Morgan Stanley Vertex, Inc. Transaction History

Morgan Stanley

$1.59 Trillion
Q3 2025

A detailed history of Morgan Stanley transactions in Vertex, Inc. stock. As of the latest transaction made, Morgan Stanley holds 973,442 shares of VERX stock, worth $19.6 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

973,442

Previous 440,279 121.1%

Holding current value

$19.6 Million

Previous $15.6 Million 55.09%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$23.87 - $36.4 $12.7 Million - $19.4 Million	533,163 Added 121.1%	973,442 $24.1 Million
Q2 2025 Aug 15, 2025	SELL	$33.45 - $41.87 $4.47 Million - $5.6 Million	-133,692 Reduced 23.29%	440,279 $15.6 Million
Q1 2025 May 15, 2025	SELL	$31.15 - $58.95 $1.73 Million - $3.27 Million	-55,533 Reduced 8.82%	573,971 $20.1 Million
Q4 2024 Feb 14, 2025	SELL	$39.21 - $56.92 $780,631 - $1.13 Million	-19,909 Reduced 3.07%	629,504 $33.6 Million
Q3 2024 May 14, 2025	BUY	$34.62 - $40.01 $14 Million - $16.2 Million	405,209 Added 165.93%	649,413 $25 Million

Q3 2024 Nov 14, 2024	BUY	$34.62 - $40.01 $14 Million - $16.2 Million	405,209 Added 165.93%	649,413 $25 Million
Q2 2024 May 14, 2025	SELL	$27.94 - $36.05 $10.8 Million - $13.9 Million	-385,300 Reduced 61.21%	244,204 $8.8 Million
Q2 2024 Oct 17, 2024	SELL	$27.94 - $36.05 $2.39 Million - $3.08 Million	-85,372 Reduced 25.9%	244,204 $8.8 Million
Q2 2024 Aug 14, 2024	SELL	$27.94 - $36.05 $2.39 Million - $3.08 Million	-85,372 Reduced 25.9%	244,204 $8.8 Million
Q1 2024 Oct 17, 2024	BUY	$23.54 - $33.58 $2.01 Million - $2.87 Million	85,372 Added 34.96%	329,576 $10.5 Million
Q1 2024 Aug 16, 2024	SELL	$23.54 - $33.58 $3.62 Million - $5.16 Million	-153,652 Reduced 31.8%	329,576 $10.5 Million
Q1 2024 May 15, 2024	SELL	$23.54 - $33.58 $3.62 Million - $5.16 Million	-153,652 Reduced 31.8%	329,576 $10.5 Million
Q4 2023 Aug 16, 2024	BUY	$22.03 - $29.5 $5.27 Million - $7.05 Million	239,024 Added 97.88%	483,228 $13 Million
Q4 2023 Feb 13, 2024	BUY	$22.03 - $29.5 $6.68 Million - $8.94 Million	303,167 Added 168.37%	483,228 $13 Million
Q3 2023 Nov 15, 2023	SELL	$17.77 - $23.1 $3.69 Million - $4.79 Million	-207,439 Reduced 53.53%	180,061 $4.16 Million
Q2 2023 Aug 14, 2023	BUY	$18.51 - $22.99 $2.14 Million - $2.65 Million	115,411 Added 42.42%	387,500 $7.56 Million
Q1 2023 May 15, 2023	BUY	$12.0 - $20.93 $1.46 Million - $2.55 Million	121,718 Added 80.95%	272,089 $5.63 Million
Q4 2022 Feb 14, 2023	SELL	$14.0 - $18.59 $948,794 - $1.26 Million	-67,771 Reduced 31.07%	150,371 $2.18 Million
Q3 2022 Nov 14, 2022	SELL	$9.86 - $15.1 $187,763 - $287,549	-19,043 Reduced 8.03%	218,142 $2.98 Million
Q2 2022 Oct 27, 2022	SELL	$9.59 - $16.25 $474,072 - $803,302	-49,434 Reduced 17.25%	237,185 $2.69 Million
Q2 2022 Aug 15, 2022	SELL	$9.59 - $16.25 $474,072 - $803,302	-49,434 Reduced 17.25%	237,185 $2.69 Million
Q1 2022 Oct 27, 2022	BUY	$12.71 - $16.79 $628,306 - $829,996	49,434 Added 20.84%	286,619 $4.4 Million
Q1 2022 May 13, 2022	BUY	$12.71 - $16.79 $2.04 Million - $2.69 Million	160,170 Added 126.67%	286,619 $4.4 Million
Q4 2021 Feb 14, 2022	SELL	$15.87 - $21.72 $242,874 - $332,402	-15,304 Reduced 10.8%	126,449 $2.01 Million
Q3 2021 Nov 15, 2021	BUY	$18.15 - $22.62 $2.57 Million - $3.21 Million	141,753 New	141,753 $2.73 Million

Others Institutions Holding VERX

# of Institutions

268

Shares Held

85.5M

Call Options Held

3.92M

Put Options Held

14K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $977M
Description
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...

More about VERX

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