Thomas Stevens, CFA" »

Vertex shares owned by Thomas Stevens, CFA"

Quarter-by-quarter ownership of Vertex (VERX) shares owned by Thomas Stevens, CFA" from 13F filings

Historical chart of Thomas Stevens, CFA" investment in Vertex

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Quarterly reported holdings in Vertex by Thomas Stevens, CFA"

Quarter filed Position value Share count Share price at filing
2026-06-30 $381k 33k 11.48
2026-03-31 $3.3k 276 11.89
2025-12-31 $6.2k 276 22.60

More positions owned by Thomas Stevens, CFA"

NVIDIA Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Broadcom Common Stock (AVGO)
Alphabet Common Stock (GOOG)
Alphabet Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)
Eli Lilly & Co Common Stock (LLY)
Meta Platforms Common Stock (META)
Howmet Aerospace Common Stock (HWM)
Micron Technology Common Stock (MU)
GE Vernova Common Stock (GEV)
Lam Research Corp Common Stock (LRCX)
Advanced Micro Devices Common Stock (AMD)
Amphenol Corp Common Stock (APH)

View all positions for Thomas Stevens, CFA"

Top funds holding Vertex

BlackRock
Vanguard Portfolio Management
UBS Group
Morgan Stanley
Brown Advisory Holdings Incorporated
Vanguard Capital Management
Tensile Capital Management
Jpmorgan Chase & Co
D. E. Shaw & Co
William Blair Investment Management
State Street Corporation
Geode Capital Management
Nomura Holdings
Divisar Capital Management
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Vertex