Vertex shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Vertex
Tip: Access up to 7 years of quarterly data
All positions including Vertex held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vertex by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 194k | 24.79 |
| 2025-06-30 | $7.1M | 201k | 35.34 |
| 2025-03-31 | $7.9M | 225k | 35.01 |
| 2024-12-31 | $9.6M | 179k | 53.35 |
| 2024-09-30 | $7.2M | 187k | 38.51 |
| 2024-06-30 | $8.9M | 248k | 36.05 |
| 2024-03-31 | $7.2M | 226k | 31.76 |
| 2023-09-30 | $6.6M | 285k | 23.10 |
| 2023-06-30 | $4.2M | 217k | 19.50 |
| 2023-03-31 | $3.5M | 167k | 20.69 |
| 2022-12-31 | $2.2M | 150k | 14.51 |
| 2022-09-30 | $2.1M | 153k | 13.67 |
| 2022-06-30 | $1.6M | 143k | 11.33 |
| 2022-03-31 | $2.3M | 152k | 15.34 |
| 2021-12-31 | $2.0M | 126k | 15.87 |
| 2021-09-30 | $2.4M | 126k | 19.22 |
| 2021-06-30 | $2.3M | 104k | 21.94 |
| 2021-03-31 | $2.3M | 106k | 21.98 |
| 2020-12-31 | $743k | 21k | 34.84 |
| 2020-09-30 | $354k | 15k | 23.02 |
More positions owned by Envestnet Asset Management
View all positions for Envestnet Asset Management