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Vertex shares owned by Fulcrum Asset Management

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

Historical chart of Fulcrum Asset Management investment in Vertex

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

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Quarterly reported holdings in Vertex by Fulcrum Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $48k 1.9k 24.79
2025-06-30 $480k 14k 35.34
2025-03-31 $829k 658k 1.26

More positions owned by Fulcrum Asset Management

Nvidia Corp Equity (NVDA)
Microsoft Corp Comp Equity (MSFT)
Broadcom Inc Comp Equity (AVGO)
Amazon.com Inc Comp Equity (AMZN)
Jpmorgan Chase & Co Equity (JPM)
Alphabet Inc-cl A Equity (GOOGL)
Alphabet In-cl C Equity (GOOG)
Visa Inc-class A Shares Equity (V)
Mastercard Inc - A Equity (MA)
Republic Services Equity (RSG)
Baker Hughes Co Comp Equity (BKR)
SLB Equity (SLB)
American Water Works Co Inc Comp Equity (AWK)
Nextera Energy Inc Comp Equity (NEE)
Micron Technology Inc Comp Equity (MU)

View all positions for Fulcrum 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