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Vertex shares owned by UBS Group

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

Historical chart of UBS Group investment in Vertex

Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025050M100M150M200M01M2M3M
Value ($)Share countHistorical VERX position of UBS Group Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Vertex by UBS Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $188M 3.5M 53.35
2024-09-30 $129M 3.3M 38.51
2024-06-30 $120M 3.3M 36.05
2024-03-31 $244k 7.7k 31.76
2023-12-31 $239k 8.9k 26.94
2023-09-30 $195k 8.4k 23.10
2023-06-30 $218k 11k 19.50
2023-03-31 $127k 6.1k 20.69
2022-12-31 $135k 9.3k 14.51
2022-09-30 $126k 9.0k 14.00
2022-06-30 $100k 8.8k 11.29
2022-03-31 $168k 11k 16.00
2021-12-31 $103k 6.2k 16.67
2021-09-30 $55k 2.7k 20.00
2021-06-30 $15k 478 30.30
2021-03-31 $9.6k 445 21.58
2020-12-31 $6.0k 167 35.93
2020-09-30 $2.0k 100 20.00