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Vertex shares owned by Caption Management

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

Historical chart of Caption Management investment in Vertex

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vertex by Caption Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 191k 24.79
2024-09-30 $1.9M 50k 38.51
2024-06-30 $1.8M 50k 36.05
2023-03-31 $4.3M 209k 20.69

More positions owned by Caption Management

Carvana Cl A Call Option (CVNA)
Coreweave Com Cl A Call Option (CRWV)
Intuit Call Option (INTU)
Tesla Motors Put Option (TSLA)
United Therapeutics Corporation Call Option (UTHR)
Amazon Put Option (AMZN)
Reddit Cl A Call Option (RDDT)
Applovin Corp Com Cl A Call Option (APP)
NVIDIA Corporation Put Option (NVDA)
Echostar Corp Cl A Call Option (SATS)
Chevron Corporation Call Option (CVX)
Sable Offshore Corp Com Shs Call Option (SOC)
Iren Ordinary Shares Call Option (IREN)
Core Scientific Call Option (CORZ)
Coinbase Global Com Cl A Call Option (COIN)

View all positions for Caption Management

Top funds holding Vertex

Vanguard Group
BlackRock
UBS Group
Tensile Capital Management
Massachusetts Financial Services
Brown Advisory Holdings Incorporated
Neuberger Berman Group
Geneva Capital Management
Daniel D. Thurber
Conestoga Capital Advisors
Wellington Management Company
Champlain Investment Partners
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management

View all funds holding Vertex