Vertex, Inc.
DE ˙ BST ˙ US92538J1060
10,66 € ↓ -0,92 (-7,94%)
2026-06-04
DEL PRIS
SecurityDE:56X / Vertex, Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership61,993 shares
Latest Disclosed Value $ 737,096
Legal & General Group Plc reports 16.46% decrease in ownership of 56X / Vertex, Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 61,993 shares of Vertex, Inc. (DE:56X) valued at $619,930 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 74,204 shares of Vertex, Inc.. This represents a change in shares of -16.46% during the quarter. The current value of the position is $661,155 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-08 2026-03-31 13F VERTEX CL A 92538J106 61,993 -12,211 -16.46 737 -50.24 0.0001
2026-02-09 2025-12-31 13F VERTEX CL A 92538J106 74,204 -8,112 -9.85 1,482 -27.40 0.0003
2025-11-13 2025-09-30 13F VERTEX CL A 92538J106 82,316 2,741 3.44 2,041 -27.43 0.0005
2025-08-12 2025-06-30 13F VERTEX CL A 92538J106 79,575 5,515 7.45 2,812 8.45 0.0007
2025-05-15 2025-03-31 13F VERTEX CL A 92538J106 74,060 6,599 9.78 2,593 -27.98 0.0007
2025-02-13 2024-12-31 13F VERTEX CL A 92538J106 67,461 4,650 7.40 3,599 48.84 0.0010
2025-02-28 2024-09-30 13F/A-2 VERTEX CL A 92538J106 62,811 2,080 3.42 2,419 10.46 0.0006
2024-11-14 2024-09-30 13F/A-1 VERTEX CL A 92538J106 68,428 2,080 2,635 0.0005
2024-11-14 2024-09-30 13F VERTEX CL A 92538J106 68,428 2,080 2,635 0.0005
2025-05-29 2024-06-30 13F/A-1 VERTEX CL A 92538J106 60,731 10,662 21.29 2,189 37.67 0.0006
2024-08-14 2024-06-30 13F VERTEX CL A 92538J106 66,348 16,279 2,392 0.0005
2025-05-29 2024-03-31 13F/A-2 VERTEX CL A 92538J106 50,069 2,035 4.24 1,590 22.87 0.0005
2024-07-01 2024-03-31 13F/A-1 VERTEX CL A 92538J106 50,069 2,035 1,590 0.0004
2024-05-14 2024-03-31 13F VERTEX CL A 92538J106 50,069 2,035 1,590 0.0002
2025-05-29 2023-12-31 13F/A-1 VERTEX CL A 92538J106 48,034 6,290 15.07 1,294 34.23 0.0004
2024-02-15 2023-12-31 13F VERTEX CL A 92538J106 48,034 6,290 1,294 0.0003
2023-11-14 2023-09-30 13F VERTEX CL A 92538J106 41,744 4,360 11.66 964 32.42 0.0003
2023-08-14 2023-06-30 13F VERTEX CL A 92538J106 37,384 17,819 91.08 729 80.20 0.0002
2023-05-15 2023-03-31 13F VERTEX CL A 92538J106 19,565 6,932 54.87 405 120.77 0.0001
2023-02-14 2022-12-31 13F VERTEX CL A 92538J106 12,633 1,579 14.28 183 21.19 0.0001
2022-11-14 2022-09-30 13F VERTEX CL A 92538J106 11,054 717 6.94 151 29.06 0.0001
2022-08-22 2022-06-30 13F VERTEX CL A 92538J106 10,337 3,551 52.33 117 12.50 0.0000
2022-05-16 2022-03-31 13F VERTEX CL A 92538J106 6,786 0 0.00 104 -2.80 0.0000
2022-02-14 2021-12-31 13F VERTEX CL A 92538J106 6,786 529 8.45 107 -10.83 0.0000
2021-11-15 2021-09-30 13F VERTEX CL A 92538J106 6,257 4,241 210.37 120 172.73 0.0000
2021-08-12 2021-06-30 13F VERTEX CL A 92538J106 2,016 -154 -7.10 44 -8.33 0.0000
2021-05-17 2021-03-31 13F VERTEX CL A 92538J106 2,170 0 0.00 48 -36.84 0.0000
2021-02-12 2020-12-31 13F VERTEX CL A 92538J106 2,170 170 8.50 76 65.22 0.0000
2020-11-13 2020-09-30 13F VERTEX CL A 92538J106 2,000 2,000 46 0.0000
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.