Vertex, Inc.
DE ˙ BST ˙ US92538J1060
10,66 € ↓ -0,92 (-7,94%)
2026-06-04
DEL PRIS
SecurityDE:56X / Vertex, Inc.
InstitutionGoldman Sachs Group Inc
Latest Disclosed Ownership2,363,972 shares
Latest Disclosed Value $ 28,107,627
Goldman Sachs Group Inc reports 118.54% increase in ownership of 56X / Vertex, Inc.

On May 15, 2026 - Goldman Sachs Group Inc filed a 13F-HR form disclosing ownership of 2,363,972 shares of Vertex, Inc. (DE:56X) valued at $23,639,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,081,698 shares of Vertex, Inc.. This represents a change in shares of 118.54% during the quarter. The current value of the position is $25,211,761 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)
2026-05-15 2026-03-31 13F VERTEX CMN 92538J106 2,363,972 1,282,274 118.54 28,108 30.12 0.0008
2026-02-10 2025-12-31 13F VERTEX CMN 92538J106 1,081,698 657,413 154.95 21,602 105.37 0.0027
2025-11-14 2025-09-30 13F VERTEX CMN 92538J106 424,285 -18,323 -4.14 10,518 -32.75 0.0013
2025-08-14 2025-06-30 13F VERTEX CMN 92538J106 442,608 97,943 28.42 15,640 29.61 0.0021
2025-06-27 2025-03-31 13F/A-2 VERTEX CMN 92538J106 344,665 -114,770 -24.98 12,067 -50.77 0.0020
2025-05-16 2025-03-31 13F/A-1 VERTEX CMN 92538J106 344,665 -114,770 12,067 0.0020
2025-05-09 2025-03-31 13F VERTEX CMN 92538J106 344,665 -114,770 12,067 0.0004
2025-02-11 2024-12-31 13F VERTEX CMN 92538J106 459,435 180,737 64.85 24,511 128.38 0.0039
2024-11-14 2024-09-30 13F VERTEX CMN 92538J106 278,698 45,174 19.34 10,733 27.49 0.0017
2024-08-13 2024-06-30 13F VERTEX CMN 92538J106 233,524 -219,820 -48.49 8,419 -41.53 0.0014
2024-05-15 2024-03-31 13F VERTEX CMN 92538J106 453,344 360,884 390.31 14,398 478.23 0.0026
2024-05-14 2023-12-31 13F/A-2 VERTEX CMN 92538J106 92,460 -14,002 -13.15 2,491 1.26 0.0005
2024-03-01 2023-12-31 13F/A-1 VERTEX CMN 92538J106 92,460 -14,002 2,491 0.0004
2024-02-13 2023-12-31 13F VERTEX CMN 92538J106 92,460 -14,002 2,491 0.0004
2024-05-15 2023-09-30 13F/A-1 VERTEX CMN 92538J106 106,462 -118,031 -52.58 2,459 -43.82 0.0005
2023-11-14 2023-09-30 13F VERTEX CMN 92538J106 106,462 -118,031 2,459 0.0005
2024-05-14 2023-06-30 13F/A-1 VERTEX CMN 92538J106 224,493 17,328 8.36 4,378 2.12 0.0009
2023-08-15 2023-06-30 13F VERTEX CMN 92538J106 224,493 17,328 4,378 0.0009
2024-05-14 2023-03-31 13F/A-1 VERTEX CMN 92538J106 207,165 147,425 246.78 4,286 394.92 0.0010
2023-05-11 2023-03-31 13F VERTEX CMN 92538J106 207,165 147,425 4,286 0.0009
2024-05-14 2022-12-31 13F/A-1 VERTEX CMN 92538J106 59,740 -17,468 -22.62 867 86,500.00 0.0002
2023-02-13 2022-12-31 13F VERTEX CMN 92538J106 59,740 -17,468 867 0.0002
2024-05-14 2022-09-30 13F/A-1 VERTEX CMN 92538J106 77,208 4,802 6.63 1 0.0003
2022-11-14 2022-09-30 13F VERTEX CMN 92538J106 77,208 4,802 1,055 0.0002
2024-05-14 2022-06-30 13F/A-2 VERTEX CMN 92538J106 72,406 762 1.06 1 -100.00 0.0002
2022-08-18 2022-06-30 13F/A-1 VERTEX CMN 92538J106 72,406 762 820 0.0002
2022-08-15 2022-06-30 13F VERTEX CMN 92538J106 72,406 762 820 0.0002
2022-05-16 2022-03-31 13F VERTEX CMN 92538J106 71,644 4,954 7.43 1,099 3.78 0.0002
2022-02-17 2021-12-31 13F/A-1 VERTEX CMN 92538J106 66,690 -3,675 -5.22 1,059 -21.73 0.0002
2022-02-14 2021-12-31 13F VERTEX CMN 92538J106 66,690 -3,675 1,059 0.0001
2022-01-20 2021-09-30 13F/A-1 VERTEX CMN 92538J106 70,365 46,430 193.98 1,353 157.71 0.0003
2021-11-10 2021-09-30 13F VERTEX CMN 92538J106 70,365 46,430 1,353 0.0003
2021-08-13 2021-06-30 13F VERTEX CMN 92538J106 23,935 -826,875 -97.19 525 -97.19 0.0001
2021-05-17 2021-03-31 13F VERTEX CMN 92538J106 850,810 -3,476 -0.41 18,701 -37.19 0.0047
2021-02-12 2020-12-31 13F VERTEX CMN 92538J106 854,286 -125,624 -12.82 29,772 32.10 0.0077
2020-11-13 2020-09-30 13F VERTEX CMN 92538J106 979,910 979,910 22,538 0.0064
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.