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Disclosery

MORGAN STANLEY: VERX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on VERX, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 4,132,404 VERX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,132,404 shares
    Change vs previous 13F -160,843 shares

    <0.01% of the 13F portfolio, value $47,440,011.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,293,247 shares
    Change vs previous 13F +3,368,359 shares

    <0.01% of the 13F portfolio, value $51,046,712.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 924,888 shares
    Change vs previous 13F -48,554 shares

    <0.01% of the 13F portfolio, value $18,470,015.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 973,442 shares
    Change vs previous 13F +533,163 shares

    <0.01% of the 13F portfolio, value $24,131,664.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 440,279 shares
    Change vs previous 13F -133,692 shares

    <0.01% of the 13F portfolio, value $15,557,283.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 573,971 shares
    Change vs previous 13F -55,533 shares

    <0.01% of the 13F portfolio, value $20,094,754.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 629,504 shares
    Change vs previous 13F -19,909 shares

    <0.01% of the 13F portfolio, value $33,584,043.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 649,413 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,008,931.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).