VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 146 filers reported holding VERTEX INC in Q4 2023. The put-call ratio across all filers is 0.35 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,607,000 | +16.3% | 183,277 | +2.4% | 0.00% | 0.0% |
| Q1 2024 | $5,682,000 | +29.1% | 178,937 | +9.5% | 0.00% | 0.0% |
| Q4 2023 | $4,401,000 | +39.5% | 163,365 | +19.6% | 0.00% | 0.0% |
| Q3 2023 | $3,155,000 | +17.2% | 136,600 | -1.0% | 0.00% | 0.0% |
| Q2 2023 | $2,691,000 | -3.8% | 138,039 | +2.1% | 0.00% | 0.0% |
| Q1 2023 | $2,798,000 | +44.0% | 135,199 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $1,943,000 | +3.7% | 133,907 | -2.2% | 0.00% | 0.0% |
| Q3 2022 | $1,873,000 | +21.1% | 136,954 | +0.3% | 0.00% | – |
| Q2 2022 | $1,547,000 | -28.0% | 136,551 | -2.6% | 0.00% | -100.0% |
| Q1 2022 | $2,150,000 | +14.9% | 140,180 | +18.9% | 0.00% | – |
| Q4 2021 | $1,871,000 | -20.1% | 117,908 | -3.2% | 0.00% | -100.0% |
| Q3 2021 | $2,342,000 | -10.0% | 121,844 | +2.8% | 0.00% | 0.0% |
| Q2 2021 | $2,601,000 | +2.8% | 118,535 | +3.0% | 0.00% | 0.0% |
| Q1 2021 | $2,529,000 | -26.9% | 115,072 | +16.0% | 0.00% | 0.0% |
| Q4 2020 | $3,458,000 | +2666.4% | 99,223 | +1725.6% | 0.00% | – |
| Q3 2020 | $125,000 | – | 5,435 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tensile Capital Management | 4,633,550 | $167,039,478 | 18.42% |
| Legacy Advisors, LLC | 2,163,473 | $77,993,202 | 9.48% |
| Aperture Investors, LLC | 818,337 | $29,501,049 | 4.31% |
| Pembroke Management, LTD | 844,619 | $30,448,515 | 4.09% |
| Gagnon Advisors, LLC | 115,594 | $4,167,164 | 3.17% |
| Bryn Mawr Capital Management, LLC | 1,596,000 | $57,535,800 | 3.17% |
| NEXT CENTURY GROWTH INVESTORS LLC | 848,394 | $30,584,603 | 2.54% |
| G2 Investment Partners Management LLC | 238,450 | $8,596,123 | 2.23% |
| Palogic Value Management, L.P. | 125,000 | $4,506,250 | 1.91% |
| Conestoga Capital Advisors, LLC | 2,805,785 | $101,148,549 | 1.52% |