13F

Stock

Vertex, Inc.

VERX · held by 8 managers

Reported value

$76.5M

Holders

8

+1 new · −2 exited

Holders’ est. mark

$15.6M

Price effect on 1 books still in the name

Largest holder

$24.1M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY973.4K$24.1MHeld
BARCLAYS PLC843.2K$20.9M$15.6MCut−$7.86M
BANK OF AMERICA CORP /DE/2.45M$15.7MHeld
Polar Asset Management Partners Inc.15M$15.3MHeld
PEAK6 LLC20.6K$510.2KNew
Allworth Financial LP111$2.75KHeld
KBC Group NV1.86K$46Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.