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Vertex shares owned by Ameriprise Financial

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

Historical chart of Ameriprise Financial investment in Vertex

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

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Quarterly reported holdings in Vertex by Ameriprise Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 795k 24.79
2025-06-30 $38M 1.1M 35.34
2025-03-31 $30M 844k 35.01
2024-12-31 $61M 1.1M 53.35
2024-09-30 $38M 978k 38.51
2024-06-30 $11M 306k 36.05
2024-03-31 $9.7M 306k 31.76
2023-09-30 $5.8M 251k 23.10
2023-06-30 $5.0M 258k 19.50
2023-03-31 $6.7M 323k 20.69
2022-12-31 $4.1M 280k 14.51
2022-09-30 $3.8M 279k 13.67
2022-06-30 $3.2M 283k 11.33
2022-03-31 $4.1M 269k 15.34
2021-12-31 $3.8M 242k 15.87
2021-09-30 $4.7M 245k 19.22
2021-06-30 $8.3M 379k 21.94
2021-03-31 $7.7M 352k 21.98
2020-12-31 $12M 339k 34.85
2020-09-30 $2.4M 106k 22.99