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 | $13,594,455 | +154540.6% | 377,100 | +36.2% | 0.02% | +64.3% |
| Q1 2024 | $8,791 | -4.8% | 276,800 | -19.2% | 0.01% | 0.0% |
| Q4 2023 | $9,232 | +42.5% | 342,700 | +22.2% | 0.01% | +27.3% |
| Q3 2023 | $6,477 | +45.3% | 280,400 | +22.7% | 0.01% | +83.3% |
| Q2 2023 | $4,458 | +32.8% | 228,600 | +40.9% | 0.01% | +50.0% |
| Q1 2023 | $3,356 | +99.8% | 162,200 | +40.1% | 0.00% | +100.0% |
| Q4 2022 | $1,680 | -99.9% | 115,800 | +7.2% | 0.00% | 0.0% |
| Q3 2022 | $1,476,000 | +28.6% | 108,000 | +6.6% | 0.00% | +100.0% |
| Q2 2022 | $1,148,000 | -36.2% | 101,300 | -13.6% | 0.00% | -50.0% |
| Q1 2022 | $1,798,000 | +125.6% | 117,200 | +133.5% | 0.00% | +100.0% |
| Q4 2021 | $797,000 | +31.7% | 50,200 | +59.4% | 0.00% | 0.0% |
| Q3 2021 | $605,000 | – | 31,500 | – | 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% |