Vertex (VERX) — Strategic Asset Allocation Index
Vertex (VERX) has a Strategic Asset Allocation Index of 6.2% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $15.00 Million) total $15.00 Million, measured against net assets of $241.11 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See VERX net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Vertex Strategic Asset Allocation Index (2020–2025)
This chart shows how Vertex's Strategic Asset Allocation Index has evolved across 5 annual periods from 2020 to 2025. As of June 2026, the index stands at 6.2%, representing strategic assets of $15.00 Million against net assets of $241.11 Million USD. For live market cap and overall valuation, see Vertex market capitalisation.
Annual Strategic Asset Allocation Index for Vertex (2020–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Vertex from 2020 to 2025, covering 5 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Vertex shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 5.8% | $15.00 Million | $- | $15.00 Million | $258.92 Million | ▲ +5.8 pp |
| 2024 | 0.0% | $0.00 | $- | $0.00 | $179.35 Million | ▼ -50.4 pp |
| 2022 | 50.4% | $115.77 Million | $115.77 Million | $- | $229.72 Million | ▼ -1.2 pp |
| 2021 | 51.6% | $118.64 Million | $118.64 Million | $- | $230.08 Million | ▲ +26.9 pp |
| 2020 | 24.7% | $56.56 Million | $56.56 Million | $- | $229.34 Million | — |