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Vertex shares owned by Toroso Investments

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

Historical chart of Toroso Investments investment in Vertex

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

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Quarterly reported holdings in Vertex by Toroso Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.8M 396k 24.79
2025-06-30 $14M 400k 35.34
2025-03-31 $10M 298k 35.01
2024-12-31 $8.4M 157k 53.35

More positions owned by Toroso Investments

Strategy Cl A New Call Option (MSTR)
NVIDIA Corporation Call Option (NVDA)
Coinbase Global Com Cl A Call Option (COIN)
Tesla Motors Call Option (TSLA)
Palantir Technologies Cl A Call Option (PLTR)
Robinhood Mkts Com Cl A Call Option (HOOD)
Microsoft Corporation Call Option (MSFT)
Apple Call Option (AAPL)
Amazon Call Option (AMZN)
Super Micro Computer Com New Call Option (SMCI)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Advanced Micro Devices Call Option (AMD)
Netflix Call Option (NFLX)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Toroso Investments

Top funds holding Vertex

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

View all funds holding Vertex