Edgestream Partners »

Vertex shares owned by Edgestream Partners

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

Historical chart of Edgestream Partners investment in Vertex

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vertex by Edgestream Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 166k 19.97

More positions owned by Edgestream Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Goldman Sachs (GS)
Stryker Corporation (SYK)
Abbvie (ABBV)
Jones Lang LaSalle Incorporated (JLL)
Reliance Steel & Aluminum (RS)

View all positions for Edgestream Partners

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
Wellington Management Company
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Barclays

View all funds holding Vertex