Position in VERX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$47,439,993
-$3,606,710 QoQ
Shares Held
4,132,404
-3.7% QoQ
Ownership
2.55%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 226 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in VERX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MORGAN STANLEY holds $33,109,415,396 across 179 Software - Application names. VERX ranks #56 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,847,766 | $5,256,694,785 | |
| 2 | CRM |
Salesforce, Inc.
|
23,311,316 | $3,651,950,754 | |
| 3 | SHOP |
Shopify Inc.
|
25,517,034 | $2,913,534,933 | |
| 4 | NOW |
ServiceNow, Inc.
|
26,630,984 | $2,643,924,082 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,361,515 | $1,872,561,274 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,585,961 | $1,345,882,872 | |
| 7 | INTU |
Intuit Inc.
|
4,935,654 | $1,288,205,694 | |
| 8 | DDOG |
Datadog, Inc.
|
4,643,376 | $1,208,949,367 |
All Filings in VERX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,439,993 | 4,132,404 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $51,046,703 | 4,293,247 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,470,010 | 924,888 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $24,131,624 | 973,442 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $15,557,255 | 440,279 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $20,094,721 | 573,971 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $33,584,036 | 629,504 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $25,008,891 | 649,413 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $8,803,551 | 244,204 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $10,467,329 | 329,576 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $13,018,159 | 483,228 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,159,405 | 180,061 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $7,556,249 | 387,500 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,629,519 | 272,089 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,181,880 | 150,371 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,981,998 | 218,142 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,687,303 | 237,185 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,396,733 | 286,619 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,006,742 | 126,449 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,724,490 | 141,753 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,809,571 | 173,636 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $212,304 | 9,659 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $913,975 | 26,226 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $221,881 | 9,647 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||