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Vertex shares owned by Key FInancial

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

Historical chart of Key FInancial investment in Vertex

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

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Quarterly reported holdings in Vertex by Key FInancial

Quarter filed Position value Share count Share price at filing
2024-03-31 $943 35 26.94
2023-12-31 $943 35 26.94
2023-09-30 $807 35 23.09
2023-06-30 $681 35 19.49
2023-03-31 $723 35 20.69
2022-12-31 $477 35 13.66
2022-09-30 $0 35 0.00
2022-06-30 $0 35 0.00
2022-03-31 $999 35 28.57
2021-12-31 $999 35 28.57
2021-09-30 $999 35 28.57
2021-06-30 $999 35 28.57
2021-03-31 $999 35 28.57
2020-12-31 $999 35 28.57