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Vertex shares owned by EFG Asset Management

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

Historical chart of EFG Asset Management investment in Vertex

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

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Quarterly reported holdings in Vertex by EFG Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 150k 24.80
2025-06-30 $3.8M 107k 35.34
2025-03-31 $1.9M 54k 35.01

More positions owned by EFG Asset Management

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Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Netflix (NFLX)
Vertiv Holdings Com Cl A (VRT)
Applovin Corp Com Cl A (APP)
Marvell Technology (MRVL)
Arista Networks Com Shs (ANET)
Axon Enterprise (AXON)
Lam Research Corp Com New (LRCX)
Semtech Corporation (SMTC)
Veracyte (VCYT)

View all positions for EFG Asset 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