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Vertex shares owned by Strategic Advocates

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

Historical chart of Strategic Advocates investment in Vertex

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

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Quarterly reported holdings in Vertex by Strategic Advocates

Quarter filed Position value Share count Share price at filing
2025-09-30 $169k 6.8k 24.79
2025-06-30 $228k 6.5k 35.33
2025-03-31 $207k 5.9k 35.01

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Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Palantir Technologies Inc Cl A Stock (PLTR)
Tesla Stock (TSLA)
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)

View all positions for Strategic Advocates

Top funds holding Vertex

UBS Group
Vanguard Group
BlackRock
Tensile Capital Management
Brown Advisory Holdings Incorporated
Neuberger Berman Group
Geneva Capital Management
Daniel D. Thurber
Massachusetts Financial Services
Conestoga Capital Advisors
Wellington Management Company
Champlain Investment Partners
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management

View all funds holding Vertex