Vertex shares owned by Pathstone Holdings
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 |
|---|---|---|---|
| 2025-09-30 | $418k | 17k | 24.79 |
| 2025-06-30 | $529k | 15k | 35.34 |
| 2025-03-31 | $524k | 15k | 35.01 |
| 2024-12-31 | $805k | 15k | 53.35 |
| 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 |