Vertex shares owned by Principal Financial Group
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Principal Financial Group
from 13F filings
Historical chart of Principal Financial Group investment in Vertex
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Quarterly reported holdings in Vertex by Principal Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.3M | 294k | 31.76 |
| 2023-12-31 | $6.3M | 234k | 26.94 |
| 2023-09-30 | $2.0M | 89k | 23.10 |
| 2023-06-30 | $747k | 38k | 19.50 |
| 2023-03-31 | $580k | 28k | 20.69 |
| 2021-03-31 | $1.4M | 63k | 21.98 |
| 2020-12-31 | $2.5M | 73k | 34.86 |
| 2020-09-30 | $4.8M | 208k | 23.00 |