubin or Halo, no Closelooknet score has yet been built for it, and it appears in no diary editions or quotes.

What does this page show?

A live price chart with SMA overlays and drawing tools for VERX, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

Related in the Closelooknet universe

then Software - Application. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.