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Vertex shares owned by Fairman Group

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

Historical chart of Fairman Group investment in Vertex

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

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Quarterly reported holdings in Vertex by Fairman Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $122k 6.1k 19.97
2025-09-30 $152k 6.1k 24.79
2025-06-30 $217k 6.1k 35.34
2025-03-31 $0 6.1k 0.00
2024-12-31 $327k 6.1k 53.35

More positions owned by Fairman Group

Ishares Tr Core S&p500 Etf (IVV)
Accenture Plc Ireland Shs Class A (ACN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Essent (ESNT)
Ea Series Trust Strive 500 Etf (STRV)
W.R. Berkley Corporation (WRB)
Veeva Sys Cl A Com (VEEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Blackrock Etf Trust Ii Ishares High Yie (HIMU)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Large Cap Etf (VV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fairman Group

Top funds holding Vertex

UBS Group
Vanguard Group
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Tensile Capital Management
Nomura Holdings
Neuberger Berman Group
Brown Advisory Holdings Incorporated
Geneva Capital Management
Massachusetts Financial Services
Conestoga Capital Advisors
State Street Corporation
Park West Asset Management
Geode Capital Management
Wellington Management Company
Barclays

View all funds holding Vertex