Vertex, Inc.
IT ˙ BIT ˙ US92538J1060
10,80 € 0,00 (0,00%)
2026-06-04
DEL PRIS
SecurityIT:1VERX / Vertex, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership4,293,247 shares
Latest Disclosed Value $ 51,046,712
Morgan Stanley reports 364.19% increase in ownership of 1VERX / Vertex, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 4,293,247 shares of Vertex, Inc. (IT:1VERX) valued at $51,518,964 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 924,888 shares of Vertex, Inc.. This represents a change in shares of 364.19% during the quarter. The current value of the position is $46,367,068 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 CL A 92538J106 4,293,247 3,368,359 364.19 51,047 176.37 0.0031
2026-05-27 2025-12-31 13F/A-1 VERTEX CL A 92538J106 924,888 -48,554 -4.99 18,470 -23.46 0.0011
2026-02-13 2025-12-31 13F VERTEX CL A 92538J106 924,888 -48,554 18,470 0.0011
2026-05-27 2025-09-30 13F/A-1 VERTEX CL A 92538J106 973,442 533,163 121.10 24,132 55.11 0.0015
2025-11-14 2025-09-30 13F VERTEX CL A 92538J106 973,442 533,163 24,132 0.0015
2025-08-15 2025-06-30 13F VERTEX CL A 92538J106 440,279 -133,692 -23.29 15,557 -22.58 0.0010
2025-05-15 2025-03-31 13F VERTEX CL A 92538J106 573,971 -55,533 -8.82 20,095 -40.17 0.0014
2025-05-15 2024-12-31 13F/A-1 VERTEX CL A 92538J106 629,504 -19,909 -3.07 33,584 34.29 0.0024
2025-02-14 2024-12-31 13F VERTEX CL A 92538J106 629,504 -19,909 33,584 0.0024
2025-05-14 2024-09-30 13F/A-2 VERTEX CL A 92538J106 649,413 405,209 165.93 25,009 184.08 0.0018
2025-02-14 2024-09-30 13F/A-1 VERTEX CL A 92538J106 649,413 405,209 25,009 0.0018
2024-11-14 2024-09-30 13F VERTEX CL A 92538J106 649,413 405,209 25,009 0.0002
2025-05-14 2024-06-30 13F/A-2 VERTEX CL A 92538J106 244,204 -85,372 -25.90 8,804 -15.90 0.0007
2024-10-17 2024-06-30 13F/A-1 VERTEX CL A 92538J106 244,204 -85,372 8,804 0.0007
2024-08-14 2024-06-30 13F VERTEX CL A 92538J106 244,204 -85,372 8,804 0.0007
2024-10-17 2024-03-31 13F/A-2 VERTEX CL A 92538J106 329,576 -153,652 -31.80 10,467 -19.60 0.0008
2024-08-16 2024-03-31 13F/A-1 VERTEX CL A 92538J106 329,576 -153,652 10,467 0.0001
2024-05-15 2024-03-31 13F VERTEX CL A 92538J106 329,576 -153,652 10,467 0.0008
2024-08-16 2023-12-31 13F/A-1 VERTEX CL A 92538J106 483,228 303,167 168.37 13,018 213.01 0.0011
2024-02-13 2023-12-31 13F VERTEX CL A 92538J106 483,228 303,167 13,018 0.0011
2023-11-15 2023-09-30 13F VERTEX CL A 92538J106 180,061 -207,439 -53.53 4,159 -44.96 0.0004
2023-08-14 2023-06-30 13F VERTEX CL A 92538J106 387,500 115,411 42.42 7,556 34.23 0.0007
2023-05-15 2023-03-31 13F VERTEX CL A 92538J106 272,089 121,718 80.95 5,630 158.09 0.0006
2023-02-14 2022-12-31 13F VERTEX CL A 92538J106 150,371 -67,771 -31.07 2,182 -26.84 0.0002
2022-11-14 2022-09-30 13F VERTEX CL A 92538J106 218,142 -19,043 -8.03 2,981 10.94 0.0004
2022-10-27 2022-06-30 13F/A-1 VERTEX CL A 92538J106 237,185 -49,434 -17.25 2,687 -38.88 0.0003
2022-08-15 2022-06-30 13F VERTEX CL A 92538J106 237,185 -49,434 2,687 0.0001
2022-10-27 2022-03-31 13F/A-1 VERTEX CL A 92538J106 286,619 160,170 126.67 4,396 119.03 0.0006
2022-05-13 2022-03-31 13F VERTEX CL A 92538J106 286,619 160,170 4,396 0.0006
2022-02-14 2021-12-31 13F VERTEX CL A 92538J106 126,449 -15,304 -10.80 2,007 -26.35 0.0002
2021-11-15 2021-09-30 13F VERTEX CL A 92538J106 141,753 -31,883 -18.36 2,725 -28.48 0.0004
2021-08-23 2021-06-30 13F/A-1 VERTEX CL A 92538J106 173,636 163,977 1,697.66 3,810 1,697.17 0.0005
2021-08-16 2021-06-30 13F VERTEX CL A 92538J106 173,636 163,977 3,810 0.0001
2021-05-17 2021-03-31 13F VERTEX CL A 92538J106 9,659 -16,567 -63.17 212 -76.81 0.0000
2021-02-16 2020-12-31 13F VERTEX CL A 92538J106 26,226 16,579 171.86 914 311.71 0.0001
2020-11-13 2020-09-30 13F VERTEX CL A 92538J106 9,647 9,647 222 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.