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Vertex shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in Vertex

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vertex by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $365k 9.5k 38.51

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View all positions for Sigma Planning

Top funds holding Vertex

Vanguard Group
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BlackRock
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Fred Alger Management
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Jpmorgan Chase & Co
Franklin Resources
TimesSquare Capital Management
Geneva Capital Management
Geode Capital Management
Hanna Zanoni
Palisade Capital Management

View all funds holding Vertex