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Vertex shares owned by Ellsworth Advisors

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

Historical chart of Ellsworth Advisors investment in Vertex

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

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Quarterly reported holdings in Vertex by Ellsworth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $643k 17k 38.51
2024-06-30 $577k 16k 36.05
2024-03-31 $471k 15k 31.34