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Vertex shares owned by Morgan Stanley

Quarter-by-quarter ownership of Vertex (VERX) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Vertex

Tip: Access up to 7 years of quarterly data

All positions including Vertex held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.8M 244k 36.05
2024-03-31 $11M 330k 31.76
2023-12-31 $13M 483k 26.94
2023-09-30 $4.2M 180k 23.10
2023-06-30 $7.6M 388k 19.50
2022-12-31 $2.2M 150k 14.51
2022-06-30 $0 237k 0.00
2022-03-31 $4.4M 287k 15.32
2021-06-30 $3.3M 174k 19.23
2020-12-31 $914k 26k 34.84
2020-09-30 $419k 9.6k 43.48