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Vertex shares owned by Moody National Bank Trust Division

Quarter-by-quarter ownership of Vertex (VERX) shares owned by Moody National Bank Trust Division from 13F filings

Historical chart of Moody National Bank Trust Division investment in Vertex

Tip: Access up to 7 years of quarterly data

All positions including Vertex held by Moody National Bank Trust Division consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex by Moody National Bank Trust Division

Quarter filed Position value Share count Share price at filing
2025-03-31 $797k 23k 35.01
2024-12-31 $1.0M 19k 53.35
2024-09-30 $783k 20k 38.51
2024-06-30 $1.1M 30k 36.05
2024-03-31 $806k 25k 31.76
2023-12-31 $508k 19k 26.94
2023-09-30 $312k 14k 23.10

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View all positions for Moody National Bank Trust Division

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