VERX Institutional Ownership
Vertex, Inc.
Latest close $11.94 as of Aug 7, 2026
VERX institutional ownership at a glance
Follow Vertex, Inc. institutional ownership through recent Schedule 13G and 13D filings. Compare reported shares, ownership percentages, filing dates, and changes in beneficial ownership over time.
Latest filing: Morgan Stanley filed Initial Schedule 13G on May 12, 2026, reporting 4.1M shares and 5.30% beneficial ownership.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Institutional Research
This gauge summarizes recent agreement across tracked institutional activity.
1 accumulating across 1 comparable institution.
The overall consensus is public. Detailed holder comparisons, breadth history, ownership charts, and filing-specific signal analysis remain part of Investor and Pro research.
Price context
52-week position is market context and does not change the institutional consensus score.
Tracked institutions
Public holder names and filing freshness. Detailed institution-by-institution analysis is locked.
Beneficial ownership filing history
Showing 3 of 5 filing(s) · 2 older require more history access| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Morgan Stanley CIK0000895421 | Mar 31, 2026 observed May 12, 2026 filed · 42d Initial Schedule 13G | Initial Schedule 13G | 4.1M | 5.30% | $11.89 | $13.53 | $11.94 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Earliest Schedule 13G amendment found | 11 | 12.00% | $13.30 | $11.34 | $11.94 |
| BlackRock CIK0002012383 | Dec 31, 2025 observed Jan 21, 2026 filed · 21d Schedule 13G amendment | Reported accumulation | 5.6M +582.4K | 12.00% +4.30 pts | $19.97 | $18.66 | $11.94 |
Related research
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