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Vertex shares owned by Advisory Research

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

Historical chart of Advisory Research investment in Vertex

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

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Quarterly reported holdings in Vertex by Advisory Research

Quarter filed Position value Share count Share price at filing
2023-09-30 $896k 39k 23.10
2023-06-30 $1.6M 84k 19.50
2023-03-31 $662k 32k 20.69