Empowered Funds »

Vertex shares owned by Empowered Funds

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

Historical chart of Empowered Funds investment in Vertex

Tip: Access up to 7 years of quarterly data

All positions including Vertex held by Empowered Funds 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 Empowered Funds

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 63k 53.35
2024-06-30 $821k 23k 36.05

More positions owned by Empowered Funds

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Chevron Corporation (CVX)
JPMorgan Chase & Co. (JPM)
Lam Research Corp Com New (LRCX)
Alphabet Cap Stk Cl C (GOOG)
Western Digital (WDC)
Mastercard Incorporated Cl A (MA)
Tesla Motors (TSLA)

View all positions for Empowered Funds

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