VERTEX INC's ticker is VERX and the CUSIP is 92538J106. A total of 129 filers reported holding VERTEX INC in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,622,732 | +25.2% | 4,918,733 | +5.7% | 0.00% | +50.0% |
| Q2 2023 | $90,750,056 | +22.4% | 4,653,849 | +29.9% | 0.00% | 0.0% |
| Q1 2023 | $74,140,297 | +42.0% | 3,583,388 | -0.4% | 0.00% | +100.0% |
| Q4 2022 | $52,211,870 | +9.3% | 3,598,337 | +3.0% | 0.00% | 0.0% |
| Q3 2022 | $47,772,000 | +51.8% | 3,494,699 | +25.9% | 0.00% | 0.0% |
| Q2 2022 | $31,461,000 | -17.5% | 2,776,752 | +11.7% | 0.00% | 0.0% |
| Q1 2022 | $38,131,000 | -8.4% | 2,485,682 | -5.2% | 0.00% | 0.0% |
| Q4 2021 | $41,608,000 | -9.3% | 2,621,819 | +9.8% | 0.00% | 0.0% |
| Q3 2021 | $45,895,000 | +31.1% | 2,387,890 | +49.6% | 0.00% | 0.0% |
| Q2 2021 | $35,019,000 | -25.1% | 1,596,084 | -25.0% | 0.00% | 0.0% |
| Q1 2021 | $46,751,000 | -31.2% | 2,126,984 | +9.1% | 0.00% | -50.0% |
| Q4 2020 | $67,942,000 | +64.8% | 1,949,547 | +8.8% | 0.00% | +100.0% |
| Q3 2020 | $41,217,000 | – | 1,792,025 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tensile Capital Management | 694,732 | $10,657,000 | 1.55% |
| Conestoga Capital Advisors, LLC | 3,338,909 | $51,219,000 | 0.77% |
| Herald Investment Management Ltd | 150,000 | $2,290,000 | 0.42% |
| Bullseye Asset Management LLC | 40,496 | $622,000 | 0.29% |
| PALISADE CAPITAL MANAGEMENT, LP | 780,038 | $11,966,000 | 0.28% |
| TimesSquare Capital Management, LLC | 1,321,104 | $20,266,000 | 0.23% |
| FRED ALGER MANAGEMENT, LLC | 4,185,081 | $64,199,000 | 0.20% |
| Legacy Advisors, LLC | 60,000 | $920,000 | 0.18% |
| Quadrant Private Wealth Management, LLC | 24,869 | $381,000 | 0.14% |
| Corton Capital Inc. | 13,906 | $213,000 | 0.09% |