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Vertex shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Vertex

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

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Quarterly reported holdings in Vertex by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $581k 15k 38.51
2024-06-30 $542k 15k 36.05
2024-03-31 $476k 15k 31.76
2023-12-31 $405k 15k 26.94

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Vertex

Vanguard Group
BlackRock
BlackRock
Tensile Capital Management
Neuberger Berman Group
Fred Alger Management
Conestoga Capital Advisors
Legacy Advisors
Jpmorgan Chase & Co
Franklin Resources
TimesSquare Capital Management
Geneva Capital Management
Geode Capital Management
Hanna Zanoni
Palisade Capital Management

View all funds holding Vertex