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Vertex shares owned by Assetmark

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

Historical chart of Assetmark investment in Vertex

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

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Quarterly reported holdings in Vertex by Assetmark

Quarter filed Position value Share count Share price at filing
2025-12-31 $84k 4.2k 19.97
2025-09-30 $70k 2.8k 24.79
2025-06-30 $168k 4.7k 35.34
2025-03-31 $1.2M 33k 35.01
2024-12-31 $79k 1.5k 53.35

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View all positions for Assetmark

Top funds holding Vertex

UBS Group
Vanguard Group
BlackRock
Tensile Capital Management
Nomura Holdings
Neuberger Berman Group
Brown Advisory Holdings Incorporated
Geneva Capital Management
Massachusetts Financial Services
Conestoga Capital Advisors
State Street Corporation
Park West Asset Management
Geode Capital Management
Wellington Management Company
Barclays

View all funds holding Vertex