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Vertex shares owned by Morningstar Investment Management

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

Historical chart of Morningstar Investment Management investment in Vertex

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

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Quarterly reported holdings in Vertex by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $849k 34k 24.80

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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