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Vertex shares owned by Rockefeller Capital Management

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

Historical chart of Rockefeller Capital Management investment in Vertex

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vertex by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 448k 24.79
2025-06-30 $16M 455k 35.34
2025-03-31 $12M 343k 35.01
2024-12-31 $8.7M 163k 53.35
2022-09-30 $4.0k 354 11.30
2022-06-30 $11k 1.0k 10.53