Diversified Trust Co

SEC CIK: 0001479844
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

VERX holding history

Vertex, Inc. in every 13F filed by Diversified Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VERX overview All 13F holders of VERX Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of VERX by Diversified Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−16,304−100.0%	Sold out	Holders
Q4 2025	16,304	$325.6K	<0.1%	−7,671−32.0%	Reduced	Holders
Q3 2025	23,975	$594.3K	<0.1%	+4,963+26.1%	Added	Holders
Q2 2025	19,012	$671.8K	<0.1%	+19,012	New	Holders