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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

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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
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

Citigroup Com New Call Option (C)
Capri Holdings SHS Call Option (CPRI)
Spdr Ser Tr S&p Regl Bkg Put Option (KRE)
Verizon Communications Put Option (VZ)
Albertsons Cos Common Stock Call Option (ACI)
United States Steel Corporation Call Option (X)
Frontier Communications Pare Call Option (FYBR)
Celestica Call Option (CLS)
AmerisourceBergen Call Option (COR)
Alphabet Cap Stk Cl C Put Option (GOOG)
Verisign Call Option (VRSN)
Vistra Energy Call Option (VST)
Tapestry Call Option (TPR)
Arcellx Common Stock Call Option (ACLX)
Royal Caribbean Cruises Call Option (RCL)

View all positions for Caption Management

Top funds holding Vertex

Vanguard Group
BlackRock
BlackRock
Tensile Capital Management
Neuberger Berman Group
Fred Alger Management
Conestoga Capital Advisors
Legacy Advisors
Jpmorgan Chase & Co
Franklin Resources
TimesSquare Capital Management
Geneva Capital Management
Geode Capital Management
Hanna Zanoni
Palisade Capital Management

View all funds holding Vertex