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Vertex shares owned by Capstone Investment Advisors

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

Historical chart of Capstone Investment Advisors investment in Vertex

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vertex by Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $126k 11k 11.89
2025-06-30 $247k 7.0k 35.34

More positions owned by Capstone Investment Advisors

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr China Lg-cap Etf (FXI)
Alphabet Cap Stk Cl A (GOOGL)
Lumentum Hldgs Note 1.500%12/1 (Principal)
Meta Platforms Cl A (META)
Select Sector Spdr Tr State Street Fin Call Option (XLF)
Western Digital Corp Note 3.000%11/1 (Principal)

View all positions for Capstone Investment Advisors

Top funds holding Vertex

Vanguard Group
UBS Group
BlackRock
Vanguard Portfolio Management
Morgan Stanley
Tensile Capital Management
Vanguard Capital Management
Neuberger Berman Group
Massachusetts Financial Services
Nomura Holdings
Goldman Sachs Group
Geneva Capital Management
State Street Corporation
Brown Advisory Holdings Incorporated
Geode Capital Management

View all funds holding Vertex