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Vertex shares owned by Y-Intercept

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

Historical chart of Y-Intercept investment in Vertex

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All positions including Vertex held by Y-Intercept consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex by Y-Intercept

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 51k 24.79
2025-03-31 $376k 11k 35.01
2023-06-30 $217k 11k 19.50