Vertex, Inc.
DE ˙ BST ˙ US92538J1060
10,66 € ↓ -0,92 (-7,94%)
2026-06-04
DEL PRIS
SecurityDE:56X / Vertex, Inc.
InstitutionComerica Bank
Latest Disclosed Ownership258,019 shares
Latest Disclosed Value $ 5,152,636
Comerica Bank reports 6.30% decrease in ownership of 56X / Vertex, Inc.

On January 29, 2026 - Comerica Bank filed a 13F-HR form disclosing ownership of 258,019 shares of Vertex, Inc. (DE:56X) valued at $5,315,191 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 275,371 shares of Vertex, Inc.. This represents a change in shares of -6.30% during the quarter. The current value of the position is $2,751,773 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-01-29 2025-12-31 13F VERTEX CL A 92538J106 258,019 -17,352 -6.30 5,153 -24.52 0.0206
2025-11-14 2025-09-30 13F VERTEX CL A 92538J106 275,371 -1,302 -0.47 6,826 -30.18 0.0257
2025-08-14 2025-06-30 13F VERTEX CL A 92538J106 276,673 50,808 22.49 9,776 23.64 0.0379
2025-05-14 2025-03-31 13F VERTEX CL A 92538J106 225,865 31,528 16.22 7,908 -23.73 0.0332
2025-02-14 2024-12-31 13F/A-1 VERTEX CL A 92538J106 194,337 -938 -0.48 10,368 37.86 0.0418
2025-02-14 2024-12-31 13F VERTEX CL A 92538J106 194,337 -938 10,368 0.0347
2024-11-14 2024-09-30 13F VERTEX CL A 92538J106 195,275 -36,883 -15.89 7,520 -10.14 0.0297
2024-08-15 2024-06-30 13F VERTEX INC - COMMON 92538J106 232,158 1,310 0.57 8,369 14.16 0.0348
2024-05-16 2024-03-31 13F VERTEX INC - COMMON 92538J106 230,848 24,851 12.06 7,332 32.11 0.0316
2024-02-14 2023-12-31 13F VERTEX INC - COMMON 92538J106 205,997 -175 -0.08 5,550 16.53 0.0256
2023-11-21 2023-09-30 13F VERTEX COMMON 92538J106 206,172 206,172 4,763 0.0248
2023-08-22 2023-06-30 13F VERTEX INC COM 92538J106 0 -268,698 -100.00 0 -100.00
2023-01-26 2022-12-31 13F VERTEX INC COM 92538J106 268,698 0 0.00 3 -99.93 0.0259
2022-10-28 2022-09-30 13F VERTEX INC - COM 92538J106 268,698 0 0.00 4,571 62.15 0.0385
2022-08-02 2022-06-30 13F VERTEX INC - COM 92538J106 268,698 5,225 1.98 2,819 -28.96 0.0231
2022-04-27 2022-03-31 13F VERTEX INC - COM 92538J106 263,473 5,525 2.14 3,968 13.96 0.0288
2022-02-18 2021-12-31 13F VERTEX INC - COM 92538J106 257,948 -229,377 -47.07 3,482 -63.45 0.0256
2021-11-22 2021-09-30 13F VERTEX INC - COM 92538J106 487,325 257,825 112.34 9,526 112.73 0.0574
2021-08-26 2021-06-30 13F VERTEX INC - COM 92538J106 229,500 0 0.00 4,478 -14.61 0.0267
2021-04-28 2021-03-31 13F VERTEX INC - COM 92538J106 229,500 53,000 30.03 5,244 -10.83 0.0313
2021-01-28 2020-12-31 13F VERTEX INC - COM 92538J106 176,500 176,500 5,881 0.0373
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.