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Vertex shares owned by Diversified Trust Company

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

Historical chart of Diversified Trust Company investment in Vertex

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

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Quarterly reported holdings in Vertex by Diversified Trust Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $594k 24k 24.79
2025-06-30 $672k 19k 35.34

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Top funds holding Vertex

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