Hyperion Capital Advisors LP Buys $13.39 Million Stake in Vertex, Inc.

The investment firm now owns 0.34% of the software company's shares.

Mar. 16, 2026 at 10:39am

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Hyperion Capital Advisors LP has purchased a new position in shares of Vertex, Inc. (NASDAQ:VERX), acquiring 540,000 shares valued at approximately $13.39 million. This represents about 0.34% of Vertex's outstanding stock. The investment firm now counts Vertex as its fourth-largest holding, making up around 7.2% of its portfolio.

Why it matters

Vertex is a software company that provides tax calculation and compliance solutions. The investment by Hyperion Capital Advisors, a prominent hedge fund, suggests the firm sees growth potential in Vertex's business amid increasing demand for tax technology tools.

The details

According to a recent 13F filing, Hyperion Capital Advisors purchased the 540,000 shares of Vertex during the third quarter. This represents a new position for the investment firm in the software company. Vertex's stock has seen volatility in recent months, trading between a 52-week high of $42.44 and a low of $11.86.

  • Hyperion Capital Advisors acquired the Vertex shares in the third quarter of the year.
  • Vertex's stock price has ranged from a high of $42.44 to a low of $11.86 over the past 52 weeks.

The players

Hyperion Capital Advisors LP

An investment management firm that has now taken a 0.34% stake in Vertex, Inc.

Vertex, Inc.

A software company that provides tax calculation and compliance solutions to businesses.

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What they’re saying

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee

The takeaway

Hyperion Capital Advisors' investment in Vertex suggests the hedge fund sees growth potential in the software company's tax technology offerings, which could benefit from increasing demand for automated tax compliance tools.